Largest Portfolios by Value

Filing on Oct 31, 2024 Q3 2024

Kennon Green & Company, LLC

  • META
  • BRK-B
  • GOOGL
  • PM
  • MO
  • BTI
  • SSNC
Kennon Green & Company, LLC's Q3 2024 Portfolio
Portfolio Value 120 Billion
Stocks 42
Filing on Nov 13, 2024 Q3 2024

Shum Financial Group, Inc.

  • AAPL
  • QUAL
  • IGLB
  • SPSM
  • MSFT
  • EFV
  • SDY
Shum Financial Group, Inc.'s Q3 2024 Portfolio
Portfolio Value 120 Billion
Stocks 90
Filing on Jan 09, 2024 Q4 2023

Bdl Capital Management

  • DOLE
  • GOOGL
  • PNR
  • QGEN
  • ALC
  • CNHI
  • PANW
Bdl Capital Management's Q4 2023 Portfolio
Portfolio Value 120 Billion
Stocks 17
Filing on Jan 12, 2023 Q4 2022

Lion Long Term Partners LP

  • TPL
  • CVEO
Lion Long Term Partners LP's Q4 2022 Portfolio
Portfolio Value 119 Billion
Stocks 2
Filing on Oct 28, 2024 Q3 2024

Durante & Waters, LLC

  • IVV
  • ITOT
  • IVE
  • SHY
  • AGG
  • VTI
  • BRK-A
Durante & Waters, LLC's Q3 2024 Portfolio
Portfolio Value 119 Billion
Stocks 30
Filing on Nov 04, 2024 Q3 2024

Kailix Advisors LLC

  • RIG
  • CSTM
  • WCC
  • AR
  • GPRE
  • NFE
Kailix Advisors LLC's Q3 2024 Portfolio
Portfolio Value 119 Billion
Stocks 6
Filing on Nov 12, 2024 Q3 2024

Naples Money Management LLC

  • SPY
  • NVDA
  • NFLX
  • MSFT
  • TER
  • CRS
  • META
Naples Money Management LLC's Q3 2024 Portfolio
Portfolio Value 118 Billion
Stocks 381
Filing on Oct 16, 2024 Q3 2024

University Of Chicago

  • BND
  • VT
  • VOO
  • PYXS
University Of Chicago's Q3 2024 Portfolio
Portfolio Value 118 Billion
Stocks 5
Filing on Jan 09, 2023 Q4 2022

Align Wealth Management, LLC

  • DFAC
  • VGLT
  • DFAT
  • MUB
  • DFAX
  • DFIC
  • DFEM
Align Wealth Management, LLC's Q4 2022 Portfolio
Portfolio Value 118 Billion
Stocks 219
Filing on Oct 17, 2024 Q3 2024

Marest Capital, LLC

  • SPY
  • MSFT
  • AAPL
  • JPM
  • GOOG
  • META
  • GS
Marest Capital, LLC's Q3 2024 Portfolio
Portfolio Value 118 Billion
Stocks 19
Filing on Oct 31, 2024 Q3 2024

Fpc Investment Advisory, Inc.

  • BIV
  • ISTB
  • VGK
  • TLT
  • AAPL
  • BND
  • IEV
Fpc Investment Advisory, Inc.'s Q3 2024 Portfolio
Portfolio Value 118 Billion
Stocks 97
Filing on Oct 11, 2024 Q3 2024

Muirfield Wealth Advisors LLC

  • RSP
  • VGSH
  • SCHX
  • BRK-B
  • VIG
  • IJR
  • IJH
Muirfield Wealth Advisors LLC's Q3 2024 Portfolio
Portfolio Value 118 Billion
Stocks 61
Filing on Oct 31, 2024 Q3 2024

Mainstream Capital Management LLC

  • JPST
  • AAPL
  • AMZN
  • META
  • IWF
  • IWD
  • NVDA
Mainstream Capital Management LLC's Q3 2024 Portfolio
Portfolio Value 118 Billion
Stocks 84
Filing on Nov 08, 2024 Q3 2024

Robinson Smith Wealth Advisors LLC

  • SCHB
  • IUSV
  • JNJ
  • CGMU
  • TFLO
  • AAPL
  • QUAL
Robinson Smith Wealth Advisors LLC's Q3 2024 Portfolio
Portfolio Value 118 Billion
Stocks 83
Filing on Nov 12, 2024 Q3 2024

Symphony Financial Services, Inc.

  • JMBS
  • JAAA
  • USMC
  • PAVE
  • AAPL
  • NVDA
  • COWZ
Symphony Financial Services, Inc.'s Q3 2024 Portfolio
Portfolio Value 118 Billion
Stocks 82
Filing on Nov 08, 2024 Q3 2024

Mission Hills Financial Advisory, LLC

  • BIZD
  • PCN
  • MINT
  • VEA
  • QQQ
  • RQI
  • KBWD
Mission Hills Financial Advisory, LLC's Q3 2024 Portfolio
Portfolio Value 118 Billion
Stocks 32
Filing on Nov 12, 2024 Q3 2024

Aegis Financial Corp

  • HNRG
  • EQX
  • ASTL
  • NGS
  • BTU
  • PDS
  • EGO
Aegis Financial Corp's Q3 2024 Portfolio
Portfolio Value 117 Billion
Stocks 23
Filing on Nov 14, 2024 Q3 2024

Kuhn & CO Investment Counsel

  • NVDA
  • AAPL
  • FNDF
  • CGGR
  • VUG
  • LLY
  • VTV
Kuhn & CO Investment Counsel's Q3 2024 Portfolio
Portfolio Value 117 Billion
Stocks 128