Largest Portfolios by Value
Filing on May 15, 2025
Q1 2025
Grafton Street Partners Fund, LP
- TPG
- GOOGL
- MSFT
- WDAY
- ELV
- V
- TSM
Filing on May 14, 2025
Q1 2025
Cascade Investment Group, Inc.
- VTI
- AAPL
- SPTM
- CIBR
- AMZN
- GLP
- VXUS
Filing on May 09, 2025
Q1 2025
Coign Capital Advisors LLC
- IVOO
- TBIL
- IVV
- GOVT
- PVAL
- IJH
- AGG
Filing on May 01, 2025
Q1 2025
Filing on Apr 22, 2025
Q1 2025
Davidson Kahn Capital Management, LLC
- VOO
- RSP
- AMZN
- QQQ
- SCHB
- GOOGL
- EZM
Filing on May 12, 2025
Q1 2025
Sterling Wealth Advisors Inc
- DFAU
- DFSD
- DFUS
- DFAI
- DFIC
- DFAE
- DFCF
Filing on May 09, 2025
Q1 2025
Frazier Financial Advisors, LLC
- VIG
- SPY
- VTI
- DDWM
- DON
- VB
- ACN
Filing on May 15, 2025
Q1 2025
Filing on May 08, 2025
Q1 2025
Hopwood Financial Services, Inc.
- SPY
- CGXU
- IJH
- BSV
- MDY
- IJR
- XOM
Filing on Apr 22, 2025
Q1 2025
Filing on Apr 16, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
Cravens & CO Advisors, LLC
- SMBK
- DFAC
- DFEM
- DBND
- VMBS
- VGIT
- VGSH
Filing on Apr 09, 2025
Q1 2025
Leibman Financial Services, Inc.
- USFR
- BRK-B
- EPI
- URI
- TSM
- FCX
- ARE
Filing on May 15, 2025
Q1 2025
Ategra Capital Management, LLC
- AX
- FISI
- TFC
- FHN
- VOO
- HWBK
- PKBK
Filing on May 14, 2025
Q1 2025
Inherent Management Corp.
- COOP
- IEMG
- NEE
- PAX
- OEC
- BLDR
- SHC
Filing on Apr 21, 2025
Q1 2025
Jim Saulnier & Associates, LLC
- AOR
- AOA
- VEA
- BIL
- SGOV
- BIV
- GVI
Filing on May 15, 2025
Q1 2025