Largest Portfolios by Value

Filing on Jan 28, 2025 Q4 2024

Santori & Peters, Inc.

  • WAB
  • AME
  • JAAA
  • BUFD
  • CAPE
  • VTV
  • SCHX
Santori & Peters, Inc.'s Q4 2024 Portfolio
Portfolio Value 260 Million
Stocks 66
Filing on Jan 23, 2025 Q4 2024

Hixon Zuercher, LLC

  • AAPL
  • JPM
  • GSLC
  • CAT
  • SYK
  • AMZN
  • COST
Hixon Zuercher, LLC's Q4 2024 Portfolio
Portfolio Value 260 Million
Stocks 79
Filing on Feb 14, 2025 Q4 2024

Ecp Control Co, LLC

  • PCG
  • CTOS
  • SHEN
  • CLNE
Ecp Control Co, LLC's Q4 2024 Portfolio
Portfolio Value 260 Million
Stocks 4
Filing on Feb 13, 2025 Q4 2024

Aristides Capital LLC

  • SPY
  • GBTC
  • TYG
  • GOOGL
  • MSFT
  • BRK-B
  • ITRN
Aristides Capital LLC's Q4 2024 Portfolio
Portfolio Value 260 Million
Stocks 303
Filing on Nov 14, 2022 Q3 2022

Kehrs Ridge Capital,Llc

  • WMT
  • MNST
  • MO
  • KHC
  • POST
  • BG
  • SJM
Kehrs Ridge Capital,Llc's Q3 2022 Portfolio
Portfolio Value 260 Million
Stocks 31
Filing on Jan 14, 2025 Q4 2024

Beech Hill Advisors, Inc.

  • AMZN
  • GOOGL
  • AAPL
  • META
  • AVGO
  • MSFT
  • UBER
Beech Hill Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 259 Million
Stocks 99
Filing on Jan 30, 2025 Q4 2024

Palumbo Wealth Management LLC

  • SPY
  • JPST
  • GLD
  • AAPL
  • DBC
  • MSFT
  • AMZN
Palumbo Wealth Management LLC's Q4 2024 Portfolio
Portfolio Value 259 Million
Stocks 175
Filing on Jan 24, 2025 Q4 2024

Newton One Investments LLC

  • BND
  • VUG
  • VCIT
  • VEU
  • IJH
  • VTEB
  • IWD
Newton One Investments LLC's Q4 2024 Portfolio
Portfolio Value 259 Million
Stocks 122
Filing on Jan 29, 2025 Q4 2024

Phraction Management LLC

  • AMZN
  • MSFT
  • HON
  • TMO
  • ADI
  • BRK-B
  • GOOGL
Phraction Management LLC's Q4 2024 Portfolio
Portfolio Value 259 Million
Stocks 71
Filing on Feb 13, 2025 Q4 2024

Emergence Gp Partners, LLC

  • VEEV
  • DOCS
  • BLND
Emergence Gp Partners, LLC's Q4 2024 Portfolio
Portfolio Value 259 Million
Stocks 4
Filing on Jan 15, 2025 Q4 2024

Gill Capital Partners, LLC

  • VUG
  • SCHG
  • KR
  • BSCT
  • VTV
  • VEA
  • SCHV
Gill Capital Partners, LLC's Q4 2024 Portfolio
Portfolio Value 259 Million
Stocks 135
Filing on Jan 29, 2025 Q4 2024

Tranquility Partners, LLC

  • MSFT
  • BX
  • AAPL
  • AMZN
  • COST
  • BXSL
  • OWL
Tranquility Partners, LLC's Q4 2024 Portfolio
Portfolio Value 259 Million
Stocks 204
Filing on Jan 17, 2025 Q4 2024

Adirondack Trust CO

  • SPY
  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • MDY
  • JPM
Adirondack Trust CO's Q4 2024 Portfolio
Portfolio Value 259 Million
Stocks 574
Filing on Feb 14, 2025 Q4 2024

Quantedge Capital Pte LTD

  • CEIX
  • BFH
  • MATX
  • CRTO
  • VSCO
  • COLL
  • ENVA
Quantedge Capital Pte LTD's Q4 2024 Portfolio
Portfolio Value 259 Million
Stocks 132
Filing on Feb 14, 2025 Q4 2024

Meritech Capital Associates V L.L.C.

  • DDOG
  • RBLX
Meritech Capital Associates V L.L.C.'s Q4 2024 Portfolio
Portfolio Value 259 Million
Stocks 2
Filing on Feb 14, 2025 Q4 2024

Richmond Hill Investments, LLC

  • RSVR
  • GBLI
  • KMI
  • ACVA
Richmond Hill Investments, LLC's Q4 2024 Portfolio
Portfolio Value 259 Million
Stocks 4
Filing on Feb 12, 2025 Q4 2024

Bandera Partners LLC

  • JYNT
  • SGU
  • BUR
  • GOOGL
  • OXY
  • MTCH
  • BTMD
Bandera Partners LLC's Q4 2024 Portfolio
Portfolio Value 258 Million
Stocks 18
Filing on Jan 15, 2025 Q4 2024

Kelly Financial Services LLC

  • IVV
  • QUAL
  • IVW
  • DYNF
  • EFV
  • EMXC
  • MBB
Kelly Financial Services LLC's Q4 2024 Portfolio
Portfolio Value 258 Million
Stocks 114