Largest Portfolios by Value

Filing on Jan 24, 2025 Q4 2024

Washington University

  • NU
  • MRNA
  • ROAD
Washington University's Q4 2024 Portfolio
Portfolio Value 118 Million
Stocks 3
Filing on Feb 03, 2025 Q4 2024

Lloyd Advisory Services, Llc.

  • SPLG
  • SIXO
  • VOO
  • TYA
  • ZROZ
  • LTPZ
  • AAPL
Lloyd Advisory Services, Llc.'s Q4 2024 Portfolio
Portfolio Value 117 Million
Stocks 100
Filing on Nov 12, 2024 Q3 2024

Intel Corp

  • JOBY
  • SNTI
Intel Corp's Q3 2024 Portfolio
Portfolio Value 117 Million
Stocks 4
Filing on Feb 06, 2025 Q4 2024

Barden Capital Management, Inc.

  • NVDA
  • SCHX
  • SCHA
  • SPGM
  • SPAB
  • SCHF
  • SCHG
Barden Capital Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 117 Million
Stocks 60
Filing on Feb 11, 2025 Q4 2024

Vitruvian Partners LLP

  • MQ
  • CARG
  • MXCT
  • XMTR
  • RXST
  • API
Vitruvian Partners LLP's Q4 2024 Portfolio
Portfolio Value 116 Million
Stocks 6
Filing on Jan 16, 2025 Q4 2024

Ariose Capital Management LTD

  • DQ
  • NFLX
  • TSLA
  • AVGO
  • EDU
  • MAR
  • U
Ariose Capital Management LTD's Q4 2024 Portfolio
Portfolio Value 116 Million
Stocks 13
Filing on Nov 13, 2024 Q3 2024

Wfa Of San Diego, LLC

  • AAPL
  • VTI
  • LECO
  • BRK-B
  • SPLV
  • PRF
  • VONG
Wfa Of San Diego, LLC's Q3 2024 Portfolio
Portfolio Value 116 Million
Stocks 421
Filing on Nov 14, 2024 Q3 2024

Partners Value Investments LP

  • BBU
  • BABA
  • SHYG
  • MPLX
  • T
  • LQD
Partners Value Investments LP's Q3 2024 Portfolio
Portfolio Value 116 Million
Stocks 10
Filing on Feb 11, 2025 Q4 2024

Kepos Capital LP

  • CME
  • MBB
  • HYG
  • STRN
  • GFAIW
  • PCY
  • SVIIR
Kepos Capital LP's Q4 2024 Portfolio
Portfolio Value 116 Million
Stocks 57
Filing on Nov 14, 2024 Q3 2024

Roberts Capital Advisors, LLC

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • GOOG
  • GOOGL
Roberts Capital Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 116 Million
Stocks 89
Filing on Jan 24, 2025 Q4 2024

Alterna Wealth Management, Inc

  • SHV
  • SHY
  • SLQD
  • SPY
  • AAPL
  • IBDQ
  • XLK
Alterna Wealth Management, Inc's Q4 2024 Portfolio
Portfolio Value 115 Million
Stocks 103
Filing on Jan 28, 2025 Q4 2024

Byrne Asset Management LLC

  • MSFT
  • AAPL
  • AMZN
  • NVDA
  • META
  • JPM
  • V
Byrne Asset Management LLC's Q4 2024 Portfolio
Portfolio Value 115 Million
Stocks 541
Filing on Jan 31, 2025 Q4 2024

Schubert & CO

  • FISV
  • AAPL
  • DFAC
  • DHR
  • DFIV
  • DUHP
  • DFIC
Schubert & CO's Q4 2024 Portfolio
Portfolio Value 115 Million
Stocks 58
Filing on Oct 21, 2022 Q3 2022

Morgan Jess S & CO Inc

  • SPXU
  • QQQ
  • SQQQ
  • DBC
  • UNH
  • FTGC
  • AAPL
Morgan Jess S & CO Inc's Q3 2022 Portfolio
Portfolio Value 115 Million
Stocks 36
Filing on Nov 14, 2024 Q3 2024

Fir Tree Capital Management LP

  • RSP
  • LQD
  • AR
  • EVGR
  • WEL
  • HCVI
  • APXI
Fir Tree Capital Management LP's Q3 2024 Portfolio
Portfolio Value 115 Million
Stocks 80
Filing on Jan 28, 2025 Q4 2024

Slocum, Gordon & CO LLP

  • MRK
  • PG
  • XOM
  • JNJ
  • ABBV
  • AEP
  • PPL
Slocum, Gordon & CO LLP's Q4 2024 Portfolio
Portfolio Value 115 Million
Stocks 137
Filing on Nov 10, 2022 Q3 2022

Rutabaga Capital Management LLC

  • HIL
  • MPAA
  • TITN
  • PCTI
  • BBCP
  • TBBK
  • NTIC
Rutabaga Capital Management LLC's Q3 2022 Portfolio
Portfolio Value 115 Million
Stocks 47
Filing on Nov 12, 2024 Q3 2024

Oder Investment Management, LLC

  • AAPL
  • SPY
  • AMZN
  • BSJO
  • BSJP
  • MSFT
  • BSJQ
Oder Investment Management, LLC's Q3 2024 Portfolio
Portfolio Value 115 Million
Stocks 91