Largest Portfolios by Value

Filing on Jul 12, 2023 Q2 2023

Wealth Cmt

  • CWI
  • USMV
  • VONE
  • IXUS
  • TFI
  • SHM
  • SMMU
Wealth Cmt's Q2 2023 Portfolio
Portfolio Value 66.2 Million
Stocks 10
Filing on Oct 22, 2024 Q3 2024

Kaizen Investment Management Pte. Ltd.

  • SE
Kaizen Investment Management Pte. Ltd.'s Q3 2024 Portfolio
Portfolio Value 66.1 Million
Stocks 1
Filing on Feb 07, 2025 Q4 2024

Mayar Capital Ltd.

  • GOOG
  • UPS
  • V
  • JNJ
  • BFAM
  • MA
  • PYPL
Mayar Capital Ltd.'s Q4 2024 Portfolio
Portfolio Value 65.8 Million
Stocks 12
Filing on Nov 12, 2024 Q3 2024

Corbin Capital Partners, L.P.

  • EDR
  • HYG
  • BKLN
  • ABUS
  • EVLV
  • ROIV
  • SRG
Corbin Capital Partners, L.P.'s Q3 2024 Portfolio
Portfolio Value 65.7 Million
Stocks 32
Filing on Oct 15, 2024 Q3 2024

Touchstone Capital, Inc.

  • CTRA
  • SWKS
  • SNA
  • ALB
  • IDCC
  • LULU
  • NUE
Touchstone Capital, Inc.'s Q3 2024 Portfolio
Portfolio Value 65.7 Million
Stocks 25
Filing on Jan 12, 2024 Q4 2023

High Pines Wealth Management, LLC

  • VONG
  • VEA
  • VOO
  • VTV
  • VO
  • VCSH
  • BND
High Pines Wealth Management, LLC's Q4 2023 Portfolio
Portfolio Value 65.6 Million
Stocks 30
Filing on Nov 10, 2022 Q3 2022

Kingsbury Capital Investment Advisors LLC

  • ITW
  • AAPL
  • FPE
  • TSLA
  • CWB
  • RDVY
  • FXH
Kingsbury Capital Investment Advisors LLC's Q3 2022 Portfolio
Portfolio Value 65.6 Million
Stocks 77
Filing on Nov 14, 2022 Q3 2022

Invenire Partners, LP

  • EVRI
  • NOTV
  • MCS
  • DNOW
  • OPRX
  • PAR
  • PRIM
Invenire Partners, LP's Q3 2022 Portfolio
Portfolio Value 65.3 Million
Stocks 26
Filing on Nov 07, 2023 Q3 2023

Financial Advantage, Inc.

  • GLD
  • IGV
  • GOOG
  • TJX
  • BKNG
  • BMY
  • CSCO
Financial Advantage, Inc.'s Q3 2023 Portfolio
Portfolio Value 65.1 Million
Stocks 33
Filing on Nov 10, 2022 Q3 2022

Louis Dreyfus Family Office LLC

  • VXUS
  • ITOT
  • CELU
  • NEWR
  • LOVE
Louis Dreyfus Family Office LLC's Q3 2022 Portfolio
Portfolio Value 64.7 Million
Stocks 5
Filing on Nov 13, 2024 Q3 2024

Accel Growth Fund V Associates L.L.C.

  • SOFI
  • BMBL
Accel Growth Fund V Associates L.L.C.'s Q3 2024 Portfolio
Portfolio Value 64.5 Million
Stocks 2
Filing on Feb 10, 2025 Q4 2024

Strategic Value Partners, LLC

  • SPY
Strategic Value Partners, LLC's Q4 2024 Portfolio
Portfolio Value 64.5 Million
Stocks 2
Filing on Nov 02, 2023 Q3 2023

Matrix China Management Iv, L.P.

  • XPEV
Matrix China Management Iv, L.P.'s Q3 2023 Portfolio
Portfolio Value 64.3 Million
Stocks 1
Filing on Nov 14, 2022 Q3 2022

Stringer Asset Management, LLC

  • FPE
  • MDIV
  • OMFL
  • SPAB
  • MGMT
  • JMBS
  • MTUM
Stringer Asset Management, LLC's Q3 2022 Portfolio
Portfolio Value 64.2 Million
Stocks 26
Filing on Nov 14, 2024 Q3 2024

Boxwood Ventures, Inc.

  • SPY
  • AAPL
  • MSFT
  • AMZN
  • GOOGL
  • VDE
  • VT
Boxwood Ventures, Inc.'s Q3 2024 Portfolio
Portfolio Value 64 Million
Stocks 25
Filing on Nov 09, 2023 Q3 2023

Antonetti Capital Management LLC

  • GOVT
  • LDUR
  • IEF
  • UPS
  • IEI
  • AAPL
  • TLT
Antonetti Capital Management LLC's Q3 2023 Portfolio
Portfolio Value 63.7 Million
Stocks 337
Filing on Nov 14, 2024 Q3 2024

Grayhawk Investment Strategies Inc.

  • EFV
  • VOOG
  • VOOV
  • EFG
  • VIG
  • VPL
  • VGT
Grayhawk Investment Strategies Inc.'s Q3 2024 Portfolio
Portfolio Value 63.4 Million
Stocks 101
Filing on Nov 10, 2022 Q3 2022

Bailey Value Limited Partnership

  • MA
  • AAPL
  • AMT
  • VRSK
  • SBAC
  • BRKB
  • RJF
Bailey Value Limited Partnership's Q3 2022 Portfolio
Portfolio Value 63.4 Million
Stocks 11