Largest Portfolios by Value

Filing on Feb 14, 2025 Q4 2024

Foresite Capital Management Iv, LLC

  • PHVS
  • KURA
  • LYEL
  • RLAY
Foresite Capital Management Iv, LLC's Q4 2024 Portfolio
Portfolio Value 109 Million
Stocks 4
Filing on Feb 10, 2025 Q4 2024

Wintrust Investments LLC

  • IJH
  • AAPL
  • IVV
  • IWM
  • BRK-B
  • RSP
  • TFLO
Wintrust Investments LLC's Q4 2024 Portfolio
Portfolio Value 109 Million
Stocks 427
Filing on Feb 13, 2025 Q4 2024

Pivotal Bio Venture Partners Investment Advisor LLC

  • PCVX
  • ARQT
  • INZY
  • RXRX
  • RLYB
  • BOLT
  • VIGL
Pivotal Bio Venture Partners Investment Advisor LLC's Q4 2024 Portfolio
Portfolio Value 109 Million
Stocks 11
Filing on Feb 13, 2025 Q4 2024

Amitell Capital Pte LTD

  • INTC
  • PAX
  • MSFT
  • ET
  • THC
  • PHYS
  • AGI
Amitell Capital Pte LTD's Q4 2024 Portfolio
Portfolio Value 109 Million
Stocks 38
Filing on Nov 14, 2023 Q3 2023

Kenfarb & Co.

  • AAPL
  • MSFT
  • INTU
  • ACN
  • ADP
  • GOOG
  • MA
Kenfarb & Co.'s Q3 2023 Portfolio
Portfolio Value 108 Million
Stocks 213
Filing on Feb 14, 2025 Q4 2024

Incline Global Management LLC

  • WEX
  • STNE
  • PINS
  • NWSA
  • UBER
  • SSNC
  • MSGS
Incline Global Management LLC's Q4 2024 Portfolio
Portfolio Value 108 Million
Stocks 24
Filing on Feb 11, 2025 Q4 2024

Somerset Group LLC

  • CHRW
  • MMM
  • QQQ
  • AAPL
  • MSFT
  • AMZN
  • BX
Somerset Group LLC's Q4 2024 Portfolio
Portfolio Value 108 Million
Stocks 62
Filing on Feb 12, 2025 Q4 2024

C2 C Wealth Management, LLC

  • AAPL
  • IVV
  • MSFT
  • UTF
  • CVX
  • XLK
  • IWM
C2 C Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 108 Million
Stocks 87
Filing on Feb 05, 2025 Q4 2024

Riverview Trust CO

  • IEFA
  • AAPL
  • VV
  • MSFT
  • AGG
  • NVDA
  • VEA
Riverview Trust CO's Q4 2024 Portfolio
Portfolio Value 108 Million
Stocks 885
Filing on Feb 12, 2025 Q4 2024

Life Planning Partners, Inc

  • ITOT
  • IEFA
  • VTI
  • SUB
  • IUSB
  • VEA
  • IEMG
Life Planning Partners, Inc's Q4 2024 Portfolio
Portfolio Value 107 Million
Stocks 59
Filing on Feb 13, 2025 Q4 2024

Park Circle CO

  • ABBV
  • TRV
  • SBUX
  • GS
  • TROW
  • VZ
  • MO
Park Circle CO's Q4 2024 Portfolio
Portfolio Value 107 Million
Stocks 108
Filing on Jan 15, 2025 Q4 2024

Db Fitzpatrick & Co, Inc

  • AGG
  • VTHR
  • VOO
  • RSG
  • MBB
  • DE
  • HUBB
Db Fitzpatrick & Co, Inc's Q4 2024 Portfolio
Portfolio Value 107 Million
Stocks 86
Filing on Feb 13, 2025 Q4 2024

Paradigm Capital Management, LLC

  • VIG
  • VYM
  • JPST
  • SCHD
  • BRK-B
  • VHT
  • JPM
Paradigm Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 107 Million
Stocks 57
Filing on Feb 14, 2025 Q4 2024

Karani Asset Management LLC

  • NVDA
  • RLI
  • AAPL
  • GOOGL
  • DE
  • MA
  • MSFT
Karani Asset Management LLC's Q4 2024 Portfolio
Portfolio Value 107 Million
Stocks 28
Filing on Nov 14, 2024 Q3 2024

Inherent Group, LP

  • COOP
  • NEE
  • OEC
  • BLDR
  • IEMG
  • SHC
  • PAX
Inherent Group, LP's Q3 2024 Portfolio
Portfolio Value 107 Million
Stocks 8
Filing on Feb 07, 2025 Q4 2024

Cm Management, LLC

  • ARKO
  • ALCO
  • RLGT
  • TGB
  • CLPT
  • FOLD
  • RPRX
Cm Management, LLC's Q4 2024 Portfolio
Portfolio Value 107 Million
Stocks 58
Filing on Feb 14, 2025 Q4 2024

Brightlight Capital Management LP

  • CVNA
  • SNBR
  • HGV
  • HEPS
  • PAAS
  • VAL
  • ASLE
Brightlight Capital Management LP's Q4 2024 Portfolio
Portfolio Value 106 Million
Stocks 8
Filing on Feb 14, 2025 Q4 2024

Soapstone Management L.P.

  • AMZN
  • CSTM
  • MTN
  • HDB
  • AWK
  • LDOS
  • OLN
Soapstone Management L.P.'s Q4 2024 Portfolio
Portfolio Value 106 Million
Stocks 15