Largest Portfolios by Value

Filing on Nov 14, 2022 Q3 2022

Artha Asset Management LLC

  • CHD
  • COST
  • FMX
  • DPZ
  • OLLI
  • SMPL
  • DLTR
Artha Asset Management LLC's Q3 2022 Portfolio
Portfolio Value 90.3 Million
Stocks 21
Filing on Feb 14, 2025 Q4 2024

Flight Deck Capital, LP

  • AVGO
  • ESTC
  • NU
  • MELI
  • CFLT
  • CVNA
  • AFRM
Flight Deck Capital, LP's Q4 2024 Portfolio
Portfolio Value 89.9 Million
Stocks 12
Filing on Jan 13, 2025 Q4 2024

Bka Wealth Consulting, Inc.

  • DGRW
  • MOAT
  • UCON
  • LVHI
  • JPST
  • NVDA
  • FTCS
Bka Wealth Consulting, Inc.'s Q4 2024 Portfolio
Portfolio Value 89.9 Million
Stocks 70
Filing on Feb 11, 2025 Q4 2024

Delta Air Lines, Inc.

  • JOBY
Delta Air Lines, Inc.'s Q4 2024 Portfolio
Portfolio Value 89.8 Million
Stocks 2
Filing on Feb 14, 2025 Q4 2024

Trustco Bank Corp N Y

  • AAPL
  • JPM
  • MSFT
  • AMAT
  • GE
  • TRST
  • ABBV
Trustco Bank Corp N Y's Q4 2024 Portfolio
Portfolio Value 89.7 Million
Stocks 128
Filing on Jan 21, 2025 Q4 2024

Navis Wealth Advisors, LLC

  • SPY
  • VOO
  • QQQ
  • NVDA
  • ZS
  • KLAC
  • PULS
Navis Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 89.6 Million
Stocks 102
Filing on Feb 14, 2025 Q4 2024

Immersion Capital LLP

  • RYAAY
  • GOOGL
  • V
  • CNI
  • BP
  • CNQ
Immersion Capital LLP's Q4 2024 Portfolio
Portfolio Value 89.5 Million
Stocks 7
Filing on Jul 13, 2022 Q2 2022

Ern LLC

  • AAPL
  • PG
  • MRK
  • PEP
  • CHD
  • BRKB
  • PAYX
Ern LLC's Q2 2022 Portfolio
Portfolio Value 89.5 Million
Stocks 66
Filing on Jan 13, 2025 Q4 2024

Navigation Wealth Management, Inc.

  • SPY
  • JNK
  • WFC
  • SPXL
  • LUV
  • MODD
Navigation Wealth Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 89.4 Million
Stocks 7
Filing on Aug 14, 2024 Q2 2024

Invus Financial Advisors, LLC

  • TBLA
  • RCUS
  • IHS
  • ORIC
  • CPNG
  • NVCR
  • IONQ
Invus Financial Advisors, LLC's Q2 2024 Portfolio
Portfolio Value 89.2 Million
Stocks 7
Filing on Nov 14, 2023 Q3 2023

Visa Inc.

  • MQ
  • RELY
  • GRAB
  • CDLX
Visa Inc.'s Q3 2023 Portfolio
Portfolio Value 89.1 Million
Stocks 4
Filing on Feb 13, 2025 Q4 2024

Marathon Partners Equity Management, LLC

  • RELY
  • META
  • XMTR
  • UBER
  • META
  • HSIC
  • UBER
Marathon Partners Equity Management, LLC's Q4 2024 Portfolio
Portfolio Value 89.1 Million
Stocks 27
Filing on Dec 08, 2023 Q3 2023

Palladiem, LLC

  • KMLM
  • EUSA
  • BIL
  • AGG
  • SRLN
  • IQLT
  • SCHD
Palladiem, LLC's Q3 2023 Portfolio
Portfolio Value 89 Million
Stocks 53
Filing on Feb 11, 2025 Q4 2024

Private Harbour Investment Management & Counsel, LLC

  • IAU
  • NVDA
  • MSFT
  • XOM
  • PDBC
  • AAPL
  • GOOGL
Private Harbour Investment Management & Counsel, LLC's Q4 2024 Portfolio
Portfolio Value 89 Million
Stocks 37
Filing on Feb 07, 2024 Q4 2023

Wall Capital Group, Inc.

  • SPTM
  • SPSM
  • XLK
  • XLF
  • XLY
  • VNQ
  • XLI
Wall Capital Group, Inc.'s Q4 2023 Portfolio
Portfolio Value 88.2 Million
Stocks 23
Filing on Feb 14, 2025 Q4 2024

New Gen Asset Management LTD

  • BB
  • LSPD
  • ASTL
  • DNN
  • SLV
  • MEOH
  • ENB
New Gen Asset Management LTD's Q4 2024 Portfolio
Portfolio Value 88.2 Million
Stocks 30
Filing on Feb 14, 2025 Q4 2024

B. Riley Asset Management, LLC

  • APLD
  • FIVN
  • BIGC
  • CDZI
  • RPD
  • VPG
  • RSKD
B. Riley Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 88.2 Million
Stocks 48
Filing on Feb 14, 2025 Q4 2024

Ally Bridge Group (Ny) LLC

  • ITCI
  • TARS
  • INSM
  • AXSM
  • XENE
  • MRUS
  • BPMC
Ally Bridge Group (Ny) LLC's Q4 2024 Portfolio
Portfolio Value 88.1 Million
Stocks 30