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Portfolio (Quarterly) Guide ↗
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Page 104 of 507  ·  10,136 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
5/6/2026 Prospect Hill Management, LLC Mar 2026 $224M 14 EDGAR ↗
5/6/2026 Tandem Wealth Advisors LLC Mar 2026 $224M 47 EDGAR ↗
5/6/2026 Postrock Partners Llc Mar 2026 $216M 82 EDGAR ↗
5/6/2026 Roubaix Capital, LLC Mar 2026 $214M 43 EDGAR ↗
5/6/2026 Eurizon SLJ Capital Ltd Mar 2026 $210M 167 EDGAR ↗
5/6/2026 Kiker Wealth Management, LLC Mar 2026 $209M 132 EDGAR ↗
5/6/2026 Patrick Mauro Investment Advisor, INC. Mar 2026 $199M 40 EDGAR ↗
5/6/2026 Gray Private Wealth, LLC Mar 2026 $199M 50 EDGAR ↗
5/6/2026 Trust Co of Kansas Mar 2026 $181M 56 EDGAR ↗
5/6/2026 Aurora Investment Counsel Mar 2026 $180M 106 EDGAR ↗
5/6/2026 GS Investments, Inc. Mar 2026 $175M 134 EDGAR ↗
5/6/2026 WealthTrust Asset Management, LLC Mar 2026 $167M 98 EDGAR ↗
5/6/2026 Stilwell Value Llc Mar 2026 $167M 25 EDGAR ↗
5/6/2026 Brown Shipley& Co Ltd Mar 2026 $167M 78 EDGAR ↗
5/6/2026 Kingstone Capital Partners Texas, LLC Mar 2026 $162M 57 EDGAR ↗
5/6/2026 Cornerstone Financial Group, LLC /NE/ Mar 2026 $156M 73 EDGAR ↗
5/6/2026 BML Capital Management, LLC Mar 2026 $156M 16 EDGAR ↗
5/6/2026 White & Co Financial Planning Inc Mar 2026 $142M 20 EDGAR ↗
5/6/2026 Saber Capital Managment, LLC Mar 2026 $135M 34 EDGAR ↗
5/6/2026 Shepherd Wealth Management Ltd Liability Co Mar 2026 $134M 52 EDGAR ↗
Page 104 of 507  ·  10,136 filings
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