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Portfolio (Quarterly) Guide ↗
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Page 126 of 507  ·  10,136 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
4/30/2026 Summa Corp. Mar 2026 $242M 83 EDGAR ↗
4/30/2026 IMPACTfolio, LLC Mar 2026 $235M 35 EDGAR ↗
4/30/2026 State of New Jersey Common Pension Fund A Mar 2026 $226M 3 EDGAR ↗
4/30/2026 Bernzott Capital Advisors Mar 2026 $209M 38 EDGAR ↗
4/30/2026 CarsonAllaria Wealth Management, Ltd. Mar 2026 $202M 70 EDGAR ↗
4/30/2026 Griffith & Werner, Inc. Mar 2026 $202M 72 EDGAR ↗
4/30/2026 Financial Freedom, LLC Mar 2026 $201M 426 EDGAR ↗
4/30/2026 Socha Financial Group, LLC Mar 2026 $197M 14 EDGAR ↗
4/30/2026 Fortune Financial Advisors, LLC Mar 2026 $196M 148 EDGAR ↗
4/30/2026 Corrado Advisors, Llc Mar 2026 $192M 115 EDGAR ↗
4/30/2026 Amansa Capital Pte. Ltd. Mar 2026 $187M 2 EDGAR ↗
4/30/2026 Stegner Investment Associates Inc. Mar 2026 $183M 29 EDGAR ↗
4/30/2026 Base Wealth Management LLC Mar 2026 $179M 60 EDGAR ↗
4/30/2026 Cromwell Holdings LLC Mar 2026 $178M 1,523 EDGAR ↗
4/30/2026 Henson-Edgewater Management, LLC Mar 2026 $157M 66 EDGAR ↗
4/30/2026 AlpenGlobal Capital LLC Mar 2026 $157M 36 EDGAR ↗
4/30/2026 Diversified Investment Strategies, LLC Mar 2026 $157M 55 EDGAR ↗
4/30/2026 Es4, Llc Mar 2026 $155M 32 EDGAR ↗
4/30/2026 Meadow Creek Wealth Advisors LLC Mar 2026 $155M 135 EDGAR ↗
4/30/2026 State of Wisconsin - Board of Commissioners of Public Lands Mar 2026 $152M 6 EDGAR ↗
Page 126 of 507  ·  10,136 filings
← Prev 1… 124 125 126 127 128 …507 Next →