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Portfolio (Quarterly) Guide ↗
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Page 175 of 507  ·  10,139 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
4/17/2026 Stonebridge Wealth Management, LLC Mar 2026 $104M 36 EDGAR ↗
4/17/2026 Athena Wealth Management, LLC Dec 2025 $103M 106 EDGAR ↗
4/17/2026 Western Pacific Wealth Management, LP Mar 2026 $98M 197 EDGAR ↗
4/17/2026 Ramsey Quantitative Systems Mar 2026 $97M 14 EDGAR ↗
4/17/2026 IFC & Insurance Marketing, Inc. Mar 2026 $96M 72 EDGAR ↗
4/17/2026 PMG Family Office LLC Mar 2026 $90M 100 EDGAR ↗
4/17/2026 NNS Holding Mar 2026 — 1 EDGAR ↗
4/17/2026 NNS Investments (Cyprus) Ltd Mar 2026 — 1 EDGAR ↗
4/16/2026 Stanley-Laman Group, Ltd. Mar 2026 $814.5B 295 EDGAR ↗
4/16/2026 Sky Investment Group LLC Mar 2026 $583.4B 140 EDGAR ↗
4/16/2026 Greenfield Savings Bank Mar 2026 $234.5B 143 EDGAR ↗
4/16/2026 Westhampton Capital, LLC Mar 2026 $214.2B 129 EDGAR ↗
4/16/2026 Tandem Capital Management Corp /Adv Mar 2026 $119.7B 110 EDGAR ↗
4/16/2026 SG Americas Securities, LLC Mar 2026 $92.9B 3,194 EDGAR ↗
4/16/2026 Mastercard Foundation Asset Management Corp Mar 2026 $33.7B 3 EDGAR ↗
4/16/2026 Vaughan Nelson Investment Management, L.P. Mar 2026 $10.0B 735 EDGAR ↗
4/16/2026 BI Asset Management Fondsmaeglerselskab A/S Mar 2026 $9.6B 612 EDGAR ↗
4/16/2026 Brookstone Capital Management Mar 2026 $8.7B 1,204 EDGAR ↗
4/16/2026 Aegon Asset Management Uk Plc Mar 2026 $7.5B 162 EDGAR ↗
4/16/2026 Diversified Trust Co Mar 2026 $5.4B 1,219 EDGAR ↗
Page 175 of 507  ·  10,139 filings
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