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Portfolio (Quarterly) Guide ↗
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Page 22 of 506  ·  10,114 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
5/15/2026 Engaged Capital Mar 2026 $303M 8 EDGAR ↗
5/15/2026 Evelyn Partners Investment Management (Europe) Ltd Mar 2026 $291M 187 EDGAR ↗
5/15/2026 Lumbard & Kellner, LLC Mar 2026 $289M 99 EDGAR ↗
5/15/2026 Horizon Investment Services, LLC Mar 2026 $288M 137 EDGAR ↗
5/15/2026 Checkpoint Capital L.P. Mar 2026 $279M 8 EDGAR ↗
5/15/2026 Envision Financial Planning, LLC Mar 2026 $276M 51 EDGAR ↗
5/15/2026 Siemens Ag Mar 2026 $272M 1 EDGAR ↗
5/15/2026 Punch Card Management Mar 2026 $271M 5 EDGAR ↗
5/15/2026 DoubleLine ETF Adviser LP Mar 2026 $263M 176 EDGAR ↗
5/15/2026 Ducere Wealth Management LLC Dec 2025 $259M 130 EDGAR ↗
5/15/2026 Cruiser Capital Advisors, LLC Mar 2026 $257M 53 EDGAR ↗
5/15/2026 Capital Impact Advisors, LLC Mar 2026 $247M 30 EDGAR ↗
5/15/2026 Ge Investment Management Corp. Mar 2026 $244M 4 EDGAR ↗
5/15/2026 Hengistbury Investment Partners LLP Mar 2026 $240M 3 EDGAR ↗
5/15/2026 Foresite Capital Management IV, LLC Mar 2026 $237M 8 EDGAR ↗
5/15/2026 Cna Financial Corp Mar 2026 $235M 15 EDGAR ↗
5/15/2026 Saranac Partners Ltd Mar 2026 $234M 103 EDGAR ↗
5/15/2026 Investmark Advisory Group LLC Mar 2026 $234M 142 EDGAR ↗
5/15/2026 Mccarter Private Wealth Services Llc Mar 2026 $230M 284 EDGAR ↗
5/15/2026 Taconic Capital Advisors LP Mar 2026 $229M 15 EDGAR ↗
Page 22 of 506  ·  10,114 filings
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