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Portfolio (Quarterly) Guide ↗
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Page 269 of 508  ·  10,141 filings
Filed Fund / Institution Period Portfolio Value Holdings Filing
2/13/2026 Crestview Partners IV GP, L.P. Dec 2025 $314M EDGAR ↗
2/13/2026 Iyo Bank, Ltd. Dec 2025 $313M EDGAR ↗
2/13/2026 Schiavi & Co LLC Dec 2025 $311M EDGAR ↗
2/13/2026 Davern Capital Partners, LP Dec 2025 $309M EDGAR ↗
2/13/2026 Evelyn Partners Investment Management (Europe) Ltd Dec 2025 $308M EDGAR ↗
2/13/2026 Strathmore Capital Advisors, Inc. Dec 2025 $305M 113 EDGAR ↗
2/13/2026 Eaton-Cambridge Inc. Dec 2025 $305M 45 EDGAR ↗
2/13/2026 Helix Partners Management LP Dec 2025 $297M EDGAR ↗
2/13/2026 Yakira Capital Management, Inc. Dec 2025 $297M 186 EDGAR ↗
2/13/2026 Borer Denton & Associates, Inc. Dec 2025 $297M EDGAR ↗
2/13/2026 Diana Davis Spencer Foundation Dec 2025 $296M EDGAR ↗
2/13/2026 Crcm Lp Dec 2025 $296M EDGAR ↗
2/13/2026 Thomas J. Herzfeld Advisors, Inc. Dec 2025 $296M EDGAR ↗
2/13/2026 University of Illinois Foundation Dec 2025 $291M 14 EDGAR ↗
2/13/2026 Alliance Private Wealth, LLC Dec 2025 $287M EDGAR ↗
2/13/2026 Kirtland Hills Capital Management, Llc Dec 2025 $285M EDGAR ↗
2/13/2026 1 North Wealth Services Llc Dec 2025 $284M EDGAR ↗
2/13/2026 Wilkerson Advisory Group LLC Dec 2025 $284M 581 EDGAR ↗
2/13/2026 Timelo Investment Management Inc. Dec 2025 $282M EDGAR ↗
2/13/2026 Acasta Partners UK LLP Dec 2025 $281M EDGAR ↗
Page 269 of 508  ·  10,141 filings