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Portfolio (Quarterly) Guide ↗
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Page 276 of 508  ·  10,141 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
2/13/2026 Tenzing Financial LLC Dec 2025 $123M — EDGAR ↗
2/13/2026 HCEP Management Ltd Dec 2025 $123M — EDGAR ↗
2/13/2026 Clutterbuck Capital Management LLC Dec 2025 $120M — EDGAR ↗
2/13/2026 Saber Capital Managment, LLC Dec 2025 $120M — EDGAR ↗
2/13/2026 Hudson Portfolio Management LLC Dec 2025 $116M — EDGAR ↗
2/13/2026 Sellaronda Global Management LP Dec 2025 $116M — EDGAR ↗
2/13/2026 Nan Fung Group Holdings Ltd Dec 2025 $112M — EDGAR ↗
2/13/2026 Smith Partners Wealth Management, LLC Dec 2025 $109M — EDGAR ↗
2/13/2026 Winter & Associates, Inc. Dec 2025 $108M — EDGAR ↗
2/13/2026 Cornerstone Financial Management LLC Dec 2025 $106M — EDGAR ↗
2/13/2026 Corient IA LLC Dec 2025 $106M — EDGAR ↗
2/13/2026 IDG China Capital Fund GP III Associates Ltd. Dec 2025 $104M — EDGAR ↗
2/13/2026 BRX Global LP Dec 2025 $102M 3 EDGAR ↗
2/13/2026 Kalehua Capital Management LLC Dec 2025 $101M — EDGAR ↗
2/13/2026 Portfolio Resources Advisor Group, Inc. Dec 2025 $100M — EDGAR ↗
2/13/2026 Greenline Wealth Management LLC Dec 2025 $97M — EDGAR ↗
2/13/2026 Corps Capital Advisors, LLC Dec 2025 $97M — EDGAR ↗
2/13/2026 Financial Network Wealth Advisors LLC Dec 2025 $96M — EDGAR ↗
2/13/2026 Weaver C. Barksdale & Associates, Inc. Dec 2025 $95M — EDGAR ↗
2/13/2026 Axim Planning & Wealth Dec 2025 $95M — EDGAR ↗
Page 276 of 508  ·  10,141 filings
← Prev 1… 274 275 276 277 278 …508 Next →