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Portfolio (Quarterly) Guide ↗
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Page 285 of 508  ·  10,141 filings
Filed Fund / Institution Period Portfolio Value Holdings Filing
2/12/2026 Dividend Assets Capital, Llc Dec 2025 $523M EDGAR ↗
2/12/2026 Rowlandmiller & Partners.Adv Dec 2025 $518M EDGAR ↗
2/12/2026 Commonwealth Bank of Australia Dec 2025 $510M EDGAR ↗
2/12/2026 Banc Funds Co Llc Dec 2025 $505M 98 EDGAR ↗
2/12/2026 Grey Fox Wealth Advisors, LLC Dec 2025 $489M EDGAR ↗
2/12/2026 Investor's Fiduciary Advisor Network, LLC Dec 2025 $466M 273 EDGAR ↗
2/12/2026 Integrated Quantitative Investments LLC Dec 2025 $466M EDGAR ↗
2/12/2026 WestCap Management, LLC Dec 2025 $460M EDGAR ↗
2/12/2026 Long Walk Management Lp Dec 2025 $449M EDGAR ↗
2/12/2026 Venator Management LLC Dec 2025 $444M 27 EDGAR ↗
2/12/2026 Sagil Capital LLP Dec 2025 $439M EDGAR ↗
2/12/2026 Standpoint Asset Management, LLC Dec 2025 $438M EDGAR ↗
2/12/2026 Meiji Yasuda America Inc Dec 2025 $436M EDGAR ↗
2/12/2026 Cincinnati Specialty Underwriters Insurance CO Dec 2025 $433M EDGAR ↗
2/12/2026 NetEase, Inc. Dec 2025 $432M 2 EDGAR ↗
2/12/2026 Aegis Financial Corp Dec 2025 $419M EDGAR ↗
2/12/2026 Barometer Capital Management Inc. Dec 2025 $415M EDGAR ↗
2/12/2026 Clark Estates Inc/Ny Dec 2025 $412M 98 EDGAR ↗
2/12/2026 JPL Wealth Management, LLC Dec 2025 $410M EDGAR ↗
2/12/2026 Planning Project LLC Dec 2025 $398M 144 EDGAR ↗
Page 285 of 508  ·  10,141 filings