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Portfolio (Quarterly) Guide ↗
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Page 286 of 507  ·  10,139 filings
← Prev 1… 284 285 286 287 288 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
2/12/2026 Gardner Lewis Asset Management L P Dec 2025 $394M — EDGAR ↗
2/12/2026 Peterson Wealth Services Dec 2025 $391M — EDGAR ↗
2/12/2026 Mindset Wealth Management, Llc Dec 2025 $381M 190 EDGAR ↗
2/12/2026 Towle & Co Dec 2025 $378M — EDGAR ↗
2/12/2026 Pacifica Capital Investments, LLC Dec 2025 $367M 15 EDGAR ↗
2/12/2026 Ratan Capital Management LP Dec 2025 $364M — EDGAR ↗
2/12/2026 Rench Wealth Management, Inc. Dec 2025 $349M — EDGAR ↗
2/12/2026 Pinebridge Investments Asia Ltd Dec 2025 $346M — EDGAR ↗
2/12/2026 JRM Investment Counsel, LLC Dec 2025 $346M — EDGAR ↗
2/12/2026 Valley Forge Investment Consultants Inc Adv Dec 2025 $344M — EDGAR ↗
2/12/2026 Portland Investment Counsel Inc. Dec 2025 $332M — EDGAR ↗
2/12/2026 Keystone Financial Services Dec 2025 $331M — EDGAR ↗
2/12/2026 Cowa, Llc Dec 2025 $329M — EDGAR ↗
2/12/2026 American Financial Group Inc 401(K) Retirement & Savings Plan Dec 2025 $327M 1 EDGAR ↗
2/12/2026 Edentree Asset Management Ltd Dec 2025 $326M — EDGAR ↗
2/12/2026 Penobscot Wealth Management Dec 2025 $324M 105 EDGAR ↗
2/12/2026 Reliant Wealth Planning Dec 2025 $320M 52 EDGAR ↗
2/12/2026 Walled Lake Planning & Wealth Management, Llc Dec 2025 $316M 136 EDGAR ↗
2/12/2026 Regents Gate Capital LLP Dec 2025 $312M 37 EDGAR ↗
2/12/2026 Sykon Capital Llc Dec 2025 $312M — EDGAR ↗
Page 286 of 507  ·  10,139 filings
← Prev 1… 284 285 286 287 288 …507 Next →