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Portfolio (Quarterly) Guide ↗
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Page 308 of 507  ·  10,139 filings
← Prev 1… 306 307 308 309 310 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
2/10/2026 Select Asset Management & Trust Dec 2025 $322M — EDGAR ↗
2/10/2026 Patriot Financial Partners GP II, L.P. Dec 2025 $321M — EDGAR ↗
2/10/2026 Whitegate Investment Counselors, Inc. Dec 2025 $320M 68 EDGAR ↗
2/10/2026 Future Fund LLC Dec 2025 $316M 143 EDGAR ↗
2/10/2026 Hazlett, Burt & Watson, Inc. Dec 2025 $313M — EDGAR ↗
2/10/2026 Catalys Pacific, LLC Dec 2025 $311M — EDGAR ↗
2/10/2026 Skaana Management L.P. Dec 2025 $309M 183 EDGAR ↗
2/10/2026 Concord Investment Counsel Inc. Dec 2025 $308M 40 EDGAR ↗
2/10/2026 Milestones Administradora de Recursos Ltda. Dec 2025 $303M — EDGAR ↗
2/10/2026 Theory Financial Llc Dec 2025 $297M 101 EDGAR ↗
2/10/2026 Adapt Wealth Advisors, Llc Dec 2025 $291M 107 EDGAR ↗
2/10/2026 O'Neil Global Advisors, Inc. Dec 2025 $291M 45 EDGAR ↗
2/10/2026 PCA Investment Advisory Services Inc. Dec 2025 $286M — EDGAR ↗
2/10/2026 Investment Partners, Ltd. Dec 2025 $286M 149 EDGAR ↗
2/10/2026 Prodigy Asset Management LLC Dec 2025 $285M — EDGAR ↗
2/10/2026 ShoreHaven Wealth Partners, LLC Dec 2025 $278M — EDGAR ↗
2/10/2026 Allred Capital Management, LLC Dec 2025 $277M — EDGAR ↗
2/10/2026 Lhm, Inc. Dec 2025 $269M — EDGAR ↗
2/10/2026 TAGStone Capital, Inc. Dec 2025 $268M — EDGAR ↗
2/10/2026 Houlihan Financial Resource Group, Ltd. Dec 2025 $263M — EDGAR ↗
Page 308 of 507  ·  10,139 filings
← Prev 1… 306 307 308 309 310 …507 Next →