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Portfolio (Quarterly) Guide ↗
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Page 311 of 507  ·  10,139 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
2/10/2026 Redwood Financial Network Corp Dec 2025 $157M 177 EDGAR ↗
2/10/2026 MidAtlantic Capital Management, Inc. Dec 2025 $156M — EDGAR ↗
2/10/2026 Financially Speaking Inc Dec 2025 $155M — EDGAR ↗
2/10/2026 Pinnacle West Asset Management, Inc. Dec 2025 $154M — EDGAR ↗
2/10/2026 Cravens & Co Advisors, LLC Dec 2025 $153M — EDGAR ↗
2/10/2026 Disciplined Investors, L.L.C. Dec 2025 $152M — EDGAR ↗
2/10/2026 Travelers Companies, Inc. Dec 2025 $152M — EDGAR ↗
2/10/2026 Factorial Partners, LLC Dec 2025 $151M 63 EDGAR ↗
2/10/2026 Pincus Capital Management, Lp Dec 2025 $150M — EDGAR ↗
2/10/2026 Charter Research & Investment Group, Inc. Dec 2025 $150M 84 EDGAR ↗
2/10/2026 Collar Capital Management, LLC Dec 2025 $150M 75 EDGAR ↗
2/10/2026 Bruce G. Allen Investments, LLC Dec 2025 $148M 1,081 EDGAR ↗
2/10/2026 Chartist Inc /Ca/ Dec 2025 $148M — EDGAR ↗
2/10/2026 Oppenheimer & Close, LLC Dec 2025 $147M 57 EDGAR ↗
2/10/2026 Cornerstone Select Advisors, LLC Dec 2025 $144M 117 EDGAR ↗
2/10/2026 Brickwood Asset Management LLP Dec 2025 $144M 8 EDGAR ↗
2/10/2026 Black Cypress Capital Management, LLC Dec 2025 $143M — EDGAR ↗
2/10/2026 WealthTrak Capital Management LLC Dec 2025 $140M 72 EDGAR ↗
2/10/2026 TSG Consumer Partners LP Dec 2025 $140M 1 EDGAR ↗
2/10/2026 Turn8 Private Wealth Inc. Dec 2025 $140M 46 EDGAR ↗
Page 311 of 507  ·  10,139 filings
← Prev 1… 309 310 311 312 313 …507 Next →