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Portfolio (Quarterly) Guide ↗
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Page 358 of 507  ·  10,137 filings
← Prev 1… 356 357 358 359 360 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
1/30/2026 Bogart Wealth, LLC Dec 2025 $2.5B 1,585 EDGAR ↗
1/30/2026 FengHe Fund Management Pte. Ltd. Dec 2025 $1.8B 38 EDGAR ↗
1/30/2026 Strategic Blueprint, LLC Dec 2025 $1.7B 660 EDGAR ↗
1/30/2026 Simplicity Wealth,LLC Dec 2025 $1.7B — EDGAR ↗
1/30/2026 Glenorchy Capital Ltd Dec 2025 $1.6B — EDGAR ↗
1/30/2026 Mcdonald Capital Investors Inc/Ca Dec 2025 $1.6B 21 EDGAR ↗
1/30/2026 North Star Investment Management Corp. Dec 2025 $1.6B — EDGAR ↗
1/30/2026 Certuity, Llc Dec 2025 $1.6B 587 EDGAR ↗
1/30/2026 Cullinan Associates Inc Dec 2025 $1.5B 211 EDGAR ↗
1/30/2026 Narwhal Capital Management Dec 2025 $1.4B — EDGAR ↗
1/30/2026 W.G. Shaheen & Associates DBA Whitney & Co Dec 2025 $1.3B 175 EDGAR ↗
1/30/2026 Lincluden Management Ltd Dec 2025 $1.2B — EDGAR ↗
1/30/2026 Caldwell Trust Co Dec 2025 $1.1B 819 EDGAR ↗
1/30/2026 Kohmann Bosshard Financial Services, LLC Dec 2025 $1.1B 17,506 EDGAR ↗
1/30/2026 SOL Capital Management CO Dec 2025 $1.1B 308 EDGAR ↗
1/30/2026 Pekin Hardy Strauss, Inc. Dec 2025 $1.1B 454 EDGAR ↗
1/30/2026 Wendell David Associates Inc Dec 2025 $984M 149 EDGAR ↗
1/30/2026 Arlington Trust Co LLC Dec 2025 $981M 431 EDGAR ↗
1/30/2026 Folger Nolan Fleming Douglas Capital Management, Inc Dec 2025 $975M 159 EDGAR ↗
1/30/2026 Opus Capital Group, LLC Dec 2025 $923M 137 EDGAR ↗
Page 358 of 507  ·  10,137 filings
← Prev 1… 356 357 358 359 360 …507 Next →