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Portfolio (Quarterly) Guide ↗
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Page 375 of 507  ·  10,137 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
1/28/2026 Greencape Capital Pty Ltd Dec 2025 $186M — EDGAR ↗
1/28/2026 Trademark Financial Management, LLC Dec 2025 $182M — EDGAR ↗
1/28/2026 Wealth Science Advisors LLC Dec 2025 $173M — EDGAR ↗
1/28/2026 Pacific Asset Management, LLC Dec 2025 $167M — EDGAR ↗
1/28/2026 Members Wealth Llc Dec 2025 $160M — EDGAR ↗
1/28/2026 Gentry Private Wealth, Llc Dec 2025 $159M — EDGAR ↗
1/28/2026 Meadow Creek Wealth Advisors LLC Dec 2025 $156M — EDGAR ↗
1/28/2026 TABR Capital Management, LLC Dec 2025 $150M 51 EDGAR ↗
1/28/2026 Davis Capital Management Dec 2025 $145M — EDGAR ↗
1/28/2026 Global Trust Wealth Management LLC Dec 2025 $135M — EDGAR ↗
1/28/2026 WPG Advisers, LLC Dec 2025 $135M — EDGAR ↗
1/28/2026 Nicholson Meyer Capital Management, Inc. Dec 2025 $132M — EDGAR ↗
1/28/2026 Capelight Capital Asset Management LP Dec 2025 $126M 36 EDGAR ↗
1/28/2026 Laurus Global Equity Management Inc. Dec 2025 $123M — EDGAR ↗
1/28/2026 Delta Wealth Advisors LLC Dec 2025 $119M — EDGAR ↗
1/28/2026 Peapod Lane Capital LLC Dec 2025 $118M — EDGAR ↗
1/28/2026 Rosenthal | Henry Capital Advisors, Inc. Dec 2025 $108M — EDGAR ↗
1/28/2026 Applied Fundamental Research, LLC Dec 2025 $101M — EDGAR ↗
1/28/2026 Walleye Partners, LLC Dec 2025 $90M — EDGAR ↗
1/28/2026 Franchise GP Ltd Dec 2025 $89M — EDGAR ↗
Page 375 of 507  ·  10,137 filings
← Prev 1… 373 374 375 376 377 …507 Next →