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Portfolio (Quarterly) Guide ↗
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Page 392 of 507  ·  10,136 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
1/26/2026 DeLarme Wealth Management, Inc. Dec 2025 $141M — EDGAR ↗
1/26/2026 Haven Global Partners, LLC Dec 2025 $136M — EDGAR ↗
1/26/2026 Kampmann Melissa S. Dec 2025 $135M — EDGAR ↗
1/26/2026 Farnam Financial LLC Dec 2025 $133M — EDGAR ↗
1/26/2026 Adelphi Trust Co Dec 2025 $123M — EDGAR ↗
1/26/2026 Bretton Capital Management, LLC Dec 2025 $119M — EDGAR ↗
1/26/2026 Luts & Greenleigh Group, Inc. Dec 2025 $118M — EDGAR ↗
1/26/2026 Dynamic Financial Group Dec 2025 $117M — EDGAR ↗
1/26/2026 Apex Wealth Management, LLC Dec 2025 $98M — EDGAR ↗
1/26/2026 Drum Hill Capital, LLC Dec 2025 $96M — EDGAR ↗
1/26/2026 Riverview Trust Co Dec 2025 $83M — EDGAR ↗
1/26/2026 Yoffe Investment Management, LLC Dec 2025 $78M — EDGAR ↗
1/26/2026 CMC Financial Group Dec 2025 $56M — EDGAR ↗
1/26/2026 PayPay Securities Corp Dec 2025 $3M — EDGAR ↗
1/26/2026 Svenska Handelsbanken AB (publ) Dec 2025 $1M — EDGAR ↗
1/26/2026 Northwestern University Dec 2025 $105,670 — EDGAR ↗
1/23/2026 Robeco Institutional Asset Management B.V. Dec 2025 $70.2B — EDGAR ↗
1/23/2026 Assetmark, Inc Dec 2025 $49.0B 3,370 EDGAR ↗
1/23/2026 Mastercard Foundation Asset Management Corp Dec 2025 $41.1B 3 EDGAR ↗
1/23/2026 Factory Mutual Insurance Co Dec 2025 $9.9B — EDGAR ↗
Page 392 of 507  ·  10,136 filings
← Prev 1… 390 391 392 393 394 …507 Next →