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Portfolio (Quarterly) Guide ↗
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Page 394 of 507  ·  10,136 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
1/23/2026 Cantor Fitzgerald Investment Advisors L.P. Dec 2025 $1.4B 185 EDGAR ↗
1/23/2026 Smith, Moore & Co. Dec 2025 $1.3B — EDGAR ↗
1/23/2026 Charter Oak Capital Management, LLC Dec 2025 $1.3B 211 EDGAR ↗
1/23/2026 Gemmer Asset Management LLC Dec 2025 $1.3B — EDGAR ↗
1/23/2026 Transcend Capital Advisors, Llc Dec 2025 $1.3B — EDGAR ↗
1/23/2026 Galvin, Gaustad & Stein, LLC Dec 2025 $1.3B 250 EDGAR ↗
1/23/2026 Clear Creek Financial Management, LLC Dec 2025 $1.2B 581 EDGAR ↗
1/23/2026 Asset Advisors Investment Management, LLC Dec 2025 $1.1B — EDGAR ↗
1/23/2026 Webster Bank, N. A. Dec 2025 $1.1B — EDGAR ↗
1/23/2026 Octavia Wealth Advisors, LLC Dec 2025 $1.0B — EDGAR ↗
1/23/2026 Steigerwald, Gordon & Koch Inc. Dec 2025 $1.0B 924 EDGAR ↗
1/23/2026 Power Alpha Investment Ltd Dec 2025 $973M 5 EDGAR ↗
1/23/2026 Parthenon Llc Dec 2025 $927M 131 EDGAR ↗
1/23/2026 Altfest L J & Co Inc Dec 2025 $914M — EDGAR ↗
1/23/2026 Capital Investment Counsel, Inc Dec 2025 $850M — EDGAR ↗
1/23/2026 Medicxi Ventures Management (Jersey) Ltd Dec 2025 $835M 5 EDGAR ↗
1/23/2026 BSW Wealth Partners Dec 2025 $833M — EDGAR ↗
1/23/2026 TFC Financial Management, Inc. Dec 2025 $797M — EDGAR ↗
1/23/2026 Stanley-Laman Group, Ltd. Dec 2025 $787M 306 EDGAR ↗
1/23/2026 Financial Enhancement Group LLC Dec 2025 $769M — EDGAR ↗
Page 394 of 507  ·  10,136 filings
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