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Portfolio (Quarterly) Guide ↗
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Page 426 of 507  ·  10,131 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
1/15/2026 Community Financial Services Group, LLC Dec 2025 $545M 167 EDGAR ↗
1/15/2026 Independent Investors Inc Dec 2025 $538M 69 EDGAR ↗
1/15/2026 Shah Capital Management Dec 2025 $519M — EDGAR ↗
1/15/2026 Bright Rock Capital Management, Llc Dec 2025 $509M 77 EDGAR ↗
1/15/2026 ALM First Financial Advisors, LLC Dec 2025 $505M 25 EDGAR ↗
1/15/2026 Professional Financial Advisors, LLC Dec 2025 $490M 130 EDGAR ↗
1/15/2026 Spirit Of America Management Corp/Ny Dec 2025 $472M 383 EDGAR ↗
1/15/2026 Raub Brock Capital Management LP Dec 2025 $449M 40 EDGAR ↗
1/15/2026 Stewardship Advisors, LLC Dec 2025 $433M — EDGAR ↗
1/15/2026 Heirloom Wealth Management Dec 2025 $433M — EDGAR ↗
1/15/2026 Fortitude Family Office, LLC Dec 2025 $430M — EDGAR ↗
1/15/2026 Nikulski Financial, Inc. Dec 2025 $418M — EDGAR ↗
1/15/2026 Clg Llc Dec 2025 $402M — EDGAR ↗
1/15/2026 Westmount Partners, LLC Dec 2025 $401M 246 EDGAR ↗
1/15/2026 Sollinda Capital Management LLC Dec 2025 $391M 74 EDGAR ↗
1/15/2026 Independence Financial Advisors, LLC Dec 2025 $364M 55 EDGAR ↗
1/15/2026 Windsor Capital Management, LLC Dec 2025 $362M — EDGAR ↗
1/15/2026 Westend Capital Management, LLC Dec 2025 $357M 238 EDGAR ↗
1/15/2026 Highline Wealth Partners Llc Dec 2025 $355M — EDGAR ↗
1/15/2026 Parkwoods Wealth Partners, LLC Dec 2025 $340M 112 EDGAR ↗
Page 426 of 507  ·  10,131 filings
← Prev 1… 424 425 426 427 428 …507 Next →