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Portfolio (Quarterly) Guide ↗
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Page 429 of 507  ·  10,135 filings
← Prev 1… 427 428 429 430 431 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
1/15/2026 Cohen Investment Advisors LLC Dec 2025 $217M 78 EDGAR ↗
1/15/2026 One Plus One Wealth Management, Llc Dec 2025 $217M 101 EDGAR ↗
1/15/2026 Sage Capital Management, LLC Dec 2025 $216M 161 EDGAR ↗
1/15/2026 Alhambra Investment Management LLC Dec 2025 $215M — EDGAR ↗
1/15/2026 Arcadia Investment Advisors Llc Dec 2025 $215M 82 EDGAR ↗
1/15/2026 MTC Wealth Management LLC Dec 2025 $213M — EDGAR ↗
1/15/2026 Kieckhefer Group Llc Dec 2025 $210M 54 EDGAR ↗
1/15/2026 William Marsh Rice University Dec 2025 $203M — EDGAR ↗
1/15/2026 Econ Financial Services Corp Dec 2025 $199M 74 EDGAR ↗
1/15/2026 Founders Capital Management Dec 2025 $193M 408 EDGAR ↗
1/15/2026 OxenFree Capital LLC Dec 2025 $190M 48 EDGAR ↗
1/15/2026 Hofer & Associates. Inc Dec 2025 $189M — EDGAR ↗
1/15/2026 Hara Capital LLC Dec 2025 $180M 298 EDGAR ↗
1/15/2026 Counterweight Ventures, LLC Dec 2025 $178M — EDGAR ↗
1/15/2026 Delta Capital Management Llc Dec 2025 $178M 99 EDGAR ↗
1/15/2026 Birch Financial Group, Llc Dec 2025 $175M — EDGAR ↗
1/15/2026 QSM Asset Management Ltd Dec 2025 $175M — EDGAR ↗
1/15/2026 4J Wealth Management LLC Dec 2025 $175M 98 EDGAR ↗
1/15/2026 KRS Capital Management, LLC Dec 2025 $174M 115 EDGAR ↗
1/15/2026 Financial Planning Hawaii, Inc. Dec 2025 $174M 128 EDGAR ↗
Page 429 of 507  ·  10,135 filings
← Prev 1… 427 428 429 430 431 …507 Next →