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Page 472 of 506  ·  10,114 filings
Filed Fund / Institution Period Portfolio Value Holdings Filing
11/13/2025 Aull & Monroe Investment Management Corp Sep 2025 $196M EDGAR ↗
11/13/2025 Benchmark Investment Advisors LLC Sep 2025 $172M EDGAR ↗
11/13/2025 Ulland Investment Advisors, LLC Sep 2025 $133M EDGAR ↗
11/13/2025 Planwiser Financial, Llc Sep 2025 $126M EDGAR ↗
11/13/2025 CM Management, LLC Sep 2025 $120M EDGAR ↗
11/13/2025 TSG Consumer Partners LP Sep 2025 $119M EDGAR ↗
11/13/2025 RD Lewis Holdings, Inc. Sep 2025 $107M EDGAR ↗
11/13/2025 Mercuria Capital Strategies, LLC Sep 2025 $76M EDGAR ↗
11/13/2025 Inclusive Capital Partners Sep 2025 $1
11/12/2025 Us Bancorp \De\ Sep 2025 $84.4B EDGAR ↗
11/12/2025 Principal Securities, Inc. Sep 2025 $6.1B EDGAR ↗
11/12/2025 JMG Financial Group, Ltd. Sep 2025 $3.5B EDGAR ↗
11/12/2025 Robertson Stephens Wealth Management, LLC Sep 2025 $3.3B EDGAR ↗
11/12/2025 Himalaya Capital Management LLC Sep 2025 $3.2B EDGAR ↗
11/12/2025 Montag A & Associates Inc Sep 2025 $2.2B EDGAR ↗
11/12/2025 Trust Asset Management LLC Sep 2025 $1.5B EDGAR ↗
11/12/2025 First Long Island Investors, LLC Sep 2025 $1.3B EDGAR ↗
11/12/2025 Technology Crossover Management IX, Ltd. Sep 2025 $1.3B EDGAR ↗
11/12/2025 E-L Financial Corp Ltd Sep 2025 $1.3B EDGAR ↗
11/12/2025 Seven Grand Managers, Llc Sep 2025 $1.2B EDGAR ↗
Page 472 of 506  ·  10,114 filings