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Portfolio (Quarterly) Guide ↗
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Page 52 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
5/14/2026 Formula Growth Ltd Mar 2026 $222M 137 EDGAR ↗
5/14/2026 Capital Wealth Alliance, LLC Mar 2026 $221M 93 EDGAR ↗
5/14/2026 Sunesis Advisors, LLC Mar 2026 $221M 59 EDGAR ↗
5/14/2026 Signet Investment Advisory Group, Inc. Mar 2026 $218M 69 EDGAR ↗
5/14/2026 Virtus Advisers, Llc Mar 2026 $215M 658 EDGAR ↗
5/14/2026 Taylor Securities Services, Inc. Mar 2026 $214M 55 EDGAR ↗
5/14/2026 Spreng Capital Management, Inc. Mar 2026 $212M 66 EDGAR ↗
5/14/2026 Chou Associates Management Inc. Mar 2026 $210M 31 EDGAR ↗
5/14/2026 Beartown Capital Management, LLC Mar 2026 $209M 42 EDGAR ↗
5/14/2026 Miller Capital Partners, Inc. Mar 2026 $208M 262 EDGAR ↗
5/14/2026 Retiremitten Financial Llc Mar 2026 $207M 184 EDGAR ↗
5/14/2026 Infusive Asset Management Inc. Mar 2026 $207M 32 EDGAR ↗
5/14/2026 Tableaux Llc Mar 2026 $206M 113 EDGAR ↗
5/14/2026 Stance Capital Llc Mar 2026 $206M 346 EDGAR ↗
5/14/2026 Frederick Financial Consultants, LLC Mar 2026 $201M 109 EDGAR ↗
5/14/2026 Kerusso Capital Management LLC Mar 2026 $200M 53 EDGAR ↗
5/14/2026 Fortis Advisors, LLC Mar 2026 $200M 119 EDGAR ↗
5/14/2026 Comprehensive Wealth Management, LLC Mar 2026 $198M 39 EDGAR ↗
5/14/2026 Inherent Management Corp. Mar 2026 $197M 9 EDGAR ↗
5/14/2026 Crestview Partners III GP, L.P. Mar 2026 $195M 2 EDGAR ↗
Page 52 of 507  ·  10,135 filings
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