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Portfolio (Quarterly) Guide ↗
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Page 53 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
5/14/2026 Pennsylvania State University Dec 2025 $193M 2 EDGAR ↗
5/14/2026 Prime Buchholz LLC Mar 2026 $191M 22 EDGAR ↗
5/14/2026 Pennsylvania State University Mar 2026 $191M 2 EDGAR ↗
5/14/2026 Beaconlight Capital, Llc Mar 2026 $190M 34 EDGAR ↗
5/14/2026 Battery Global Advisors, LLC Mar 2026 $186M 154 EDGAR ↗
5/14/2026 Novak & Powell Financial Services, Inc. Mar 2026 $186M 164 EDGAR ↗
5/14/2026 Pacific Financial Group Inc Mar 2026 $186M 87 EDGAR ↗
5/14/2026 Arcadia Wealth Management, Inc. Mar 2026 $185M 55 EDGAR ↗
5/14/2026 Nutshell Asset Management Ltd Mar 2026 $184M 35 EDGAR ↗
5/14/2026 Babb Wealth Advisors LLC Mar 2026 $183M 19 EDGAR ↗
5/14/2026 Trivant Custom Portfolio Group, LLC Mar 2026 $182M 81 EDGAR ↗
5/14/2026 Santa Monica Partners Lp Mar 2026 $179M 13 EDGAR ↗
5/14/2026 Presima Securities ULC Mar 2026 $178M 48 EDGAR ↗
5/14/2026 Gross & Hartman Investments LLC Dec 2025 $175M 72 EDGAR ↗
5/14/2026 Delos Wealth Advisors, LLC Mar 2026 $175M 260 EDGAR ↗
5/14/2026 Royalty Pharma Sub-Manager, LLC Mar 2026 $173M 4 EDGAR ↗
5/14/2026 Bullseye Asset Management LLC Mar 2026 $173M 60 EDGAR ↗
5/14/2026 Guardian Asset Advisors, LLC Mar 2026 $171M 102 EDGAR ↗
5/14/2026 ARP Global Capital Ltd Mar 2026 $170M 19 EDGAR ↗
5/14/2026 RiverGlades Family Offices LLC Mar 2026 $170M 87 EDGAR ↗
Page 53 of 507  ·  10,135 filings
← Prev 1… 51 52 53 54 55 …507 Next →