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Portfolio (Quarterly) Guide ↗
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Page 56 of 507  ·  10,135 filings
← Prev 1… 54 55 56 57 58 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
5/14/2026 Fosse Capital Partners LLP Mar 2026 $135M 2 EDGAR ↗
5/14/2026 Tsai Capital Corp Mar 2026 $134M 19 EDGAR ↗
5/14/2026 Trace Wealth Advisors, LLC Mar 2026 $133M 66 EDGAR ↗
5/14/2026 Phillips Wealth Planners LLC Mar 2026 $133M 210 EDGAR ↗
5/14/2026 PlanVest Financial, Inc Mar 2026 $131M 565 EDGAR ↗
5/14/2026 Alcosta Capital Management, Inc. Mar 2026 $131M 23 EDGAR ↗
5/14/2026 Afbi Lp Mar 2026 $131M 1 EDGAR ↗
5/14/2026 Elizabeth Park Capital Advisors, Ltd. Mar 2026 $130M 46 EDGAR ↗
5/14/2026 Palliser Capital (UK) Ltd Mar 2026 $129M 5 EDGAR ↗
5/14/2026 Dag Ventures, Llc Mar 2026 $129M 3 EDGAR ↗
5/14/2026 Timelo Investment Management Inc. Mar 2026 $127M 51 EDGAR ↗
5/14/2026 Lane Generational LLC Mar 2026 $126M 39 EDGAR ↗
5/14/2026 Cauble & Harre Wealth Management, Inc. Mar 2026 $126M 74 EDGAR ↗
5/14/2026 Nan Fung Group Holdings Ltd Mar 2026 $121M 24 EDGAR ↗
5/14/2026 Tao Capital Management LP Mar 2026 $119M 8 EDGAR ↗
5/14/2026 Hudson Portfolio Management LLC Mar 2026 $119M 111 EDGAR ↗
5/14/2026 Risk Paradigm Group, LLC Mar 2026 $117M 59 EDGAR ↗
5/14/2026 Orvieto Partners, L.P. Mar 2026 $117M 44 EDGAR ↗
5/14/2026 McKinney Capital Management, LLC Mar 2026 $116M 46 EDGAR ↗
5/14/2026 Rhodes Investment Advisors Inc /Adv Mar 2026 $116M 116 EDGAR ↗
Page 56 of 507  ·  10,135 filings
← Prev 1… 54 55 56 57 58 …507 Next →