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Portfolio (Quarterly) Guide ↗
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Page 570 of 607  ·  12,131 filings
← Prev 1… 568 569 570 571 572 …607 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
1/23/2026 Harbor Island Capital LLC Dec 2025 $261M 15 EDGAR ↗
1/23/2026 Bryant Woods Investment Advisors, LLC Dec 2025 $258M 49 EDGAR ↗
1/23/2026 Fidelis Im, Llc Dec 2025 $258M 25 EDGAR ↗
1/23/2026 Legacy Bridge, LLC Dec 2025 $246M 464 EDGAR ↗
1/23/2026 Axiom Financial Strategies, LLC Dec 2025 $238M 49 EDGAR ↗
1/23/2026 Evolution Advisers, Inc. Dec 2025 $231M 170 EDGAR ↗
1/23/2026 Blue Sky Capital Consultants Group, Inc. Dec 2025 $230M — EDGAR ↗
1/23/2026 Azarias Capital Management, L.P. Dec 2025 $228M — EDGAR ↗
1/23/2026 Windle Wealth, LLC Dec 2025 $223M 34 EDGAR ↗
1/23/2026 Tandem Capital Management Corp /Adv Dec 2025 $220M 115 EDGAR ↗
1/23/2026 Tower View Wealth Management LLC Dec 2025 $202M 176 EDGAR ↗
1/23/2026 Pinnacle Wealth Management Group, Inc. Dec 2025 $200M 126 EDGAR ↗
1/23/2026 Aua Capital Management, Llc Dec 2025 $199M 80 EDGAR ↗
1/23/2026 Smallwood Wealth Investment Management, LLC Dec 2025 $191M 521 EDGAR ↗
1/23/2026 Meridian Financial Advisors, LLC Dec 2025 $184M 142 EDGAR ↗
1/23/2026 Bayhunt Capital LLC Dec 2025 $181M — EDGAR ↗
1/23/2026 Kellett Wealth Advisors, LLC Dec 2025 $175M 79 EDGAR ↗
1/23/2026 Ariston Services Group Dec 2025 $170M 70 EDGAR ↗
1/23/2026 Ti-Trust, Inc Dec 2025 $162M 129 EDGAR ↗
1/23/2026 Elevate Capital Advisors, LLC Dec 2025 $151M 78 EDGAR ↗
Page 570 of 607  ·  12,131 filings
← Prev 1… 568 569 570 571 572 …607 Next →