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Portfolio (Quarterly) Guide ↗
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Page 581 of 607  ·  12,132 filings
← Prev 1… 579 580 581 582 583 …607 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
1/15/2026 Cohen Investment Advisors LLC Dec 2025 $217M 78 EDGAR ↗
1/15/2026 Sage Capital Management, LLC Dec 2025 $216M 161 EDGAR ↗
1/15/2026 Arcadia Investment Advisors Llc Dec 2025 $215M 82 EDGAR ↗
1/15/2026 Kieckhefer Group Llc Dec 2025 $210M 54 EDGAR ↗
1/15/2026 William Marsh Rice University Dec 2025 $203M — EDGAR ↗
1/15/2026 Hara Capital LLC Dec 2025 $180M 298 EDGAR ↗
1/15/2026 Counterweight Ventures, LLC Dec 2025 $178M — EDGAR ↗
1/15/2026 Delta Capital Management Llc Dec 2025 $178M 99 EDGAR ↗
1/15/2026 4J Wealth Management LLC Dec 2025 $175M 98 EDGAR ↗
1/15/2026 KRS Capital Management, LLC Dec 2025 $174M 115 EDGAR ↗
1/15/2026 Investment Partners Asset Management, Inc. Dec 2025 $161M — EDGAR ↗
1/15/2026 LeConte Wealth Management, LLC Dec 2025 $153M — EDGAR ↗
1/15/2026 LifeGoal Investments, LLC Dec 2025 $150M 75 EDGAR ↗
1/15/2026 Hartmann Taylor Wealth Management, LLC Dec 2025 $148M 53 EDGAR ↗
1/15/2026 Guided Capital Wealth Management, LLC Dec 2025 $143M 36 EDGAR ↗
1/15/2026 Cannon Advisors, Inc. Dec 2025 $142M 83 EDGAR ↗
1/15/2026 JP Wealth Management, Inc. Dec 2025 $141M 15 EDGAR ↗
1/15/2026 Polaris Investment Advisors, LLC Dec 2025 $138M 73 EDGAR ↗
1/15/2026 Sherman Wealth Management LLC Dec 2025 $115M 77 EDGAR ↗
1/15/2026 Powerhouse Assets LLC Dec 2025 $114M — EDGAR ↗
Page 581 of 607  ·  12,132 filings
← Prev 1… 579 580 581 582 583 …607 Next →