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Portfolio (Quarterly) Guide ↗
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Page 6 of 507  ·  10,136 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
5/20/2026 Hobbs Group Advisors, LLC Mar 2026 $334M 160 EDGAR ↗
5/20/2026 Boothe Investment Group, Inc. Mar 2026 $311M 40 EDGAR ↗
5/20/2026 Norris Financial Group, LLC Mar 2026 $306M 97 EDGAR ↗
5/20/2026 Norris Financial Group, LLC Dec 2025 $294M 97 EDGAR ↗
5/20/2026 E20 Capital Ltd Dec 2025 $277M 20 EDGAR ↗
5/20/2026 TrueWealth Financial Partners Mar 2026 $251M 66 EDGAR ↗
5/20/2026 Alamar Capital Management, LLC Dec 2025 $181M 86 EDGAR ↗
5/20/2026 Leigh Baldwin & Co., Llc Mar 2026 $154M 163 EDGAR ↗
5/20/2026 RMR Capital Management, LLC Mar 2026 $138M 75 EDGAR ↗
5/20/2026 Cadia Private Client LLC Dec 2025 $126M 71 EDGAR ↗
5/20/2026 Cadia Private Client LLC Mar 2026 $123M 76 EDGAR ↗
5/20/2026 J. Mark Nickell & Co. Mar 2026 $111M 32 EDGAR ↗
5/20/2026 Pathway Wealth Management Llc Dec 2025 $110M 29 EDGAR ↗
5/20/2026 Pathway Wealth Management Llc Mar 2026 $106M 30 EDGAR ↗
5/20/2026 FinArc Investments, Inc. Mar 2026 $104M 43 EDGAR ↗
5/20/2026 ION Crossover Partners Ltd Dec 2025 $78M 4 EDGAR ↗
5/20/2026 Oaktree Fund Advisors, LLC Mar 2026 $57M 14 EDGAR ↗
5/20/2026 ION Crossover Partners Ltd Mar 2026 $37M 4 EDGAR ↗
5/19/2026 H&H International Investment, LLC Mar 2026 $20.0B 19 EDGAR ↗
5/19/2026 Turtle Creek Asset Management Inc. Mar 2026 $2.7B 39 EDGAR ↗
Page 6 of 507  ·  10,136 filings
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