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Portfolio (Quarterly) Guide ↗
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Page 67 of 507  ·  10,131 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
5/13/2026 Atlas Wealth LLC Mar 2026 $334M 115 EDGAR ↗
5/13/2026 DG Capital Management, LLC Mar 2026 $326M 25 EDGAR ↗
5/13/2026 Taylor Hoffman Capital Management LLC Mar 2026 $325M 116 EDGAR ↗
5/13/2026 Athos Capital Ltd Mar 2026 $324M 44 EDGAR ↗
5/13/2026 Kirtland Hills Capital Management, Llc Mar 2026 $315M 156 EDGAR ↗
5/13/2026 American Financial Group Inc 401(K) Retirement & Savings Plan Mar 2026 $302M 1 EDGAR ↗
5/13/2026 Forum Private Client Group LLC Mar 2026 $300M 80 EDGAR ↗
5/13/2026 Goepper Burkhardt LLC Mar 2026 $299M 97 EDGAR ↗
5/13/2026 Parkshore Wealth Management, Inc. Mar 2026 $299M 69 EDGAR ↗
5/13/2026 Concord Investment Counsel Inc. Mar 2026 $297M 41 EDGAR ↗
5/13/2026 Pacifica Capital Investments, LLC Mar 2026 $294M 15 EDGAR ↗
5/13/2026 Nicollet Investment Management, Inc. Mar 2026 $292M 76 EDGAR ↗
5/13/2026 Denver PWM, LLC Mar 2026 $291M 87 EDGAR ↗
5/13/2026 Bank Ozk Mar 2026 $283M 263 EDGAR ↗
5/13/2026 Iyo Bank, Ltd. Mar 2026 $281M 35 EDGAR ↗
5/13/2026 Alliance Private Wealth, LLC Mar 2026 $278M 80 EDGAR ↗
5/13/2026 Resurgent Financial Advisors LLC Mar 2026 $277M 260 EDGAR ↗
5/13/2026 American Financial Group Inc Mar 2026 $270M 87 EDGAR ↗
5/13/2026 S&T Bank/PA Mar 2026 $268M 516 EDGAR ↗
5/13/2026 Packer & Co Ltd Mar 2026 $267M 10 EDGAR ↗
Page 67 of 507  ·  10,131 filings
← Prev 1… 65 66 67 68 69 …507 Next →