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Portfolio (Quarterly) Guide ↗
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Page 68 of 507  ·  10,135 filings
← Prev 1… 66 67 68 69 70 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
5/13/2026 Fusion Capital, LLC Mar 2026 $371M 104 EDGAR ↗
5/13/2026 Donoghue Forlines LLC Mar 2026 $361M 118 EDGAR ↗
5/13/2026 MIC Capital Management UK LLP Mar 2026 $352M 18 EDGAR ↗
5/13/2026 Kingdom Financial Group LLC. Mar 2026 $349M 865 EDGAR ↗
5/13/2026 Lloyd Advisory Services, LLC. Mar 2026 $349M 581 EDGAR ↗
5/13/2026 Verger Capital Management LLC Mar 2026 $339M 13 EDGAR ↗
5/13/2026 Martin Investment Management, LLC Mar 2026 $334M 46 EDGAR ↗
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 ↗
Page 68 of 507  ·  10,135 filings
← Prev 1… 66 67 68 69 70 …507 Next →