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Portfolio (Quarterly) Guide ↗
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Page 72 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
5/13/2026 Connective Capital Management, LLC Mar 2026 $121M 66 EDGAR ↗
5/13/2026 Tandem Investment Partners LLC Mar 2026 $118M 73 EDGAR ↗
5/13/2026 Carter Financial, LLC Mar 2026 $115M 28 EDGAR ↗
5/13/2026 Lynch Investment Planning, LLC Mar 2026 $111M 54 EDGAR ↗
5/13/2026 Nwm Advisors, Llc Mar 2026 $110M 23 EDGAR ↗
5/13/2026 SkyKnight Capital, L.P. Mar 2026 $107M 3 EDGAR ↗
5/13/2026 Wheels Up Wealth, Inc. Mar 2026 $106M 24 EDGAR ↗
5/13/2026 Peck Wealth Management, LLC Sep 2025 $105M 134 EDGAR ↗
5/13/2026 Vista Cima Wealth Management LLC Mar 2026 $101M 48 EDGAR ↗
5/13/2026 Fourier Capital Management Ltd Mar 2026 $100M 14 EDGAR ↗
5/13/2026 Fund Advisors of America Inc/FL Mar 2026 $99M 118 EDGAR ↗
5/13/2026 Avail Investment Partners, LLC Mar 2026 $94M 137 EDGAR ↗
5/13/2026 Kore Advisors LP Mar 2026 $93M 17 EDGAR ↗
5/13/2026 Spruce Point Capital Management, LLC Mar 2026 $91M 24 EDGAR ↗
5/13/2026 Goodwin Investment Advisory Mar 2026 $84M 212 EDGAR ↗
5/13/2026 Cpwa, Llc Mar 2026 $84M 90 EDGAR ↗
5/13/2026 Applied Fundamental Research, LLC Mar 2026 $76M 10 EDGAR ↗
5/13/2026 GuideStone Capital Management, LLC Mar 2026 $75M 1 EDGAR ↗
5/13/2026 Hauser Brothers GmbH Mar 2026 $71M 4 EDGAR ↗
5/13/2026 Magma Venture Partners General Partner Ltd. Mar 2026 $59M 2 EDGAR ↗
Page 72 of 507  ·  10,135 filings
← Prev 1… 70 71 72 73 74 …507 Next →