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Portfolio (Quarterly) Guide ↗
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Page 77 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
5/12/2026 Advyzon Investment Management, LLC Mar 2026 $1.1B 1,195 EDGAR ↗
5/12/2026 Electrum Group LLC Mar 2026 $1.1B 8 EDGAR ↗
5/12/2026 Telemark Asset Management, LLC Mar 2026 $1.1B 53 EDGAR ↗
5/12/2026 Mirabella Financial Services Llp Mar 2026 $1.1B 889 EDGAR ↗
5/12/2026 Melqart Asset Management (UK) Ltd Mar 2026 $1.0B 41 EDGAR ↗
5/12/2026 Fortis Capital Management LLC Mar 2026 $977M 211 EDGAR ↗
5/12/2026 Kim, Llc Mar 2026 $976M 64 EDGAR ↗
5/12/2026 Stokes Family Office, LLC Mar 2026 $969M 276 EDGAR ↗
5/12/2026 Koch, Inc. Mar 2026 $922M 8 EDGAR ↗
5/12/2026 Per Stirling Capital Management, LLC. Mar 2026 $905M 310 EDGAR ↗
5/12/2026 Evermay Wealth Management Llc Mar 2026 $902M 594 EDGAR ↗
5/12/2026 Baldwin Investment Management, LLC Mar 2026 $856M 210 EDGAR ↗
5/12/2026 Catalyst Financial Partners Llc Mar 2026 $847M 370 EDGAR ↗
5/12/2026 Ramirez Asset Management, Inc. Mar 2026 $832M 349 EDGAR ↗
5/12/2026 Shenkman Capital Management Inc Mar 2026 $831M 81 EDGAR ↗
5/12/2026 Titan Investment Solutions Ltd Mar 2026 $781M 68 EDGAR ↗
5/12/2026 Cannon Financial Strategists, Inc. Mar 2026 $761M 109 EDGAR ↗
5/12/2026 Gcq Funds Management Pty Ltd Mar 2026 $753M 11 EDGAR ↗
5/12/2026 Werba Rubin Papier Wealth Management Mar 2026 $718M 278 EDGAR ↗
5/12/2026 Warwick Investment Management, Inc. Mar 2026 $690M 138 EDGAR ↗
Page 77 of 507  ·  10,135 filings
← Prev 1… 75 76 77 78 79 …507 Next →