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Portfolio (Quarterly) Guide ↗
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Page 84 of 507  ·  10,136 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
5/12/2026 Cooper Capital Advisors LLC Mar 2026 $143M 35 EDGAR ↗
5/12/2026 Avant Capital LLC Mar 2026 $142M 76 EDGAR ↗
5/12/2026 Chapman Financial Group, Llc Mar 2026 $140M 315 EDGAR ↗
5/12/2026 Kennondale Capital Management LLC Mar 2026 $139M 78 EDGAR ↗
5/12/2026 Lepercq De Neuflize Asset Management LLC Mar 2026 $138M 26 EDGAR ↗
5/12/2026 Tannin Capital LLC Mar 2026 $138M 152 EDGAR ↗
5/12/2026 AI-Squared Management Ltd Mar 2026 $137M 19 EDGAR ↗
5/12/2026 Womack Financial LLC Mar 2026 $136M 71 EDGAR ↗
5/12/2026 LightSquare Wealth Management, LLC Mar 2026 $133M 92 EDGAR ↗
5/12/2026 Axos Invest Inc. Mar 2026 $132M 19 EDGAR ↗
5/12/2026 Phillip James Consulting Co. Mar 2026 $132M 378 EDGAR ↗
5/12/2026 Collier Financial Mar 2026 $131M 136 EDGAR ↗
5/12/2026 Safe Harbor Family Capital, LLC Mar 2026 $128M 55 EDGAR ↗
5/12/2026 Chesapeake Asset Management Llc Mar 2026 $126M 328 EDGAR ↗
5/12/2026 Barington Companies Management, Llc Mar 2026 $123M 8 EDGAR ↗
5/12/2026 Reyes Financial Architecture, Inc. Mar 2026 $122M 348 EDGAR ↗
5/12/2026 Dynamic Financial Group Mar 2026 $122M 69 EDGAR ↗
5/12/2026 Valliance Asset Management Ltd Mar 2026 $122M 8 EDGAR ↗
5/12/2026 Frisco Financial Planning LLC Mar 2026 $121M 29 EDGAR ↗
5/12/2026 Frisco Financial Planning LLC Dec 2025 $120M 26 EDGAR ↗
Page 84 of 507  ·  10,136 filings
← Prev 1… 82 83 84 85 86 …507 Next →