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Portfolio (Quarterly) Guide ↗
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Page 96 of 507  ·  10,136 filings
← Prev 1… 94 95 96 97 98 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
5/8/2026 Forge Financial Services LLC Mar 2026 $987M 31 EDGAR ↗
5/8/2026 Marble Harbor Investment Counsel, LLC Mar 2026 $923M 192 EDGAR ↗
5/8/2026 Power Alpha Investment Ltd Mar 2026 $874M 5 EDGAR ↗
5/8/2026 JBF Capital, Inc. Mar 2026 $676M 123 EDGAR ↗
5/8/2026 Summit Partners L P Mar 2026 $670M 7 EDGAR ↗
5/8/2026 Financial Strategies Group, Inc. Mar 2026 $598M 101 EDGAR ↗
5/8/2026 Clayton, Dubilier & Rice, LLC Mar 2026 $536M 2 EDGAR ↗
5/8/2026 Allegiance Financial Group Advisory Services LLC Mar 2026 $503M 198 EDGAR ↗
5/8/2026 Accel Leaders 4 Associates L.P. Mar 2026 $475M 1 EDGAR ↗
5/8/2026 Curtis Advisory Group, LLC Mar 2026 $464M 118 EDGAR ↗
5/8/2026 Gardner Lewis Asset Management L P Mar 2026 $462M 78 EDGAR ↗
5/8/2026 JPL Wealth Management, LLC Mar 2026 $435M 2,172 EDGAR ↗
5/8/2026 Paulson Wealth Management Inc. Mar 2026 $427M 137 EDGAR ↗
5/8/2026 AMJ Financial Wealth Management Mar 2026 $424M 86 EDGAR ↗
5/8/2026 Lorne Steinberg Wealth Management Inc. Mar 2026 $422M 68 EDGAR ↗
5/8/2026 Sands Capital Alternatives, LLC Mar 2026 $421M 21 EDGAR ↗
5/8/2026 Tillman Hartley LLC Mar 2026 $398M 146 EDGAR ↗
5/8/2026 Somerville Kurt F Mar 2026 $379M 402 EDGAR ↗
5/8/2026 MPS Loria Financial Planners, LLC Mar 2026 $379M 94 EDGAR ↗
5/8/2026 Capco Asset Management, LLC Mar 2026 $367M 27 EDGAR ↗
Page 96 of 507  ·  10,136 filings
← Prev 1… 94 95 96 97 98 …507 Next →