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Portfolio (Quarterly) Guide ↗
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Page 99 of 507  ·  10,136 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
5/8/2026 Palatine Hill Wealth Management, LLC Mar 2026 $115M 48 EDGAR ↗
5/8/2026 Hestia Capital Management, LLC Mar 2026 $111M 17 EDGAR ↗
5/8/2026 Stone Wealth Partners Mar 2026 $111M 59 EDGAR ↗
5/8/2026 Cornerstone Financial Management LLC Mar 2026 $109M 1,311 EDGAR ↗
5/8/2026 Simcoe Capital LLC Mar 2026 $109M 31 EDGAR ↗
5/8/2026 Cypress Capital Management LLC (WY) Mar 2026 $108M 205 EDGAR ↗
5/8/2026 Hardworking Capital Advisors, LLC Mar 2026 $107M 83 EDGAR ↗
5/8/2026 Opus Financial Solutions LLC Mar 2026 $106M 103 EDGAR ↗
5/8/2026 Mozayyx Management Llc Mar 2026 $99M 16 EDGAR ↗
5/8/2026 Bluebird Wealth Management LLC Mar 2026 $98M 77 EDGAR ↗
5/8/2026 Zinnia Wealth Advisory, LLC Mar 2026 $89M 96 EDGAR ↗
5/8/2026 Wallace Hart LLC Mar 2026 $73M 34 EDGAR ↗
5/8/2026 Shengqi Capital (Hong Kong) Ltd Mar 2026 $68M 5 EDGAR ↗
5/8/2026 Emeth Value Capital, LLC Mar 2026 $66M 4 EDGAR ↗
5/8/2026 CMC Financial Group Mar 2026 $51M 38 EDGAR ↗
5/8/2026 Regeneron Pharmaceuticals, Inc. Mar 2026 $48M 2 EDGAR ↗
5/8/2026 Vanguard Marketing Corporation Mar 2026 $39M 1 EDGAR ↗
5/8/2026 AJU IB Investment Co., Ltd. Mar 2026 $31M 6 EDGAR ↗
5/8/2026 JGP Global Gestao de Recursos Ltda. Mar 2026 $23M 29 EDGAR ↗
5/8/2026 Penn Mutual Asset Management Mar 2026 $20M 9 EDGAR ↗
Page 99 of 507  ·  10,136 filings
← Prev 1… 97 98 99 100 101 …507 Next →