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Portfolio (Quarterly) Guide ↗
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Page 102 of 507  ·  10,139 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
5/6/2026 Once Capital Management, Llc Mar 2026 $374M 22 EDGAR ↗
5/6/2026 Lexington Partners L.P. Mar 2026 $366M 3 EDGAR ↗
5/6/2026 Redmond Asset Management, LLC Mar 2026 $366M 197 EDGAR ↗
5/6/2026 Eq Llc Mar 2026 $355M 74 EDGAR ↗
5/6/2026 O'Brien Greene & Co. Inc Mar 2026 $353M 193 EDGAR ↗
5/6/2026 Keystone Financial Services Mar 2026 $341M 259 EDGAR ↗
5/6/2026 Sterling Financial Planning, Inc. Mar 2026 $337M 117 EDGAR ↗
5/6/2026 VSM Wealth Advisory, LLC Mar 2026 $335M 505 EDGAR ↗
5/6/2026 Morling Financial Advisors, LLC Mar 2026 $325M 108 EDGAR ↗
5/6/2026 Windmill Hill Asset Management Ltd Mar 2026 $321M 23 EDGAR ↗
5/6/2026 Gerald Baker Financial Group LLC Mar 2026 $316M 114 EDGAR ↗
5/6/2026 Precision Wealth Strategies, LLC Mar 2026 $301M 156 EDGAR ↗
5/6/2026 B&I Capital AG Mar 2026 $294M 24 EDGAR ↗
5/6/2026 Future Fund LLC Mar 2026 $284M 127 EDGAR ↗
5/6/2026 Arcus Capital Partners, LLC Dec 2025 $279M 144 EDGAR ↗
5/6/2026 Arcus Capital Partners, LLC Mar 2026 $278M 121 EDGAR ↗
5/6/2026 Townsend Asset Management Corp /Nc/ /Adv Mar 2026 $277M 187 EDGAR ↗
5/6/2026 Renesas Electronics America Inc. Mar 2026 $275M 1 EDGAR ↗
5/6/2026 TCFG Investment Advisors, LLC Mar 2026 $267M 274 EDGAR ↗
5/6/2026 Gallacher Capital Management LLC Mar 2026 $261M 301 EDGAR ↗
Page 102 of 507  ·  10,139 filings
← Prev 1… 100 101 102 103 104 …507 Next →