BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗
|
Page 105 of 507  ·  10,137 filings
Filed Fund / Institution Period Portfolio Value Holdings Filing
5/5/2026 Cullen/Frost Bankers, Inc. Mar 2026 $8.8B 1,393 EDGAR ↗
5/5/2026 Williams Jones Wealth Management, LLC. Mar 2026 $8.1B 540 EDGAR ↗
5/5/2026 Illinois Municipal Retirement Fund Mar 2026 $7.9B 1,127 EDGAR ↗
5/5/2026 Ofi Invest Asset Management Mar 2026 $7.6B 347 EDGAR ↗
5/5/2026 Flputnam Investment Management Co Mar 2026 $6.7B 569 EDGAR ↗
5/5/2026 Howard Capital Management Inc. Mar 2026 $6.1B 332 EDGAR ↗
5/5/2026 Crestwood Advisors Group, LLC Mar 2026 $5.9B 869 EDGAR ↗
5/5/2026 Local Pensions Partnership Investment Ltd Mar 2026 $4.6B 32 EDGAR ↗
5/5/2026 Geneos Wealth Management Inc. Mar 2026 $4.3B 2,465 EDGAR ↗
5/5/2026 SteelPeak Wealth, LLC Mar 2026 $3.3B 575 EDGAR ↗
5/5/2026 SouthState Bank Corp Mar 2026 $2.1B 1,853 EDGAR ↗
5/5/2026 Goehring & Rozencwajg Associates, LLC Mar 2026 $1.9B 43 EDGAR ↗
5/5/2026 Willis Investment Counsel Mar 2026 $1.8B 123 EDGAR ↗
5/5/2026 Greenspring Advisors, LLC Mar 2026 $1.6B 318 EDGAR ↗
5/5/2026 Woodmont Investment Counsel Llc Mar 2026 $1.6B 263 EDGAR ↗
5/5/2026 Plato Investment Management Ltd Mar 2026 $1.5B 516 EDGAR ↗
5/5/2026 Clear Harbor Asset Management, LLC Mar 2026 $1.4B 450 EDGAR ↗
5/5/2026 Smith, Moore & Co. Mar 2026 $1.4B 558 EDGAR ↗
5/5/2026 CapWealth Advisors, LLC Mar 2026 $1.3B 118 EDGAR ↗
5/5/2026 Fusion Family Wealth, LLC Mar 2026 $1.3B 47 EDGAR ↗
Page 105 of 507  ·  10,137 filings