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Portfolio (Quarterly) Guide ↗
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Page 107 of 507  ·  10,137 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
5/5/2026 Midwest Professional Planners, LTD. Mar 2026 $425M 137 EDGAR ↗
5/5/2026 Milestone Investment Advisors LLC Mar 2026 $414M 139 EDGAR ↗
5/5/2026 Progressive Investment Management Corp Mar 2026 $379M 58 EDGAR ↗
5/5/2026 EnRich Financial Partners LLC Mar 2026 $377M 64 EDGAR ↗
5/5/2026 Saybrook Capital /Nc Mar 2026 $371M 42 EDGAR ↗
5/5/2026 Duncan Williams Asset Management, LLC Mar 2026 $361M 154 EDGAR ↗
5/5/2026 LOM Asset Management Ltd Mar 2026 $348M 278 EDGAR ↗
5/5/2026 Aikya Investment Management Ltd Mar 2026 $345M 4 EDGAR ↗
5/5/2026 Smart Money Group LLC Mar 2026 $344M 84 EDGAR ↗
5/5/2026 Harmony Asset Management Llc Mar 2026 $327M 195 EDGAR ↗
5/5/2026 Grey Rock Energy Management, LLC Mar 2026 $324M 1 EDGAR ↗
5/5/2026 Alta Wealth Advisors LLC Mar 2026 $308M 161 EDGAR ↗
5/5/2026 Beacon Bridge Wealth Partners, LLC Mar 2026 $299M 101 EDGAR ↗
5/5/2026 CPA Asset Management Group, LLC Mar 2026 $298M 99 EDGAR ↗
5/5/2026 Firetrail Investments Pty Ltd Mar 2026 $293M 28 EDGAR ↗
5/5/2026 Providence First Trust Co Mar 2026 $284M 179 EDGAR ↗
5/5/2026 Blackhawk Capital Partners, LLC Mar 2026 $273M 141 EDGAR ↗
5/5/2026 Mount Lucas Management LP Mar 2026 $271M 167 EDGAR ↗
5/5/2026 Holistic Financial Partners Mar 2026 $269M 146 EDGAR ↗
5/5/2026 Silphium Asset Management Ltd Mar 2026 $264M 52 EDGAR ↗
Page 107 of 507  ·  10,137 filings
← Prev 1… 105 106 107 108 109 …507 Next →