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Portfolio (Quarterly) Guide ↗
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Page 118 of 507  ·  10,136 filings
← Prev 1… 116 117 118 119 120 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
5/1/2026 Hills Bank & Trust Co Mar 2026 $2.1B 525 EDGAR ↗
5/1/2026 Summit Financial Strategies, Inc. Mar 2026 $1.3B 170 EDGAR ↗
5/1/2026 Cullinan Associates Inc Mar 2026 $1.2B 207 EDGAR ↗
5/1/2026 Greylock XIV GP LLC Mar 2026 $1.2B 1 EDGAR ↗
5/1/2026 American Trust Mar 2026 $1.1B 313 EDGAR ↗
5/1/2026 First Business Financial Services, Inc. Mar 2026 $1.1B 192 EDGAR ↗
5/1/2026 Kohmann Bosshard Financial Services, LLC Mar 2026 $1.0B 209 EDGAR ↗
5/1/2026 180 Wealth Advisors, Llc Mar 2026 $880M 472 EDGAR ↗
5/1/2026 IDG China Capital Fund III Associates L.P. Mar 2026 $868M 2 EDGAR ↗
5/1/2026 U S Global Investors Inc Mar 2026 $858M 162 EDGAR ↗
5/1/2026 Dumac, Inc. Mar 2026 $820M 10 EDGAR ↗
5/1/2026 IDG-Accel China Capital II Associates L.P. Mar 2026 $667M 1 EDGAR ↗
5/1/2026 Sawgrass Asset Management Llc Mar 2026 $664M 193 EDGAR ↗
5/1/2026 Heritage Investment Group, Inc. Mar 2026 $661M 123 EDGAR ↗
5/1/2026 Trifecta Capital Advisors, LLC Mar 2026 $646M 275 EDGAR ↗
5/1/2026 Towercrest Capital Management Mar 2026 $642M 103 EDGAR ↗
5/1/2026 Global Wealth Management Investment Advisory, Inc. Mar 2026 $638M 158 EDGAR ↗
5/1/2026 SFE Investment Counsel Mar 2026 $635M 143 EDGAR ↗
5/1/2026 Citizens Business Bank Mar 2026 $610M 229 EDGAR ↗
5/1/2026 Elwood & Goetz Wealth Advisory Group, LLC Mar 2026 $589M 138 EDGAR ↗
Page 118 of 507  ·  10,136 filings
← Prev 1… 116 117 118 119 120 …507 Next →