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Portfolio (Quarterly) Guide ↗
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Page 120 of 507  ·  10,136 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
5/1/2026 Castle Wealth Management Llc Mar 2026 $309M 132 EDGAR ↗
5/1/2026 General Electric Co Mar 2026 $308M 2 EDGAR ↗
5/1/2026 United Bank Mar 2026 $301M 124 EDGAR ↗
5/1/2026 New Republic Capital, LLC Mar 2026 $297M 312 EDGAR ↗
5/1/2026 Triton Wealth Management, PLLC Mar 2026 $270M 124 EDGAR ↗
5/1/2026 Miller Wealth Advisors, Llc Mar 2026 $260M 117 EDGAR ↗
5/1/2026 Lodestone Wealth Management LLC Mar 2026 $252M 832 EDGAR ↗
5/1/2026 Seneca House Advisors Mar 2026 $252M 96 EDGAR ↗
5/1/2026 Rakuten Securities, Inc. Mar 2026 $241M 879 EDGAR ↗
5/1/2026 Keener Financial Planning LLC Mar 2026 $238M 58 EDGAR ↗
5/1/2026 Gables Capital Management Inc. Mar 2026 $236M 472 EDGAR ↗
5/1/2026 Steadview Capital Management LLC Mar 2026 $227M 12 EDGAR ↗
5/1/2026 IDG China Venture Capital Fund IV Associates L.P. Mar 2026 $219M 4 EDGAR ↗
5/1/2026 Win Advisors, Inc Mar 2026 $219M 78 EDGAR ↗
5/1/2026 Avid Wealth Partners LLC Mar 2026 $212M 71 EDGAR ↗
5/1/2026 Signature Resources Capital Management, LLC Mar 2026 $211M 664 EDGAR ↗
5/1/2026 Campbell Capital Management Inc Mar 2026 $209M 31 EDGAR ↗
5/1/2026 Summit Place Financial Advisors, LLC Mar 2026 $208M 106 EDGAR ↗
5/1/2026 Warburton Capital Management, LLC Mar 2026 $205M 68 EDGAR ↗
5/1/2026 Castleview Partners, LLC Mar 2026 $195M 200 EDGAR ↗
Page 120 of 507  ·  10,136 filings
← Prev 1… 118 119 120 121 122 …507 Next →