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Portfolio (Quarterly) Guide ↗
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Page 243 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
2/17/2026 Envision Financial Planning, LLC Dec 2025 $265M — EDGAR ↗
2/17/2026 Militia Capital Partners, LP Dec 2025 $263M 198 EDGAR ↗
2/17/2026 Samjo Management, LLC Dec 2025 $259M 85 EDGAR ↗
2/17/2026 Abound Financial, Llc Dec 2025 $258M 276 EDGAR ↗
2/17/2026 Peloton Wealth Strategists Dec 2025 $258M — EDGAR ↗
2/17/2026 Meros Investment Management, LP Dec 2025 $252M — EDGAR ↗
2/17/2026 Roehl & Yi Investment Advisors, LLC Dec 2025 $252M — EDGAR ↗
2/17/2026 Pennington Partners & Co., Llc Dec 2025 $250M — EDGAR ↗
2/17/2026 Freshford Capital Management, LLC Dec 2025 $249M — EDGAR ↗
2/17/2026 Beacon Investment Advisors Llc Dec 2025 $249M — EDGAR ↗
2/17/2026 Chicago Wealth Management, Inc. Dec 2025 $249M — EDGAR ↗
2/17/2026 Blue Door Asset Management, LLC Dec 2025 $247M — EDGAR ↗
2/17/2026 Juniper Capital Advisors, L.P. Sep 2025 $237M 1 EDGAR ↗
2/17/2026 Capital Wealth Alliance, LLC Dec 2025 $234M — EDGAR ↗
2/17/2026 Oakcliff Capital Partners, LP Dec 2025 $233M 8 EDGAR ↗
2/17/2026 CPV Partners, LLC Dec 2025 $233M — EDGAR ↗
2/17/2026 Foresite Capital Management IV, LLC Dec 2025 $230M — EDGAR ↗
2/17/2026 Pinnacle Family Advisors, LLC Dec 2025 $227M — EDGAR ↗
2/17/2026 Persistent Asset Partners Ltd Dec 2025 $223M — EDGAR ↗
2/17/2026 Core Wealth Partners LLC Dec 2025 $222M — EDGAR ↗
Page 243 of 507  ·  10,135 filings
← Prev 1… 241 242 243 244 245 …507 Next →