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Portfolio (Quarterly) Guide ↗
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Page 283 of 507  ·  10,132 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
2/12/2026 Perseverance Asset Management International Dec 2025 $683M — EDGAR ↗
2/12/2026 Hudock, Inc. Dec 2025 $679M — EDGAR ↗
2/12/2026 WealthPLAN Partners, LLC Dec 2025 $669M — EDGAR ↗
2/12/2026 Laffer Tengler Investments, Inc. Dec 2025 $658M 181 EDGAR ↗
2/12/2026 Turiya Advisors Asia Ltd Dec 2025 $653M — EDGAR ↗
2/12/2026 Stamos Capital Partners, L.P. Dec 2025 $622M — EDGAR ↗
2/12/2026 Sycomore Asset Management Dec 2025 $604M — EDGAR ↗
2/12/2026 Providence Capital Advisors, LLC Dec 2025 $594M — EDGAR ↗
2/12/2026 Laurel Oak Wealth Management, Llc Dec 2025 $594M 361 EDGAR ↗
2/12/2026 Banco BTG Pactual S.A. Dec 2025 $585M — EDGAR ↗
2/12/2026 Verbena Value LP Dec 2025 $581M — EDGAR ↗
2/12/2026 Richmond Investment Services, LLC Dec 2025 $579M — EDGAR ↗
2/12/2026 RAM Investment Partners, LLC Dec 2025 $553M — EDGAR ↗
2/12/2026 Manchester Financial Inc Dec 2025 $535M — EDGAR ↗
2/12/2026 Founders Financial Alliance, LLC Dec 2025 $530M — EDGAR ↗
2/12/2026 Dividend Assets Capital, Llc Dec 2025 $523M — EDGAR ↗
2/12/2026 Rowlandmiller & Partners.Adv Dec 2025 $518M — EDGAR ↗
2/12/2026 Commonwealth Bank of Australia Dec 2025 $510M — EDGAR ↗
2/12/2026 Banc Funds Co Llc Dec 2025 $505M 98 EDGAR ↗
2/12/2026 Grey Fox Wealth Advisors, LLC Dec 2025 $489M — EDGAR ↗
Page 283 of 507  ·  10,132 filings
← Prev 1… 281 282 283 284 285 …507 Next →