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Portfolio (Quarterly) Guide ↗
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Page 294 of 507  ·  10,132 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
2/11/2026 Ycg, Llc Dec 2025 $1.3B — EDGAR ↗
2/11/2026 Compass Rose Asset Management, Lp Dec 2025 $1.2B — EDGAR ↗
2/11/2026 XML Financial, LLC Dec 2025 $1.2B — EDGAR ↗
2/11/2026 AltraVue Capital, LLC Dec 2025 $1.2B — EDGAR ↗
2/11/2026 Neumeier Poma Investment Counsel Llc Dec 2025 $1.2B — EDGAR ↗
2/11/2026 SlateStone Wealth, LLC Dec 2025 $1.2B — EDGAR ↗
2/11/2026 Hodges Capital Management Inc. Dec 2025 $1.2B — EDGAR ↗
2/11/2026 Electrum Group LLC Dec 2025 $1.1B — EDGAR ↗
2/11/2026 Crescent Grove Advisors, LLC Dec 2025 $1.1B — EDGAR ↗
2/11/2026 Marks Group Wealth Management, Inc Dec 2025 $1.0B — EDGAR ↗
2/11/2026 Petersen Hastings Wealth Advisors Inc. Dec 2025 $1.0B — EDGAR ↗
2/11/2026 Westerkirk Capital Inc. Dec 2025 $1.0B — EDGAR ↗
2/11/2026 Telemark Asset Management, LLC Dec 2025 $1.0B — EDGAR ↗
2/11/2026 Invst, LLC Dec 2025 $920M — EDGAR ↗
2/11/2026 GFS Advisors, LLC Dec 2025 $842M — EDGAR ↗
2/11/2026 Ramirez Asset Management, Inc. Dec 2025 $758M — EDGAR ↗
2/11/2026 Koch, Inc. Dec 2025 $723M — EDGAR ↗
2/11/2026 Arrowpoint Investment Partners (Singapore) Pte. Ltd. Dec 2025 $679M — EDGAR ↗
2/11/2026 Insight Advisors, LLC/ PA Dec 2025 $661M — EDGAR ↗
2/11/2026 Fox Run Management, L.L.C. Dec 2025 $648M — EDGAR ↗
Page 294 of 507  ·  10,132 filings
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