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Portfolio (Quarterly) Guide ↗
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Page 310 of 507  ·  10,132 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
2/10/2026 Disciplined Investors, L.L.C. Dec 2025 $152M — EDGAR ↗
2/10/2026 Travelers Companies, Inc. Dec 2025 $152M — EDGAR ↗
2/10/2026 Factorial Partners, LLC Dec 2025 $151M 63 EDGAR ↗
2/10/2026 Pincus Capital Management, Lp Dec 2025 $150M — EDGAR ↗
2/10/2026 Charter Research & Investment Group, Inc. Dec 2025 $150M 84 EDGAR ↗
2/10/2026 Collar Capital Management, LLC Dec 2025 $150M 75 EDGAR ↗
2/10/2026 Bruce G. Allen Investments, LLC Dec 2025 $148M 1,081 EDGAR ↗
2/10/2026 Chartist Inc /Ca/ Dec 2025 $148M — EDGAR ↗
2/10/2026 Oppenheimer & Close, LLC Dec 2025 $147M 57 EDGAR ↗
2/10/2026 Cornerstone Select Advisors, LLC Dec 2025 $144M 117 EDGAR ↗
2/10/2026 Brickwood Asset Management LLP Dec 2025 $144M 8 EDGAR ↗
2/10/2026 Black Cypress Capital Management, LLC Dec 2025 $143M — EDGAR ↗
2/10/2026 WealthTrak Capital Management LLC Dec 2025 $140M 72 EDGAR ↗
2/10/2026 TSG Consumer Partners LP Dec 2025 $140M 1 EDGAR ↗
2/10/2026 Turn8 Private Wealth Inc. Dec 2025 $140M 46 EDGAR ↗
2/10/2026 Murphy & Mullick Capital Management Corp Dec 2025 $139M — EDGAR ↗
2/10/2026 Up Strategic Wealth Investment Advisors Llc Dec 2025 $138M — EDGAR ↗
2/10/2026 Womack Financial LLC Dec 2025 $135M — EDGAR ↗
2/10/2026 MJT & Associates Financial Advisory Group, Inc. Dec 2025 $134M 446 EDGAR ↗
2/10/2026 Sage Investment Advisers LLC Dec 2025 $133M — EDGAR ↗
Page 310 of 507  ·  10,132 filings
← Prev 1… 308 309 310 311 312 …507 Next →