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Portfolio (Quarterly) Guide ↗
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Page 314 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
2/9/2026 Hartline Investment Corp/ Dec 2025 $925M — EDGAR ↗
2/9/2026 King Wealth Management Group Dec 2025 $830M — EDGAR ↗
2/9/2026 Sawgrass Asset Management Llc Dec 2025 $800M — EDGAR ↗
2/9/2026 White Lighthouse Investment Management Inc. Dec 2025 $716M — EDGAR ↗
2/9/2026 Blue Bell Private Wealth Management, Llc Dec 2025 $682M — EDGAR ↗
2/9/2026 Bellwether Advisors, LLC Dec 2025 $627M — EDGAR ↗
2/9/2026 12th Street Asset Management Company, LLC Dec 2025 $607M — EDGAR ↗
2/9/2026 Clayton, Dubilier & Rice, LLC Dec 2025 $595M — EDGAR ↗
2/9/2026 Lathrop Investment Management Co Dec 2025 $551M — EDGAR ↗
2/9/2026 Studio Investment Management Llc Dec 2025 $547M — EDGAR ↗
2/9/2026 Sterling Investment Advisors, Ltd. Dec 2025 $543M — EDGAR ↗
2/9/2026 Fft Wealth Management Llc Dec 2025 $525M — EDGAR ↗
2/9/2026 General Pension Society PZU Joint Stock Co Dec 2025 $495M — EDGAR ↗
2/9/2026 Community Bank & Trust, Waco, Texas Dec 2025 $487M — EDGAR ↗
2/9/2026 HS Management Partners, LLC Dec 2025 $469M — EDGAR ↗
2/9/2026 MSH Capital Advisors LLC Dec 2025 $468M — EDGAR ↗
2/9/2026 Factor Wealth Management LTD Dec 2025 $463M — EDGAR ↗
2/9/2026 Barry Investment Advisors, LLC Dec 2025 $449M — EDGAR ↗
2/9/2026 Rit Capital Partners Plc Dec 2025 $447M — EDGAR ↗
2/9/2026 Catalyst Funds Management Pty Ltd Dec 2025 $431M — EDGAR ↗
Page 314 of 507  ·  10,135 filings
← Prev 1… 312 313 314 315 316 …507 Next →