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Portfolio (Quarterly) Guide ↗
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Page 316 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
2/9/2026 Parkshore Wealth Management, Inc. Dec 2025 $266M — EDGAR ↗
2/9/2026 Seaview Investment Managers Llc Dec 2025 $266M — EDGAR ↗
2/9/2026 Murphy Pohlad Asset Management LLC Dec 2025 $260M — EDGAR ↗
2/9/2026 TradeWell Securities, LLC. Dec 2025 $257M — EDGAR ↗
2/9/2026 Family Office Research LLC Dec 2025 $245M — EDGAR ↗
2/9/2026 Zeno Equity Partners LLP Dec 2025 $241M — EDGAR ↗
2/9/2026 TrustBank Dec 2025 $240M — EDGAR ↗
2/9/2026 Roubaix Capital, LLC Dec 2025 $235M — EDGAR ↗
2/9/2026 Lgl Partners, Llc Dec 2025 $234M — EDGAR ↗
2/9/2026 Accent Capital Management, LLC Dec 2025 $233M — EDGAR ↗
2/9/2026 Fidelity D & D Bancorp Inc Dec 2025 $232M — EDGAR ↗
2/9/2026 Unison Asset Management LLC Dec 2025 $223M — EDGAR ↗
2/9/2026 Dilation Capital Management LP Dec 2025 $217M — EDGAR ↗
2/9/2026 William Mack & Associates, Inc. Dec 2025 $212M — EDGAR ↗
2/9/2026 Koesten, Hirschmann & Crabtree, INC. Dec 2025 $203M — EDGAR ↗
2/9/2026 Marshall Investment Management, Llc Dec 2025 $199M — EDGAR ↗
2/9/2026 Optimize Financial Inc Dec 2025 $199M — EDGAR ↗
2/9/2026 University of Cambridge Investment Management Ltd Dec 2025 $192M — EDGAR ↗
2/9/2026 Horizon Family Wealth, Inc. Dec 2025 $188M — EDGAR ↗
2/9/2026 GS Investments, Inc. Dec 2025 $184M — EDGAR ↗
Page 316 of 507  ·  10,135 filings
← Prev 1… 314 315 316 317 318 …507 Next →