BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗
|
Page 321 of 507  ·  10,135 filings
← Prev 1… 319 320 321 322 323 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
2/6/2026 Tortoise Investment Management, LLC Dec 2025 $1.1B 240 EDGAR ↗
2/6/2026 Technology Crossover Management IX, Ltd. Dec 2025 $1.1B 6 EDGAR ↗
2/6/2026 First Business Financial Services, Inc. Dec 2025 $1.1B — EDGAR ↗
2/6/2026 Prescott Group Capital Management, L.L.C. Dec 2025 $1.1B 278 EDGAR ↗
2/6/2026 Summit Partners L P Dec 2025 $1.1B — EDGAR ↗
2/6/2026 Financial Synergies Wealth Advisors, Inc. Dec 2025 $1.0B — EDGAR ↗
2/6/2026 Cascade Financial Partners, LLC Dec 2025 $987M 271 EDGAR ↗
2/6/2026 Pinkerton Wealth, Llc Dec 2025 $976M — EDGAR ↗
2/6/2026 Wellesley Asset Management Dec 2025 $961M 54 EDGAR ↗
2/6/2026 Marble Harbor Investment Counsel, LLC Dec 2025 $936M — EDGAR ↗
2/6/2026 Griffin Asset Management, Inc. Dec 2025 $924M — EDGAR ↗
2/6/2026 BlueStem Wealth Partners, LLC Dec 2025 $906M 125 EDGAR ↗
2/6/2026 Orange Investment Advisors, Inc. Dec 2025 $904M — EDGAR ↗
2/6/2026 Flaharty Asset Management, LLC Dec 2025 $801M 141 EDGAR ↗
2/6/2026 Mjp Associates Inc /Adv Dec 2025 $799M 248 EDGAR ↗
2/6/2026 Geometric Wealth Advisors Dec 2025 $777M 80 EDGAR ↗
2/6/2026 Technology Crossover Management XI, Ltd. Dec 2025 $740M 2 EDGAR ↗
2/6/2026 Pinnbrook Capital Management Lp Dec 2025 $715M — EDGAR ↗
2/6/2026 Radnor Capital Management, LLC Dec 2025 $674M — EDGAR ↗
2/6/2026 Wellesley Asset Management Dec 2025 $672M 54 EDGAR ↗
Page 321 of 507  ·  10,135 filings
← Prev 1… 319 320 321 322 323 …507 Next →