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Portfolio (Quarterly) Guide ↗
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Page 323 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
2/6/2026 Capco Asset Management, LLC Dec 2025 $409M — EDGAR ↗
2/6/2026 Integral Investment Advisors, Inc. Dec 2025 $403M — EDGAR ↗
2/6/2026 Globe Life Inc. Dec 2025 $398M 2 EDGAR ↗
2/6/2026 Teramo Advisors, LLC Dec 2025 $388M — EDGAR ↗
2/6/2026 Gradient Capital Advisors, LLC Dec 2025 $388M 174 EDGAR ↗
2/6/2026 Princeton Capital Management Llc Dec 2025 $388M 141 EDGAR ↗
2/6/2026 Delta Financial Advisors Llc Dec 2025 $385M 149 EDGAR ↗
2/6/2026 Accel Leaders 4 Associates L.P. Dec 2025 $383M — EDGAR ↗
2/6/2026 Ruedi Wealth Management, Inc. Dec 2025 $382M — EDGAR ↗
2/6/2026 Brown Wealth Management, Llc Dec 2025 $380M 110 EDGAR ↗
2/6/2026 CWS Financial Advisors, LLC Dec 2025 $368M — EDGAR ↗
2/6/2026 Bare Financial Services, Inc Dec 2025 $360M — EDGAR ↗
2/6/2026 Empirical Asset Management, LLC Dec 2025 $355M — EDGAR ↗
2/6/2026 Tensor Edge Capital, LLC Dec 2025 $351M — EDGAR ↗
2/6/2026 Pathway Financial Advisers, LLC Dec 2025 $345M 163 EDGAR ↗
2/6/2026 Quantum Private Wealth, LLC Dec 2025 $342M — EDGAR ↗
2/6/2026 Red Wave Investments LLC Dec 2025 $336M 113 EDGAR ↗
2/6/2026 Cedar Wealth Management, LLC Dec 2025 $334M — EDGAR ↗
2/6/2026 VSM Wealth Advisory, LLC Dec 2025 $333M — EDGAR ↗
2/6/2026 Aspen Investment Management Inc Dec 2025 $332M 177 EDGAR ↗
Page 323 of 507  ·  10,135 filings
← Prev 1… 321 322 323 324 325 …507 Next →