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Portfolio (Quarterly) Guide ↗
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Page 329 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
2/5/2026 Arrow Financial Corp Dec 2025 $1.0B — EDGAR ↗
2/5/2026 Center for Financial Planning, Inc. Dec 2025 $961M — EDGAR ↗
2/5/2026 Leuthold Group, Llc Dec 2025 $926M — EDGAR ↗
2/5/2026 Eubel Brady & Suttman Asset Management Inc Dec 2025 $890M — EDGAR ↗
2/5/2026 John G Ullman & Associates Inc Dec 2025 $750M — EDGAR ↗
2/5/2026 Monarch Alternative Capital LP Sep 2025 $745M 5 EDGAR ↗
2/5/2026 Berman McAleer LLC Dec 2025 $732M — EDGAR ↗
2/5/2026 Security National Bank Dec 2025 $698M — EDGAR ↗
2/5/2026 Gabelli & Co Investment Advisers, Inc. Dec 2025 $666M — EDGAR ↗
2/5/2026 General Electric Co Dec 2025 $655M — EDGAR ↗
2/5/2026 SFE Investment Counsel Dec 2025 $653M — EDGAR ↗
2/5/2026 Summit Wealth Group Llc / Co Sep 2025 $646M 266 EDGAR ↗
2/5/2026 PAX Financial Group, LLC Dec 2025 $580M — EDGAR ↗
2/5/2026 PBCay One RSC Ltd Dec 2025 $567M — EDGAR ↗
2/5/2026 Spear Holdings RSC Ltd Dec 2025 $567M — EDGAR ↗
2/5/2026 Financial Strategies Group, Inc. Dec 2025 $552M — EDGAR ↗
2/5/2026 Blume Capital Management, Inc. Dec 2025 $550M — EDGAR ↗
2/5/2026 Gibson Capital, LLC Dec 2025 $545M — EDGAR ↗
2/5/2026 Call To Action Foundation Dec 2025 $535M — EDGAR ↗
2/5/2026 Requisite Capital Management, LLC Dec 2025 $527M — EDGAR ↗
Page 329 of 507  ·  10,135 filings
← Prev 1… 327 328 329 330 331 …507 Next →