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Portfolio (Quarterly) Guide ↗
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Page 352 of 507  ·  10,135 filings
← Prev 1… 350 351 352 353 354 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
2/2/2026 Breakwater Investment Management Dec 2025 $276M 497 EDGAR ↗
2/2/2026 Cumberland Advisors Inc Dec 2025 $264M 49 EDGAR ↗
2/2/2026 FWG Holdings, LLC Dec 2025 $263M 127 EDGAR ↗
2/2/2026 JDM Financial Group LLC Dec 2025 $258M 248 EDGAR ↗
2/2/2026 New England Capital Financial Advisors LLC Dec 2025 $256M 427 EDGAR ↗
2/2/2026 Integrity Wealth Solutions LLC Dec 2025 $253M 117 EDGAR ↗
2/2/2026 Bull Oak Capital, LLC Dec 2025 $245M 36 EDGAR ↗
2/2/2026 Salzhauer Michael Dec 2025 $244M 94 EDGAR ↗
2/2/2026 Greenfield Savings Bank Dec 2025 $238M 141 EDGAR ↗
2/2/2026 Ballentine Capital Advisors, Inc Dec 2025 $237M 25 EDGAR ↗
2/2/2026 Vawter Financial, Ltd. Dec 2025 $237M 118 EDGAR ↗
2/2/2026 Banyan Capital Management, Inc. Dec 2025 $230M 55 EDGAR ↗
2/2/2026 Dudley Capital Management, Llc Dec 2025 $230M 136 EDGAR ↗
2/2/2026 Leslie Global Wealth, LLC Dec 2025 $222M 72 EDGAR ↗
2/2/2026 Gildi - lifeyrissjodur Dec 2025 $221M 2 EDGAR ↗
2/2/2026 Sunesis Advisors, LLC Dec 2025 $221M 53 EDGAR ↗
2/2/2026 RWQ Financial Management Services, Inc. Dec 2025 $217M 20 EDGAR ↗
2/2/2026 Fogel Capital Management, Inc. Dec 2025 $217M 50 EDGAR ↗
2/2/2026 Riverstone Advisors, LLC Dec 2025 $212M 58 EDGAR ↗
2/2/2026 Savoir Faire Capital Management, L.P. Dec 2025 $211M 42 EDGAR ↗
Page 352 of 507  ·  10,135 filings
← Prev 1… 350 351 352 353 354 …507 Next →