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Portfolio (Quarterly) Guide ↗
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Page 367 of 507  ·  10,135 filings
← Prev 1… 365 366 367 368 369 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
1/29/2026 Ariose Capital Management Ltd Dec 2025 $299M — EDGAR ↗
1/29/2026 Lazari Capital Management, Inc. Dec 2025 $298M 166 EDGAR ↗
1/29/2026 Carmel Capital Partners, LLC Dec 2025 $285M — EDGAR ↗
1/29/2026 Seven Post Investment Office LP Dec 2025 $280M — EDGAR ↗
1/29/2026 Dupree Financial Group, LLC Dec 2025 $274M 80 EDGAR ↗
1/29/2026 BKM Wealth Management, LLC Dec 2025 $274M — EDGAR ↗
1/29/2026 State of New Jersey Common Pension Fund A Dec 2025 $270M — EDGAR ↗
1/29/2026 Wheelhouse Advisory Group LLC Dec 2025 $263M — EDGAR ↗
1/29/2026 Cornerstone National Bank & Trust Co Dec 2025 $251M — EDGAR ↗
1/29/2026 TKG Advisors, LLC Dec 2025 $248M 91 EDGAR ↗
1/29/2026 Prospect Hill Management, LLC Dec 2025 $247M 13 EDGAR ↗
1/29/2026 Cherokee Insurance Co Dec 2025 $247M 121 EDGAR ↗
1/29/2026 Tumwater Wealth Management, LLC Dec 2025 $245M 35 EDGAR ↗
1/29/2026 Avalon Advisory Group Dec 2025 $245M 13 EDGAR ↗
1/29/2026 Porter White Investment Advisors, Inc. Dec 2025 $244M — EDGAR ↗
1/29/2026 Verisail Partners, LLC Dec 2025 $243M 23 EDGAR ↗
1/29/2026 St. Johns Investment Management Company, LLC Dec 2025 $240M — EDGAR ↗
1/29/2026 Mendel Money Management Dec 2025 $239M 147 EDGAR ↗
1/29/2026 Spider Management Company, LLC Dec 2025 $225M 3 EDGAR ↗
1/29/2026 Matisse Capital Dec 2025 $224M 195 EDGAR ↗
Page 367 of 507  ·  10,135 filings
← Prev 1… 365 366 367 368 369 …507 Next →