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Portfolio (Quarterly) Guide ↗
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Page 374 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
1/28/2026 Rockingstone Advisors LLC Dec 2025 $219M — EDGAR ↗
1/28/2026 Ayrshire Capital Management LLC Dec 2025 $218M — EDGAR ↗
1/28/2026 Southern Capital Advisors, Llc Dec 2025 $217M — EDGAR ↗
1/28/2026 Kerusso Capital Management LLC Dec 2025 $216M — EDGAR ↗
1/28/2026 Agp Franklin, Llc Dec 2025 $213M — EDGAR ↗
1/28/2026 Greencape Capital Pty Ltd Dec 2025 $186M — EDGAR ↗
1/28/2026 Trademark Financial Management, LLC Dec 2025 $182M — EDGAR ↗
1/28/2026 Wealth Science Advisors LLC Dec 2025 $173M — EDGAR ↗
1/28/2026 Pacific Asset Management, LLC Dec 2025 $167M — EDGAR ↗
1/28/2026 Members Wealth Llc Dec 2025 $160M — EDGAR ↗
1/28/2026 Gentry Private Wealth, Llc Dec 2025 $159M — EDGAR ↗
1/28/2026 Meadow Creek Wealth Advisors LLC Dec 2025 $156M — EDGAR ↗
1/28/2026 TABR Capital Management, LLC Dec 2025 $150M 51 EDGAR ↗
1/28/2026 Davis Capital Management Dec 2025 $145M — EDGAR ↗
1/28/2026 Nvest Wealth Strategies, Inc. Dec 2025 $136M — EDGAR ↗
1/28/2026 Global Trust Wealth Management LLC Dec 2025 $135M — EDGAR ↗
1/28/2026 WPG Advisers, LLC Dec 2025 $135M — EDGAR ↗
1/28/2026 Nicholson Meyer Capital Management, Inc. Dec 2025 $132M — EDGAR ↗
1/28/2026 Capelight Capital Asset Management LP Dec 2025 $126M 36 EDGAR ↗
1/28/2026 Laurus Global Equity Management Inc. Dec 2025 $123M — EDGAR ↗
Page 374 of 507  ·  10,135 filings
← Prev 1… 372 373 374 375 376 …507 Next →