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Portfolio (Quarterly) Guide ↗
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Page 393 of 507  ·  10,135 filings
← Prev 1… 391 392 393 394 395 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
1/23/2026 Portman Square Capital LLP Dec 2025 $2.3B 117 EDGAR ↗
1/23/2026 Cambiar Investors Llc Dec 2025 $2.2B — EDGAR ↗
1/23/2026 Halbert Hargrove Global Advisors, Llc Dec 2025 $2.1B 363 EDGAR ↗
1/23/2026 Tectonic Advisors Llc Dec 2025 $1.9B — EDGAR ↗
1/23/2026 Ami Asset Management Corp Dec 2025 $1.8B 91 EDGAR ↗
1/23/2026 Guyasuta Investment Advisors Inc Dec 2025 $1.8B — EDGAR ↗
1/23/2026 Oak Ridge Investments Llc Dec 2025 $1.6B 178 EDGAR ↗
1/23/2026 Nbt Bank N A /Ny Dec 2025 $1.5B — EDGAR ↗
1/23/2026 Norris Perne & French Llp/Mi Dec 2025 $1.5B 163 EDGAR ↗
1/23/2026 Cantor Fitzgerald Investment Advisors L.P. Dec 2025 $1.4B 185 EDGAR ↗
1/23/2026 Smith, Moore & Co. Dec 2025 $1.3B — EDGAR ↗
1/23/2026 Charter Oak Capital Management, LLC Dec 2025 $1.3B 211 EDGAR ↗
1/23/2026 Gemmer Asset Management LLC Dec 2025 $1.3B — EDGAR ↗
1/23/2026 Transcend Capital Advisors, Llc Dec 2025 $1.3B — EDGAR ↗
1/23/2026 Galvin, Gaustad & Stein, LLC Dec 2025 $1.3B 250 EDGAR ↗
1/23/2026 Clear Creek Financial Management, LLC Dec 2025 $1.2B 581 EDGAR ↗
1/23/2026 Asset Advisors Investment Management, LLC Dec 2025 $1.1B — EDGAR ↗
1/23/2026 Webster Bank, N. A. Dec 2025 $1.1B — EDGAR ↗
1/23/2026 Octavia Wealth Advisors, LLC Dec 2025 $1.0B — EDGAR ↗
1/23/2026 Steigerwald, Gordon & Koch Inc. Dec 2025 $1.0B 924 EDGAR ↗
Page 393 of 507  ·  10,135 filings
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