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Portfolio (Quarterly) Guide ↗
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Page 394 of 507  ·  10,135 filings
← Prev 1… 392 393 394 395 396 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
1/23/2026 Power Alpha Investment Ltd Dec 2025 $973M 5 EDGAR ↗
1/23/2026 Parthenon Llc Dec 2025 $927M 131 EDGAR ↗
1/23/2026 Altfest L J & Co Inc Dec 2025 $914M — EDGAR ↗
1/23/2026 Capital Investment Counsel, Inc Dec 2025 $850M — EDGAR ↗
1/23/2026 Medicxi Ventures Management (Jersey) Ltd Dec 2025 $835M 5 EDGAR ↗
1/23/2026 BSW Wealth Partners Dec 2025 $833M — EDGAR ↗
1/23/2026 TFC Financial Management, Inc. Dec 2025 $797M — EDGAR ↗
1/23/2026 Stanley-Laman Group, Ltd. Dec 2025 $787M 306 EDGAR ↗
1/23/2026 Financial Enhancement Group LLC Dec 2025 $769M — EDGAR ↗
1/23/2026 Live Oak Private Wealth LLC Dec 2025 $734M 198 EDGAR ↗
1/23/2026 FSM Wealth Advisors, LLC Dec 2025 $731M — EDGAR ↗
1/23/2026 James J. Burns & Company, LLC Dec 2025 $725M — EDGAR ↗
1/23/2026 Valley National Advisers Inc Dec 2025 $722M 1,023 EDGAR ↗
1/23/2026 Intelligence Driven Advisers, LLC Dec 2025 $700M 138 EDGAR ↗
1/23/2026 Greenup Street Wealth Management Llc Dec 2025 $693M 119 EDGAR ↗
1/23/2026 High Ground Investment Management LLP Dec 2025 $687M — EDGAR ↗
1/23/2026 Founders Capital Management, Llc Dec 2025 $673M 79 EDGAR ↗
1/23/2026 Blue Fin Capital, Inc. Dec 2025 $645M 153 EDGAR ↗
1/23/2026 Market Street Wealth Management Advisors Llc Dec 2025 $643M — EDGAR ↗
1/23/2026 Westside Investment Management, Inc. Dec 2025 $625M — EDGAR ↗
Page 394 of 507  ·  10,135 filings
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