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Portfolio (Quarterly) Guide ↗
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Page 407 of 507  ·  10,135 filings
← Prev 1… 405 406 407 408 409 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
1/21/2026 Forbes J M & Co Llp Dec 2025 $1.2B — EDGAR ↗
1/21/2026 Talbot Financial, LLC Dec 2025 $1.2B 68 EDGAR ↗
1/21/2026 Winthrop Advisory Group LLC Dec 2025 $1.2B 275 EDGAR ↗
1/21/2026 Ledyard National Bank Dec 2025 $1.2B 334 EDGAR ↗
1/21/2026 Unison Advisors LLC Dec 2025 $1.1B — EDGAR ↗
1/21/2026 Euro Pacific Asset Management, LLC Dec 2025 $901M 93 EDGAR ↗
1/21/2026 Capital Advisors, Ltd. LLC Dec 2025 $887M — EDGAR ↗
1/21/2026 Northcape Capital Pty Ltd Dec 2025 $867M — EDGAR ↗
1/21/2026 Baker Ellis Asset Management LLC Dec 2025 $831M — EDGAR ↗
1/21/2026 SJS Investment Consulting Inc. Dec 2025 $790M 2,890 EDGAR ↗
1/21/2026 Hunter Associates Investment Management Llc Dec 2025 $748M — EDGAR ↗
1/21/2026 Capital Advisors Wealth Management, LLC Dec 2025 $734M 219 EDGAR ↗
1/21/2026 Nexus Investment Management ULC Dec 2025 $734M 70 EDGAR ↗
1/21/2026 Culbertson A N & Co Inc Dec 2025 $729M 128 EDGAR ↗
1/21/2026 Walkner Condon Financial Advisors LLC Dec 2025 $720M 308 EDGAR ↗
1/21/2026 Oak Thistle LLC Dec 2025 $720M 481 EDGAR ↗
1/21/2026 Asio Capital, LLC Dec 2025 $709M 111 EDGAR ↗
1/21/2026 Crews Bank & Trust Dec 2025 $699M 623 EDGAR ↗
1/21/2026 Buffalo Business & Estate Services Ltd Dec 2025 $696M — EDGAR ↗
1/21/2026 Stone House Investment Management, LLC Dec 2025 $644M — EDGAR ↗
Page 407 of 507  ·  10,135 filings
← Prev 1… 405 406 407 408 409 …507 Next →