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Portfolio (Quarterly) Guide ↗
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Page 479 of 507  ·  10,139 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
11/7/2025 Abrams Capital Management, L.P. Sep 2025 $6.2B — EDGAR ↗
11/7/2025 Comgest Global Investors S.A.S. Sep 2025 $5.6B — EDGAR ↗
11/7/2025 Axxcess Wealth Management, Llc Sep 2025 $4.7B — EDGAR ↗
11/7/2025 Perfromance Wealth Partners, LLC Sep 2025 $3.6B — EDGAR ↗
11/7/2025 Balentine LLC Sep 2025 $2.7B — EDGAR ↗
11/7/2025 Cercano Management LLC Sep 2025 $2.6B — EDGAR ↗
11/7/2025 Alphabet Inc. Sep 2025 $2.4B — EDGAR ↗
11/7/2025 W.G. Shaheen & Associates DBA Whitney & Co Sep 2025 $1.1B — EDGAR ↗
11/7/2025 Vista Capital Partners, Inc. Sep 2025 $983M — EDGAR ↗
11/7/2025 Signet Financial Management, Llc Sep 2025 $861M — EDGAR ↗
11/7/2025 Mjp Associates Inc /Adv Sep 2025 $760M — EDGAR ↗
11/7/2025 Maridea Wealth Management LLC Sep 2025 $643M — EDGAR ↗
11/7/2025 Beirne Wealth Consulting Services, LLC Sep 2025 $417M — EDGAR ↗
11/7/2025 Globe Life Inc. Sep 2025 $400M — EDGAR ↗
11/7/2025 Guidance Capital, Inc Sep 2025 $383M — EDGAR ↗
11/7/2025 May Hill Capital, LLC Sep 2025 $341M — EDGAR ↗
11/7/2025 Bell & Brown Wealth Advisors, LLC Sep 2025 $305M — EDGAR ↗
11/7/2025 Aspiring Ventures, LLC Sep 2025 $293M — EDGAR ↗
11/7/2025 Investment Partners, Ltd. Sep 2025 $284M — EDGAR ↗
11/7/2025 Summit Investment Advisory Services, LLC Sep 2025 $251M — EDGAR ↗
Page 479 of 507  ·  10,139 filings
← Prev 1… 477 478 479 480 481 …507 Next →