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Portfolio (Quarterly) Guide ↗
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Page 68 of 507  ·  10,139 filings
← Prev 1… 66 67 68 69 70 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
5/13/2026 American Financial Group Inc 401(K) Retirement & Savings Plan Mar 2026 $302M 1 EDGAR ↗
5/13/2026 Forum Private Client Group LLC Mar 2026 $300M 80 EDGAR ↗
5/13/2026 Goepper Burkhardt LLC Mar 2026 $299M 97 EDGAR ↗
5/13/2026 Parkshore Wealth Management, Inc. Mar 2026 $299M 69 EDGAR ↗
5/13/2026 Concord Investment Counsel Inc. Mar 2026 $297M 41 EDGAR ↗
5/13/2026 Pacifica Capital Investments, LLC Mar 2026 $294M 15 EDGAR ↗
5/13/2026 Nicollet Investment Management, Inc. Mar 2026 $292M 76 EDGAR ↗
5/13/2026 Denver PWM, LLC Mar 2026 $291M 87 EDGAR ↗
5/13/2026 Bank Ozk Mar 2026 $283M 263 EDGAR ↗
5/13/2026 Iyo Bank, Ltd. Mar 2026 $281M 35 EDGAR ↗
5/13/2026 Alliance Private Wealth, LLC Mar 2026 $278M 80 EDGAR ↗
5/13/2026 Resurgent Financial Advisors LLC Mar 2026 $277M 260 EDGAR ↗
5/13/2026 American Financial Group Inc Mar 2026 $270M 87 EDGAR ↗
5/13/2026 S&T Bank/PA Mar 2026 $268M 516 EDGAR ↗
5/13/2026 Packer & Co Ltd Mar 2026 $267M 10 EDGAR ↗
5/13/2026 Silver Heights Capital Management Inc Mar 2026 $260M 4 EDGAR ↗
5/13/2026 Tiemann Investment Advisors, Llc Mar 2026 $255M 204 EDGAR ↗
5/13/2026 Porter White Investment Advisors, Inc. Mar 2026 $250M 40 EDGAR ↗
5/13/2026 Intrepid Financial Planning Group LLC Mar 2026 $248M 125 EDGAR ↗
5/13/2026 Blacksheep Fund Management Ltd Mar 2026 $247M 8 EDGAR ↗
Page 68 of 507  ·  10,139 filings
← Prev 1… 66 67 68 69 70 …507 Next →