Mokosak Advisory Group reports $453.9M in assets in 13F-HR
Mokosak Advisory Group, LLC discloses $453.9 million in assets under management in its latest 13F-HR filing, highlighting major investments in tech giants.
Investors Asset Management reports $276.25 million in holdings
Investors Asset Management of Georgia Inc. discloses $276.25 million in holdings as of September 30, 2026, reflecting its investment strategy and asset allocation.
Willow Tree Capital Corp Secures $5 Million Fidelity Bond
Willow Tree Capital Corp files for a $5 million fidelity bond under the Investment Company Act, enhancing its risk management strategies.
Islay Capital Management reveals $212.5M in latest filing
Islay Capital Management's recent 13F-HR filing shows $212.5 million in assets, highlighting key investments in major companies like Amazon and Alphabet.
Tidal Trust V files post-effective amendment to registration
Tidal Trust V has filed a post-effective amendment to its registration statement, signaling adjustments in its investment strategies.
Flagship Capital Management Reports $164.29M in Holdings
Flagship Capital Management Inc. reveals $164.29 million in holdings in its latest 13F-HR filing, showcasing its investment strategy and market positioning.
Uncommon Cents Investing reveals $457M in latest holdings
Uncommon Cents Investing Inc reports $457 million in holdings, showcasing strategic investment management. Key insights into the asset management sector emerge.
Sulzberger Capital Advisors reveals $100M in holdings
Sulzberger Capital Advisors, Inc. discloses over $100 million in investments in its latest filing, showcasing its strategic positioning in the market.
Hyperion Asset Management reveals $3.66B in holdings
Hyperion Asset Management Ltd disclosed its holdings valued at $3.66 billion in a recent filing, highlighting significant investments in major tech companies.
Ballast, Inc. reports $536.5 million in 13F-HR filing
Ballast, Inc. reveals $536.5 million in holdings in its latest 13F-HR filing, showcasing its investment strategy and focus areas.
DAGCO, INC. Reports Q3 2026 Holdings in 13F-HR Filing
DAGCO, INC. has filed its Q3 2026 13F-HR report, revealing a total of $576 million in investment holdings, reflecting its market strategies.
Carnegie Investment Counsel reports $5B in holdings
Carnegie Investment Counsel discloses over $5 billion in holdings as of September 30, 2026, highlighting its investment strategy and market positioning.
Norway Savings Bank reveals Q3 2026 investment holdings
Norway Savings Bank's latest filing shows a diverse investment portfolio worth $243.7 million as of September 30, 2026.
True North Advisors reports $1.35 billion in holdings
True North Advisors, LLC reveals its investment portfolio valued at over $1.35 billion, showcasing strategic holdings across multiple sectors.
Prentice Wealth Management reports $492 million in holdings
Prentice Wealth Management LLC reports over $492 million in holdings, reflecting its investment strategies and the competitive landscape in wealth management.
Cypress Capital discloses $377.3 million in latest 13F filing
Cypress Capital, LLC reveals $377.3 million in holdings in its latest 13F filing, showcasing its investment strategies and key positions.
Hemming & Wealth Management reveals $169.8 million in holdings
Hemming & Wealth Management, Inc. discloses $169.8 million in holdings, showcasing investments in major firms like Apple and Microsoft.
Climber Capital SA Reports $163.65 Million in Holdings
Climber Capital SA reveals its investment portfolio valued at $163.65 million for Q3 2026, highlighting key ETF and stock holdings.
Metropolis Capital reveals latest investment holdings in 13F
Metropolis Capital Ltd's recent filing shows key investments in major companies, shedding light on its strategic direction and portfolio diversification.
Genesee Capital Advisors reports $317.5M in assets in 13F-HR
Genesee Capital Advisors, LLC files 13F-HR, revealing $317.5M in assets under management as of September 30, 2026.