Latest 13F Portfolio Filings

Since Apr 1, 2025

Investor Period Date Filed
Covington Investment Advisors Inc. 2024 Q4 - Restatement 5/13/2025, 02:26 PM
Tikvah Management LLC 2025 Q1 5/13/2025, 02:26 PM
Fairfield, Bush & Co. 2025 Q1 5/13/2025, 02:24 PM
Giverny Capital Inc. 2025 Q1 5/13/2025, 02:23 PM
Rwa Wealth Partners, Llc 2025 Q1 5/13/2025, 02:20 PM
GSG Advisors LLC 2025 Q1 5/13/2025, 02:19 PM
Pinnacle Wealth Management, LLC 2025 Q1 5/13/2025, 02:19 PM
Petix & Botte Co 2025 Q1 5/13/2025, 02:18 PM
M Holdings Securities, Inc. 2025 Q1 5/13/2025, 02:17 PM
Quantbot Technologies LP 2025 Q1 5/13/2025, 02:17 PM
PL Capital Advisors, LLC 2025 Q1 5/13/2025, 02:17 PM
Forefront Analytics, LLC 2025 Q1 5/13/2025, 02:16 PM
Financial Advisors Network, Inc. 2025 Q1 5/13/2025, 02:16 PM
Lincoln Capital LLC 2025 Q1 5/13/2025, 02:15 PM
Sensible Money, LLC 2025 Q1 5/13/2025, 02:13 PM
Conscious Wealth Investments, Llc 2025 Q1 5/13/2025, 02:13 PM
Forvis Mazars Wealth Advisors, LLC 2025 Q1 5/13/2025, 02:13 PM
SW Investment Management LLC 2025 Q1 5/13/2025, 02:10 PM
Boston Family Office Llc 2025 Q1 5/13/2025, 02:09 PM
Progressive Investment Management Corp 2025 Q1 5/13/2025, 02:09 PM
Global Endowment Management, LP 2025 Q1 5/13/2025, 02:08 PM
Tocqueville Asset Management L.P. 2025 Q1 5/13/2025, 02:08 PM
Barbara Oil Co. 2025 Q1 5/13/2025, 02:08 PM
American Investment Services, Inc. 2025 Q1 5/13/2025, 02:07 PM
RR Advisors, LLC 2025 Q1 5/13/2025, 02:07 PM
United Capital Management of KS, Inc. 2025 Q1 5/13/2025, 02:07 PM
Gator Capital Management, LLC 2025 Q1 5/13/2025, 02:04 PM
Kids Capital Management, L.P. 2025 Q1 5/13/2025, 02:04 PM
Gen-Wealth Partners Inc 2025 Q1 5/13/2025, 02:04 PM
Kathryn A. Hall 2025 Q1 5/13/2025, 02:02 PM
Pier Capital, LLC 2025 Q1 5/13/2025, 02:01 PM
Periscope Capital Inc. 2025 Q1 5/13/2025, 01:59 PM
Equitable Holdings, Inc. 2025 Q1 5/13/2025, 01:58 PM
Varma Mutual Pension Insurance Co 2025 Q1 5/13/2025, 01:58 PM
Hutner Capital Management Inc 2025 Q1 5/13/2025, 01:57 PM
Camden National Bank 2025 Q1 5/13/2025, 01:55 PM
Gentry Private Wealth, Llc 2025 Q1 5/13/2025, 01:53 PM
Trans-Canada Capital Inc. 2025 Q1 5/13/2025, 01:51 PM
Dean Investment Associates, Llc 2025 Q1 5/13/2025, 01:50 PM
Caldwell Investment Management Ltd. 2025 Q1 5/13/2025, 01:49 PM
Soltis Investment Advisors LLC 2025 Q1 5/13/2025, 01:49 PM
AdvisorShares Investments LLC 2025 Q1 5/13/2025, 01:48 PM
Ethic Inc. 2025 Q1 5/13/2025, 01:48 PM
Inkwell Capital Llc 2025 Q1 5/13/2025, 01:44 PM
Wgi Dm, Llc 2025 Q1 5/13/2025, 01:42 PM
Kennedy Capital Management Llc 2025 Q1 5/13/2025, 01:41 PM
TOWER TRUST & INVESTMENT Co 2025 Q1 5/13/2025, 01:41 PM
Shorepoint Capital Partners LLC 2025 Q1 5/13/2025, 01:40 PM
Hazelview Securities Inc. 2025 Q1 5/13/2025, 01:40 PM
Granite Investment Partners, LLC 2025 Q1 5/13/2025, 01:36 PM
Certus Wealth Management, LLC 2025 Q1 5/13/2025, 01:36 PM
Keystone Financial Group 2025 Q1 5/13/2025, 01:35 PM
Wells Fargo & Company/Mn 2025 Q1 5/13/2025, 01:33 PM
Otter Creek Advisors, LLC 2025 Q1 5/13/2025, 01:31 PM
Robinson Capital Management, Llc 2025 Q1 5/13/2025, 01:30 PM
V3 Holding Ltd 2025 Q1 5/13/2025, 01:29 PM
Mainsail Management Company, Llc 2025 Q1 5/13/2025, 01:29 PM
Sixth Street Partners Management Company, L.P. 2025 Q1 5/13/2025, 01:28 PM
Baypointe Partners LLC 2025 Q1 5/13/2025, 01:27 PM
Coldstream Capital Management Inc 2025 Q1 5/13/2025, 01:26 PM
Coston, McIsaac & Partners 2025 Q1 5/13/2025, 01:24 PM
Miller Wealth Advisors, Llc 2025 Q1 5/13/2025, 01:23 PM
River Road Asset Management, LLC 2025 Q1 5/13/2025, 01:22 PM
Old Point Trust & Financial Services N A 2025 Q1 5/13/2025, 01:22 PM
Axim Planning & Wealth 2025 Q1 5/13/2025, 01:18 PM
MFN Partners Management, LP 2025 Q1 5/13/2025, 01:15 PM
Taurus Asset Management, Llc 2025 Q1 5/13/2025, 01:14 PM
Prudential Financial Inc 2025 Q1 5/13/2025, 01:12 PM
Bank of Marin 2025 Q1 5/13/2025, 01:12 PM
FineMark National Bank & Trust 2025 Q1 5/13/2025, 01:10 PM
Mainsail Management Company, Llc 2024 Q4 - New Holdings 5/13/2025, 01:10 PM
State of New Jersey Common Pension Fund D 2025 Q1 5/13/2025, 01:07 PM
Wealthedge Investment Advisors, Llc 2025 Q1 5/13/2025, 01:03 PM
Nations Financial Group Inc, /Ia/ /Adv 2025 Q1 5/13/2025, 01:02 PM
Thompson Davis & Co., Inc. 2025 Q1 5/13/2025, 01:02 PM
Redmond Asset Management, LLC 2025 Q1 5/13/2025, 12:59 PM
Oak Grove Capital LLC 2025 Q1 5/13/2025, 12:59 PM
American Century Companies Inc 2025 Q1 5/13/2025, 12:57 PM
LWM Advisory Services, LLC 2025 Q1 5/13/2025, 12:53 PM
Lexington Partners L.P. 2025 Q1 5/13/2025, 12:52 PM
Nierenberg Investment Management Company, Inc. 2025 Q1 5/13/2025, 12:51 PM
Pring Turner Capital Group Inc 2025 Q1 5/13/2025, 12:47 PM
FIFTHDELTA Ltd 2025 Q1 5/13/2025, 12:47 PM
White Pine Capital Llc 2025 Q1 5/13/2025, 12:44 PM
Black Creek Investment Management Inc. 2025 Q1 5/13/2025, 12:44 PM
Geode Capital Management, Llc 2025 Q1 5/13/2025, 12:43 PM
State of Tennessee, Department of Treasury 2025 Q1 5/13/2025, 12:40 PM
Cowbird Capital Lp 2025 Q1 5/13/2025, 12:35 PM
Schroder Investment Management Group 2025 Q1 5/13/2025, 12:33 PM
O'shaughnessy Asset Management, Llc 2025 Q1 5/13/2025, 12:32 PM
Journey Advisory Group, LLC 2025 Q1 5/13/2025, 12:30 PM
Skba Capital Management Llc 2025 Q1 5/13/2025, 12:30 PM
Holowesko Partners Ltd. 2025 Q1 5/13/2025, 12:28 PM
Distillate Capital Partners LLC 2025 Q1 5/13/2025, 12:28 PM
Claret Asset Management Corp 2025 Q1 5/13/2025, 12:27 PM
ClearBridge Investments Ltd 2025 Q1 5/13/2025, 12:25 PM
Brooklands Fund Management Ltd 2025 Q1 5/13/2025, 12:24 PM
Sterling Capital Management LLC 2025 Q1 5/13/2025, 12:24 PM
Clearbridge Investments, LLC 2025 Q1 5/13/2025, 12:23 PM
Tsai Capital Corp 2025 Q1 5/13/2025, 12:20 PM