Institutions with under $100M AUM (2773 funds)

Carnegie Mellon University

CIK 0001039067

Total reported value

$78.9M

6 stks

2026-06-30

Portfolio Stability20.4

Dantai Capital Ltd

CIK 0001806570

Total reported value

$78.8M

27 stks

2024-09-30

Stale — no recent filing

Concentration22.6

DPM Capital LLC

CIK 0001711257

Total reported value

$78.7M

1 stks

2021-12-31

Stale — no recent filing

KPCB DGF II Associates, LLC

CIK 0001611737

Total reported value

$78.6M

3 stks

2025-09-30

Stale — no recent filing

Portfolio Stability30.8

Littlejohn & Co LLC

CIK 0001042537

Total reported value

$78.6M

10 stks

2026-06-30

Concentration70.1

Portfolio Stability49.1

Data Collective IV GP, LLC

CIK 0001664974

Total reported value

$78.6M

4 stks

2026-06-30

Portfolio Stability37.0

swisspartners Ltd.

CIK 0001837984

Total reported value

$78.4M

73 stks

2022-12-31

Stale — no recent filing

Concentration11.7

Sector conviction47.4

Prudence Investment Management (Hong Kong) Ltd.

CIK 0001909568

Total reported value

$78.2M

25 stks

2022-09-30

Stale — no recent filing

Concentration57.1

Steel Partners Holdings L.p.

CIK 0001452857

Total reported value

$78.0M

9 stks

2026-06-30

Concentration89.3

Portfolio Stability33.8

Innovius Capital Management, LLC

CIK 0001913494

Total reported value

$77.9M

2 stks

2024-09-30

Stale — no recent filing

Oceanic Investment Management LTD

CIK 0001438258

Total reported value

$77.9M

29 stks

2026-06-30

Concentration34.3

Portfolio Stability92.0

Global Media & Entertainment Investments Ltd

CIK 0001843670

Total reported value

$77.8M

1 stks

2026-06-30

Portfolio Stability38.0

Kize Capital LP

CIK 0001798860

Total reported value

$77.8M

5 stks

2026-06-30

Portfolio Stability23.8

Capital Management Associates /ny/

CIK 0000825293

Total reported value

$77.7M

44 stks

2026-06-30

Concentration13.0

Portfolio Stability34.5

Sector conviction55.1

Unterberg Capital LLC

CIK 0001662237

Total reported value

$77.6M

18 stks

2018-09-30

Stale — no recent filing

Concentration28.4

Portfolio Stability39.4

Gavea Investimentos Ltda

CIK 0001523705

Total reported value

$77.6M

4 stks

2022-09-30

Stale — no recent filing

WMS Group LLC

CIK 0002113632

Total reported value

$77.5M

57 stks

2026-06-30

Concentration15.2

Portfolio Stability22.7

Sector conviction63.7

Skyline Asset Management LP

CIK 0001024716

Total reported value

$77.5M

56 stks

2020-12-31

Stale — no recent filing

Concentration7.5

Solutions 4 Wealth, Ltd

CIK 0002006405

Total reported value

$77.5M

58 stks

2026-06-30

Concentration18.6

Sector conviction86.9

Premise Capital, LLC

CIK 0001599974

Total reported value

$77.3M

16 stks

2020-06-30

Stale — no recent filing

Concentration66.6

Certares Management LLC

CIK 0001807622

Total reported value

$77.3M

1 stks

2025-09-30

Stale — no recent filing

Portfolio Stability76.1

Omnitrust Wealth Management, Inc

CIK 0002108483

Total reported value

$77.2M

119 stks

2026-03-31

Concentration71.3

Portfolio Stability76.7

Sector conviction80.7

VCU Investment Management Co

CIK 0001673588

Total reported value

$77.1M

2 stks

2026-06-30

Spitfire Capital LLC

CIK 0001531064

Total reported value

$77.1M

15 stks

2019-09-30

Stale — no recent filing

Concentration40.1

Portfolio Stability22.8

Bayhunt Capital LLC

CIK 0002058173

Total reported value

$77.1M

23 stks

2026-06-30

Concentration22.1

Portfolio Stability94.2

Pursuit Wealth Strategies, LLC

CIK 0002116904

Total reported value

$76.9M

114 stks

2026-06-30

Concentration18.0

Portfolio Stability20.6

Sector conviction59.0

Anchor Pointe Wealth Management, LLC

CIK 0002033218

Total reported value

$76.9M

88 stks

2024-12-31

Stale — no recent filing

Concentration11.4

Sector conviction69.9

McGrath & Associates, Inc.

CIK 0002054701

Total reported value

$76.8M

32 stks

2026-06-30

Concentration35.1

Portfolio Stability37.8

MSD Partners, L.P.

CIK 0001514334

Total reported value

$76.8M

9 stks

2026-06-30

Concentration84.5

Portfolio Stability55.4

regents capital Ltd

CIK 0001862881

Total reported value

$76.8M

14 stks

2021-06-30

Stale — no recent filing

Concentration0.0

Cognios Beta Neutral Large Cap Fund, LP

CIK 0001538882

Total reported value

$76.7M

99 stks

2024-03-31

Stale — no recent filing

Concentration7.5

Sector conviction50.9

PW Partners Capital Management LLC

CIK 0001594107

Total reported value

$76.7M

4 stks

2016-09-30

Stale — no recent filing

Portfolio Stability24.0

Trutina Financial LLC

CIK 0001569067

Total reported value

$76.7M

58 stks

2016-12-31

Stale — no recent filing

Concentration13.8

Portfolio Stability12.7

Sector conviction69.8

QVIDTVM Management LLC

CIK 0001912226

Total reported value

$76.6M

14 stks

2026-06-30

Concentration62.4

Portfolio Stability44.8

Cove Street Capital, LLC

CIK 0001531612

Total reported value

$76.6M

96 stks

2025-09-30

Stale — no recent filing

Concentration14.3

Portfolio Stability60.3

Sector conviction89.0

Stapp Wealth Management, Pllc

CIK 0001954085

Total reported value

$76.5M

32 stks

2026-06-30

Concentration25.8

Portfolio Stability23.2

Del Mar Asset Management, LP

CIK 0001350639

Total reported value

$76.5M

32 stks

2014-09-30

Stale — no recent filing

Concentration30.2

Ratos AB

CIK 0001854762

Total reported value

$76.4M

1 stks

2022-09-30

Stale — no recent filing

G.F.W. Energy VIII, L.P.

CIK 0001527914

Total reported value

$76.3M

1 stks

2017-09-30

Stale — no recent filing

Portfolio Stability18.6

Square Peg Capital Pty LTD

CIK 0001803194

Total reported value

$76.2M

8 stks

2026-06-30

Concentration56.5

Portfolio Stability36.0

Summit Rock Advisors, LP

CIK 0001540951

Total reported value

$76.1M

3 stks

2026-06-30

Sturgeon Ventures LLP

CIK 0001720346

Total reported value

$76.0M

43 stks

2023-09-30

Stale — no recent filing

Concentration30.5

Sector conviction94.3

Kenmare Capital Partners, L.L.C.

CIK 0001324869

Total reported value

$76.0M

21 stks

2019-09-30

Stale — no recent filing

Concentration44.4

Portfolio Stability27.9

Winning Points Advisors, LLC

CIK 0001793399

Total reported value

$75.9M

42 stks

2026-06-30

Concentration81.7

Portfolio Stability32.1

Sector conviction93.9

GG Group Ventures, LLC

CIK 0002032228

Total reported value

$75.8M

53 stks

2024-12-31

Stale — no recent filing

Concentration36.0

Ascendant Capital Management, LLC

CIK 0001808361

Total reported value

$75.7M

59 stks

2023-03-31

Stale — no recent filing

Concentration11.1

Sector conviction83.7

S. Muoio & Co. LLC

CIK 0001138996

Total reported value

$75.7M

62 stks

2022-09-30

Stale — no recent filing

Concentration11.3

Portola Group Inc /ca

CIK 0000883724

Total reported value

$75.6M

71 stks

2015-06-30

Stale — no recent filing

Concentration14.8

Portfolio Stability25.9

Sector conviction88.6

Tradeworx Inc.

CIK 0001389526

Total reported value

$75.6M

221 stks

2014-09-30

Stale — no recent filing

Concentration3.0

Sector conviction62.4

Chinook Capital Management

CIK 0001381066

Total reported value

$75.6M

50 stks

2013-12-31

Stale — no recent filing

Concentration10.4

Portfolio Stability33.0

Sector conviction62.5

Hestia Capital Management, LLC

CIK 0001815344

Total reported value

$75.5M

9 stks

2026-06-30

Portfolio Stability51.1

Price Jennifer C.

CIK 0001930102

Total reported value

$75.5M

31 stks

2024-12-31

Stale — no recent filing

Concentration62.9

Vega Energy Gp, LLC

CIK 0001536244

Total reported value

$75.5M

3 stks

2017-09-30

Stale — no recent filing

Portfolio Stability5.6

Ota LLC

CIK 0001268580

Total reported value

$75.4M

61 stks

2014-06-30

Stale — no recent filing

Concentration22.0

First Farmers & Merchants Bank / Trust

CIK 0001911040

Total reported value

$75.4M

123 stks

2022-09-30

Stale — no recent filing

Concentration9.9

Sector conviction47.2

Norwest Venture Partners XII, LP

CIK 0001614660

Total reported value

$75.4M

2 stks

2022-09-30

Stale — no recent filing

Westpark Management, LLC

CIK 0001674205

Total reported value

$75.3M

7 stks

2022-09-30

Stale — no recent filing

Regents Gate Capital LLP

CIK 0002020935

Total reported value

$75.1M

37 stks

2026-06-30

Concentration91.0

Blue Clay Capital Management, LLC

CIK 0001576160

Total reported value

$75.1M

83 stks

2016-09-30

Stale — no recent filing

Concentration38.0

Portfolio Stability47.4

TradeLink Global Equity LLC

CIK 0001402302

Total reported value

$75.0M

673 stks

2014-12-31

Stale — no recent filing

Concentration3.3

Sector conviction48.4

Viola Growth Management Fund 2 Ltd.

CIK 0001803169

Total reported value

$74.9M

4 stks

2026-06-30

Canaan Partners X LLC

CIK 0001673228

Total reported value

$74.7M

2 stks

2023-09-30

Stale — no recent filing

MU Investments Co., Ltd.

CIK 0001473438

Total reported value

$74.7M

24 stks

2023-09-30

Stale — no recent filing

Concentration17.5

Sector conviction47.2

Lmdagg, L.l.c.

CIK 0001942401

Total reported value

$74.7M

3 stks

2025-09-30

Stale — no recent filing

Portfolio Stability60.9

Sapphire Star Partners LP

CIK 0001647565

Total reported value

$74.7M

236 stks

2018-12-31

Stale — no recent filing

Concentration7.2

Portfolio Stability40.0

Sector conviction59.6

Stronghold Wealth Management L.L.C.

CIK 0002107257

Total reported value

$74.7M

244 stks

2026-06-30

Concentration9.8

Portfolio Stability22.9

Sector conviction50.1

ION Crossover Partners Ltd

CIK 0001803307

Total reported value

$74.7M

3 stks

2026-06-30

Portfolio Stability67.8

Klk Capital Management LLC

CIK 0001831683

Total reported value

$74.7M

45 stks

2023-09-30

Stale — no recent filing

Concentration17.8

Sector conviction50.9

Mosaic Advisors LLC

CIK 0001808523

Total reported value

$74.5M

35 stks

2026-06-30

Concentration22.2

Portfolio Stability38.0

Sector conviction79.4

Spero-smith Investment Advisers Inc /oh

CIK 0001134319

Total reported value

$74.5M

52 stks

2016-09-30

Stale — no recent filing

Concentration18.3

Portfolio Stability24.6

Sector conviction69.7

Zenyatta Capital Management LP

CIK 0001887163

Total reported value

$74.4M

17 stks

2024-03-31

Stale — no recent filing

Concentration47.9

Sector conviction73.9

Ronit Capital LLP

CIK 0001600569

Total reported value

$74.3M

55 stks

2022-09-30

Stale — no recent filing

Concentration15.0

Sector conviction84.9

InView Investment Management LLC

CIK 0001319632

Total reported value

$74.3M

58 stks

2013-09-30

Stale — no recent filing

Concentration7.9

Portfolio Stability29.9

Vilas Fund, LP

CIK 0001600375

Total reported value

$74.3M

24 stks

2019-09-30

Stale — no recent filing

Concentration35.4

Portfolio Stability44.4

Isomer Partners LP

CIK 0001764008

Total reported value

$74.3M

5 stks

2024-12-31

Stale — no recent filing

Elm Advisors, LLC

CIK 0001362987

Total reported value

$74.1M

45 stks

2022-03-31

Stale — no recent filing

Concentration21.8

Sector conviction71.9

Americafirst Capital Management, LLC

CIK 0001476380

Total reported value

$74.0M

194 stks

2017-09-30

Stale — no recent filing

Concentration3.1

Sector conviction65.7

Key Colony Management, LLC

CIK 0001336885

Total reported value

$73.7M

5 stks

2025-09-30

Stale — no recent filing

Portfolio Stability45.7

Talkot Capital, LLC

CIK 0001569502

Total reported value

$73.7M

17 stks

2016-09-30

Stale — no recent filing

Concentration46.2

Portfolio Stability56.0

Harvest Capital Strategies LLC

CIK 0001226355

Total reported value

$73.7M

23 stks

2019-09-30

Stale — no recent filing

Concentration20.1

Portfolio Stability19.9

Axon Capital LP

CIK 0001508755

Total reported value

$73.7M

11 stks

2026-06-30

Concentration49.6

TCG Capital Management, LP

CIK 0001930483

Total reported value

$73.6M

1 stks

2026-06-30

Portfolio Stability60.5

Franklin Square Holdings, L.P.

CIK 0001697432

Total reported value

$73.6M

36 stks

2018-09-30

Stale — no recent filing

Concentration47.7

Portfolio Stability51.2

Paragon Associates & Paragon Associates Ii Joint Venture

CIK 0001047859

Total reported value

$73.6M

14 stks

2026-03-31

Concentration38.6

Portfolio Stability77.7

Boyle Capital Management, L.L.C.

CIK 0001573485

Total reported value

$73.5M

21 stks

2016-09-30

Stale — no recent filing

Concentration60.6

Portfolio Stability31.1

Roaring Blue Lion Capital Management, L.P.

CIK 0001569786

Total reported value

$73.5M

42 stks

2014-06-30

Stale — no recent filing

Concentration14.0

Portfolio Stability72.0

IDG China Capital Fund GP III Associates Ltd.

CIK 0001649611

Total reported value

$73.5M

2 stks

2026-06-30

Kepos Capital LP

CIK 0001512020

Total reported value

$73.4M

184 stks

2026-06-30

Concentration8.2

Portfolio Stability84.6

Mowery & Schoenfeld Wealth Management, LLC

CIK 0002019946

Total reported value

$73.4M

363 stks

2026-06-30

Concentration13.5

Portfolio Stability31.5

Sector conviction52.3

Ponoi Management, LLC

CIK 0001720702

Total reported value

$73.2M

4 stks

2022-09-30

Stale — no recent filing

EnTrust Global Partners Offshore LP

CIK 0001727111

Total reported value

$73.2M

4 stks

2020-06-30

Stale — no recent filing

Portfolio Stability70.3

Amica Retiree Medical Trust

CIK 0001599950

Total reported value

$73.2M

141 stks

2025-09-30

Stale — no recent filing

Concentration10.2

Portfolio Stability22.4

Sector conviction67.5

Sullivan Wood Capital Management LLC

CIK 0002077718

Total reported value

$73.0M

23 stks

2026-06-30

Portfolio Stability32.3

Sector conviction41.8

Delpha Capital Management, LLC

CIK 0001592180

Total reported value

$72.9M

138 stks

2018-03-31

Stale — no recent filing

Concentration10.9

Sector conviction57.9

Empower Harvest Management Services, Inc.

CIK 0002049453

Total reported value

$72.8M

1 stks

2026-06-30

Portfolio Stability2.2

IFS Group,LLC

CIK 0002087139

Total reported value

$72.8M

87 stks

2026-06-30

Concentration9.1

Portfolio Stability63.8

Sector conviction51.4

Trellus Management Company, LLC

CIK 0001307877

Total reported value

$72.8M

55 stks

2023-09-30

Stale — no recent filing

Concentration27.0

Sector conviction89.1

Financial Counselors Inc

CIK 0000949623

Total reported value

$72.7M

13 stks

2026-06-30

Portfolio Stability23.6

Pension Partners, LLC

CIK 0001536340

Total reported value

$72.6M

18 stks

2019-09-30

Stale — no recent filing

Concentration99.2

Portfolio Stability14.9

John A. Wolfe & Associates, Inc.

CIK 0002118722

Total reported value

$72.6M

42 stks

2026-06-30

Concentration52.4

Portfolio Stability13.3

Navigation Wealth Management, Inc.

CIK 0001839930

Total reported value

$72.6M

33 stks

2026-06-30

Portfolio Stability89.7

Capital Financial Services, LLC

CIK 0001926723

Total reported value

$72.5M

79 stks

2022-12-31

Stale — no recent filing

Concentration10.8

Sector conviction52.0

Norwood Investment Partners, LP

CIK 0001888610

Total reported value

$72.4M

14 stks

2026-06-30

Concentration36.9

Portfolio Stability43.6

Myriad Asset Management US LP

CIK 0001857187

Total reported value

$72.4M

52 stks

2026-06-30

Concentration29.7

Portfolio Stability62.8

Sector conviction59.7

MWG Caph Ltd

CIK 0002111120

Total reported value

$72.4M

3 stks

2025-12-31

Stale — no recent filing

White River Investment Partners, LLC

CIK 0001425362

Total reported value

$72.3M

9 stks

2014-09-30

Stale — no recent filing

Concentration69.3

Portfolio Stability32.4

KDT Advisors, LLC

CIK 0002054458

Total reported value

$72.3M

73 stks

2026-06-30

Concentration16.1

Portfolio Stability20.7

Sector conviction57.9

GRATRY & Co LLC

CIK 0001027799

Total reported value

$72.2M

75 stks

2018-03-31

Stale — no recent filing

Concentration8.3

Portfolio Stability31.9

Sector conviction91.5

Cider Mill Investments LP

CIK 0001672201

Total reported value

$72.2M

24 stks

2019-03-31

Stale — no recent filing

Concentration22.8

Sector conviction87.6

IBM Retirement Fund

CIK 0001018825

Total reported value

$72.1M

1 stks

2022-06-30

Stale — no recent filing

Tahithromos, L.L.C.

CIK 0001424878

Total reported value

$71.9M

15 stks

2018-03-31

Stale — no recent filing

Concentration51.1

Portfolio Stability48.9

H Capital V GP, L.P.

CIK 0001757491

Total reported value

$71.9M

1 stks

2026-06-30

NCP Inc.

CIK 0002023709

Total reported value

$71.9M

78 stks

2026-06-30

Concentration32.7

Portfolio Stability30.9

Sector conviction84.3

Semper Trust Co.

CIK 0001559538

Total reported value

$71.9M

105 stks

2015-12-31

Stale — no recent filing

Concentration7.9

Sector conviction60.2

Coastal Investment Management, L.p.

CIK 0001594870

Total reported value

$71.8M

12 stks

2021-09-30

Stale — no recent filing

Ennismore Fund Management Ltd

CIK 0001802946

Total reported value

$71.7M

19 stks

2021-03-31

Stale — no recent filing

Concentration25.0

Portfolio Stability73.3

Sector conviction77.9

Axim Planning & Wealth

CIK 0001950607

Total reported value

$71.5M

92 stks

2026-06-30

Concentration57.8

Portfolio Stability36.9

Sector conviction57.9

LeVasseur Capital Partners LLC

CIK 0001385915

Total reported value

$71.4M

8 stks

2016-09-30

Stale — no recent filing

Concentration62.2

Portfolio Stability89.5

13D Management LLC

CIK 0001600133

Total reported value

$71.3M

11 stks

2026-06-30

Concentration39.6

Portfolio Stability48.9

Sector conviction89.0

University of Pittsburgh - Of the Commonwealth System of Higher Education

CIK 0001896071

Total reported value

$71.3M

2 stks

2026-06-30

Portfolio Stability62.1

Incentive AS

CIK 0001665221

Total reported value

$71.3M

1 stks

2025-12-31

Stale — no recent filing

Portfolio Stability18.8

Sunnymeath Asset Management, Inc.

CIK 0001418948

Total reported value

$71.2M

151 stks

2016-12-31

Stale — no recent filing

Concentration6.4

Portfolio Stability71.4

Sector conviction45.5

Lee Equity Partners, LLC

CIK 0001408700

Total reported value

$71.1M

2 stks

2018-12-31

Stale — no recent filing

NS Advisors, LLC

CIK 0001413654

Total reported value

$71.0M

14 stks

2016-12-31

Stale — no recent filing

Concentration36.9

Portfolio Stability24.3

Harrison Street Private Wealth LLC

CIK 0001542826

Total reported value

$71.0M

21 stks

2026-06-30

Concentration21.6

Portfolio Stability15.5

Thai Life Insurance PCL.

CIK 0001697331

Total reported value

$71.0M

14 stks

2017-09-30

Stale — no recent filing

Concentration69.8

Portfolio Stability27.4

Blossom Wealth Management

CIK 0001839735

Total reported value

$71.0M

72 stks

2026-06-30

Concentration17.6

Portfolio Stability12.8

Sector conviction96.0

Jacob Asset Management Of New York LLC

CIK 0001279256

Total reported value

$70.9M

66 stks

2023-09-30

Stale — no recent filing

Concentration10.8

Sector conviction84.5

Holt-smith Advisors Inc

CIK 0001079929

Total reported value

$70.9M

56 stks

2013-06-30

Stale — no recent filing

Concentration23.7

Sector conviction53.4

1060 Capital, LLC

CIK 0001602119

Total reported value

$70.9M

10 stks

2026-06-30

Concentration73.7

Acuity Investment Management Inc

CIK 0001424111

Total reported value

$70.8M

145 stks

2015-03-31

Stale — no recent filing

Concentration6.8

Portfolio Stability71.7

Sector conviction54.2

Wayzata Investment Partners LLC

CIK 0001389839

Total reported value

$70.8M

2 stks

2018-09-30

Stale — no recent filing

Portfolio Stability11.6

Forester Capital Management, LTD

CIK 0001483969

Total reported value

$70.8M

55 stks

2017-06-30

Stale — no recent filing

Concentration16.0

Portfolio Stability29.6

Sector conviction73.5

Goff John C

CIK 0001040463

Total reported value

$70.7M

7 stks

2023-09-30

Stale — no recent filing

Pacific Global Investment Management Co

CIK 0000908431

Total reported value

$70.7M

67 stks

2025-03-31

Stale — no recent filing

Concentration9.7

Sector conviction56.9

Cloud Gate Capital, LLC

CIK 0001628121

Total reported value

$70.7M

26 stks

2015-12-31

Stale — no recent filing

Concentration19.9

Sector conviction82.6

Dockyard Capital Management LP

CIK 0001807215

Total reported value

$70.6M

21 stks

2022-03-31

Stale — no recent filing

Concentration28.3

Sector conviction94.1

Dan L Duncan Foundation

CIK 0001801470

Total reported value

$70.6M

2 stks

2024-09-30

Stale — no recent filing

New Century Investment Management, Inc

CIK 0001431518

Total reported value

$70.5M

85 stks

2016-12-31

Stale — no recent filing

Concentration7.1

Portfolio Stability86.2

Sector conviction52.0

IDG Technology Venture Investment III, LLC

CIK 0001600246

Total reported value

$70.5M

4 stks

2015-09-30

Stale — no recent filing

Portfolio Stability34.1

Gems Management LTD

CIK 0001306877

Total reported value

$70.5M

32 stks

2013-09-30

Stale — no recent filing

Concentration38.7

Fcm Investments/tx

CIK 0001061187

Total reported value

$70.1M

32 stks

2017-12-31

Stale — no recent filing

Concentration75.0

Portfolio Stability20.1

Qp Wealth Management, LLC

CIK 0001802496

Total reported value

$70.1M

71 stks

2026-06-30

Concentration10.4

Portfolio Stability49.0

Sector conviction81.4

Alterity Financial Group, LLC

CIK 0001840293

Total reported value

$69.9M

73 stks

2023-12-31

Stale — no recent filing

Concentration14.8

Sector conviction67.8

Flaharty Asset Management, LLC

CIK 0001697882

Total reported value

$69.9M

52 stks

2026-06-30

Concentration11.9

Sector conviction61.3

BI Partners LLC

CIK 0001509445

Total reported value

$69.8M

19 stks

2014-09-30

Stale — no recent filing

Concentration29.8

Portfolio Stability79.9

Benefit Street Partners LLC

CIK 0001543160

Total reported value

$69.6M

21 stks

2026-06-30

Concentration52.5

Portfolio Stability48.1

Sector conviction70.3

Verizon Communications Inc

CIK 0000732712

Total reported value

$69.6M

1 stks

2013-09-30

Stale — no recent filing

Portfolio Stability7.6

Spectrum Asset Management, Inc.

CIK 0001318293

Total reported value

$69.6M

4 stks

2026-06-30

Portfolio Stability32.7