Institutions Starting with &quot;P&quot; (825 funds)

Prentice Wealth Management LLC

CIK 0001864229

Total reported value

$484.4M

126 stks

2026-06-30

Concentration21.3

Sector conviction57.4

Palumbo Wealth Management LLC

CIK 0001846310

Total reported value

$477.6M

237 stks

2026-06-30

Concentration9.0

Portfolio Stability29.8

Sector conviction57.0

Paragon Advisors, LLC

CIK 0001799719

Total reported value

$476.1M

77 stks

2026-06-30

Concentration39.9

Park Edge Advisors, LLC

CIK 0001965659

Total reported value

$474.9M

154 stks

2026-06-30

Concentration53.0

Peavine Capital, LLC

CIK 0001594540

Total reported value

$471.6M

9 stks

2026-06-30

Portfolio Stability8.1

Paulson Wealth Management Inc.

CIK 0001731878

Total reported value

$471.4M

146 stks

2026-06-30

Concentration25.5

Sector conviction99.4

Paradigm Asset Management Co LLC

CIK 0001034549

Total reported value

$468.1M

419 stks

2026-06-30

Concentration2.5

Portfolio Stability62.3

Sector conviction44.1

Poehling Capital Management, INC.

CIK 0001730815

Total reported value

$466.3M

166 stks

2026-06-30

Concentration8.4

Portfolio Stability31.3

Sector conviction56.5

PW Nova Financial Services LLC

CIK 0002127408

Total reported value

$466.2M

208 stks

2026-06-30

Concentration7.1

Portfolio Stability20.9

Sector conviction57.2

Pilgrim Global Advisors LLC

CIK 0001963918

Total reported value

$466.1M

3 stks

2026-06-30

Portfolio Stability53.3

Paradiem, LLC

CIK 0001733356

Total reported value

$463.8M

68 stks

2026-06-30

Concentration13.9

Sector conviction41.4

Patton Fund Management, Inc.

CIK 0001689232

Total reported value

$462.4M

86 stks

2026-06-30

Concentration11.2

Portfolio Stability67.2

Sector conviction85.1

Prevatt Capital Ltd

CIK 0002009520

Total reported value

$461.2M

12 stks

2026-06-30

Concentration41.8

Portfolio Stability21.9

Peregrine Asset Advisers, Inc.

CIK 0001535227

Total reported value

$461.1M

218 stks

2026-06-30

Concentration6.3

Portfolio Stability46.8

Sector conviction47.8

Peterson Wealth Services

CIK 0001906799

Total reported value

$458.7M

245 stks

2026-06-30

Concentration10.6

Portfolio Stability20.4

Sector conviction56.1

Parkside Advisors LLC

CIK 0001585550

Total reported value

$455.1M

89 stks

2025-06-30

Stale — no recent filing

Concentration24.8

Progressive Investment Management Corp

CIK 0001353318

Total reported value

$454.4M

56 stks

2026-06-30

Concentration18.7

Portfolio Stability23.8

Paradigm Financial Advisors, LLC

CIK 0001597691

Total reported value

$452.7M

227 stks

2021-12-31

Stale — no recent filing

Concentration8.3

Sector conviction84.4

PCG Wealth Advisors, LLC

CIK 0001905393

Total reported value

$448.2M

180 stks

2026-06-30

Concentration7.7

Portfolio Stability21.7

Sector conviction78.5

Pacific Center for Financial Services

CIK 0001698222

Total reported value

$448.2M

500 stks

2026-06-30

Concentration28.3

Sector conviction57.3

Princeton Capital Management LLC

CIK 0001167026

Total reported value

$443.4M

145 stks

2026-06-30

Concentration22.4

Portfolio Stability22.8

Sector conviction88.5

Peak Planning Group, LLC

CIK 0002097384

Total reported value

$443.1M

128 stks

2026-06-30

Concentration20.2

Portfolio Stability23.3

Pioneer Trust Bank N A/or

CIK 0001006435

Total reported value

$441.1M

136 stks

2026-06-30

Concentration13.6

Portfolio Stability17.1

Sector conviction52.1

Prudent Man Advisors, LLC

CIK 0001817174

Total reported value

$437.5M

142 stks

2026-06-30

Concentration10.3

Sector conviction55.2

Prosperity Planning, Inc.

CIK 0001843292

Total reported value

$436.3M

117 stks

2026-06-30

Concentration15.3

Portfolio Stability11.1

Sector conviction96.8

Peak Financial Management, Inc.

CIK 0001669662

Total reported value

$435.5M

114 stks

2026-06-30

Concentration17.2

Portfolio Stability12.5

Private Wealth Management Group, LLC

CIK 0002011342

Total reported value

$431.0M

1,472 stks

2026-06-30

Concentration16.8

Portfolio Stability15.2

Sector conviction86.2

PSI Advisors, LLC

CIK 0001779040

Total reported value

$430.5M

151 stks

2026-06-30

Concentration18.2

Sector conviction59.7

Panview Asian Equity Master Fund

CIK 0001797217

Total reported value

$429.7M

12 stks

2024-09-30

Stale — no recent filing

Concentration74.8

Sector conviction91.4

Prostatis Group LLC

CIK 0001649186

Total reported value

$429.4M

190 stks

2026-06-30

Concentration16.4

Portfolio Stability29.1

Sector conviction54.3

Prairie Advisory, LLC

CIK 0002144052

Total reported value

$426.4M

167 stks

2026-06-30

Concentration18.5

Sector conviction69.1

PM CAPITAL Ltd

CIK 0001630363

Total reported value

$425.8M

9 stks

2023-09-30

Stale — no recent filing

Concentration60.6

Private Asset Management Inc

CIK 0001026200

Total reported value

$425.8M

118 stks

2023-09-30

Stale — no recent filing

Concentration12.3

Sector conviction49.3

Pier 88 Investment Partners LLC

CIK 0001697366

Total reported value

$420.7M

110 stks

2026-06-30

Concentration14.9

Sector conviction52.5

PYA Waltman Capital, LLC

CIK 0001800135

Total reported value

$420.6M

67 stks

2026-06-30

Concentration17.6

Portfolio Stability28.7

Sector conviction41.6

Polus Capital Management Ltd

CIK 0001890538

Total reported value

$420.3M

6 stks

2024-09-30

Stale — no recent filing

Prairie Wealth Advisors, Inc.

CIK 0002022783

Total reported value

$419.6M

258 stks

2026-06-30

Concentration11.0

Portfolio Stability63.5

Sector conviction78.9

Prasad Wealth Partners, LLC

CIK 0002048885

Total reported value

$415.6M

160 stks

2026-06-30

Concentration9.8

Portfolio Stability37.7

Sector conviction66.1

Pioneer Wealth Management Group

CIK 0001973339

Total reported value

$413.9M

55 stks

2026-06-30

Concentration42.3

Portfolio Stability16.0

Prism Advisors, Inc.

CIK 0001717027

Total reported value

$411.6M

77 stks

2026-06-30

Concentration15.5

Portfolio Stability11.7

Pinnacle Financial Group, LLC / IL

CIK 0001905962

Total reported value

$409.7M

117 stks

2026-06-30

Concentration14.7

Portfolio Stability13.7

Sector conviction65.0

Polunin Capital Partners Ltd

CIK 0001629869

Total reported value

$407.4M

19 stks

2026-06-30

Concentration41.6

Platinum Investment Management LTD

CIK 0001256071

Total reported value

$406.7M

85 stks

2026-06-30

Concentration11.3

Portfolio Stability37.0

Sector conviction63.2

Proathlete Wealth Management LLC

CIK 0002012065

Total reported value

$404.0M

374 stks

2026-06-30

Concentration49.3

Portfolio Stability13.1

Sector conviction55.1

Ping Capital Management, Inc.

CIK 0001804352

Total reported value

$401.0M

93 stks

2026-06-30

Concentration29.7

Portfolio Stability67.0

Physicians Financial Services, Inc.

CIK 0001665518

Total reported value

$400.7M

106 stks

2026-06-30

Concentration17.9

Portfolio Stability15.6

Sector conviction55.9

Presidio Capital Management, LLC

CIK 0001931750

Total reported value

$399.9M

86 stks

2026-06-30

Concentration33.5

Sector conviction64.7

Premier Financial Group

CIK 0001989061

Total reported value

$397.3M

46 stks

2026-03-31

Concentration74.0

Portfolio Stability42.8

Pathway Financial Advisers, LLC

CIK 0002024152

Total reported value

$396.9M

167 stks

2026-06-30

Concentration4.8

Portfolio Stability18.5

Sector conviction36.5

Pennsylvania Capital Management Inc /adv

CIK 0001004140

Total reported value

$394.8M

123 stks

2026-06-30

Concentration17.3

Portfolio Stability15.2

Passport Capital, LLC

CIK 0001352428

Total reported value

$394.4M

4 stks

2019-12-31

Stale — no recent filing

Portfolio Stability100.0

Patriot Financial Partners GP II, L.P.

CIK 0002061817

Total reported value

$391.3M

12 stks

2026-06-30

Concentration42.6

Portfolio Stability14.7

Private Wealth Advisors, LLC

CIK 0001787027

Total reported value

$391.0M

95 stks

2026-06-30

Concentration14.2

Portfolio Stability36.9

Sector conviction81.4

Provident Wealth Management, LLC

CIK 0001799797

Total reported value

$388.4M

161 stks

2026-06-30

Concentration31.1

Portfolio Stability17.3

Sector conviction56.2

Puzo Michael J

CIK 0001053914

Total reported value

$387.9M

368 stks

2026-06-30

Concentration14.0

Portfolio Stability21.0

Sector conviction63.0

Post Oak Energy Holdings, LLC

CIK 0001911838

Total reported value

$387.5M

1 stks

2026-06-30

Portfolio Stability14.7

Prairiewood Capital, LLC

CIK 0001839695

Total reported value

$385.9M

81 stks

2026-06-30

Concentration35.1

Sector conviction98.3

Pinnacle Bancorp, Inc.

CIK 0001703383

Total reported value

$384.4M

921 stks

2026-06-30

Concentration6.0

Portfolio Stability16.5

Sector conviction43.3

Parus Finance

CIK 0001611519

Total reported value

$383.1M

37 stks

2026-06-30

Concentration28.2

Portfolio Stability25.8

Sector conviction94.6

Paragon Private Wealth Management, LLC

CIK 0001922684

Total reported value

$383.0M

373 stks

2026-06-30

Concentration6.1

Sector conviction72.8

Private Client Services, LLC

CIK 0001457005

Total reported value

$381.4M

229 stks

2026-06-30

Concentration10.2

Sector conviction66.0

PHH Investments, Ltd.

CIK 0001537276

Total reported value

$378.4M

81 stks

2019-12-31

Stale — no recent filing

Concentration26.5

Portfolio Stability8.0

Sector conviction47.6

Payne Capital Management, LLC

CIK 0001994332

Total reported value

$375.0M

88 stks

2026-06-30

Concentration20.7

Portfolio Stability16.2

Sector conviction75.3

Penobscot Wealth Management

CIK 0001875768

Total reported value

$373.9M

117 stks

2026-06-30

Concentration29.7

Portfolio Stability16.2

Sector conviction84.9

Pine Harbor Wealth Management, LLC

CIK 0002016051

Total reported value

$373.5M

112 stks

2026-06-30

Concentration25.6

Portfolio Stability11.5

Sector conviction66.8

Platte River Wealth Advisors, LLC

CIK 0001802013

Total reported value

$372.8M

94 stks

2024-09-30

Stale — no recent filing

Concentration20.8

Sector conviction69.3

Pension & Wealth Management Advisors, Inc.

CIK 0002145782

Total reported value

$370.9M

544 stks

2026-06-30

Concentration15.6

Portfolio Stability15.6

Sector conviction53.2

PhiloSmith Capital Corp

CIK 0001942361

Total reported value

$368.2M

60 stks

2026-06-30

Concentration28.1

Portfolio Stability5.1

Promethos Capital, LLC

CIK 0001908619

Total reported value

$367.7M

54 stks

2026-06-30

Concentration23.9

Portfolio Stability45.4

Sector conviction84.1

Pillsbury Lake Capital LLC

CIK 0002111915

Total reported value

$366.3M

44 stks

2026-06-30

Concentration13.1

Portfolio Stability78.4

Sector conviction83.4

Paragon Wealth Strategies, LLC

CIK 0001680638

Total reported value

$363.3M

40 stks

2023-12-31

Stale — no recent filing

Concentration36.6

Purus Wealth Management, LLC

CIK 0001844250

Total reported value

$363.2M

171 stks

2026-06-30

Concentration14.7

Sector conviction98.5

Pamplona Capital Management, LLC

CIK 0001554913

Total reported value

$361.3M

5 stks

2026-06-30

Portfolio Stability55.0

ParaFi Capital LP

CIK 0001919332

Total reported value

$361.2M

24 stks

2026-06-30

Concentration48.9

Portfolio Stability52.2

PL Capital Advisors, LLC

CIK 0001569147

Total reported value

$359.8M

31 stks

2026-06-30

Concentration41.5

Portfolio Stability19.3

PCA Investment Advisory Services Inc.

CIK 0001977044

Total reported value

$358.4M

59 stks

2026-06-30

Concentration22.8

Portfolio Stability19.3

Sector conviction89.6

Portland Investment Counsel Inc.

CIK 0001081668

Total reported value

$357.9M

58 stks

2026-06-30

Concentration34.8

Portfolio Stability29.3

Sector conviction63.0

Providence First Trust Co

CIK 0001713735

Total reported value

$357.6M

196 stks

2026-06-30

Concentration6.7

Portfolio Stability42.0

Sector conviction51.6

Permit Capital, LLC

CIK 0001313978

Total reported value

$357.4M

20 stks

2026-06-30

Concentration51.3

Portfolio Stability22.7

Sector conviction64.6

Price Wealth, LLC

CIK 0001534691

Total reported value

$357.2M

447 stks

2020-09-30

Stale — no recent filing

Concentration21.9

Portfolio Stability14.3

Precocity Capital LP

CIK 0001671811

Total reported value

$351.7M

41 stks

2018-12-31

Stale — no recent filing

Concentration13.3

Portfolio Stability100.0

Palisades Investment Partners, LLC

CIK 0001427373

Total reported value

$351.6M

53 stks

2026-06-30

Concentration12.8

Sector conviction93.1

Pegasus Asset Management, Inc.

CIK 0001729049

Total reported value

$351.0M

75 stks

2026-06-30

Concentration14.5

Portfolio Stability21.2

Sector conviction51.4

PKO BP BANKOWY Universal Pension Society JSC

CIK 0002055875

Total reported value

$349.9M

13 stks

2026-06-30

Portfolio Stability50.9

Pineridge Advisors LLC

CIK 0002012421

Total reported value

$349.8M

460 stks

2025-09-30

Stale — no recent filing

Concentration57.9

Portfolio Stability46.7

Sector conviction88.2

Planned Solutions, Inc.

CIK 0001831332

Total reported value

$348.9M

155 stks

2026-06-30

Concentration19.1

Portfolio Stability17.8

Sector conviction60.8

Parkshore Wealth Management, Inc.

CIK 0002024251

Total reported value

$348.2M

72 stks

2026-06-30

Concentration49.4

Sector conviction85.0

PCJ Investment Counsel Ltd.

CIK 0001426318

Total reported value

$347.9M

62 stks

2026-06-30

Concentration10.3

Portfolio Stability50.2

Sector conviction65.7

Pines Wealth Management, LLC

CIK 0002037426

Total reported value

$347.8M

219 stks

2026-06-30

Concentration6.9

Portfolio Stability20.6

Sector conviction64.1

Palo Alto Wealth Advisors, LLC

CIK 0001964382

Total reported value

$343.3M

64 stks

2025-09-30

Stale — no recent filing

Concentration63.7

Portfolio Stability35.5

PFW Advisors LLC

CIK 0001989744

Total reported value

$343.0M

124 stks

2026-06-30

Concentration18.1

Portfolio Stability14.6

Sector conviction48.0

Pineno Levin & Ford Asset Management, Inc.

CIK 0001390205

Total reported value

$340.0M

119 stks

2021-12-31

Stale — no recent filing

Concentration8.8

Sector conviction52.0

Pennant Investors, LP

CIK 0001759176

Total reported value

$334.9M

16 stks

2026-06-30

Concentration31.6

Portfolio Stability33.3

Sector conviction60.5

Persistent Asset Partners Ltd

CIK 0002056052

Total reported value

$333.8M

961 stks

2026-06-30

Concentration7.7

Pure Portfolios Holdings LLC

CIK 0002041678

Total reported value

$332.1M

104 stks

2025-12-31

Stale — no recent filing

Concentration19.9

Portfolio Stability6.1

Sector conviction87.8

Prodigy Asset Management LLC

CIK 0001956244

Total reported value

$332.1M

29 stks

2026-06-30

Concentration74.9

Portfolio Stability14.0

Precision Wealth Strategies, LLC

CIK 0001844197

Total reported value

$331.8M

170 stks

2026-06-30

Concentration9.4

Portfolio Stability47.2

Sector conviction73.4

Pacifica Partners Inc.

CIK 0001799900

Total reported value

$331.6M

448 stks

2026-06-30

Concentration9.6

Sector conviction55.5

Providence Equity Partners L.L.C.

CIK 0001492133

Total reported value

$329.2M

3 stks

2026-06-30

Portfolio Stability64.0

Pecaut & Co.

CIK 0001597200

Total reported value

$328.2M

65 stks

2026-06-30

Concentration17.7

Sector conviction43.1

Proquility Private Wealth Partners, LLC

CIK 0001844911

Total reported value

$324.5M

82 stks

2025-03-31

Stale — no recent filing

Concentration9.6

Portfolio Stability100.0

Sector conviction40.3

Pinnacle Holdings, LLC

CIK 0001411784

Total reported value

$324.4M

237 stks

2026-06-30

Concentration4.6

Portfolio Stability21.1

Sector conviction51.5

Prosperity Financial Group, Inc.

CIK 0001991334

Total reported value

$322.6M

184 stks

2026-06-30

Concentration6.2

Portfolio Stability33.2

Sector conviction89.4

Passive Capital Management, LLC.

CIK 0001958250

Total reported value

$319.8M

94 stks

2026-06-30

Concentration27.7

Portfolio Stability8.2

Sector conviction52.7

Prospera Capital Management, LLC

CIK 0002082673

Total reported value

$319.8M

63 stks

2026-06-30

Concentration70.2

Powers Advisory Group, LLC

CIK 0001927474

Total reported value

$319.1M

130 stks

2026-06-30

Concentration15.8

Portfolio Stability14.7

Sector conviction40.1

Powell Investment Advisors, LLC

CIK 0001802195

Total reported value

$316.8M

167 stks

2026-06-30

Concentration21.3

Sector conviction61.1

Partnervest Advisory Services LLC

CIK 0001532516

Total reported value

$315.3M

313 stks

2020-09-30

Stale — no recent filing

Concentration19.0

Portfolio Stability26.0

Sector conviction54.5

Praetorian PR LLC

CIK 0001949877

Total reported value

$313.8M

14 stks

2026-06-30

Concentration50.8

Portfolio Stability28.4

Plum Street Advisors, LLC

CIK 0002068236

Total reported value

$313.1M

107 stks

2026-06-30

Concentration14.1

Portfolio Stability18.6

Sector conviction87.8

Prosperitas Financial LLC

CIK 0002001016

Total reported value

$312.3M

141 stks

2026-06-30

Concentration11.3

Portfolio Stability21.5

Sector conviction41.7

Pennington Partners & Co., LLC

CIK 0001779355

Total reported value

$312.1M

131 stks

2026-06-30

Concentration32.3

Portfolio Stability17.8

Sector conviction67.8

Peachtree Investment Partners, LLC

CIK 0001743863

Total reported value

$311.9M

143 stks

2026-06-30

Concentration19.6

Portfolio Stability29.6

Sector conviction69.1

Pivotal bioVenture Partners Investment Advisor LLC

CIK 0001844645

Total reported value

$307.8M

13 stks

2026-06-30

Concentration52.2

Portfolio Stability38.9

PSquared Asset Management AG

CIK 0001623624

Total reported value

$306.0M

18 stks

2026-06-30

Concentration42.8

Portfolio Stability92.0

Sector conviction82.8

Palogic Value Management, L.P.

CIK 0001532943

Total reported value

$303.6M

194 stks

2026-06-30

Concentration8.0

Portfolio Stability42.5

Sector conviction63.9

Prosperity Wealth Management, Inc.

CIK 0001991463

Total reported value

$300.4M

251 stks

2025-12-31

Stale — no recent filing

Concentration9.7

Portfolio Stability34.9

Sector conviction83.5

Pwmco, LLC

CIK 0001263568

Total reported value

$298.9M

60 stks

2020-03-31

Stale — no recent filing

Concentration19.8

Portfolio Stability42.4

Phoenix Wealth Advisors

CIK 0001842362

Total reported value

$296.6M

129 stks

2026-06-30

Concentration18.1

Portfolio Stability22.3

Sector conviction49.3

Powszechne Towarzystwo Emerytalne Allianz Polska S.A.

CIK 0002053628

Total reported value

$296.5M

10 stks

2026-06-30

Concentration66.0

Sector conviction67.4

PJT Investments Corp.

CIK 0002080606

Total reported value

$295.8M

10 stks

2026-06-30

Concentration68.4

Portfolio Stability53.9

Prudent Man Investment Management, Inc.

CIK 0002054263

Total reported value

$293.1M

169 stks

2026-06-30

Concentration82.5

Portfolio Stability1.4

Pacifica Capital Investments, LLC

CIK 0001486713

Total reported value

$292.9M

15 stks

2026-06-30

Concentration63.6

Portfolio Stability14.3

PineBridge Investments Asia Ltd

CIK 0002111095

Total reported value

$292.4M

7 stks

2026-06-30

Portfolio Stability3.1

Power Wealth Management LLC

CIK 0002001039

Total reported value

$290.9M

118 stks

2026-06-30

Concentration21.1

Sector conviction49.9

Pavaki Capital Management LLC

CIK 0002143027

Total reported value

$286.8M

163 stks

2026-06-30

Concentration17.0

Portfolio Stability40.4

Sector conviction64.8

Penney Financial, LLC

CIK 0002049857

Total reported value

$286.1M

53 stks

2026-06-30

Concentration45.6

Portfolio Stability74.6

Sector conviction80.1

Palisades Hudson Asset Management, L.P.

CIK 0001388443

Total reported value

$285.8M

159 stks

2026-06-30

Concentration19.0

Portfolio Stability14.1

Sector conviction64.8

Patriot Financial Partners Gp, LP

CIK 0001470261

Total reported value

$283.5M

9 stks

2025-06-30

Stale — no recent filing

Concentration69.5

Prime Buchholz LLC

CIK 0002051999

Total reported value

$277.4M

40 stks

2026-06-30

Concentration24.6

Portfolio Stability51.2

Parker Financial LLC

CIK 0001965668

Total reported value

$273.5M

37 stks

2026-06-30

Concentration43.6

Portfolio Stability9.2

Platform Wealth Management, LLC

CIK 0002110622

Total reported value

$273.3M

57 stks

2026-06-30

Concentration26.4

Portfolio Stability47.6

Sector conviction66.8

Peirce Capital Management, LLC

CIK 0002008166

Total reported value

$272.7M

45 stks

2026-06-30

Concentration29.1

Sector conviction75.4

Peloton Wealth Strategists

CIK 0001080132

Total reported value

$270.5M

91 stks

2026-06-30

Concentration8.2

Portfolio Stability20.4

Sector conviction43.1

Paces Ferry Wealth Advisors, LLC

CIK 0001819919

Total reported value

$269.9M

144 stks

2026-06-30

Concentration14.4

Portfolio Stability15.0

Sector conviction73.9

Plustick Management LLC

CIK 0001643351

Total reported value

$269.0M

31 stks

2026-06-30

Concentration34.8

Portfolio Stability78.2

Sector conviction70.2

Packer & Co Ltd

CIK 0001664017

Total reported value

$267.4M

10 stks

2026-03-31

Concentration61.7

Portfolio Stability86.1

Sector conviction94.9

Pachira Investments Inc.

CIK 0001563634

Total reported value

$265.0M

78 stks

2026-06-30

Concentration15.9

Portfolio Stability24.0

Sector conviction77.2

Physician Wealth Solutions Inc.

CIK 0002007116

Total reported value

$263.8M

45 stks

2026-06-30

Concentration23.8

Purkiss Capital Advisors LLC

CIK 0002053150

Total reported value

$262.7M

189 stks

2026-06-30

Concentration10.2

Sector conviction53.1

PRW Wealth Management LLC

CIK 0001760472

Total reported value

$262.3M

106 stks

2023-09-30

Stale — no recent filing

Concentration23.0

Sector conviction64.2

Patron Partners, LLC

CIK 0001841768

Total reported value

$260.1M

193 stks

2026-06-30

Concentration6.6

Portfolio Stability22.5

Sector conviction47.9

Pfc Capital Group, Inc.

CIK 0002010374

Total reported value

$260.1M

89 stks

2026-06-30

Concentration15.1

Sector conviction85.8

Permit Capital Advisors, LLC

CIK 0001925332

Total reported value

$260.0M

114 stks

2022-03-31

Stale — no recent filing

Concentration15.0

Porter White Investment Advisors, Inc.

CIK 0001612457

Total reported value

$259.7M

40 stks

2026-06-30

Concentration70.4

Portfolio Stability5.5

Palmer Knight Co

CIK 0001767735

Total reported value

$259.7M

36 stks

2026-06-30

Concentration13.9

Portfolio Stability42.3

Sector conviction54.3

Private Wealth Group, LLC

CIK 0001512780

Total reported value

$258.9M

76 stks

2026-06-30

Concentration39.9

Portfolio Stability22.1

Sector conviction50.6

Pacific Excel Wealth Advisors, Inc.

CIK 0002110884

Total reported value

$258.4M

228 stks

2026-06-30

Concentration6.5

Sector conviction66.4

Prospect Hill Management, LLC

CIK 0001837320

Total reported value

$257.5M

14 stks

2026-06-30

Portfolio Stability16.2