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

Portfolio Stability24.4

Pinnacle Private Wealth, LLC

CIK 0001908610

Total reported value

$255.5M

272 stks

2022-06-30

Stale — no recent filing

Concentration8.7

Sector conviction68.2

Politan Capital Management LP

CIK 0001885245

Total reported value

$255.0M

2 stks

2026-06-30

Pflug Koory, LLC

CIK 0001740063

Total reported value

$250.3M

426 stks

2026-06-30

Concentration8.4

Portfolio Stability21.3

Sector conviction57.1

Pennsylvania State University

CIK 0002134719

Total reported value

$248.5M

3 stks

2026-06-30

Portfolio Stability44.1

Pavion Blue Capital, LLC

CIK 0001792565

Total reported value

$248.4M

111 stks

2026-06-30

Concentration11.8

Sector conviction43.5

PFS Partners, LLC

CIK 0002002654

Total reported value

$247.0M

599 stks

2026-06-30

Concentration16.4

Portfolio Stability15.7

Sector conviction65.5

Point View Wealth Management, Inc.

CIK 0001408103

Total reported value

$246.5M

276 stks

2020-12-31

Stale — no recent filing

Concentration3.0

Portfolio Stability20.5

Sector conviction48.4

Postrock Partners LLC

CIK 0002053668

Total reported value

$245.9M

78 stks

2026-06-30

Concentration27.4

Portfolio Stability16.9

Sector conviction74.9

P2 Capital Partners, LLC

CIK 0001406313

Total reported value

$245.6M

12 stks

2026-06-30

Concentration47.8

Portfolio Stability27.3

P Schoenfeld Asset Management LP

CIK 0001040198

Total reported value

$244.5M

34 stks

2026-06-30

Concentration32.2

Portfolio Stability63.5

Sector conviction64.8

Potentia Wealth

CIK 0002052308

Total reported value

$244.2M

60 stks

2026-06-30

Concentration37.6

Portfolio Stability30.9

Powers Capital, LLC

CIK 0002056287

Total reported value

$243.7M

2 stks

2026-06-30

Portfolio Stability14.1

Pacific Sun Financial CORP

CIK 0000947517

Total reported value

$242.5M

219 stks

2026-06-30

Concentration4.8

Portfolio Stability18.5

Sector conviction69.3

Peak Financial Advisors LLC

CIK 0001843309

Total reported value

$241.5M

78 stks

2026-06-30

Concentration19.9

Sector conviction31.7

PACK Private Wealth, LLC

CIK 0001907212

Total reported value

$241.5M

61 stks

2026-06-30

Concentration47.4

Portfolio Stability12.8

Plotkin Financial Advisors, LLC

CIK 0001826394

Total reported value

$241.0M

110 stks

2026-06-30

Concentration16.1

Portfolio Stability22.0

Sector conviction92.8

Privium Fund Management

CIK 0001845773

Total reported value

$240.4M

29 stks

2026-06-30

Concentration25.0

Portfolio Stability82.2

Sector conviction69.5

Philadelphia International Advisors LP

CIK 0001218555

Total reported value

$239.5M

125 stks

2015-03-31

Stale — no recent filing

Concentration8.8

Portfolio Stability51.7

Pinnacle Family Advisors, LLC

CIK 0001679064

Total reported value

$238.4M

155 stks

2026-06-30

Concentration12.4

Portfolio Stability28.8

Sector conviction91.4

Pear Tree Advisors Inc

CIK 0000919086

Total reported value

$238.1M

106 stks

2016-06-30

Stale — no recent filing

Concentration33.2

Portfolio Stability20.7

PVG Asset Management

CIK 0001624741

Total reported value

$237.7M

98 stks

2016-12-31

Stale — no recent filing

Concentration21.3

Portfolio Stability66.3

Sector conviction64.4

Palo Capital, Inc.

CIK 0001615963

Total reported value

$235.6M

137 stks

2018-12-31

Stale — no recent filing

Concentration4.9

Portfolio Stability34.9

Sector conviction43.1

Plan A Wealth LLC

CIK 0002093645

Total reported value

$235.1M

194 stks

2026-06-30

Concentration27.3

Sector conviction52.0

Prepared Retirement Institute LLC

CIK 0002056037

Total reported value

$234.9M

94 stks

2026-06-30

Concentration19.4

Portfolio Stability18.4

Sector conviction74.0

Peregrine Investment Management Inc

CIK 0002053303

Total reported value

$234.7M

26 stks

2026-06-30

Concentration17.2

Portfolio Stability97.1

Pilgrim Partners Asia Pte Ltd

CIK 0002012674

Total reported value

$234.0M

108 stks

2026-06-30

Concentration49.5

Portfolio Stability34.2

Sector conviction90.2

Precision Path Capital, LP

CIK 0001654407

Total reported value

$233.2M

16 stks

2018-12-31

Stale — no recent filing

Concentration33.0

Panoramic Capital, LLC

CIK 0001950490

Total reported value

$232.4M

43 stks

2026-06-30

Concentration22.9

Peoples Financial Services CORP.

CIK 0001056943

Total reported value

$231.4M

403 stks

2026-06-30

Concentration7.2

Portfolio Stability16.4

Sector conviction45.0

PFG Private Wealth Management, LLC

CIK 0001799957

Total reported value

$230.8M

75 stks

2026-06-30

Concentration25.6

Portfolio Stability26.1

Sector conviction74.8

Paul R. Ried Financial Group, LLC

CIK 0002033053

Total reported value

$228.9M

47 stks

2026-06-30

Concentration31.7

Portfolio Stability15.5

Painted Porch Advisors LLC

CIK 0002024585

Total reported value

$228.8M

75 stks

2026-06-30

Concentration44.4

Portfolio Stability12.6

Sector conviction56.1

PhiloSmith Capital Corp

CIK 0001701057

Total reported value

$226.8M

68 stks

2021-06-30

Stale — no recent filing

Concentration25.0

Portfolio Stability16.1

Point Windward Advisors Inc.

CIK 0001356202

Total reported value

$226.1M

97 stks

2026-06-30

Concentration6.8

Sector conviction43.9

Pacific Wealth Management

CIK 0001852338

Total reported value

$225.5M

19 stks

2026-06-30

Portfolio Stability20.7

Pennant Select, LLC

CIK 0002011563

Total reported value

$225.1M

15 stks

2026-06-30

Concentration39.8

Portfolio Stability24.2

Sector conviction70.9

Pointe Capital Management LLC

CIK 0001640335

Total reported value

$223.5M

157 stks

2026-06-30

Concentration11.3

Portfolio Stability15.4

Sector conviction40.9

Pureheart Capital Pte Ltd.

CIK 0002087977

Total reported value

$223.3M

4 stks

2026-06-30

Ptm Wealth Management, LLC

CIK 0002061027

Total reported value

$222.1M

62 stks

2026-06-30

Concentration35.5

Sector conviction98.5

Prospect Capital Advisors, LLC

CIK 0001632368

Total reported value

$220.2M

59 stks

2026-06-30

Concentration18.2

Portfolio Stability33.3

Sector conviction90.2

Primoris Wealth Advisors, LLC

CIK 0001909619

Total reported value

$219.3M

125 stks

2026-06-30

Concentration9.4

Portfolio Stability62.1

Pacific Point Advisors, LLC

CIK 0002056976

Total reported value

$219.0M

129 stks

2026-06-30

Concentration16.5

Portfolio Stability38.7

Sector conviction73.3

Perry Creek Capital LP

CIK 0001769704

Total reported value

$218.4M

11 stks

2026-06-30

Concentration54.9

Portfolio Stability45.2

Sector conviction57.3

Pearl Planning LLC

CIK 0002100519

Total reported value

$217.4M

58 stks

2026-06-30

Concentration26.6

Portfolio Stability16.7

Paragon Capital Management LLC

CIK 0001388437

Total reported value

$216.1M

60 stks

2026-06-30

Concentration19.7

Portfolio Stability16.5

Sector conviction60.8

Pullen Investment Management, LLC

CIK 0002011668

Total reported value

$216.0M

98 stks

2026-06-30

Concentration7.1

Portfolio Stability37.6

Sector conviction36.9

Planning Directions Inc

CIK 0000821103

Total reported value

$215.9M

110 stks

2026-06-30

Concentration17.8

Portfolio Stability15.6

Petra Financial Advisors Inc

CIK 0001971427

Total reported value

$215.7M

168 stks

2026-06-30

Concentration8.0

Portfolio Stability53.3

Sector conviction73.3

Peterson Wealth Management

CIK 0001785144

Total reported value

$214.6M

184 stks

2026-06-30

Concentration28.0

Sector conviction60.9

Praesidium Investment Management Company, LLC

CIK 0001320769

Total reported value

$214.5M

12 stks

2026-06-30

Concentration44.5

Portfolio Stability64.5

Pinnacle Wealth Management Group, Inc.

CIK 0001868491

Total reported value

$214.4M

128 stks

2026-06-30

Concentration9.1

Sector conviction48.5

Panoramic Capital Partners, LLC

CIK 0002052992

Total reported value

$211.5M

72 stks

2026-06-30

Concentration40.3

Sector conviction89.7

Piermont Capital Management Inc.

CIK 0001561509

Total reported value

$210.9M

108 stks

2018-12-31

Stale — no recent filing

Concentration4.1

Portfolio Stability53.4

Professional Planning

CIK 0001740871

Total reported value

$209.4M

124 stks

2021-09-30

Stale — no recent filing

Concentration17.6

Sector conviction65.0

Panoramic Investment Advisors, LLC

CIK 0001967332

Total reported value

$209.1M

141 stks

2026-06-30

Concentration13.0

Portfolio Stability16.9

Sector conviction68.8

Peninsula Asset Management Inc

CIK 0001091923

Total reported value

$208.9M

80 stks

2026-06-30

Concentration17.4

Portfolio Stability14.2

Sector conviction41.8

Pacific Financial Group Inc

CIK 0001279926

Total reported value

$208.6M

85 stks

2026-06-30

Concentration14.8

Portfolio Stability19.1

Promethium Advisors,llc

CIK 0002034073

Total reported value

$208.3M

122 stks

2026-06-30

Concentration9.8

Sector conviction37.1

Peg Capital Management Inc /nh/

CIK 0001080623

Total reported value

$206.9M

34 stks

2015-03-31

Stale — no recent filing

Concentration15.3

Portfolio Stability14.7

Private Vista, LLC

CIK 0001640638

Total reported value

$206.6M

117 stks

2020-06-30

Stale — no recent filing

Concentration19.3

Portfolio Stability46.4

Sector conviction62.5

Pacific Edge Advisors, LLC

CIK 0001768887

Total reported value

$205.6M

39 stks

2021-09-30

Stale — no recent filing

Concentration58.1

Sector conviction79.9

Pinney & Scofield, Inc.

CIK 0002056763

Total reported value

$204.5M

232 stks

2026-06-30

Concentration26.2

Portfolio Stability11.6

Sector conviction89.7

Pacific Asset Management, LLC

CIK 0002054012

Total reported value

$203.8M

76 stks

2026-06-30

Concentration26.6

Portfolio Stability13.6

Sector conviction87.3

Pettee Investors, Inc.

CIK 0001596901

Total reported value

$203.2M

115 stks

2026-06-30

Concentration9.5

Sector conviction48.3

Principia Wealth Advisory, LLC

CIK 0002041436

Total reported value

$200.9M

1,065 stks

2026-06-30

Concentration15.6

Portfolio Stability36.6

Sector conviction36.9

Patrick Mauro Investment Advisor, INC.

CIK 0001953787

Total reported value

$199.0M

38 stks

2026-06-30

Concentration17.8

Portfolio Stability28.4

Sector conviction40.8

Park Avenue Institutional Advisers LLC

CIK 0001640801

Total reported value

$198.7M

2 stks

2026-06-30

Portfolio Stability0.6

Piedmont Capital Management, LLC

CIK 0001656150

Total reported value

$198.0M

58 stks

2026-06-30

Concentration29.3

Portfolio Stability69.8

Sector conviction54.0

Princeton Capital Management Inc

CIK 0000868911

Total reported value

$197.7M

69 stks

2017-09-30

Stale — no recent filing

Concentration11.6

Portfolio Stability86.9

Sector conviction59.3

Prospect Financial Services LLC

CIK 0002012519

Total reported value

$197.4M

115 stks

2026-06-30

Concentration11.4

Sector conviction54.4

Point Nemo Capital, LLC

CIK 0001988307

Total reported value

$197.4M

188 stks

2026-06-30

Concentration6.3

Sector conviction54.5

Peoples Bank /oh

CIK 0000934866

Total reported value

$194.5M

143 stks

2026-06-30

Concentration14.7

Portfolio Stability23.5

Sector conviction55.4

Pensionfund PDN

CIK 0001297731

Total reported value

$194.4M

76 stks

2026-06-30

Concentration13.9

Portfolio Stability12.0

Planning Solutions Group LLC

CIK 0001766969

Total reported value

$194.3M

140 stks

2019-06-30

Stale — no recent filing

Concentration15.1

Portfolio Stability7.9

Sector conviction50.0

Pioneer Family Office, LLC

CIK 0002135110

Total reported value

$194.0M

129 stks

2026-06-30

Concentration71.6

Sector conviction58.9

Presper Financial Architects, LLC

CIK 0002066674

Total reported value

$191.7M

55 stks

2026-06-30

Concentration39.4

Portfolio Stability16.0

Sector conviction83.5

Pillar Financial Advisors, LLC

CIK 0002054958

Total reported value

$191.2M

114 stks

2026-06-30

Concentration30.2

Portfolio Stability12.8

Sector conviction60.6

Propel Bio Management, LLC

CIK 0001969764

Total reported value

$191.1M

29 stks

2026-06-30

Concentration28.3

Portfolio Stability53.0

PSP Research LLC

CIK 0002106939

Total reported value

$187.9M

75 stks

2026-06-30

Portfolio Stability43.2

Paragon Financial Partners, Inc.

CIK 0001910845

Total reported value

$187.3M

79 stks

2026-06-30

Concentration22.8

Portfolio Stability8.9

Ponta Wealth Partners, LLC

CIK 0002107740

Total reported value

$186.9M

199 stks

2026-06-30

Concentration8.0

Portfolio Stability49.8

Sector conviction70.0

Provence Wealth Management Group

CIK 0001925991

Total reported value

$186.1M

552 stks

2023-12-31

Stale — no recent filing

Concentration7.8

Sector conviction58.4

Palliser Capital

CIK 0001881490

Total reported value

$186.0M

23 stks

2026-06-30

Portfolio Stability68.0

Pps&v Asset Management Consultants, Inc.

CIK 0001936380

Total reported value

$185.3M

39 stks

2026-06-30

Concentration56.9

Portfolio Stability14.5

Positano Wealth Management Ltd

CIK 0002137428

Total reported value

$184.8M

24 stks

2026-06-30

Concentration42.2

Passumpsic Savings Bank

CIK 0002023170

Total reported value

$182.7M

91 stks

2025-12-31

Stale — no recent filing

Concentration9.6

Sector conviction66.2

Prentiss Smith & Co Inc

CIK 0001134687

Total reported value

$182.2M

67 stks

2026-06-30

Concentration14.1

Portfolio Stability19.7

Sector conviction51.8

PUREfi Wealth, LLC

CIK 0002001520

Total reported value

$182.1M

208 stks

2026-06-30

Concentration5.5

Portfolio Stability32.3

Sector conviction54.9

Prairie Sky Financial Group LLC

CIK 0001985274

Total reported value

$181.8M

71 stks

2025-06-30

Stale — no recent filing

Concentration24.0

Sector conviction85.3

Perspective Wealth Advisors LLC

CIK 0002080427

Total reported value

$181.8M

70 stks

2026-06-30

Concentration20.2

Portfolio Stability52.1

Potrero Capital Research LLC

CIK 0001536630

Total reported value

$179.9M

47 stks

2026-06-30

Concentration16.4

Portfolio Stability96.4

Pursue Wealth Partners LLC

CIK 0001911091

Total reported value

$178.6M

91 stks

2026-06-30

Concentration10.3

Sector conviction90.7

Pco Investment Management LP

CIK 0001591641

Total reported value

$177.3M

34 stks

2015-06-30

Stale — no recent filing

Concentration14.1

Portfolio Stability81.7

Peak XV Partners Operations LLC

CIK 0001886840

Total reported value

$176.3M

1 stks

2026-06-30

Providence Financial Advisors, LLC

CIK 0002072264

Total reported value

$175.8M

60 stks

2026-06-30

Concentration36.8

Portfolio Stability28.1

Sector conviction53.0

Pelham Capital Ltd.

CIK 0001654111

Total reported value

$175.6M

12 stks

2026-06-30

Concentration39.7

Portfolio Stability41.0

Sector conviction90.0

Private Wealth Advisors, Inc.

CIK 0001462525

Total reported value

$175.5M

127 stks

2020-12-31

Stale — no recent filing

Concentration13.3

Portfolio Stability17.6

Sector conviction64.5

Pring Turner Capital Group Inc

CIK 0001568839

Total reported value

$174.6M

73 stks

2026-06-30

Concentration10.9

Portfolio Stability27.7

Sector conviction38.2

Patrick M Sweeney & Associates, Inc

CIK 0002010453

Total reported value

$174.1M

172 stks

2026-06-30

Concentration7.1

Portfolio Stability18.9

Sector conviction49.5

Piar LLC

CIK 0002054677

Total reported value

$174.0M

92 stks

2026-06-30

Concentration12.3

Portfolio Stability58.9

Pacific Wealth Strategies Group, Inc.

CIK 0001766571

Total reported value

$174.0M

59 stks

2026-06-30

Concentration27.4

Sector conviction59.4

Pvg Asset Management CORP

CIK 0000820434

Total reported value

$173.2M

132 stks

2026-06-30

Concentration0.0

Pacific Park Financial, Inc.

CIK 0002107255

Total reported value

$172.3M

77 stks

2026-06-30

Concentration22.7

Portfolio Stability24.5

Plaisance Capital LLC

CIK 0001761269

Total reported value

$172.0M

25 stks

2022-06-30

Stale — no recent filing

Concentration41.9

Paladin Wealth, LLC

CIK 0002040377

Total reported value

$171.9M

134 stks

2026-06-30

Concentration8.0

Portfolio Stability31.7

Sector conviction48.8

Pingora Partners LLC

CIK 0002011176

Total reported value

$171.3M

182 stks

2026-06-30

Concentration42.0

Portfolio Stability21.6

Sector conviction70.3

Pfizer Inc

CIK 0000078003

Total reported value

$170.4M

20 stks

2026-06-30

Concentration62.6

Portfolio Stability49.2

Park Capital Management, LLC / WI

CIK 0001998000

Total reported value

$169.9M

161 stks

2026-06-30

Concentration12.9

Providence Wealth Advisors, LLC

CIK 0001744955

Total reported value

$169.8M

84 stks

2026-06-30

Concentration13.4

Sector conviction48.8

Palacios Wealth Management, LLC

CIK 0002053829

Total reported value

$169.2M

76 stks

2026-06-30

Concentration38.6

Portfolio Stability12.3

PacWest Financial Management Inc

CIK 0001304762

Total reported value

$168.9M

82 stks

2016-12-31

Stale — no recent filing

Concentration7.6

Sector conviction55.8

Processus Wealth & Capital Management, LLC

CIK 0002014209

Total reported value

$168.8M

35 stks

2026-06-30

Concentration19.9

Sector conviction72.0

Pincus Capital Management, LP

CIK 0002109652

Total reported value

$167.7M

52 stks

2026-06-30

Concentration34.1

Portfolio Stability17.8

Sector conviction71.9

Portland Hill Capital LLP

CIK 0001647692

Total reported value

$166.8M

21 stks

2016-12-31

Stale — no recent filing

Concentration26.9

Sector conviction88.6

Pandora Wealth, Inc.

CIK 0002045414

Total reported value

$164.6M

224 stks

2025-12-31

Stale — no recent filing

Concentration18.6

Portfolio Stability8.9

Sector conviction77.3

Paradigm, Strategies in Wealth Management, LLC

CIK 0001859579

Total reported value

$164.1M

61 stks

2026-06-30

Concentration28.8

Portfolio Stability16.1

Piedmont Capital Management, LLC/NC

CIK 0002108281

Total reported value

$163.8M

123 stks

2026-06-30

Concentration19.0

Portfolio Stability22.4

Sector conviction73.3

Petros Family Wealth, LLC

CIK 0002004963

Total reported value

$163.5M

421 stks

2026-06-30

Concentration8.3

Portfolio Stability22.7

Sector conviction62.1

Pope Asset Management, LLC

CIK 0001166134

Total reported value

$162.4M

38 stks

2018-09-30

Stale — no recent filing

Concentration46.8

Portfolio Stability26.9

PMG Wealth Management, Inc.

CIK 0002052904

Total reported value

$161.7M

61 stks

2026-06-30

Concentration16.5

Pinnacle Wealth Management, LLC

CIK 0001911464

Total reported value

$161.5M

31 stks

2026-06-30

Concentration28.4

Portfolio Stability15.4

Sector conviction96.8

Philadelphia Investment Partners, LLC

CIK 0002131511

Total reported value

$160.6M

2,382 stks

2026-06-30

Concentration12.3

Portfolio Stability17.0

Sector conviction54.1

Palouse Capital Management, Inc.

CIK 0001056516

Total reported value

$160.4M

124 stks

2026-06-30

Concentration7.8

Portfolio Stability37.6

Sector conviction48.2

Planning Strategies Inc.

CIK 0002139665

Total reported value

$160.3M

1,068 stks

2026-06-30

Concentration23.3

Sector conviction78.2

Papamarkou Wellner Asset Management inc.

CIK 0002063952

Total reported value

$159.4M

75 stks

2026-06-30

Concentration15.9

Portfolio Stability4.9

Sector conviction56.7

Pekao Towarzystwo Funduszy Inwestycyjnych S.A.

CIK 0002104543

Total reported value

$157.4M

85 stks

2026-06-30

Concentration11.9

Portfolio Stability74.6

Sector conviction59.8

Piershale Financial Group, Inc.

CIK 0001554815

Total reported value

$156.9M

269 stks

2023-06-30

Stale — no recent filing

Concentration0.0

Penbrook Management LLC

CIK 0001381055

Total reported value

$156.8M

101 stks

2026-06-30

Concentration12.9

Portfolio Stability32.9

Sector conviction49.0

Promus Capital, LLC

CIK 0002054921

Total reported value

$156.7M

301 stks

2025-09-30

Stale — no recent filing

Concentration23.9

Portfolio Stability44.6

Sector conviction67.6

Polaris Investment Advisors, LLC

CIK 0002103332

Total reported value

$156.1M

78 stks

2026-06-30

Concentration20.3

Sector conviction98.8

Paradoxiom Capital L.P.

CIK 0002028104

Total reported value

$154.1M

31 stks

2025-03-31

Stale — no recent filing

Concentration15.2

Persium Advisors, LLC

CIK 0002033683

Total reported value

$153.3M

69 stks

2026-06-30

Concentration52.0

Sector conviction53.2

Prosperity Bancshares Inc

CIK 0001068851

Total reported value

$153.1M

450 stks

2026-06-30

Concentration10.3

Portfolio Stability26.3

Sector conviction51.7

PHOENIX ASSET MANAGEMENT PARTNERS Ltd

CIK 0001685660

Total reported value

$152.3M

12 stks

2026-06-30

Concentration68.1

Portfolio Stability77.3

Sector conviction72.3

Prota Financial, LLC

CIK 0002126257

Total reported value

$151.9M

70 stks

2026-06-30

Concentration15.7

Portfolio Stability25.7

Sector conviction77.1

Paladin Partners, LLC

CIK 0002141570

Total reported value

$151.2M

214 stks

2026-06-30

Concentration27.5

Portfolio Stability16.7

Planning Capital Management Corp

CIK 0002012016

Total reported value

$150.9M

780 stks

2024-09-30

Stale — no recent filing

Concentration8.2

Sector conviction38.9

Paladin Advisory Group, LLC

CIK 0001899703

Total reported value

$150.6M

243 stks

2026-06-30

Concentration9.8

Portfolio Stability15.5

Sector conviction81.0

Pb Investment Partners, L.p.

CIK 0001910391

Total reported value

$150.2M

9 stks

2026-06-30

Concentration60.4

Portfolio Stability24.2

Pratt Collard Advisory Partners LLC

CIK 0001728318

Total reported value

$150.0M

97 stks

2021-06-30

Stale — no recent filing

Concentration0.0

Portfolio Stability96.5

Sector conviction52.3

Pw Advisors, LLC \ Fl

CIK 0002095919

Total reported value

$149.8M

36 stks

2026-06-30

Concentration32.6

PlanVest Financial, Inc

CIK 0002135239

Total reported value

$149.7M

597 stks

2026-06-30

Concentration7.9

Portfolio Stability16.5

Sector conviction54.9

Platt Investment Counsel, LLC

CIK 0001859195

Total reported value

$149.3M

14 stks

2026-06-30

Concentration69.8

Sector conviction79.5

Pine Haven Investment Counsel, Inc

CIK 0001899753

Total reported value

$148.8M

116 stks

2026-06-30

Concentration9.9

Portfolio Stability13.6

Sector conviction52.1

Phillip James Consulting Co.

CIK 0002111830

Total reported value

$148.5M

401 stks

2026-06-30

Concentration17.5

Sector conviction59.9

Phil A. Younker & Associates, Ltd.

CIK 0002063635

Total reported value

$148.4M

29 stks

2026-06-30

Concentration50.1

Portfolio Stability14.8

Sector conviction91.9

Perissos Private Wealth Management, LLC

CIK 0002023071

Total reported value

$148.3M

79 stks

2026-06-30

Concentration12.6

Portfolio Stability57.1

Sector conviction63.5

Peapod Lane Capital LLC

CIK 0002050979

Total reported value

$148.2M

61 stks

2026-06-30

Concentration8.4

Piscataqua Savings Bank

CIK 0001855835

Total reported value

$148.1M

505 stks

2026-06-30

Concentration9.1

Portfolio Stability17.0

Sector conviction50.9