Recent 13F Filings
| Filer | AUM | Quarter Date | Filing Date | SEC Filing |
|---|---|---|---|---|
First Long Island Investors, LLC | $1.21B | Mar 31, 2025 | Jun 06, 2025 | Link to SEC filing |
eCIO, Inc. | $298.89M | Mar 31, 2025 | Jun 06, 2025 | Link to SEC filing |
NICOLA WEALTH MANAGEMENT LTD. | $1.23B | Mar 31, 2025 | Jun 06, 2025 | Link to SEC filing |
Blue Oak Capital, LLC | $181.18M | Mar 31, 2025 | Jun 06, 2025 | Link to SEC filing |
Militia Capital Partners, LP | $126M | Mar 31, 2025 | Jun 06, 2025 | Link to SEC filing |
HAHN CAPITAL MANAGEMENT LLC | $206.75M | Mar 31, 2025 | Jun 06, 2025 | Link to SEC filing |
BONTEMPO OHLY CAPITAL MGMT LLC | $207.37M | Mar 31, 2025 | Jun 06, 2025 | Link to SEC filing |
CIM, LLC | $673.11M | Mar 31, 2025 | Jun 05, 2025 | Link to SEC filing |
Fruth Investment Management | $360.18K | Mar 31, 2025 | Jun 05, 2025 | Link to SEC filing |
OSTERWEIS CAPITAL MANAGEMENT INC | $20.26B | Dec 31, 2024 | Jun 05, 2025 | Link to SEC filing |