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FolioFact
FolioFact
Q2 2026 58/68 funds filed
Latest observation
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Some record dates are in the future and are excluded from the latest observation date.

Quarter snapshot

Conifer Management

Quarter
Q4 2025
Filed
2026-02-13
Portfolio value
$603,603,651
Positions
5

Earliest quarter on record — change badges compare to the prior quarter, which isn't stored before this one.

history Ticker Change % of portfolio
≡ RMNI No prior filing 3.8%
≡ SDHC No prior filing 3.98%
≡ LAD No prior filing 22.02%
≡ EQH No prior filing 33.16%
≡ GPI No prior filing 37.04%

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