CIK 1016972
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| LOVE, JERRY, BERT | VICE PRESIDENT, TREASURER | 2000-08 | 25–50% ·◆ |
| MUELLER, MICHAEL, LEWIS | PRESIDENT | 1998-04 | 25–50% ·◆ |
| MARTIN, DORSEY, M. | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT & SECRETARY | 2005-12 | 5–10% |
Direct owners and executive officers as filed on the adviser's Form ADV Schedule A (as-filed titles; ADV updates annually and on material change). This lists officers and 5%+ owners — not necessarily the full portfolio-management team.
Signed this manager's latest 13F (2026-Q1). The filing's authorized signatory — frequently a compliance officer, general counsel, or CFO — not necessarily the portfolio manager or firm leadership.
| Name | Role (as filed) | Departed after | Now at (if tracked) |
|---|---|---|---|
| KNOX, L, EDWARD |
| VICE PRESIDENT, SECRETARY |
| 2022-03 |
| — not seen at a tracked firm |
| BOUDEMAN, SHERWOOD, M | DIRECTOR | 2016-03 | — not seen at a tracked firm |
| AWE, MARILEE, KRISTEN | PORTFOLIO MANAGER | 2015-03 | — not seen at a tracked firm |
| DENSMORE, MAX, L | DIRECTOR | 2014-12 | — not seen at a tracked firm |
| WATTLES, JOHN, C | CHAIRMAN | 2014-12 | — not seen at a tracked firm |
| WATTLES, CHARLES, DWIGHT | EXECUTIVE VICE PRESIDENT | 2014-03 | Long Road Investment Counsel, LLC |
Named owners/officers on a past Form ADV Schedule A who are gone from the firm's latest filing. “Departed after” is the last dated filing they appear on. A landing shows only when the destination is another SEC-registered adviser we track.
