CIK 1102062
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.
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) |
|---|---|---|---|
| CAWOOD, CARA, MARIE | CHIEF COMPLIANCE OFFICER | 2024-10 | — not seen at a tracked firm |
| HUERTH, JAMES, THEODORE | PRESIDENT OF WCCA, PRESIDENT & CEO OF AMERISERV TRUST & FINANCIAL SERVICES COMPANY · PRESIDENT OF WCCA, PRESIDENT & CEO OF AMERISERV FINANCIAL, INC. · PRESIDENT & CHIEF EXECUTIVE OFFICER OF AMERISERV FINANCIAL, INC. · PRESIDENT & CHIEF EXECUTIVE OFFICER | 2023-08 | — not seen at a tracked firm |
| DENNISON, ALLAN, RAYMOND | DIRECTOR | 2023-05 | — not seen at a tracked firm |
| KRAWICK, STEVEN, MICHAEL | DIRECTOR, CEO, AND PRESIDENT · DIRECTOR, CEO, PRESIDENT AND CHIEF INVESTMENT OFFICER · DIRECTOR, PRESIDENT AND CHIEF INVESTMENT OFFICER · PRESIDENT AND CHIEF INVESTMENT OFFICER |
| 2023-03 |
| — not seen at a tracked firm |
| FORD, CRAIG, GIFFORD | DIRECTOR | 2022-03 | — not seen at a tracked firm |
| WISE, ROBERT, LESTER | DIRECTOR | 2020-10 | — not seen at a tracked firm |
| YOUNG, GREGOR, THEODORE | DIRECTOR | 2015-11 | — not seen at a tracked firm |
| WILSON, GLENN, L. | DIRECTOR | 2014-09 | — not seen at a tracked firm |
| WYMER, LISA | CHIEF COMPLIANCE OFFICER | 2014-05 | — not seen at a tracked firm |
| MARRA, BRUCE, LAURENCE | DIRECTOR, CHIEF EXECUTIVE OFFICER · DIRECTOR · CHIEF COMPLIANCE OFFICER | 2013-11 | — not seen at a tracked firm |
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.
