CIK 1166402
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 |
|---|---|---|---|
| DOHERTY, CHRISTINA, SCHARAR | VICE PRESIDENT | 2024-04 | <5% ·◆ |
| LEVAY, WILLIAM, BRADFORD | CHIEF COMPLIANCE OFFICER | 2012-12 | <5% ·◆ |
| MURPHY-BELGER, DIANA, DALE | CHIEF OPERATING OFFICER | 2022-07 | <5% ·◆ |
| SCHARAR, ROBERT, WARNER | DIRECTOR, CEO | 1983-10 | <5% ·◆ |
| SCHARAR, RYAN, EDWARD | PRESIDENT | 2024-04 | <5% ·◆ |
| YUHNKE, WESLEY, ROBERT | CHIEF INVESTMENT OFFICER | 2008-06 | <5% ·◆ |
| FIRST COMMONWEALTH HOLDINGS CORPORATIONentity | SHAREHOLDER |
| 1999-09 |
| 75%+ ·◆ |
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) |
|---|---|---|---|
| MOFFETT, RICHARD, ARTHUR | VICE PRESIDENT OF ADMINISTRATION | 2023-12 | — not seen at a tracked firm |
| MANNING, SHARI, SMITH | ASST. SECRETARY · VICE PRESIDENT, SECRETARY | 2018-12 | — not seen at a tracked firm |
| SIRMONS, C, REAGAN | SENIOR VICE PRESIDENT | 2014-12 | — not seen at a tracked firm |
| WILLARS, RUTH, MONTY | CHIEF COMPLIANCE OFFICER | 2012-03 | — 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.
