CIK 1166716
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 |
|---|---|---|---|
| HULICK, THOMAS, WOODWARD | CHIEF EXECUTIVE OFFICER | 2018-01 | <5% ·◆ |
| HULICK CAPITAL MANAGEMENT LLCentity | OWNER | 2016-01 | 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) |
|---|---|---|---|
| MARKEL, GREGORY, SCOTT | MANAGING DIRECTOR, SENIOR INVESTMENT STRATEGIST. · CHIEF INVESTMENT OFFICER · MANAGING DIRECTOR, SENIOR PORTFOLIO MANANGER |
| 2019-07 |
| — not seen at a tracked firm |
| DORREL, NEIL, OLIVER | MANAGING DIRECTOR, SALES AND MARKETING | 2019-07 | — not seen at a tracked firm |
| DEMICHELE, ROBERT, MICHAEL | CHIEF INVESTMENT OFFICER · PRESIDENT & CHIEF COMPLIANCE OFFICER | 2019-07 | — not seen at a tracked firm |
| JENSEN, BRUCE, JOHN | CHIEF OPERATING OFFICER, CO-CHIEF INVESTMENT OFFICER · CHIEF COMPLIANCE OFFICER , CHIEF OPERATING OFFICER, CO-CHIEF INVESTMENT OFFICER · CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | 2019-07 | — not seen at a tracked firm |
| WAPNICK, ALAN, HOWARD | SENIOR VICE PRESIDENT-DIRECTOR OF GLOBAL STRATEGY | 2018-08 | — not seen at a tracked firm |
| WATERMAN-SANTIAGO, CECELIA, LOUISE | SENIOR VICE PRESIDENT - MARKETING & CLIENT SERVICES | 2017-05 | — not seen at a tracked firm |
| JAMISON, DENIS, PETER | SENIOR VICE PRESIDENT | 2012-04 | — 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.
