CIK 1272544
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 |
|---|---|---|---|
| KOONCE, CALVIN, SCOTT | CHAIRMAN/MANAGING DIR. | 1987-04 | 75%+ ·◆ |
| KOONCE, FRANKLIN, SCOTT | PRESIDENT/CFO/TREAS./CCO/MANAGING DIR. | 1998-01 | 5–10% ·◆ |
| KOONCE, JANET, BELL | VP/DIRECTOR | 1987-04 | <5% ·◆ |
| MURPHY, LAURA, CATHERINE | DIRECTOR | 1987-04 | <5% ·◆ |
| OPPENHEIMER, MARTIN, FOOTE | OWNER | 1987-04 | 10–25% |
| CRAIG, VIRGINIA, KOONCE | DIRECTOR | 1987-11 | <5% |
| GOODIER, KATHLEEN, KOONCE | DIRECTOR | 2010-01 | <5% |
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.
