CIK 1335851
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.
As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).
Computing…
Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.
| Industry group | Weight | Names |
|---|---|---|
| Technology Hardware & Equipment | 13.06% | 11 |
| Semiconductors & Semiconductor Equipment | 11.25% | 9 |
| Software & IT Services | 9.47% | 4 |
| Pharmaceuticals & Biotechnology | 9.23% | 14 |
| Unclassified | 8.66% | 40 |
| Specialty Retail | 8.21% | 5 |
| Software | 7.17% | 6 |
| Capital Markets | 6.38% | 7 |
| Commercial Services & Supplies | 4.26% | 6 |
| Banks | 3.85% | 7 |
| Oil, Gas & Consumable Fuels | 3.39% | 6 |
| Aerospace & Defense | 2.48% | 3 |
| Distributors | 2.02% | 1 |
| Health Care Equipment & Supplies | 1.84% | 5 |
| Utilities | 1.77% | 11 |
| Chemicals | 1.77% | 4 |
| Communications Equipment | 1.16% | 1 |
| Metals & Mining | 1.05% | 3 |
| Machinery | 0.73% | 6 |
| Entertainment | 0.60% | 1 |
| Hotels, Restaurants & Leisure | 0.41% | 5 |
| Beverages | 0.32% | 2 |
| Automobiles & Components | 0.25% | 1 |
| Diversified Telecommunication Services | 0.13% | 2 |
| Food & Staples Retailing | 0.12% | 1 |
| Tobacco | 0.10% | 1 |
| Industrial Conglomerates | 0.10% | 1 |
| Construction Materials | 0.08% | 1 |
| Media & Entertainment | 0.07% | 1 |
| Paper & Forest Products | 0.03% | 1 |
| Transportation Infrastructure | 0.02% | 1 |
| Life Sciences Tools & Services | 0.00% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Information Technology | 8.38% |
| 2 | NVDA | NVIDIA CORP | Information Technology | 7.80% |
| 3 | GOOGL | Alphabet Inc. | Communication Services | 6.66% |
| 4 | MSFT | MICROSOFT CORP | Information Technology | 5.74% |
| 5 | AMZN | AMAZON COM INC | Consumer Discretionary | 4.44% |
| 6 | BRK.B | BERKSHIRE HATHAWAY INC | Financials | 3.73% |
| 7 | JPM | JPMORGAN CHASE & CO | Financials | 3.42% |
| 8 | V | VISA INC. | Financials | 3.22% |
| 9 | MRK | Merck & Co., Inc. | Health Care | 2.87% |
| 10 | GOOG | Alphabet Inc. | Communication Services | 2.61% |
129/168 names classified · sector 95.1% of weight · industry 91.3% · mkt cap 94.5%; unclassified names shown, never dropped.
Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 95.1% of the book is sector-classified (unclassified names shown, never dropped).
Classified: 86.7% of book weight (109/168 names) · unclassified 13.3%: BRK.B, SOLS, QQQ, KKR, TPG, MPLX, EPD, SPY, GLD, GPIX +49 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.
No contribution data for this period.
| # | Security | Shares | Value | Weight | Δ QoQ |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 428,458 | $109M | 8.4% | HOLD |
| 2 | NVDANVIDIA CORPORATION | 580,328 | $101M | 7.8% | TRIM −19% |
| 3 | GOOGLALPHABET INC | 300,824 | $87M | 6.7% | TRIM −3% |
| 4 | MSFTMICROSOFT CORP | 201,443 | $75M | 5.7% | HOLD |
| 5 | AMZNAMAZON COM INC | 276,531 | $58M | 4.4% | HOLD |
| 6 | BRK.BBERKSHIRE HATHAWAY INC DEL | 101,029 | $48M | 3.7% | ADD 4% |
| 7 | JPMJPMORGAN CHASE & CO | 150,859 | $44M | 3.4% | HOLD |
| 8 | VVISA INC | 138,366 | $42M | 3.2% | HOLD |
| 9 | MRKMERCK & CO INC | 309,338 | $37M | 2.9% | HOLD |
| 10 | GOOGALPHABET INC | 117,878 | $34M | 2.6% | TRIM −4% |
| 11 | CVXCHEVRON CORP NEW | 163,150 | $34M | 2.6% | TRIM −3% |
| 12 | GSGOLDMAN SACHS GROUP INC | 37,115 | $31M | 2.4% | TRIM −4% |
| 13 | TMOTHERMO FISHER SCIENTIFIC INC | 63,285 | $31M | 2.4% | HOLD |
| 14 | ABBVABBVIE INC | 142,915 | $31M | 2.4% | HOLD |
| 15 | HONHONEYWELL INTL INC | 136,697 | $31M | 2.4% | HOLD |
| 16 | COSTCOSTCO WHSL CORP NEW | 30,912 | $31M | 2.4% | HOLD |
| 17 | MCKMCKESSON CORP | 30,298 | $26M | 2.0% | HOLD |
| 18 | AMDADVANCED MICRO DEVICES INC | 110,791 | $23M | 1.7% | HOLD |
| 19 | SCHWSCHWAB CHARLES CORP | 204,248 | $19M | 1.5% | ADD 92% |
| 20 | JNJJOHNSON & JOHNSON | 76,551 | $19M | 1.4% | HOLD |
| 21 | SOLSSOLSTICE ADVANCED MATLS INC | 237,719 | $18M | 1.4% | TRIM −22% |
| 22 | DHRDANAHER CORP DEL | 93,851 | $18M | 1.4% | HOLD |
| 23 | PFEPFIZER INC | 604,878 | $17M | 1.3% | ADD 5% |
| 24 | QQQINVESCO QQQ TR | 27,921 | $16M | 1.2% | TRIM −13% |
| 25 | QCOMQUALCOMM INC | 116,736 | $15M | 1.2% | TRIM −3% |
| 26 | BSXBOSTON SCIENTIFIC CORP | 197,086 | $12M | 1.0% | HOLD |
| 27 | HDHOME DEPOT INC | 36,455 | $12M | 0.9% | TRIM −2% |
| 28 | FCXFREEPORT MCMORAN INC | 187,832 | $11M | 0.9% | HOLD |
| 29 | SYKSTRYKER CORPORATION | 31,070 | $10M | 0.8% | HOLD |
| 30 | KKRKKR & CO INC | 109,465 | $10M | 0.8% | HOLD |
| 31 | TPGTPG INC | 242,610 | $10M | 0.8% | ADD 9% |
| 32 | KMIKINDER MORGAN INC DEL | 255,145 | $9M | 0.7% | TRIM −2% |
| 33 | MSMORGAN STANLEY | 51,336 | $8M | 0.7% | HOLD |
| 34 | ORCLORACLE CORP | 56,470 | $8M | 0.6% | ADD 202% |
| 35 | MAMASTERCARD INCORPORATED | 16,330 | $8M | 0.6% | ADD 11% |
| 36 | ADIANALOG DEVICES INC | 25,552 | $8M | 0.6% | HOLD |
| 37 | DISDISNEY WALT CO | 80,540 | $8M | 0.6% | HOLD |
| 38 | FTNTFORTINET INC | 90,000 | $7M | 0.6% | HOLD |
| 39 | ADBEADOBE INC | 24,620 | $6M | 0.5% | TRIM −47% |
| 40 | MRVLMARVELL TECHNOLOGY INC | 58,867 | $6M | 0.4% | TRIM −2% |
| 41 | MPLXMPLX LP | 94,400 | $5M | 0.4% | HOLD |
| 42 | ZTSZOETIS INC | 42,358 | $5M | 0.4% | TRIM −4% |
| 43 | EPDENTERPRISE PRODS PARTNERS L | 119,100 | $5M | 0.3% | HOLD |
| 44 | SPYSTATE STR SPDR S&P 500 ETF T | 6,837 | $4M | 0.3% | HOLD |
| 45 | LLYELI LILLY & CO | 4,675 | $4M | 0.3% | TRIM −13% |
| 46 | GLDSPDR GOLD TR | 9,516 | $4M | 0.3% | HOLD |
| 47 | PEPPEPSICO INC | 25,051 | $4M | 0.3% | TRIM −5% |
| 48 | LOWLOWES COS INC | 16,375 | $4M | 0.3% | HOLD |
| 49 | GPIXGOLDMAN SACHS ETF TR | 76,654 | $4M | 0.3% | ADD 11% |
| 50 | BXBLACKSTONE INC | 30,819 | $4M | 0.3% | ADD 10% |
| 51 | ETNEATON CORP PLC | 9,862 | $4M | 0.3% | ADD 28% |
| 52 | MCDMCDONALDS CORP | 10,601 | $3M | 0.3% | ADD 3% |
| 53 | TSLATESLA INC | 8,804 | $3M | 0.3% | ADD 43% |
| 54 | PGPROCTER AND GAMBLE CO | 22,495 | $3M | 0.3% | TRIM −3% |
| 55 | SPGIS&P GLOBAL INC | 7,416 | $3M | 0.2% | TRIM −7% |
| 56 | IVVISHARES TR | 4,694 | $3M | 0.2% | TRIM −20% |
| 57 | BKRBAKER HUGHES COMPANY | 48,500 | $3M | 0.2% | HOLD |
| 58 | AXPAMERICAN EXPRESS CO | 9,675 | $3M | 0.2% | ADD 12% |
| 59 | CRMSALESFORCE INC | 14,782 | $3M | 0.2% | TRIM −20% |
| 60 | XGDVXGABELLI DIVID & INCOME TR | 94,859 | $3M | 0.2% | HOLD |
| 61 | JGROJPMorgan Active Growth ETF | 28,700 | $2M | 0.2% | TRIM −23% |
| 62 | METAMETA PLATFORMS INC | 4,167 | $2M | 0.2% | TRIM −54% |
| 63 | BANK AMERICA CORP | 2,000 | $2M | 0.2% | HOLD |
| 64 | WMTWALMART INC | 18,849 | $2M | 0.2% | HOLD |
| 65 | AVGOBROADCOM INC | 7,492 | $2M | 0.2% | ADD 48% |
| 66 | OXYOCCIDENTAL PETE CORP | 34,270 | $2M | 0.2% | TRIM −13% |
| 67 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 6,556 | $2M | 0.2% | ADD 20% |
| 68 | CCJCAMECO CORP | 20,200 | $2M | 0.2% | HOLD |
| 69 | NEENEXTERA ENERGY INC | 23,313 | $2M | 0.2% | HOLD |
| 70 | NXPINXP SEMICONDUCTORS N V | 10,652 | $2M | 0.2% | ADD 204% |
| 71 | JTEKJ P MORGAN EXCHANGE TRADED F | 23,905 | $2M | 0.1% | TRIM −2% |
| 72 | DUKDUKE ENERGY CORP NEW | 14,491 | $2M | 0.1% | HOLD |
| 73 | ETENERGY TRANSFER L P | 96,500 | $2M | 0.1% | HOLD |
| 74 | GTOPGOLDMAN SACHS ETF TR | 50,252 | $2M | 0.1% | ADD 4% |
| 75 | PANWPALO ALTO NETWORKS INC | 11,307 | $2M | 0.1% | ADD 109% |
| 76 | VTIVANGUARD INDEX FDS | 5,462 | $2M | 0.1% | TRIM −35% |
| 77 | ABTABBOTT LABS | 16,367 | $2M | 0.1% | TRIM −51% |
| 78 | REGNREGENERON PHARMACEUTICALS | 2,095 | $2M | 0.1% | TRIM −8% |
| 79 | QDPLPACER FDS TR | 39,950 | $2M | 0.1% | HOLD |
| 80 | KRKROGER CO | 21,974 | $2M | 0.1% | HOLD |
| 81 | VOOVANGUARD INDEX FDS | 2,547 | $2M | 0.1% | HOLD |
| 82 | VZVERIZON COMMUNICATIONS INC | 27,895 | $1M | 0.1% | HOLD |
| 83 | JQUAJ P MORGAN EXCHANGE TRADED F | 22,309 | $1M | 0.1% | TRIM −16% |
| 84 | PMPHILIP MORRIS INTL INC | 8,183 | $1M | 0.1% | ADD 27% |
| 85 | GPIQGOLDMAN SACHS ETF TR | 27,200 | $1M | 0.1% | TRIM −35% |
| 86 | NLRVANECK ETF TRUST | 10,000 | $1M | 0.1% | HOLD |
| 87 | INTCINTEL CORP | 30,030 | $1M | 0.1% | HOLD |
| 88 | MMM3M CO | 8,950 | $1M | 0.1% | HOLD |
| 89 | MARMARRIOTT INTL INC NEW | 3,869 | $1M | 0.1% | HOLD |
| 90 | FDVVFIDELITY COVINGTON TRUST | 22,800 | $1M | 0.1% | TRIM −2% |
| 91 | JEPIJPMorgan Equity Premium Income ETF | 21,638 | $1M | 0.1% | ADD 12% |
| 92 | ACNACCENTURE PLC IRELAND | 6,038 | $1M | 0.1% | ADD 68% |
| 93 | AWKAMERICAN WTR WKS CO INC NEW | 8,610 | $1M | 0.1% | TRIM −9% |
| 94 | CLCOLGATE PALMOLIVE CO | 13,675 | $1M | 0.1% | TRIM −8% |
| 95 | COPCONOCOPHILLIPS | 8,700 | $1M | 0.1% | TRIM −4% |
| 96 | VMCVULCAN MATLS CO | 4,000 | $1M | 0.1% | NEW |
| 97 | ETRENTERGY CORP NEW | 9,450 | $1M | 0.1% | NEW |
| 98 | NVONOVO-NORDISK A S | 28,835 | $1M | 0.1% | ADD 16% |
| 99 | XOMEXXON MOBIL CORP | 6,100 | $1M | 0.1% | HOLD |
| 100 | BITBBITWISE BITCOIN ETF TR | 26,670 | $981,723 | 0.1% | ADD 56% |
| 101 | SNOWSNOWFLAKE INC | 6,390 | $963,740 | 0.1% | TRIM −41% |
| 102 | BMRCBANK MARIN BANCORP | 36,983 | $947,874 | 0.1% | HOLD |
| 103 | IUSGISHARES TR | 6,028 | $935,003 | 0.1% | HOLD |
| 104 | NFLXNETFLIX INC | 9,515 | $914,867 | 0.1% | HOLD |
| 105 | VGTVANGUARD WORLD FD | 1,245 | $868,661 | 0.1% | HOLD |
| 106 | GILDGILEAD SCIENCES INC | 6,000 | $836,220 | 0.1% | HOLD |
| 107 | ASMLASML HOLDING N V | 632 | $834,765 | 0.1% | TRIM −27% |
| 108 | ANETARISTA NETWORKS INC | 6,772 | $831,466 | 0.1% | ADD 18% |
| 109 | BABOEING CO | 4,055 | $807,067 | 0.1% | HOLD |
| 110 | NNENANO NUCLEAR ENERGY INC | 38,200 | $782,336 | 0.1% | ADD 192% |
| 111 | SMRNUSCALE PWR CORP | 70,245 | $761,456 | 0.1% | TRIM −13% |
| 112 | XLKSELECT SECTOR SPDR TR | 5,586 | $742,379 | 0.1% | HOLD |
| 113 | CATCATERPILLAR INC | 1,027 | $727,588 | 0.1% | HOLD |
| 114 | DASHDOORDASH INC | 4,810 | $722,222 | 0.1% | NEW |
| 115 | BRK.ABERKSHIRE HATHAWAY INC DEL | 1 | $718,140 | 0.1% | HOLD |
| 116 | LRCXLAM RESEARCH CORP | 3,310 | $707,215 | 0.1% | ADD 82% |
| 117 | IBMINTERNATIONAL BUSINESS MACHS | 2,726 | $660,755 | 0.1% | HOLD |
| 118 | ISRGINTUITIVE SURGICAL INC | 1,350 | $622,337 | 0.0% | TRIM −4% |
| 119 | VRTXVERTEX PHARMACEUTICALS INC | 1,385 | $618,458 | 0.0% | ADD 12% |
| 120 | GSEWGOLDMAN SACHS ETF TR | 7,040 | $596,006 | 0.0% | HOLD |
| 121 | NTRSNORTHERN TR CORP | 4,075 | $568,748 | 0.0% | HOLD |
| 122 | GSSTGOLDMAN SACHS ETF TR | 11,100 | $561,105 | 0.0% | TRIM −26% |
| 123 | GSLCGOLDMAN SACHS ETF TR | 4,280 | $535,556 | 0.0% | HOLD |
| 124 | HELOJPMorgan Hedged Equity Laddered Overly ETF | 8,000 | $511,280 | 0.0% | HOLD |
| 125 | NOWSERVICENOW INC | 4,835 | $505,499 | 0.0% | NEW |
| 126 | NOCNORTHROP GRUMMAN CORP | 739 | $504,175 | 0.0% | NEW |
| 127 | BACBANK AMERICA CORP | 9,983 | $486,671 | 0.0% | TRIM −8% |
| 128 | IJHISHARES TR | 6,962 | $470,144 | 0.0% | TRIM −30% |
| 129 | CLXCLOROX CO DEL | 4,400 | $455,972 | 0.0% | HOLD |
| 130 | IYYISHARES TR | 2,820 | $446,829 | 0.0% | HOLD |
| 131 | KLACKLA CORP | 300 | $441,723 | 0.0% | HOLD |
| 132 | DDOMINION ENERGY INC | 6,950 | $429,649 | 0.0% | TRIM −3% |
| 133 | STTSTATE STR CORP | 3,370 | $426,507 | 0.0% | HOLD |
| 134 | EOGEOG RES INC | 2,950 | $426,482 | 0.0% | ADD 15% |
| 135 | GEHCGE HEALTHCARE TECHNOLOGIES I | 5,900 | $419,962 | 0.0% | HOLD |
| 136 | KMBKIMBERLY-CLARK CORP | 4,335 | $418,197 | 0.0% | TRIM −16% |
| 137 | MUMICRON TECHNOLOGY INC | 1,232 | $416,092 | 0.0% | TRIM −30% |
| 138 | AEMAGNICO EAGLE MINES LTD | 1,720 | $349,126 | 0.0% | HOLD |
| 139 | OKLOOKLO INC | 7,000 | $347,130 | 0.0% | ADD 17% |
| 140 | VOVANGUARD INDEX FDS | 1,188 | $341,226 | 0.0% | HOLD |
| 141 | BMYBRISTOL-MYERS SQUIBB CO | 5,600 | $339,640 | 0.0% | HOLD |
| 142 | IWDISHARES TR | 1,509 | $322,428 | 0.0% | HOLD |
| 143 | XLVSELECT SECTOR SPDR TR | 2,139 | $313,537 | 0.0% | TRIM −6% |
| 144 | HLTHILTON WORLDWIDE HLDGS INC | 1,000 | $304,080 | 0.0% | HOLD |
| 145 | XLYSELECT SECTOR SPDR TR | 2,606 | $284,002 | 0.0% | HOLD |
| 146 | ADPAUTOMATIC DATA PROCESSING IN | 1,336 | $271,448 | 0.0% | HOLD |
| 147 | ALGNALIGN TECHNOLOGY INC | 1,560 | $267,431 | 0.0% | HOLD |
| 148 | GUSEGOLDMAN SACHS ETF TR | 6,617 | $258,501 | 0.0% | HOLD |
| 149 | TTTRANE TECHNOLOGIES PLC | 620 | $258,379 | 0.0% | HOLD |
| 150 | ECHOECHOSTAR CORP | 2,200 | $257,554 | 0.0% | NEW |
| 151 | WYNNWYNN RESORTS LTD | 2,510 | $254,891 | 0.0% | HOLD |
| 152 | APOAPOLLO GLOBAL MGMT INC | 2,242 | $249,804 | 0.0% | TRIM −83% |
| 153 | VLTOVERALTO CORP | 2,821 | $249,433 | 0.0% | HOLD |
| 154 | TBFPROSHARES TR | 10,000 | $242,300 | 0.0% | HOLD |
| 155 | KEYSKEYSIGHT TECHNOLOGIES INC | 840 | $237,191 | 0.0% | NEW |
| 156 | SBUXSTARBUCKS CORP | 2,596 | $232,545 | 0.0% | ADD 6% |
| 157 | KOCOCA COLA CO | 3,048 | $231,800 | 0.0% | HOLD |
| 158 | JAVAJ P MORGAN EXCHANGE TRADED F | 3,200 | $229,600 | 0.0% | HOLD |
| 159 | UBERUBER TECHNOLOGIES INC | 3,050 | $219,387 | 0.0% | ADD 18% |
| 160 | AMGNAMGEN INC | 620 | $218,147 | 0.0% | TRIM −14% |
| 161 | DVYISHARES TR | 1,400 | $211,974 | 0.0% | NEW |
| 162 | VYMVANGUARD WHITEHALL FDS | 1,423 | $210,746 | 0.0% | HOLD |
| 163 | EXPDEXPEDITORS INTL WASH INC | 1,450 | $207,684 | 0.0% | HOLD |
| 164 | XLFSELECT SECTOR SPDR TR | 4,175 | $206,120 | 0.0% | HOLD |
| 165 | SOSOUTHERN CO | 2,100 | $202,692 | 0.0% | NEW |
| 166 | NVSNOVARTIS AG | 1,312 | $200,408 | 0.0% | TRIM −28% |
| 167 | NUNU HLDGS LTD | 13,900 | $199,743 | 0.0% | HOLD |
| 168 | PACBPACIFIC BIOSCIENCES CALIF IN | 25,000 | $33,000 | 0.0% | HOLD |
| Security | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| AAPLAPPLE INC | 525K | 498K | 477K | 466K | 436K | 428K | $109M |
| NVDANVIDIA CORPORATION | 761K | 810K | 831K | 825K | 719K | 580K | $101M |
| GOOGLALPHABET INC | 354K | 339K | 327K | 324K | 309K | 301K | $87M |
| MSFTMICROSOFT CORP | 225K | 214K | 207K | 205K | 201K | 201K | $75M |
| AMZNAMAZON COM INC | 305K | 292K | 290K | 289K | 272K | 277K | $58M |
| BRK.BBERKSHIRE HATHAWAY INC DEL | 85K | 84K | 86K | 96K | 97K | 101K | $48M |
| JPMJPMORGAN CHASE & CO | 173K | 161K | 157K | 156K | 154K | 151K | $44M |
| VVISA INC | 170K | 159K | 148K | 148K | 139K | 138K | $42M |
| MRKMERCK & CO INC | 329K | 330K | 317K | 318K | 312K | 309K | $37M |
| GOOGALPHABET INC | 146K | 132K | 132K | 132K | 122K | 118K | $34M |
| CVXCHEVRON CORP NEW | 196K | 185K | 181K | 180K | 168K | 163K | $34M |
| GSGOLDMAN SACHS GROUP INC | 44K | 43K | 43K | 42K | 39K | 37K | $31M |
| TMOTHERMO FISHER SCIENTIFIC INC | 63K | 60K | 65K | 67K | 63K | 63K | $31M |
| ABBVABBVIE INC | 157K | 156K | 150K | 149K | 143K | 143K | $31M |
| HONHONEYWELL INTL INC | 106K | 116K | 112K | 118K | 138K | 137K | $31M |
Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Where this firm's principals came from and which firms its alumni went on to found.