CIK 1393389
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 |
|---|---|---|---|
| CRONIN, EDWARD, WRIGHT | CHAIRMAN BOARD OF MANAGERS, MEMBER | 1993-03 | 50–75% ·◆ |
| HALL, JEFFREY, STUART | CHIEF EXECUTIVE OFFICER, MEMBER | 2009-01 | <5% ·◆ |
| HARRINGTON, ROBYN, VIRGINIA | CHIEF COMPLIANCE OFFICER | 2025-05 | <5% ·◆ |
| KRAFT, III, BAYARD, RANDOLPH | MANAGING DIRECTOR, MEMBER | 1998-11 | <5% ·◆ |
| ROBERTS, MORGAN, WAYNE | WEALTH MANAGER, MEMBER | 2009-01 | <5% ·◆ |
| SWENOR, SCOTT, NELSON | CHIEF FINANCIAL OFFICER, MEMBER | 2007-07 | <5% ·◆ |
| SWIFT, JOHN, FREDERIC |
| 2011-01 |
| <5% ·◆ |
| EARLEY, BARTHOLOMEW, JOHN | DIRECTOR OF RESEARCH, MEMBER | 2012-01 | <5% |
| HEIDRICK, JEREMY, BECKETT | MANAGING DIRECTOR, MEMBER | 2012-01 | <5% |
| SIVRET, GRIFFIN | WEALTH MANAGER, MEMBER | 2014-01 | <5% |
| SOFRONAS, SUSAN, WARREN | MANAGING DIRECTOR, MEMBER | 2024-02 | <5% |
| VOGEL, BRIAN, JARLATH | WEALTH MANAGER, MEMBER | 2012-01 | <5% |
| EDWARD W. CRONIN JR. 2005 IRREVOCABLE TRUST FBO A. READ CRONINentity | MEMBER | 2006-12 | 10–25% |
| EDWARD W. CRONIN JR. 2005 IRREVOCABLE TRUST FBO C. WRIGHT CRONINentity | MEMBER | 2006-12 | 10–25% |
| JFS TWENTY PERCENT LLCentity | MEMBER | 2011-01 | 10–25% |
| SEAN FREDERICK SWIFT TRUSTentity | MEMBER | 2022-12 | 5–10% |
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) |
|---|---|---|---|
| POPOVICH, ALEXANDER, MICHAEL | MEMBER · MANAGING DIRECTOR, ESTATE AND TAX PLANNING | 2024-11 | — not seen at a tracked firm |
| BERESFORD, ANDREW, ROSS | MEMBER · PRESIDENT, WEALTH MANAGER, BOARD OF MANAGERS, MEMBER · WEALTH MANAGER, BOARD OF MANAGERS, MEMBER · WEALTH MANAGER, BOARD OF MANAGERS, PARTNER · PARTNER | 2024-07 | — not seen at a tracked firm |
| SWIFT, PETER, DEMOTT | BOARD OF MANAGERS · OWNER, BOARD OF MANAGERS · MEMBER OF BOARD OF MANAGERS | 2022-03 | — not seen at a tracked firm |
| MACLEOD, AMY, ELIZABETH | MEMBER · WEALTH MANAGER, MEMBER · WEALTH MANAGER, PARTNER · PARTNER | 2022-03 | — not seen at a tracked firm |
| WARSZAWSKI, MICHAEL | WEALTH MANAGER, MEMBER | 2018-06 | — not seen at a tracked firm |
| STOLTZ, MURRAY, CRAIG | PRESIDENT, MEMBER OF BOARD OF MANAGERS | 2013-03 | — 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.
