CIK 1435028
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 |
|---|---|---|
| Commercial Services & Supplies | 11.27% | 13 |
| Software | 8.14% | 8 |
| Semiconductors & Semiconductor Equipment | 7.36% | 13 |
| Specialty Retail | 7.20% | 7 |
| Utilities | 6.97% | 11 |
| Health Care Equipment & Supplies | 6.71% | 7 |
| Software & IT Services | 6.68% | 3 |
| Technology Hardware & Equipment | 5.47% | 8 |
| Pharmaceuticals & Biotechnology | 5.21% | 10 |
| Insurance | 4.49% | 10 |
| Banks | 3.51% | 8 |
| Media & Entertainment | 3.16% | 4 |
| Capital Markets | 2.72% | 7 |
| Road & Rail | 2.67% | 5 |
| Equity Real Estate Investment Trusts (REITs) | 2.35% | 4 |
| Distributors | 2.32% | 3 |
| Machinery | 2.18% | 7 |
| Airlines | 1.72% | 4 |
| Unclassified | 1.60% | 3 |
| Health Care Providers & Services | 1.36% | 1 |
| Diversified Telecommunication Services | 1.18% | 2 |
| Metals & Mining | 1.09% | 3 |
| Chemicals | 0.98% | 5 |
| Construction Materials | 0.78% | 2 |
| Food Products | 0.38% | 2 |
| Communications Equipment | 0.36% | 1 |
| Construction & Engineering | 0.35% | 2 |
| Automobiles & Components | 0.33% | 2 |
| Beverages | 0.31% | 3 |
| Aerospace & Defense | 0.24% | 1 |
| Food & Staples Retailing | 0.22% | 1 |
| Hotels, Restaurants & Leisure | 0.20% | 2 |
| Real Estate Management & Development | 0.19% | 1 |
| Agricultural Products | 0.11% | 1 |
| Paper & Forest Products | 0.06% | 1 |
| Entertainment | 0.06% | 1 |
| Professional Services | 0.05% | 1 |
| Marine | 0.03% | 1 |
| Life Sciences Tools & Services | 0.02% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | Information Technology | 5.72% |
| 2 | AMZN | AMAZON COM INC | Consumer Discretionary | 4.24% |
| 3 | GOOGL | Alphabet Inc. | Communication Services | 3.08% |
| 4 | META | Meta Platforms, Inc. | Communication Services | 3.05% |
| 5 | NVDA | NVIDIA CORP | Information Technology | 2.91% |
| 6 | MA | Mastercard Inc | Financials | 2.87% |
| 7 | NFLX | NETFLIX INC | Communication Services | 2.33% |
| 8 | DHR | DANAHER CORP /DE/ | Information Technology | 1.99% |
| 9 | AAPL | Apple Inc. | Information Technology | 1.94% |
| 10 | ISRG | INTUITIVE SURGICAL INC | Health Care | 1.92% |
167/169 names classified · sector 99.2% of weight · industry 98.4% · mkt cap 96.5%; 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: 99.2% of the book is sector-classified (unclassified names shown, never dropped).
Classified: 93.0% of book weight (153/169 names) · unclassified 7.0%: KKR, BRK.B, PAC, CP, ICLR, OMAB, ASML, ASR, TEAM, EPD +6 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 | MSFTMICROSOFT CORP | 527,159 | $195M | 5.7% | ADD 18% |
| 2 | AMZNAMAZON COM INC | 693,708 | $145M | 4.2% | HOLD |
| 3 | GOOGLALPHABET INC | 365,199 | $105M | 3.1% | TRIM −17% |
| 4 | METAMETA PLATFORMS INC | 181,787 | $104M | 3.0% | HOLD |
| 5 | NVDANVIDIA CORPORATION | 569,809 | $99M | 2.9% | ADD 6% |
| 6 | MAMASTERCARD INCORPORATED | 195,699 | $98M | 2.9% | ADD 10% |
| 7 | NFLXNETFLIX INC | 825,858 | $79M | 2.3% | ADD 33% |
| 8 | DHRDANAHER CORP DEL | 358,885 | $68M | 2.0% | TRIM −10% |
| 9 | AAPLAPPLE INC | 260,471 | $66M | 1.9% | TRIM −22% |
| 10 | ISRGINTUITIVE SURGICAL INC | 142,156 | $66M | 1.9% | ADD 28% |
| 11 | MELIMERCADOLIBRE INC | 35,471 | $61M | 1.8% | ADD 646% |
| 12 | MSCIMSCI INC | 109,160 | $59M | 1.7% | TRIM −4% |
| 13 | ZTSZOETIS INC | 491,051 | $58M | 1.7% | TRIM −14% |
| 14 | DXCMDEXCOM | 910,584 | $57M | 1.7% | TRIM −25% |
| 15 | AVGOBROADCOM INC | 184,521 | $57M | 1.7% | TRIM −18% |
| 16 | UBERUBER TECHNOLOGIES INC | 788,026 | $57M | 1.7% | ADD 584% |
| 17 | FNDFLOOR & DECOR HLDGS INC | 1,086,888 | $55M | 1.6% | ADD 22% |
| 18 | NEENEXTERA ENERGY INC | 582,884 | $54M | 1.6% | TRIM −6% |
| 19 | BSXBOSTON SCIENTIFIC CORP | 860,964 | $54M | 1.6% | ADD 132% |
| 20 | ODFLOLD DOMINION FREIGHT LINE IN | 274,549 | $54M | 1.6% | TRIM −49% |
| 21 | HCAHCA HEALTHCARE INC | 97,979 | $46M | 1.4% | ADD 6% |
| 22 | AJGGALLAGHER ARTHUR J & CO | 207,219 | $45M | 1.3% | ADD 50% |
| 23 | JPMJPMORGAN CHASE & CO | 151,952 | $45M | 1.3% | TRIM −24% |
| 24 | KMIKINDER MORGAN INC DEL | 1,297,651 | $44M | 1.3% | TRIM −7% |
| 25 | EWEDWARDS LIFESCIENCES CORP | 519,594 | $42M | 1.2% | TRIM −32% |
| 26 | EFXEQUIFAX INC | 226,651 | $41M | 1.2% | ADD 77% |
| 27 | CMSCMS ENERGY CORP | 525,747 | $41M | 1.2% | ADD 3% |
| 28 | KKRKKR & CO INC | 427,156 | $40M | 1.2% | ADD 9% |
| 29 | MCKMCKESSON CORP | 43,890 | $38M | 1.1% | ADD 26% |
| 30 | AMTAMERICAN TOWER CORP | 209,470 | $36M | 1.1% | TRIM −27% |
| 31 | TWTRADEWEB MKTS INC | 303,799 | $36M | 1.0% | TRIM −13% |
| 32 | PGRPROGRESSIVE CORP | 178,334 | $35M | 1.0% | ADD 13% |
| 33 | FERGFERGUSON ENTERPRISES INC | 147,016 | $34M | 1.0% | TRIM −8% |
| 34 | WCNWASTE CONNECTIONS INC | 196,508 | $32M | 0.9% | ADD 23% |
| 35 | JNJJOHNSON & JOHNSON | 123,343 | $30M | 0.9% | TRIM −21% |
| 36 | AMATAPPLIED MATLS INC | 81,063 | $28M | 0.8% | HOLD |
| 37 | BRK.BBERKSHIRE HATHAWAY INC DEL | 54,037 | $26M | 0.8% | TRIM −17% |
| 38 | AXPAMERICAN EXPRESS CO | 84,377 | $26M | 0.7% | ADD 133% |
| 39 | CSCOCISCO SYS INC | 328,629 | $25M | 0.7% | TRIM −20% |
| 40 | CRMSALESFORCE INC | 134,513 | $25M | 0.7% | TRIM −52% |
| 41 | PACGrupo Aeroportuario del Pacifico ADR | 99,446 | $25M | 0.7% | HOLD |
| 42 | WMBWILLIAMS COS INC | 333,234 | $24M | 0.7% | HOLD |
| 43 | ABBVABBVIE INC | 105,518 | $23M | 0.7% | TRIM −19% |
| 44 | EQIXEQUINIX INC | 23,071 | $23M | 0.7% | ADD 3% |
| 45 | CPCANADIAN PACIFIC KANSAS CITY | 285,288 | $22M | 0.7% | TRIM −21% |
| 46 | TAT&T INC | 741,432 | $21M | 0.6% | TRIM −13% |
| 47 | VSTVISTRA CORP | 140,089 | $21M | 0.6% | ADD 2112% |
| 48 | CCICROWN CASTLE INC | 243,881 | $20M | 0.6% | TRIM −23% |
| 49 | MUMICRON TECHNOLOGY INC | 58,643 | $20M | 0.6% | TRIM −15% |
| 50 | ICLRICON PLC | 174,291 | $19M | 0.6% | TRIM −66% |
| 51 | WBDWARNER BROS DISCOVERY INC | 694,932 | $19M | 0.6% | HOLD |
| 52 | VZVERIZON COMMUNICATIONS INC | 375,497 | $19M | 0.6% | HOLD |
| 53 | GOOGALPHABET INC | 65,328 | $19M | 0.5% | TRIM −18% |
| 54 | MLMMARTIN MARIETTA MATLS INC | 31,643 | $19M | 0.5% | TRIM −45% |
| 55 | HUMHUMANA INC | 106,667 | $18M | 0.5% | TRIM −6% |
| 56 | COFCAPITAL ONE FINL CORP | 101,321 | $18M | 0.5% | ADD 1637% |
| 57 | MRKMERCK & CO INC | 151,132 | $18M | 0.5% | TRIM −21% |
| 58 | ORCLORACLE CORP | 123,319 | $18M | 0.5% | TRIM −16% |
| 59 | HDHOME DEPOT INC | 51,973 | $17M | 0.5% | TRIM −19% |
| 60 | OMABGRUPO AEROPORTUARIO DEL CENT | 148,551 | $17M | 0.5% | ADD 20% |
| 61 | IBMINTERNATIONAL BUSINESS MACHS | 69,135 | $17M | 0.5% | TRIM −8% |
| 62 | ASMLASML HOLDING N V | 12,118 | $16M | 0.5% | TRIM −66% |
| 63 | STLDSTEEL DYNAMICS INC | 88,464 | $16M | 0.5% | TRIM −15% |
| 64 | ASRGRUPO AEROPORTUARIO DEL SURE | 45,902 | $15M | 0.5% | HOLD |
| 65 | DEDEERE & CO | 27,369 | $15M | 0.5% | TRIM −51% |
| 66 | PGPROCTER AND GAMBLE CO | 106,656 | $15M | 0.5% | TRIM −8% |
| 67 | TEAMATLASSIAN CORPORATION | 222,613 | $15M | 0.4% | TRIM −33% |
| 68 | BNYBANK NEW YORK MELLON CORP | 121,682 | $14M | 0.4% | HOLD |
| 69 | EPDENTERPRISE PRODS PARTNERS L | 359,963 | $14M | 0.4% | HOLD |
| 70 | PHPARKER-HANNIFIN CORP | 15,127 | $14M | 0.4% | TRIM −10% |
| 71 | INTCINTEL CORP | 304,713 | $13M | 0.4% | HOLD |
| 72 | UNHUNITEDHEALTH GROUP INC | 48,730 | $13M | 0.4% | HOLD |
| 73 | NUENUCOR CORP | 77,627 | $13M | 0.4% | HOLD |
| 74 | DGDOLLAR GEN CORP | 105,665 | $13M | 0.4% | NEW |
| 75 | QCOMQUALCOMM INC | 96,161 | $12M | 0.4% | HOLD |
| 76 | URIUNITED RENTALS INC | 16,774 | $12M | 0.4% | TRIM −10% |
| 77 | LRCXLAM RESEARCH CORP | 53,433 | $11M | 0.3% | HOLD |
| 78 | PPLPPL CORP | 285,798 | $11M | 0.3% | TRIM −12% |
| 79 | LOWLOWES COS INC | 45,113 | $11M | 0.3% | TRIM −11% |
| 80 | EXCEXELON CORP | 216,711 | $11M | 0.3% | HOLD |
| 81 | ADIANALOG DEVICES INC | 32,967 | $10M | 0.3% | HOLD |
| 82 | AFLAFLAC INC | 89,565 | $10M | 0.3% | HOLD |
| 83 | PFEPFIZER INC | 343,247 | $10M | 0.3% | TRIM −14% |
| 84 | LLYELI LILLY & CO | 10,451 | $10M | 0.3% | HOLD |
| 85 | UNPUNION PAC CORP | 39,150 | $10M | 0.3% | TRIM −66% |
| 86 | AMPAMERIPRISE FINL INC | 21,374 | $9M | 0.3% | HOLD |
| 87 | FFORD MTR CO | 816,282 | $9M | 0.3% | HOLD |
| 88 | MDLZMONDELEZ INTL INC | 162,752 | $9M | 0.3% | TRIM −14% |
| 89 | ALLALLSTATE CORP | 45,167 | $9M | 0.3% | TRIM −14% |
| 90 | DRTSWALPHA TAU MEDICAL LTD | 166,836 | $9M | 0.3% | HOLD |
| 91 | ATOATMOS ENERGY CORP | 49,500 | $9M | 0.3% | HOLD |
| 92 | AMGNAMGEN INC | 25,650 | $9M | 0.3% | TRIM −14% |
| 93 | CMCSACOMCAST CORP NEW | 311,422 | $9M | 0.3% | HOLD |
| 94 | TYLTYLER TECHNOLOGIES INC | 25,778 | $9M | 0.3% | NEW |
| 95 | CITHE CIGNA GROUP | 32,735 | $9M | 0.3% | HOLD |
| 96 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 25,311 | $9M | 0.3% | NEW |
| 97 | GILDGILEAD SCIENCES INC | 59,571 | $8M | 0.2% | HOLD |
| 98 | ADBEADOBE INC | 34,152 | $8M | 0.2% | TRIM −37% |
| 99 | NEMNEWMONT CORP | 74,619 | $8M | 0.2% | HOLD |
| 100 | WABWABTEC | 32,238 | $8M | 0.2% | HOLD |
| 101 | BACBANK AMERICA CORP | 162,734 | $8M | 0.2% | HOLD |
| 102 | CRHCRH PLC | 74,967 | $8M | 0.2% | HOLD |
| 103 | VVISA INC | 25,796 | $8M | 0.2% | HOLD |
| 104 | IBPINSTALLED BLDG PRODS INC | 28,966 | $8M | 0.2% | TRIM −65% |
| 105 | CVSCVS HEALTH CORP | 103,095 | $7M | 0.2% | HOLD |
| 106 | CATCATERPILLAR INC | 10,023 | $7M | 0.2% | HOLD |
| 107 | JCIJOHNSON CONTROLS INTERNATION | 53,255 | $7M | 0.2% | TRIM −8% |
| 108 | TELTE CONNECTIVITY PLC | 32,700 | $7M | 0.2% | TRIM −8% |
| 109 | TRVTRAVELERS COMPANIES INC | 23,134 | $7M | 0.2% | TRIM −8% |
| 110 | EBAYEBAY INC. | 72,684 | $7M | 0.2% | HOLD |
| 111 | LYBLYONDELLBASELL INDUSTRIES N | 79,727 | $6M | 0.2% | TRIM −14% |
| 112 | CBRECBRE GROUP INC | 46,667 | $6M | 0.2% | TRIM −8% |
| 113 | SRESEMPRA | 64,547 | $6M | 0.2% | HOLD |
| 114 | ABTABBOTT LABS | 59,326 | $6M | 0.2% | TRIM −15% |
| 115 | PNCPNC FINL SVCS GROUP INC | 28,263 | $6M | 0.2% | HOLD |
| 116 | KEYSKEYSIGHT TECHNOLOGIES INC | 20,813 | $6M | 0.2% | TRIM −13% |
| 117 | VRTXVERTEX PHARMACEUTICALS INC | 12,898 | $6M | 0.2% | HOLD |
| 118 | ELVELEVANCE HEALTH INC FORMERLY | 18,372 | $5M | 0.2% | TRIM −15% |
| 119 | CCEPCOCA-COLA EUROPACIFIC PARTNE | 55,757 | $5M | 0.1% | TRIM −14% |
| 120 | HLTHILTON WORLDWIDE HLDGS INC | 16,001 | $5M | 0.1% | HOLD |
| 121 | ONON SEMICONDUCTOR CORP | 78,462 | $5M | 0.1% | TRIM −11% |
| 122 | DOWDOW HLDGS INC | 115,112 | $5M | 0.1% | HOLD |
| 123 | EAELECTRONIC ARTS INC | 22,923 | $5M | 0.1% | HOLD |
| 124 | MDTMEDTRONIC PLC | 49,347 | $4M | 0.1% | TRIM −12% |
| 125 | DHID R HORTON INC | 30,401 | $4M | 0.1% | TRIM −12% |
| 126 | BLKBLACKROCK INC | 4,299 | $4M | 0.1% | TRIM −12% |
| 127 | LINLINDE PLC | 7,991 | $4M | 0.1% | HOLD |
| 128 | DOVDOVER CORP | 18,657 | $4M | 0.1% | HOLD |
| 129 | MMM3M CO | 26,736 | $4M | 0.1% | TRIM −23% |
| 130 | SPGIS&P GLOBAL INC | 8,667 | $4M | 0.1% | HOLD |
| 131 | CTVACORTEVA INC | 43,937 | $4M | 0.1% | HOLD |
| 132 | CPAYCORPAY INC | 11,751 | $3M | 0.1% | HOLD |
| 133 | TSNTYSON FOODS INC | 53,316 | $3M | 0.1% | HOLD |
| 134 | QQNITY ELECTRONICS INC | 29,366 | $3M | 0.1% | HOLD |
| 135 | AWKAMERICAN WTR WKS CO INC NEW | 24,871 | $3M | 0.1% | HOLD |
| 136 | STZCONSTELLATION BRANDS INC | 21,311 | $3M | 0.1% | HOLD |
| 137 | DLTRDOLLAR TREE INC | 28,626 | $3M | 0.1% | HOLD |
| 138 | UPSUNITED PARCEL SERVICE INC | 31,258 | $3M | 0.1% | HOLD |
| 139 | DDDUPONT DE NEMOURS INC | 58,733 | $3M | 0.1% | HOLD |
| 140 | BBYBest Buy Company, Inc. | 41,103 | $3M | 0.1% | HOLD |
| 141 | BDXBECTON DICKINSON & CO | 16,545 | $3M | 0.1% | HOLD |
| 142 | NSCNORFOLK SOUTHN CORP | 8,885 | $3M | 0.1% | HOLD |
| 143 | XYZBLOCK INC | 41,857 | $3M | 0.1% | HOLD |
| 144 | KDPKEURIG DR PEPPER INC | 93,252 | $2M | 0.1% | HOLD |
| 145 | VRTVERTIV HOLDINGS CO | 9,298 | $2M | 0.1% | HOLD |
| 146 | KMBKIMBERLY-CLARK CORP | 21,593 | $2M | 0.1% | HOLD |
| 147 | MCDMCDONALDS CORP | 6,511 | $2M | 0.1% | HOLD |
| 148 | DISDISNEY WALT CO | 20,165 | $2M | 0.1% | HOLD |
| 149 | FISVFISERV INC | 32,022 | $2M | 0.1% | HOLD |
| 150 | ITGARTNER INC | 11,035 | $2M | 0.1% | TRIM −93% |
| 151 | APTVAPTIV PLC | 24,930 | $2M | 0.1% | HOLD |
| 152 | EQREQUITY RESIDENTIAL | 27,824 | $2M | 0.0% | HOLD |
| 153 | MRVLMARVELL TECHNOLOGY INC | 16,453 | $2M | 0.0% | HOLD |
| 154 | DELLDELL TECHNOLOGIES INC | 9,862 | $2M | 0.0% | HOLD |
| 155 | PYPLPAYPAL HLDGS INC | 33,417 | $2M | 0.0% | HOLD |
| 156 | DALDELTA AIR LINES INC | 22,548 | $1M | 0.0% | HOLD |
| 157 | KLACKLA CORP | 978 | $1M | 0.0% | HOLD |
| 158 | CCITIGROUP INC | 12,635 | $1M | 0.0% | HOLD |
| 159 | GSGOLDMAN SACHS GROUP INC | 1,622 | $1M | 0.0% | HOLD |
| 160 | MSMORGAN STANLEY | 8,134 | $1M | 0.0% | HOLD |
| 161 | IBKRINTERACTIVE BROKERS GROUP IN | 19,810 | $1M | 0.0% | HOLD |
| 162 | AMDADVANCED MICRO DEVICES INC | 6,519 | $1M | 0.0% | HOLD |
| 163 | HPEHEWLETT PACKARD ENTERPRISE C | 53,694 | $1M | 0.0% | HOLD |
| 164 | WFCWELLS FARGO CO NEW | 15,395 | $1M | 0.0% | HOLD |
| 165 | MOHMOLINA HEALTHCARE INC | 8,810 | $1M | 0.0% | HOLD |
| 166 | NXPINXP SEMICONDUCTORS N V | 5,775 | $1M | 0.0% | HOLD |
| 167 | RCLROYAL CARIBBEAN GROUP | 3,971 | $1M | 0.0% | HOLD |
| 168 | WATWATERS CORP | 2,239 | $666,774 | 0.0% | NEW |
| 169 | VSNTVERSANT MEDIA GROUP INC | 12,456 | $461,121 | 0.0% | NEW |
| Security | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| MSFTMICROSOFT CORP | 569K | 643K | 496K | 380K | 446K | 527K | $195M |
| AMZNAMAZON COM INC | 1.0M | 1.1M | 1.0M | 693K | 683K | 694K | $145M |
| GOOGLALPHABET INC | 922K | 955K | 984K | 658K | 441K | 365K | $105M |
| METAMETA PLATFORMS INC | 204K | 203K | 176K | 119K | 179K | 182K | $104M |
| NVDANVIDIA CORPORATION | 280K | 399K | 438K | 392K | 538K | 570K | $99M |
| MAMASTERCARD INCORPORATED | 279K | 247K | 269K | 194K | 177K | 196K | $98M |
| NFLXNETFLIX INC | 96K | 91K | 65K | 35K | 623K | 826K | $79M |
| DHRDANAHER CORP DEL | 527K | 573K | 652K | 537K | 398K | 359K | $68M |
| AAPLAPPLE INC | 372K | 372K | 335K | 335K | 335K | 260K | $66M |
| ISRGINTUITIVE SURGICAL INC | 166K | 204K | 262K | 236K | 111K | 142K | $66M |
| MELIMERCADOLIBRE INC | — | — | — | — | 5K | 35K | $61M |
| MSCIMSCI INC | 138K | 129K | 108K | 79K | 114K | 109K | $59M |
| ZTSZOETIS INC | 407K | 427K | 450K | 574K | 569K | 491K | $58M |
| DXCMDEXCOM | 1.2M | 1.6M | 1.3M | 1.2M | 1.2M | 911K | $57M |
| AVGOBROADCOM INC | 298K | 298K | 268K | 268K | 225K | 185K | $57M |
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.