CIK 1602237
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 |
|---|---|---|---|
| BENREY, ALBERTO | CHIEF EXECUTIVE OFFICER / TRUSTEE OF THE BENREY FAMILY TRUST | 2006-09 | <5% ·◆ |
| GONZALEZRUBIO, ADOLFO | CHAIRMAN / TRUSTEE OF THE AGCX TRUST | 2009-12 | <5% ·◆ |
| LASHKARI, DARIUS, NMN | CHIEF COMPLIANCE OFFICER | 2021-04 | <5% ·◆ |
| SOTO ACEVES, MARTHA, ELIZABETH | CFO | 2015-12 | <5% ·◆ |
| AGCX TRUST UDT 7/25/1997entity | SHAREHOLDER | 2009-12 | 25–50% ·◆ |
| THE BENREY FAMILY TRUSTentity | SHAREHOLDER | 2006-09 | 25–50% |
| THEMIS INVESTMENT INC.entity |
| 1999-04 |
| 10–25% |
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) |
|---|---|---|---|
| ALDRETE, ALFONSO | MEMBER | 2024-03 | — not seen at a tracked firm |
| BOYD, MARIA, LUISA | CHIEF COMPLIANCE OFFICER | 2021-03 | — not seen at a tracked firm |
| ADDEO, GILBERT, JOHN | COO | 2019-03 | — 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.
