CIK 1632801
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 |
|---|---|---|
| Unclassified | 22.99% | 65 |
| Specialty Retail | 11.19% | 8 |
| Pharmaceuticals & Biotechnology | 9.52% | 8 |
| Technology Hardware & Equipment | 7.44% | 6 |
| Commercial Services & Supplies | 5.85% | 6 |
| Capital Markets | 4.79% | 5 |
| Machinery | 4.52% | 8 |
| Semiconductors & Semiconductor Equipment | 4.44% | 6 |
| Software & IT Services | 4.41% | 4 |
| Utilities | 4.06% | 7 |
| Banks | 3.69% | 3 |
| Software | 3.38% | 4 |
| Construction & Engineering | 2.74% | 2 |
| Equity Real Estate Investment Trusts (REITs) | 2.68% | 5 |
| Beverages | 2.51% | 4 |
| Tobacco | 1.99% | 1 |
| Diversified Telecommunication Services | 1.48% | 3 |
| Aerospace & Defense | 0.52% | 2 |
| Hotels, Restaurants & Leisure | 0.45% | 3 |
| Road & Rail | 0.30% | 3 |
| Chemicals | 0.25% | 2 |
| Oil, Gas & Consumable Fuels | 0.23% | 3 |
| Health Care Equipment & Supplies | 0.16% | 2 |
| Automobiles & Components | 0.12% | 3 |
| Insurance | 0.09% | 2 |
| Marine | 0.08% | 1 |
| Media & Entertainment | 0.07% | 2 |
| Communications Equipment | 0.04% | 1 |
| Airlines | 0.03% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | FBND | FIDELITY TOTAL BOND ETF | Unclassified | 9.78% |
| 2 | AAPL | Apple Inc. | Information Technology | 4.04% |
| 3 | GOOG | Alphabet Inc. | Communication Services | 3.88% |
| 4 | AVGO | Broadcom Inc. | Information Technology | 3.75% |
| 5 | XLE | SELECT SECTOR SPDR TR | Unclassified | 3.42% |
| 6 | JPM | JPMORGAN CHASE & CO | Financials | 3.25% |
| 7 | CGMU | CAPITAL GRP FIXED INCM ETF T | Unclassified | 3.23% |
| 8 | ABBV | AbbVie Inc. | Health Care | 3.00% |
| 9 | MSFT | MICROSOFT CORP | Information Technology | 2.72% |
| 10 | PWR | QUANTA SERVICES, INC. | Industrials | 2.71% |
106/170 names classified · sector 77.1% of weight · industry 77.0% · mkt cap 74.9%; 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: 77.1% of the book is sector-classified (unclassified names shown, never dropped).
Classified: 72.7% of book weight (99/170 names) · unclassified 27.3%: FBND, XLE, CGMU, ASML, SDVY, MNST, AGG, CRWD, JPIE, VIG +61 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 | FBNDFIDELITY TOTAL BOND ETF | 2,979,026 | $136M | 9.8% | ADD 4% |
| 2 | AAPLAPPLE INC | 221,135 | $56M | 4.0% | HOLD |
| 3 | GOOGALPHABET INC | 187,872 | $54M | 3.9% | TRIM −3% |
| 4 | AVGOBROADCOM INC | 168,279 | $52M | 3.7% | HOLD |
| 5 | XLESELECT SECTOR SPDR TR | 774,638 | $47M | 3.4% | HOLD |
| 6 | JPMJPMORGAN CHASE & CO | 153,633 | $45M | 3.3% | HOLD |
| 7 | CGMUCAPITAL GRP FIXED INCM ETF T | 1,653,001 | $45M | 3.2% | HOLD |
| 8 | ABBVABBVIE INC | 191,381 | $42M | 3.0% | HOLD |
| 9 | MSFTMICROSOFT CORP | 102,117 | $38M | 2.7% | HOLD |
| 10 | PWRQUANTA SVCS INC | 68,455 | $38M | 2.7% | HOLD |
| 11 | KLACKLA CORP | 24,707 | $36M | 2.6% | TRIM −4% |
| 12 | COSTCOSTCO WHSL CORP NEW | 34,381 | $34M | 2.5% | ADD 6% |
| 13 | LLYELI LILLY & CO | 35,447 | $33M | 2.3% | HOLD |
| 14 | TJXTJX COS INC NEW | 199,174 | $32M | 2.3% | ADD 2% |
| 15 | WMWASTE MGMT INC DEL | 136,356 | $31M | 2.3% | ADD 3% |
| 16 | ASMLASML HOLDING N V | 23,690 | $31M | 2.3% | HOLD |
| 17 | AMZNAMAZON COM INC | 147,461 | $31M | 2.2% | HOLD |
| 18 | MRKMERCK & CO INC | 249,913 | $30M | 2.2% | ADD 2% |
| 19 | VVISA INC | 92,087 | $28M | 2.0% | HOLD |
| 20 | PMPHILIP MORRIS INTL INC | 167,288 | $28M | 2.0% | ADD 3% |
| 21 | HDHOME DEPOT INC | 84,040 | $28M | 2.0% | ADD 6% |
| 22 | BLKBLACKROCK INC | 27,197 | $26M | 1.9% | ADD 3% |
| 23 | ETNEATON CORP PLC | 73,030 | $26M | 1.9% | ADD 6% |
| 24 | ORLYOREILLY AUTOMOTIVE INC | 276,916 | $26M | 1.8% | ADD 4% |
| 25 | SDVYFIRST TR EXCHANGE TRADED FD | 607,551 | $24M | 1.7% | ADD 3% |
| 26 | ICEINTERCONTINENTAL EXCHANGE IN | 151,049 | $24M | 1.7% | ADD 5% |
| 27 | ABTABBOTT LABS | 208,691 | $21M | 1.5% | HOLD |
| 28 | VICIVICI PPTYS INC | 747,895 | $20M | 1.5% | ADD 39% |
| 29 | ROLROLLINS INC | 382,386 | $20M | 1.5% | HOLD |
| 30 | TMUST-MOBILE US INC | 94,332 | $20M | 1.4% | ADD 37% |
| 31 | DTEDTE ENERGY CO | 131,716 | $19M | 1.4% | HOLD |
| 32 | MNSTMONSTER BEVERAGE CORP NEW | 241,473 | $17M | 1.3% | HOLD |
| 33 | NEENEXTERA ENERGY INC | 181,546 | $17M | 1.2% | HOLD |
| 34 | XELXCEL ENERGY INC | 210,260 | $17M | 1.2% | ADD 2% |
| 35 | MSMORGAN STANLEY | 97,464 | $16M | 1.2% | TRIM −5% |
| 36 | WELLWELLTOWER INC | 68,404 | $14M | 1.0% | NEW |
| 37 | PEPPEPSICO INC | 85,497 | $13M | 1.0% | ADD 6% |
| 38 | AGGISHARES TR | 108,098 | $11M | 0.8% | TRIM −3% |
| 39 | PANWPALO ALTO NETWORKS INC | 55,006 | $9M | 0.6% | NEW |
| 40 | CRWDCROWDSTRIKE HLDGS INC | 21,558 | $8M | 0.6% | NEW |
| 41 | JPIEJ P MORGAN EXCHANGE TRADED F | 147,558 | $7M | 0.5% | HOLD |
| 42 | MCDMCDONALDS CORP | 16,360 | $5M | 0.4% | TRIM −2% |
| 43 | BACBANK AMERICA CORP | 100,762 | $5M | 0.4% | TRIM −7% |
| 44 | RTXRTX CORPORATION | 23,840 | $5M | 0.3% | HOLD |
| 45 | VIGVANGUARD SPECIALIZED FUNDS | 20,154 | $4M | 0.3% | ADD 3% |
| 46 | NVDANVIDIA CORPORATION | 22,913 | $4M | 0.3% | HOLD |
| 47 | GOOGLALPHABET INC | 12,702 | $4M | 0.3% | HOLD |
| 48 | KOCOCA COLA CO | 45,601 | $3M | 0.2% | HOLD |
| 49 | WMTWALMART INC | 24,059 | $3M | 0.2% | HOLD |
| 50 | JNJJOHNSON & JOHNSON | 11,956 | $3M | 0.2% | HOLD |
| 51 | TXNTEXAS INSTRS INC | 14,805 | $3M | 0.2% | TRIM −4% |
| 52 | ADCAGREE RLTY CORP | 37,110 | $3M | 0.2% | HOLD |
| 53 | PGPROCTER AND GAMBLE CO | 18,303 | $3M | 0.2% | TRIM −4% |
| 54 | SPYSTATE STR SPDR S&P 500 ETF T | 4,047 | $3M | 0.2% | HOLD |
| 55 | LMTLOCKHEED MARTIN CORP | 4,352 | $3M | 0.2% | HOLD |
| 56 | CATCATERPILLAR INC | 3,704 | $3M | 0.2% | HOLD |
| 57 | XOMEXXON MOBIL CORP | 14,905 | $3M | 0.2% | HOLD |
| 58 | DTMDT MIDSTREAM INC | 17,477 | $2M | 0.2% | HOLD |
| 59 | XLKSELECT SECTOR SPDR TR | 17,197 | $2M | 0.2% | ADD 6% |
| 60 | ADPAUTOMATIC DATA PROCESSING IN | 10,453 | $2M | 0.2% | TRIM −4% |
| 61 | UNPUNION PAC CORP | 8,708 | $2M | 0.2% | HOLD |
| 62 | VYMVANGUARD WHITEHALL FDS | 13,531 | $2M | 0.1% | TRIM −3% |
| 63 | AMGNAMGEN INC | 5,635 | $2M | 0.1% | TRIM −6% |
| 64 | QYLDGLOBAL X FDS | 106,227 | $2M | 0.1% | ADD 32% |
| 65 | BRK.BBERKSHIRE HATHAWAY INC DEL | 3,798 | $2M | 0.1% | HOLD |
| 66 | NSCNORFOLK SOUTHN CORP | 6,226 | $2M | 0.1% | TRIM −4% |
| 67 | XYLDGLOBAL X FDS | 44,800 | $2M | 0.1% | ADD 32% |
| 68 | XLFSELECT SECTOR SPDR TR | 33,327 | $2M | 0.1% | ADD 7% |
| 69 | METAMETA PLATFORMS INC | 2,861 | $2M | 0.1% | TRIM −89% |
| 70 | PAGPENSKE AUTOMOTIVE GRP INC | 10,412 | $2M | 0.1% | HOLD |
| 71 | MUBISHARES TR | 13,896 | $1M | 0.1% | ADD 192% |
| 72 | RSPINVESCO EXCHANGE TRADED FD T | 7,452 | $1M | 0.1% | TRIM −5% |
| 73 | JPSTJ P MORGAN EXCHANGE TRADED F | 27,947 | $1M | 0.1% | HOLD |
| 74 | XLISELECT SECTOR SPDR TR | 7,904 | $1M | 0.1% | TRIM −14% |
| 75 | VXFVANGUARD INDEX FDS | 6,143 | $1M | 0.1% | HOLD |
| 76 | XLVSELECT SECTOR SPDR TR | 8,481 | $1M | 0.1% | ADD 4% |
| 77 | VOOVANGUARD INDEX FDS | 2,027 | $1M | 0.1% | ADD 21% |
| 78 | SYKSTRYKER CORPORATION | 3,626 | $1M | 0.1% | HOLD |
| 79 | AMDADVANCED MICRO DEVICES INC | 5,850 | $1M | 0.1% | HOLD |
| 80 | FITBFIFTH THIRD BANCORP | 25,549 | $1M | 0.1% | NEW |
| 81 | VIKVIKING HOLDINGS LTD | 15,800 | $1M | 0.1% | ADD 5% |
| 82 | SOXXISHARES TR | 3,365 | $1M | 0.1% | TRIM −6% |
| 83 | JEPIJPMorgan Equity Premium Income ETF | 19,371 | $1M | 0.1% | ADD 46% |
| 84 | XLRESELECT SECTOR SPDR TR | 26,540 | $1M | 0.1% | TRIM −83% |
| 85 | ISRGINTUITIVE SURGICAL INC | 2,274 | $1M | 0.1% | ADD 6% |
| 86 | QQQMINVESCO EXCH TRADED FD TR II | 4,262 | $1M | 0.1% | ADD 14% |
| 87 | MUMICRON TECHNOLOGY INC | 2,997 | $1M | 0.1% | ADD 109% |
| 88 | XLYSELECT SECTOR SPDR TR | 9,163 | $998,627 | 0.1% | TRIM −46% |
| 89 | DFACDIMENSIONAL ETF TRUST | 24,994 | $971,270 | 0.1% | HOLD |
| 90 | UBERUBER TECHNOLOGIES INC | 13,193 | $948,973 | 0.1% | ADD 32% |
| 91 | IBMINTERNATIONAL BUSINESS MACHS | 3,900 | $945,435 | 0.1% | HOLD |
| 92 | TGTTARGET CORP | 7,359 | $891,922 | 0.1% | TRIM −30% |
| 93 | IAUISHARES GOLD TR | 10,116 | $891,827 | 0.1% | TRIM −2% |
| 94 | CSCOCISCO SYS INC | 11,119 | $862,734 | 0.1% | HOLD |
| 95 | DEDEERE & CO | 1,514 | $852,742 | 0.1% | HOLD |
| 96 | VRTXVERTEX PHARMACEUTICALS INC | 1,895 | $846,194 | 0.1% | ADD 12% |
| 97 | TSLATESLA INC | 2,255 | $838,297 | 0.1% | TRIM −8% |
| 98 | IWFISHARES TR | 1,948 | $830,707 | 0.1% | ADD 6% |
| 99 | RSPNINVESCO EXCHANGE TRADED FD T | 14,281 | $822,300 | 0.1% | NEW |
| 100 | REGNREGENERON PHARMACEUTICALS | 1,029 | $794,966 | 0.1% | ADD 9% |
| 101 | CAVACAVA GROUP INC | 9,822 | $794,600 | 0.1% | ADD 46% |
| 102 | CMICUMMINS INC | 1,476 | $794,306 | 0.1% | HOLD |
| 103 | XLCSELECT SECTOR SPDR TR | 7,086 | $785,515 | 0.1% | TRIM −19% |
| 104 | AEPAMERICAN ELEC PWR CO INC | 5,951 | $780,044 | 0.1% | HOLD |
| 105 | IQLTISHARES TR | 16,864 | $779,626 | 0.1% | HOLD |
| 106 | DECKDECKERS OUTDOOR CORP | 7,661 | $766,777 | 0.1% | ADD 18% |
| 107 | IEFAISHARES TR | 7,673 | $694,612 | 0.1% | HOLD |
| 108 | VUGVANGUARD INDEX FDS | 1,535 | $670,562 | 0.0% | HOLD |
| 109 | AONAON PLC | 2,041 | $658,819 | 0.0% | HOLD |
| 110 | ADBEADOBE INC | 2,461 | $598,220 | 0.0% | TRIM −31% |
| 111 | CELHCELSIUS HLDGS INC | 16,685 | $591,984 | 0.0% | ADD 15% |
| 112 | SCHDSCHWAB STRATEGIC TR | 19,151 | $587,550 | 0.0% | TRIM −5% |
| 113 | VTVVANGUARD INDEX FDS | 2,837 | $556,560 | 0.0% | ADD 5% |
| 114 | IHIISHARES TR | 10,301 | $549,559 | 0.0% | NEW |
| 115 | SPOTSPOTIFY TECHNOLOGY S A | 1,130 | $547,949 | 0.0% | NEW |
| 116 | UNHUNITEDHEALTH GROUP INC | 2,023 | $547,372 | 0.0% | TRIM −96% |
| 117 | FFORD MTR CO | 46,840 | $540,539 | 0.0% | HOLD |
| 118 | IWVISHARES TR | 1,387 | $514,216 | 0.0% | HOLD |
| 119 | QCOMQUALCOMM INC | 3,930 | $506,046 | 0.0% | TRIM −16% |
| 120 | QQQINVESCO QQQ TR | 832 | $480,466 | 0.0% | TRIM −5% |
| 121 | ADIANALOG DEVICES INC | 1,492 | $474,600 | 0.0% | HOLD |
| 122 | GLDSPDR GOLD TR | 1,081 | $465,144 | 0.0% | ADD 14% |
| 123 | JCIJOHNSON CONTROLS INTERNATION | 3,395 | $444,633 | 0.0% | HOLD |
| 124 | VTIVANGUARD INDEX FDS | 1,374 | $440,739 | 0.0% | ADD 70% |
| 125 | DALDELTA AIR LINES INC | 6,308 | $419,349 | 0.0% | HOLD |
| 126 | FIXCOMFORT SYS USA INC | 301 | $414,474 | 0.0% | HOLD |
| 127 | EQWLINVESCO EXCHANGE TRADED FD T | 3,552 | $409,296 | 0.0% | HOLD |
| 128 | PPHVANECK ETF TRUST | 3,889 | $403,958 | 0.0% | ADD 12% |
| 129 | XLBSELECT SECTOR SPDR TR | 8,000 | $399,746 | 0.0% | HOLD |
| 130 | VZVERIZON COMMUNICATIONS INC | 7,896 | $396,363 | 0.0% | TRIM −9% |
| 131 | RSGREPUBLIC SVCS INC | 1,751 | $383,564 | 0.0% | HOLD |
| 132 | NFLXNETFLIX INC | 3,980 | $382,677 | 0.0% | TRIM −2% |
| 133 | RJFRAYMOND JAMES FINL INC | 2,605 | $377,208 | 0.0% | HOLD |
| 134 | XLPSELECT SECTOR SPDR TR | 4,502 | $369,101 | 0.0% | TRIM −54% |
| 135 | ITWILLINOIS TOOL WKS INC | 1,414 | $368,144 | 0.0% | TRIM −3% |
| 136 | TAT&T INC | 12,343 | $357,821 | 0.0% | TRIM −5% |
| 137 | SHELSHELL PLC | 3,840 | $357,121 | 0.0% | HOLD |
| 138 | JAAAJANUS DETROIT STR TR | 6,747 | $339,863 | 0.0% | TRIM −7% |
| 139 | DGROISHARES CORE DIVIDEND GROWTH ETF | 4,792 | $336,336 | 0.0% | ADD 3% |
| 140 | CVXCHEVRON CORP NEW | 1,589 | $328,795 | 0.0% | TRIM −3% |
| 141 | MARMARRIOTT INTL INC NEW | 995 | $325,565 | 0.0% | HOLD |
| 142 | VXUSVANGUARD STAR FDS | 4,129 | $318,409 | 0.0% | ADD 36% |
| 143 | BSVVANGUARD BD INDEX FDS | 3,966 | $310,971 | 0.0% | HOLD |
| 144 | IVEISHARES TR | 1,407 | $297,029 | 0.0% | TRIM −13% |
| 145 | MAMASTERCARD INCORPORATED | 583 | $291,506 | 0.0% | TRIM −5% |
| 146 | IVWISHARES TR | 2,558 | $289,306 | 0.0% | TRIM −19% |
| 147 | ACWIISHARES TR | 2,050 | $283,686 | 0.0% | HOLD |
| 148 | DLRDIGITAL RLTY TR INC | 1,525 | $274,856 | 0.0% | TRIM −8% |
| 149 | IBITISHARES BITCOIN TRUST ETF | 7,150 | $274,703 | 0.0% | NEW |
| 150 | OUSMALPS ETF TR | 6,078 | $265,873 | 0.0% | TRIM −9% |
| 151 | IVVISHARES TR | 393 | $256,420 | 0.0% | ADD 5% |
| 152 | EFAISHARES TR | 2,632 | $255,656 | 0.0% | HOLD |
| 153 | WECWEC ENERGY GROUP INC | 2,192 | $253,793 | 0.0% | TRIM −11% |
| 154 | VEAVANGUARD TAX-MANAGED FDS | 3,930 | $251,828 | 0.0% | NEW |
| 155 | OKEONEOK INC NEW | 2,783 | $251,598 | 0.0% | HOLD |
| 156 | TEXTerex Corp. | 4,232 | $250,134 | 0.0% | NEW |
| 157 | FRDMEA SERIES TRUST | 4,370 | $238,821 | 0.0% | NEW |
| 158 | GMGENERAL MTRS CO | 3,106 | $231,402 | 0.0% | HOLD |
| 159 | XLUSELECT SECTOR SPDR TR | 4,992 | $229,079 | 0.0% | TRIM −46% |
| 160 | UPSUNITED PARCEL SERVICE INC | 2,239 | $220,312 | 0.0% | TRIM −7% |
| 161 | AMTAMERICAN TOWER CORP | 1,260 | $217,409 | 0.0% | ADD 7% |
| 162 | HEI.AHEICO CORP NEW | 1,022 | $215,734 | 0.0% | HOLD |
| 163 | IYCISHARES TR | 2,213 | $214,454 | 0.0% | HOLD |
| 164 | XETYXEATON VANCE TAX-MANAGED DIVE | 15,447 | $213,012 | 0.0% | HOLD |
| 165 | TTTRANE TECHNOLOGIES PLC | 487 | $203,105 | 0.0% | TRIM −7% |
| 166 | BXBLACKSTONE INC | 1,765 | $202,907 | 0.0% | HOLD |
| 167 | SDYSPDR SER TR | 1,381 | $201,509 | 0.0% | NEW |
| 168 | PLTRPALANTIR TECHNOLOGIES INC | 1,374 | $200,989 | 0.0% | NEW |
| 169 | IWRISHARES TR | 2,059 | $200,177 | 0.0% | NEW |
| 170 | XEXGXEATON VANCE TAX-MANAGED GLOB | 11,486 | $99,471 | 0.0% | HOLD |
| Security | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| FBNDFIDELITY TOTAL BOND ETF | 2.5M | 2.6M | 2.6M | 2.7M | 2.9M | 3.0M | $136M |
| AAPLAPPLE INC | 214K | 217K | 222K | 223K | 221K | 221K | $56M |
| GOOGALPHABET INC | 222K | 224K | 224K | 194K | 194K | 188K | $54M |
| AVGOBROADCOM INC | 224K | 220K | 214K | 172K | 169K | 168K | $52M |
| XLESELECT SECTOR SPDR TR | 340K | 356K | 368K | 377K | 769K | 775K | $47M |
| JPMJPMORGAN CHASE & CO | 171K | 168K | 154K | 152K | 152K | 154K | $45M |
| CGMUCAPITAL GRP FIXED INCM ETF T | — | 69K | 1.5M | 1.6M | 1.6M | 1.7M | $45M |
| ABBVABBVIE INC | 183K | 185K | 188K | 189K | 190K | 191K | $42M |
| MSFTMICROSOFT CORP | 99K | 99K | 101K | 100K | 101K | 102K | $38M |
| PWRQUANTA SVCS INC | 57K | 46K | 67K | 68K | 69K | 68K | $38M |
| KLACKLA CORP | 20K | 24K | 26K | 26K | 26K | 25K | $36M |
| COSTCOSTCO WHSL CORP NEW | 32K | 33K | 32K | 33K | 33K | 34K | $34M |
| LLYELI LILLY & CO | 16K | 17K | 20K | 24K | 35K | 35K | $33M |
| TJXTJX COS INC NEW | 168K | 178K | 185K | 191K | 195K | 199K | $32M |
| WMWASTE MGMT INC DEL | 122K | 126K | 127K | 129K | 133K | 136K | $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.
