CIK 1722084
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q2. 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 |
|---|---|---|---|
| SHILANSKI, FLOYD, LEE | FOUNDER | 2023-01 | 25–50% ·◆ |
| CULLEN, JAMES, MICHAEL | CHIEF COMPLIANCE OFFICER | 2020-03 | <5% ·◆ |
| HOYT, EDWARD, PAUL | CHIEF INVESTMENT OFFICER | 2023-01 | <5% ·◆ |
| SHILANSKI, ROSA, CARLENE | FOUNDER | 2023-01 | 25–50% |
| SHILANSKI, JAMIE, CARLENE | CO-CEO | 2023-01 | 10–25% |
| SHILANSKI, MICAH, VINCENT | CO-CEO | 2023-01 | 10–25% |
| COLE, CHARNELL, MARIE | CHIEF OPERATIONS OFFICER | 2023-01 | <5% |
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 (2025-Q3). 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) |
|---|---|---|---|
| KELVIN, JEFFREY | CHIEF COMPLIANCE OFFICER | 2016-08 | Warwick Investment Management, Inc. |
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.
