CIK 1723223
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 |
|---|---|---|---|
| JUERGENS, MARTIN, EDWIN | MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | 2009-07 | 25–50% ·◆ |
| KILEY, JOHN, FRANCIS | MEMBER, PRESIDENT | 2009-07 | 25–50% ·◆ |
| BOYER, MARK, THOMAS | MEMBER | 2021-01 | <5% ·◆ |
| HECK, ROBERT, DENNIS | MEMBER | 2021-01 | <5% ·◆ |
| Juergens, Brooke, Lynn | MEMBER | 2025-01 | <5% |
| Juergens, Lauren, Lynn | MEMBER | 2025-01 | <5% |
| Juergens, Mason, Henry | MEMBER | 2025-01 | <5% |
| KILEY, LUKE, WILLIAM |
| MEMBER |
| 2025-01 |
| <5% |
| Kiley, John, F | MEMBER | 2025-01 | <5% |
| Kiley, Joshua, Manning | MEMBER | 2025-01 | <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 (2026-Q1). The filing's authorized signatory — frequently a compliance officer, general counsel, or CFO — not necessarily the portfolio manager or firm leadership.
