CIK 1725247
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 | 41.29% | 43 |
| Specialty Retail | 8.62% | 10 |
| Pharmaceuticals & Biotechnology | 6.49% | 11 |
| Software | 5.62% | 9 |
| Software & IT Services | 5.43% | 7 |
| Banks | 4.59% | 9 |
| Technology Hardware & Equipment | 3.98% | 7 |
| Aerospace & Defense | 3.69% | 9 |
| Semiconductors & Semiconductor Equipment | 3.35% | 5 |
| Commercial Services & Supplies | 2.82% | 6 |
| Chemicals | 1.90% | 5 |
| Oil, Gas & Consumable Fuels | 1.87% | 6 |
| Beverages | 1.60% | 2 |
| Machinery | 1.49% | 5 |
| Insurance | 1.25% | 4 |
| Entertainment | 1.19% | 1 |
| Electrical Equipment & Components | 1.17% | 5 |
| Hotels, Restaurants & Leisure | 1.06% | 3 |
| Health Care Equipment & Supplies | 0.95% | 7 |
| Capital Markets | 0.66% | 5 |
| Metals & Mining | 0.23% | 2 |
| Media & Entertainment | 0.13% | 1 |
| Health Care Providers & Services | 0.09% | 1 |
| Distributors | 0.09% | 1 |
| Road & Rail | 0.08% | 1 |
| Professional Services | 0.08% | 1 |
| Utilities | 0.06% | 1 |
| Equity Real Estate Investment Trusts (REITs) | 0.06% | 2 |
| Diversified Telecommunication Services | 0.06% | 1 |
| Transportation Infrastructure | 0.04% | 1 |
| Automobiles & Components | 0.03% | 1 |
| Real Estate Management & Development | 0.03% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | EFA | ISHARES TR | Unclassified | 12.44% |
| 2 | VWO | VANGUARD INTL EQUITY INDEX F | Unclassified | 4.02% |
| 3 | VOE | VANGUARD INDEX FDS | Unclassified | 3.68% |
| 4 | IWN | ISHARES TR | Unclassified | 3.48% |
| 5 | VOT | VANGUARD INDEX FDS | Unclassified | 3.27% |
| 6 | BRK.B | BERKSHIRE HATHAWAY INC | Financials | 3.26% |
| 7 | JNJ | JOHNSON & JOHNSON | Health Care | 3.26% |
| 8 | IWO | ISHARES TR | Unclassified | 3.19% |
| 9 | AMZN | AMAZON COM INC | Consumer Discretionary | 3.03% |
| 10 | MSFT | MICROSOFT CORP | Information Technology | 2.94% |
131/173 names classified · sector 62.0% of weight · industry 58.7% · mkt cap 61.9%; 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: 62.0% of the book is sector-classified (unclassified names shown, never dropped).
Classified: 57.9% of book weight (117/171 names) · unclassified 42.1%: EFA, VWO, VOE, IWN, VOT, BRK.B, IWO, BRK.A, VOO, VTI +44 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 | EFAISHARES TR | 992,287 | $96M | 12.4% | TRIM −8% |
| 2 | VWOVANGUARD INTL EQUITY INDEX F | 575,857 | $31M | 4.0% | TRIM −8% |
| 3 | VOEVANGUARD INDEX FDS | 154,707 | $29M | 3.7% | TRIM −11% |
| 4 | IWNISHARES TR | 142,405 | $27M | 3.5% | TRIM −10% |
| 5 | VOTVANGUARD INDEX FDS | 98,569 | $25M | 3.3% | TRIM −10% |
| 6 | BRK.BBERKSHIRE HATHAWAY INC DEL | 52,785 | $25M | 3.3% | TRIM −8% |
| 7 | JNJJOHNSON & JOHNSON | 103,197 | $25M | 3.3% | TRIM −8% |
| 8 | IWOISHARES TR | 78,777 | $25M | 3.2% | TRIM −11% |
| 9 | AMZNAMAZON COM INC | 112,579 | $23M | 3.0% | TRIM −6% |
| 10 | MSFTMICROSOFT CORP | 61,541 | $23M | 2.9% | TRIM −3% |
| 11 | AMATAPPLIED MATLS INC | 65,823 | $22M | 2.9% | TRIM −14% |
| 12 | AAPLAPPLE INC | 87,881 | $22M | 2.9% | TRIM −8% |
| 13 | GOOGLALPHABET INC | 75,758 | $22M | 2.8% | TRIM −10% |
| 14 | JPMJPMORGAN CHASE & CO | 73,119 | $22M | 2.8% | TRIM −7% |
| 15 | WMTWALMART INC | 127,647 | $16M | 2.0% | TRIM −9% |
| 16 | BRK.ABERKSHIRE HATHAWAY INC DEL | 20 | $14M | 1.9% | ADD 5% |
| 17 | GOOGALPHABET INC | 43,841 | $13M | 1.6% | TRIM −13% |
| 18 | PEPPEPSICO INC | 74,475 | $12M | 1.5% | ADD 4% |
| 19 | AXPAMERICAN EXPRESS CO | 37,869 | $11M | 1.5% | TRIM −6% |
| 20 | PFEPFIZER INC | 404,538 | $11M | 1.5% | ADD 2% |
| 21 | VOOVANGUARD INDEX FDS | 18,857 | $11M | 1.5% | TRIM −26% |
| 22 | COSTCOSTCO WHSL CORP NEW | 9,880 | $10M | 1.3% | TRIM −10% |
| 23 | WMWASTE MGMT INC DEL | 42,043 | $10M | 1.2% | ADD 4% |
| 24 | HDHOME DEPOT INC | 28,848 | $9M | 1.2% | TRIM −3% |
| 25 | DISDISNEY WALT CO | 95,759 | $9M | 1.2% | TRIM −3% |
| 26 | CVXCHEVRON CORP NEW | 44,068 | $9M | 1.2% | TRIM −4% |
| 27 | DEDEERE & CO | 15,369 | $9M | 1.1% | TRIM −6% |
| 28 | UNHUNITEDHEALTH GROUP INC | 30,829 | $8M | 1.1% | ADD 24% |
| 29 | NKENIKE INC | 152,404 | $8M | 1.0% | ADD 37% |
| 30 | NOCNORTHROP GRUMMAN CORP | 11,617 | $8M | 1.0% | TRIM −9% |
| 31 | PYPLPAYPAL HLDGS INC | 166,947 | $8M | 1.0% | ADD 58% |
| 32 | GDGENERAL DYNAMICS CORP | 21,331 | $7M | 0.9% | TRIM −9% |
| 33 | SBUXSTARBUCKS CORP | 78,147 | $7M | 0.9% | ADD 4% |
| 34 | HONHONEYWELL INTL INC | 29,434 | $7M | 0.9% | TRIM −4% |
| 35 | IDXXIDEXX LABS INC | 11,691 | $7M | 0.8% | TRIM −4% |
| 36 | CRMSALESFORCE INC | 32,432 | $6M | 0.8% | TRIM −46% |
| 37 | VTIVANGUARD INDEX FDS | 18,731 | $6M | 0.8% | TRIM −40% |
| 38 | TYLTYLER TECHNOLOGIES INC | 17,388 | $6M | 0.8% | ADD 11% |
| 39 | NOWSERVICENOW INC | 55,533 | $6M | 0.7% | ADD 1721% |
| 40 | VRSKVERISK ANALYTICS INC | 27,326 | $5M | 0.7% | ADD 4% |
| 41 | VXUSVANGUARD STAR FDS | 65,381 | $5M | 0.7% | TRIM −16% |
| 42 | VUGVANGUARD INDEX FDS | 8,939 | $4M | 0.5% | TRIM −13% |
| 43 | GEVGE VERNOVA INC | 4,256 | $4M | 0.5% | TRIM −11% |
| 44 | FASTFASTENAL CO | 75,150 | $3M | 0.5% | ADD 3% |
| 45 | VTVVANGUARD INDEX FDS | 17,379 | $3M | 0.4% | TRIM −14% |
| 46 | ECLECOLAB INC | 10,637 | $3M | 0.4% | HOLD |
| 47 | TDGTRANSDIGM GROUP INC | 2,325 | $3M | 0.3% | ADD 9% |
| 48 | FANGDIAMONDBACK ENERGY INC | 12,800 | $3M | 0.3% | HOLD |
| 49 | LINLINDE PLC | 5,045 | $3M | 0.3% | HOLD |
| 50 | GNRCGENERAC HLDGS INC | 12,375 | $2M | 0.3% | ADD 25% |
| 51 | AMGNAMGEN INC | 6,757 | $2M | 0.3% | ADD 4% |
| 52 | ROKROCKWELL AUTOMATION INC | 6,535 | $2M | 0.3% | ADD 6% |
| 53 | GSGOLDMAN SACHS GROUP INC | 2,732 | $2M | 0.3% | TRIM −47% |
| 54 | LLYELI LILLY & CO | 2,238 | $2M | 0.3% | ADD 13% |
| 55 | VSGXVANGUARD WORLD FD | 27,684 | $2M | 0.3% | ADD 4% |
| 56 | ORLYOREILLY AUTOMOTIVE INC | 21,200 | $2M | 0.3% | HOLD |
| 57 | SYKSTRYKER CORPORATION | 5,888 | $2M | 0.2% | HOLD |
| 58 | LOWLOWES COS INC | 8,065 | $2M | 0.2% | TRIM −5% |
| 59 | BABOEING CO | 9,235 | $2M | 0.2% | ADD 6% |
| 60 | NVDANVIDIA CORPORATION | 10,030 | $2M | 0.2% | ADD 14% |
| 61 | RBARB GLOBAL INC | 17,570 | $2M | 0.2% | TRIM −42% |
| 62 | SPYSTATE STR SPDR S&P 500 ETF T | 2,540 | $2M | 0.2% | HOLD |
| 63 | PEVERPURE INC | 27,340 | $2M | 0.2% | TRIM −18% |
| 64 | DSIISHARES TR | 13,192 | $2M | 0.2% | ADD 32% |
| 65 | VVISA INC | 5,223 | $2M | 0.2% | TRIM −6% |
| 66 | CATCATERPILLAR INC | 2,219 | $2M | 0.2% | HOLD |
| 67 | ICEINTERCONTINENTAL EXCHANGE IN | 9,854 | $2M | 0.2% | HOLD |
| 68 | AMEAMETEK INC | 7,218 | $2M | 0.2% | ADD 5% |
| 69 | MDBMONGODB INC | 6,150 | $2M | 0.2% | TRIM −8% |
| 70 | DXCMDEXCOM | 23,645 | $1M | 0.2% | ADD 46% |
| 71 | ISRGINTUITIVE SURGICAL INC | 3,170 | $1M | 0.2% | TRIM −24% |
| 72 | HWMHOWMET AEROSPACE INC | 6,133 | $1M | 0.2% | HOLD |
| 73 | XOMEXXON MOBIL CORP | 8,090 | $1M | 0.2% | HOLD |
| 74 | IBMINTERNATIONAL BUSINESS MACHS | 5,559 | $1M | 0.2% | HOLD |
| 75 | WWDWOODWARD INC | 3,692 | $1M | 0.2% | HOLD |
| 76 | IRTCIRHYTHM HOLDINGS INC | 10,520 | $1M | 0.2% | ADD 4% |
| 77 | TOSTTOAST INC | 45,550 | $1M | 0.2% | HOLD |
| 78 | CSCOCISCO SYS INC | 15,074 | $1M | 0.2% | HOLD |
| 79 | AVGOBROADCOM INC | 3,638 | $1M | 0.1% | TRIM −7% |
| 80 | QQQINVESCO QQQ TR | 1,932 | $1M | 0.1% | TRIM −56% |
| 81 | PGPROCTER AND GAMBLE CO | 7,606 | $1M | 0.1% | HOLD |
| 82 | UBERUBER TECHNOLOGIES INC | 14,885 | $1M | 0.1% | TRIM −19% |
| 83 | NFLXNETFLIX INC | 10,350 | $995,000 | 0.1% | NEW |
| 84 | ABBVABBVIE INC | 4,522 | $983,000 | 0.1% | HOLD |
| 85 | PSBQPSB Holdings, Inc. | 35,373 | $981,000 | 0.1% | HOLD |
| 86 | SSOPROSHARES TR | 18,110 | $940,000 | 0.1% | TRIM −26% |
| 87 | WABWABTEC | 3,648 | $911,000 | 0.1% | HOLD |
| 88 | GEGE AEROSPACE | 3,103 | $881,000 | 0.1% | TRIM −39% |
| 89 | SEOAYSTORA ENSO OYJ - SPONS ADR | 75,636 | $877,000 | 0.1% | HOLD |
| 90 | MCDMCDONALDS CORP | 2,762 | $858,000 | 0.1% | HOLD |
| 91 | KOCOCA COLA CO | 10,589 | $805,000 | 0.1% | ADD 8% |
| 92 | DFATDIMENSIONAL ETF TRUST | 12,851 | $803,000 | 0.1% | ADD 21% |
| 93 | VYMVANGUARD WHITEHALL FDS | 5,091 | $754,000 | 0.1% | TRIM −10% |
| 94 | EMREMERSON ELEC CO | 5,656 | $741,000 | 0.1% | HOLD |
| 95 | CELCCELCUITY INC | 6,207 | $708,000 | 0.1% | HOLD |
| 96 | BACBANK AMERICA CORP | 14,292 | $697,000 | 0.1% | HOLD |
| 97 | AIRAAR CORP | 6,250 | $684,000 | 0.1% | HOLD |
| 98 | DVNDEVON ENERGY CORP NEW | 13,250 | $667,000 | 0.1% | HOLD |
| 99 | WSOWATSCO INC | 1,825 | $664,000 | 0.1% | NEW |
| 100 | CRWDCROWDSTRIKE HLDGS INC | 1,695 | $662,000 | 0.1% | ADD 126% |
| 101 | UNPUNION PAC CORP | 2,688 | $652,000 | 0.1% | HOLD |
| 102 | CWCURTISS WRIGHT CORP | 950 | $647,000 | 0.1% | HOLD |
| 103 | DFUVDIMENSIONAL ETF TRUST | 13,215 | $640,000 | 0.1% | ADD 31% |
| 104 | GILDGILEAD SCIENCES INC | 4,500 | $627,000 | 0.1% | HOLD |
| 105 | METAMETA PLATFORMS INC | 1,054 | $603,000 | 0.1% | ADD 6% |
| 106 | RYANRYAN SPECIALTY HOLDINGS INC | 17,850 | $603,000 | 0.1% | HOLD |
| 107 | ULSUL SOLUTIONS INC | 6,850 | $587,000 | 0.1% | HOLD |
| 108 | VBRVANGUARD INDEX FDS | 2,638 | $573,000 | 0.1% | TRIM −14% |
| 109 | PODDINSULET CORP | 2,665 | $560,000 | 0.1% | HOLD |
| 110 | VBKVANGUARD INDEX FDS | 1,799 | $544,000 | 0.1% | TRIM −14% |
| 111 | TTETotalEnergies SE | 5,750 | $523,000 | 0.1% | HOLD |
| 112 | BXBLACKSTONE INC | 4,500 | $517,000 | 0.1% | TRIM −60% |
| 113 | NOVTNOVANTA INC | 4,283 | $506,000 | 0.1% | ADD 30% |
| 114 | WECWEC ENERGY GROUP INC | 4,321 | $500,000 | 0.1% | HOLD |
| 115 | CMECME GROUP INC | 1,650 | $487,000 | 0.1% | HOLD |
| 116 | VZVERIZON COMMUNICATIONS INC | 9,438 | $474,000 | 0.1% | ADD 27% |
| 117 | WELLS FARGO CO NEW | 400 | $462,000 | 0.1% | HOLD |
| 118 | ABTABBOTT LABS | 4,392 | $451,000 | 0.1% | TRIM −14% |
| 119 | ASBASSOCIATED BANC CORP | 16,973 | $439,000 | 0.1% | HOLD |
| 120 | AONAON PLC | 1,350 | $436,000 | 0.1% | TRIM −76% |
| 121 | MDTMEDTRONIC PLC | 4,688 | $406,000 | 0.1% | NEW |
| 122 | VCSHVANGUARD SCOTTSDALE FDS | 5,046 | $400,000 | 0.1% | TRIM −63% |
| 123 | BSVVANGUARD BD INDEX FDS | 5,094 | $399,000 | 0.1% | TRIM −63% |
| 124 | BMYBRISTOL-MYERS SQUIBB CO | 6,426 | $390,000 | 0.1% | ADD 9% |
| 125 | WFCWELLS FARGO CO NEW | 4,901 | $390,000 | 0.1% | HOLD |
| 126 | WAYWAYSTAR HLDG CORP | 15,900 | $383,000 | 0.0% | NEW |
| 127 | DVYISHARES TR | 2,512 | $380,000 | 0.0% | HOLD |
| 128 | TXNTEXAS INSTRS INC | 1,834 | $356,000 | 0.0% | HOLD |
| 129 | BROSDUTCH BROS INC | 7,000 | $355,000 | 0.0% | HOLD |
| 130 | GWREGUIDEWIRE SOFTWARE INC | 2,350 | $351,000 | 0.0% | TRIM −46% |
| 131 | MLIMUELLER INDS INC | 3,106 | $344,000 | 0.0% | HOLD |
| 132 | DXDYNEX CAP INC | 26,000 | $332,000 | 0.0% | ADD 37% |
| 133 | CACICACI INTL INC | 600 | $326,000 | 0.0% | HOLD |
| 134 | RBCRBC BEARINGS INC | 600 | $326,000 | 0.0% | HOLD |
| 135 | BNDVANGUARD BD INDEX FDS | 4,363 | $321,000 | 0.0% | TRIM −63% |
| 136 | AVAVAEROVIRONMENT INC | 1,750 | $320,000 | 0.0% | HOLD |
| 137 | SPXCSPX TECHNOLOGIES INC | 1,600 | $320,000 | 0.0% | HOLD |
| 138 | BIVVANGUARD BD INDEX FDS | 4,132 | $319,000 | 0.0% | TRIM −63% |
| 139 | CBCHUBB LIMITED | 957 | $312,000 | 0.0% | ADD 33% |
| 140 | BNYBANK NEW YORK MELLON CORP | 2,602 | $309,000 | 0.0% | HOLD |
| 141 | VNOMVIPER ENERGY INC | 6,500 | $305,000 | 0.0% | NEW |
| 142 | SHWSHERWIN WILLIAMS CO | 950 | $305,000 | 0.0% | HOLD |
| 143 | XPOXPO INC | 1,565 | $304,000 | 0.0% | HOLD |
| 144 | BMOBANK MONTREAL MEDIUM | 2,189 | $296,000 | 0.0% | HOLD |
| 145 | BTCGRAYSCALE BITCOIN MINI TR ET | 9,789 | $294,000 | 0.0% | HOLD |
| 146 | COFCAPITAL ONE FINL CORP | 1,601 | $292,000 | 0.0% | HOLD |
| 147 | IVWISHARES TR | 2,550 | $288,000 | 0.0% | HOLD |
| 148 | XLKSELECT SECTOR SPDR TR | 2,156 | $287,000 | 0.0% | HOLD |
| 149 | COWZPACER FDS TR | 4,500 | $282,000 | 0.0% | HOLD |
| 150 | ACNACCENTURE PLC IRELAND | 1,421 | $282,000 | 0.0% | HOLD |
| 151 | GLDSPDR GOLD TR | 642 | $276,000 | 0.0% | ADD 24% |
| 152 | SDYSPDR SER TR | 1,894 | $276,000 | 0.0% | HOLD |
| 153 | RTXRTX CORPORATION | 1,402 | $270,000 | 0.0% | HOLD |
| 154 | INTCINTEL CORP | 5,907 | $261,000 | 0.0% | NEW |
| 155 | RMDRESMED INC | 1,155 | $259,000 | 0.0% | TRIM −68% |
| 156 | TSLATESLA INC | 697 | $259,000 | 0.0% | HOLD |
| 157 | IVEISHARES TR | 1,203 | $254,000 | 0.0% | HOLD |
| 158 | SCHDSCHWAB STRATEGIC TR | 8,294 | $254,000 | 0.0% | HOLD |
| 159 | TTANSERVICETITAN INC | 4,000 | $254,000 | 0.0% | ADD 33% |
| 160 | IJRISHARES TR | 2,012 | $250,000 | 0.0% | HOLD |
| 161 | FNDFLOOR & DECOR HLDGS INC | 4,600 | $234,000 | 0.0% | NEW |
| 162 | SVVSAVERS VALUE VLG INC | 31,000 | $231,000 | 0.0% | NEW |
| 163 | ADPTADAPTIVE BIOTECHNOLOGIES COR | 16,000 | $222,000 | 0.0% | NEW |
| 164 | ULUNILEVER PLC | 3,865 | $220,000 | 0.0% | HOLD |
| 165 | FSVFIRSTSERVICE CORP NEW | 1,550 | $215,000 | 0.0% | NEW |
| 166 | VIGVANGUARD SPECIALIZED FUNDS | 1,000 | $215,000 | 0.0% | HOLD |
| 167 | LPLALPL FINL HLDGS INC | 702 | $211,000 | 0.0% | HOLD |
| 168 | PCORPROCORE TECHNOLOGIES INC | 3,600 | $205,000 | 0.0% | ADD 11% |
| 169 | SOFISoFi Technologies, Ince | 12,400 | $197,000 | 0.0% | NEW |
| 170 | AGNCAGNC Investment Corp | 16,000 | $160,000 | 0.0% | NEW |
| 171 | EMPNIA INC SERIES A-1 | 10,000 | $50,000 | 0.0% | HOLD |
| 172 | NIGHTWARE INC | 98,039 | $50,000 | 0.0% | HOLD |
| 173 | LCTXLINEAGE CELL THERAPEUTICS IN | 10,000 | $16,000 | 0.0% | HOLD |
| 174 | SHMPNATURALSHRIMP INC COM | 150,000 | $0 | 0.0% | HOLD |
| Security | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| EFAISHARES TR | 892K | 958K | 1.0M | 1.1M | 1.1M | 992K | $96M |
| VWOVANGUARD INTL EQUITY INDEX F | 498K | 540K | — | 608K | 624K | 576K | $31M |
| VOEVANGUARD INDEX FDS | 172K | 176K | — | 173K | 173K | 155K | $29M |
| IWNISHARES TR | 160K | 163K | 161K | 158K | 158K | 142K | $27M |
| VOTVANGUARD INDEX FDS | 111K | 112K | — | 109K | 109K | 99K | $25M |
| BRK.BBERKSHIRE HATHAWAY INC DEL | 57K | 58K | 76K | 58K | 57K | 53K | $25M |
| JNJJOHNSON & JOHNSON | 95K | 109K | 112K | 113K | 113K | 103K | $25M |
| IWOISHARES TR | 90K | 90K | 91K | 89K | 88K | 79K | $25M |
| AMZNAMAZON COM INC | 115K | 117K | 192K | 118K | 119K | 113K | $23M |
| MSFTMICROSOFT CORP | 62K | 64K | 64K | 63K | 64K | 62K | $23M |
| AMATAPPLIED MATLS INC | 68K | 73K | 98K | 78K | 76K | 66K | $22M |
| AAPLAPPLE INC | 97K | 96K | 110K | 97K | 96K | 88K | $22M |
| GOOGLALPHABET INC | 88K | 88K | 91K | 86K | 84K | 76K | $22M |
| JPMJPMORGAN CHASE & CO | 80K | 80K | 81K | 79K | 79K | 73K | $22M |
| WMTWALMART INC | 147K | 146K | 145K | 144K | 140K | 128K | $16M |
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.
