CIK 1726752
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.
Firm-level facts as reported by the adviser on Form ADV Part 1A (latest filing 2026-06-11). Regulatory assets under management (RAUM) is Form ADV's gross figure and can differ from a 13F long book — it includes private-fund assets, leverage and non-13(f) securities. Titles and figures as-filed. Latest ADV filing 2026-06-11. Form ADV ↗
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| HEICHEL, DAVID, WILLIAM | CO-TRUSTEE OF THE JENNIFER S. HENDERDSON IRREVOCABLE TRUST DATED 2020 AND THE DAVID W. HEICHEL IRREVOCABLE TRUST DATED 2020 | 2020-12 | 10–25% ·◆ |
| HEICHEL, KEITH, ALLEN | CO-TRUSTEE OF THE KEITH A. HEICHEL IRREVOCABLE TRUST DATED 2020 | 2020-12 | 10–25% ·◆ |
| HEICHEL, SCOTT, ANDREW | CO-TRUSTEE OF THE SCOTT A. HEICHEL IRREVOCABLE TRUST DATED 2020 | 2020-12 | 10–25% ·◆ |
| HENDERSON, JENNIFER, SUZANNE | CO-TRUSTEE OF THE SCOTT A. HEICHEL IRREVOCABLE TRUST DATED 2010 & THE ADAM J. HEICHEL IRREVOCABLE TRUST DATED 2010 | 2010-12 | 10–25% ·◆ |
| HEICHEL, WILLIAM, DAVID | CHAIRMAN OF THE BOARD | 1982-04 | <5% ·◆ |
| Wiita, Kory, J | CHIEF COMPLIANCE OFFICER | 2025-10 | <5% ·◆ |
| Heichel, Adam, Jospeh | CO-TRUSTEE OF THE ADAM J. HEICHEL IRREVOCABLE TRUST DATED 2020 | 2020-12 | 10–25% |
| THE ADAM HEICHEL IRREVOCABLE TRUST DATED 2020entity | OWNER | 2020-12 | 10–25% |
| THE DAVID S. HEICHEL IRREVOCABLE TRUST DATED 2020entity | OWNER | 2020-12 | 10–25% |
| THE JENNIFER S HENDERSON IRREVOCABLE TRUST DATED 2020entity | OWNER | 2020-12 | 10–25% |
| THE KEITH A. HEICHEL IRREVOCABLE TRUST DATED 2020entity | OWNER | 2020-12 | 10–25% |
| THE SCOTT A. HEICHEL IRREVOCABLE TRUST DATED 2020entity | OWNER | 2020-12 | 10–25% |
| THE ADAM HEICHEL IRREVOCABLE TRUST DATED 2010entity | OWNER | 2020-12 | 5–10% |
| THE DAVID S. HEICHEL IRREVOCABLE TRUST DATED 2016entity | OWNER | 2020-12 | 5–10% |
| THE SCOTT A. HEICHEL IRREVOCABLE TRUST DATED 2010entity | OWNER | 2020-12 | 5–10% |
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) |
|---|---|---|---|
| HEICHEL, KATHLEEN, E. | TREASURER & BOARD MEMBER · OWNER | 2024-12 | — 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.
