CIK 1767306
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 2026-03-30). 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 2026-03-30. Form ADV ↗
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| BENDL, JOHN, WESLEY | DIRECTOR | 2025-07 | <5% ·◆ |
| BOATENG, AMMA, ACHEAMPOMAA | PRESIDENT | 2025-12 | <5% ·◆ |
| BRANCATO, MATTHEW, CLARK | DIRECTOR | 2022-02 | <5% ·◆ |
| EXUM, VERNITA, MORRISSA | VICE PRESIDENT | 2024-09 | <5% ·◆ |
| SCHADL, JOHN, EDWARD | VICE PRESIDENT | 2026-07 | <5% ·◆ |
| SIMONS, CARRIE, ANN | CHIEF FINANCIAL OFFICER | 2026-03 | <5% ·◆ |
| STEWART, MARC, CHRISTOPHER | CHIEF COMPLIANCE OFFICER | 2023-08 | <5% ·◆ |
| JUST INVEST SYSTEMS, INC.entity | STOCKHOLDER | 2021-10 | 75%+ ·◆ |
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) |
|---|---|---|---|
| BISORDI, JOHN, EDMUND | MANAGER · MANAGER AND VICE PRESIDENT | 2024-12 | — not seen at a tracked firm |
| BENCHENER, MATTHEW, JOHN | CHAIRMAN & MANAGER | 2024-12 | — not seen at a tracked firm |
| ROLLINGS, MICHAEL, THOMAS | MANAGER | 2024-12 | — not seen at a tracked firm |
| RISI, KARIN, ANN | MANAGER | 2024-12 | — not seen at a tracked firm |
| RAMPULLA, THOMAS, MARK | MANAGER | 2023-08 | — not seen at a tracked firm |
| BURKE, CLAIRE, GRACE | CHIEF COMPLIANCE OFFICER | 2023-03 | — not seen at a tracked firm |
| PETTY, DAVID, BRUCE | MANAGER, CHAIRMAN AND PRESIDENT · DIRECTOR AND PRESIDENT | 2023-01 | — not seen at a tracked firm |
| HUDACKO, JONATHAN | VICE PRESIDENT · VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER · CEO/CHIEF COMPLIANCE OFFICER | 2023-01 | — not seen at a tracked firm |
| JAKUBOWSKI, PAUL | MANAGER AND VICE PRESIDENT · DIRECTOR | 2023-01 | — not seen at a tracked firm |
| MCCARTHY, MATTHEW, PAUL | MANAGER AND VICE PRESIDENT · DIRECTOR | 2023-01 | VANGUARD PORTFOLIO MANAGEMENT LLC |
| BOCK, BARBARA | CONTROLLER | 2023-01 | — not seen at a tracked firm |
| SARHADDI, RICHARD, CYRUS | CHIEF COMPLIANCE OFFICER | 2022-04 | — not seen at a tracked firm |
| Cosby, Mary, Caroline | MANAGER, VICE PRESIDENT AND ASSISTANT SECRETARY · DIRECTOR, VICE PRESIDENT AND ASSISTANT SECRETARY | 2022-01 | — not seen at a tracked firm |
| RAO, VIJAY, GANJAM | CHIEF INVESTMENT OFFICER | 2021-04 | — not seen at a tracked firm |
| CUMMINGS, ALAN, KEITH | CTO | 2021-04 | — 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.
