CIK 1776910
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.
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) |
|---|---|---|---|
| KANALY, JEFFREY, C | PREFERRED EQUITY INTEREST MEMBER · TRUSTEE OF THE KANALY DECEASED GRANTOR TRUST AND PREFERRED EQUITY INTEREST MEMBER | 2023-09 | — not seen at a tracked firm |
| KANALY, DEBORAH | PREFERRED EQUITY INTEREST MEMBER | 2023-09 | — not seen at a tracked firm |
| BURNEY, WILLIAM, M | PREFERRED EQUITY INTEREST MEMBER | 2023-09 | — not seen at a tracked firm |
| MEACHAM, CHAD, HARRIS | TRUSTEE OF THE BATES HARRIS LIVING TRUST U/T/A 06/21/17 | 2023-09 | — not seen at a tracked firm |
| TRUSTEE OF THE BATES HARRIS LIVING TRUST U/T/A 06/21/17 |
| 2023-09 |
| — not seen at a tracked firm |
| NETTLES, CHARLES, M | TRUSTEE OF THE CHARLES NETTLES FAMILY EXEMPT TRUST | 2023-09 | — not seen at a tracked firm |
| KANALY, ANDREW, DEANE | TRUSTEE OF THE KANALY DECEASED GRANTOR TRUST | 2021-08 | — 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.
