CIK 1802872
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2024-Q3. 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 | 85.79% | 64 |
| Software | 4.16% | 6 |
| Hotels, Restaurants & Leisure | 2.41% | 1 |
| Specialty Retail | 2.15% | 7 |
| Technology Hardware & Equipment | 2.00% | 7 |
| Automobiles & Components | 0.69% | 4 |
| Pharmaceuticals & Biotechnology | 0.42% | 10 |
| Aerospace & Defense | 0.37% | 4 |
| Banks | 0.28% | 7 |
| Software & IT Services | 0.26% | 3 |
| Oil, Gas & Consumable Fuels | 0.25% | 8 |
| Semiconductors & Semiconductor Equipment | 0.21% | 7 |
| Insurance | 0.19% | 4 |
| Utilities | 0.13% | 5 |
| Diversified Telecommunication Services | 0.13% | 2 |
| Beverages | 0.09% | 2 |
| Capital Markets | 0.09% | 5 |
| Food Products | 0.08% | 2 |
| Commercial Services & Supplies | 0.06% | 7 |
| Chemicals | 0.05% | 2 |
| Machinery | 0.04% | 3 |
| Road & Rail | 0.03% | 2 |
| Equity Real Estate Investment Trusts (REITs) | 0.03% | 3 |
| Transportation Infrastructure | 0.02% | 1 |
| Media & Entertainment | 0.02% | 3 |
| Entertainment | 0.01% | 2 |
| Electrical Equipment & Components | 0.01% | 1 |
| Construction Materials | 0.01% | 3 |
| Airlines | 0.01% | 1 |
| Industrial Conglomerates | 0.00% | 1 |
| Marine | 0.00% | 1 |
| Tobacco | 0.00% | 1 |
| Health Care Equipment & Supplies | 0.00% | 1 |
| Textiles, Apparel & Luxury Goods | 0.00% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | IWB | ISHARES TR | Unclassified | 30.15% |
| 2 | IJH | ISHARES TR | Unclassified | 29.18% |
| 3 | MUB | ISHARES TR | Unclassified | 9.35% |
| 4 | AGG | ISHARES TR | Unclassified | 7.95% |
| 5 | MSFT | MICROSOFT CORP | Information Technology | 4.14% |
| 6 | SBUX | STARBUCKS CORP | Consumer Discretionary | 2.41% |
| 7 | VB | VANGUARD INDEX FDS | Unclassified | 2.14% |
| 8 | AAPL | Apple Inc. | Information Technology | 1.60% |
| 9 | VTI | VANGUARD INDEX FDS | Unclassified | 1.48% |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | Unclassified | 1.17% |
118/181 names classified · sector 14.7% of weight · industry 14.2% · mkt cap 14.6%; 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: 14.7% of the book is sector-classified (unclassified names shown, never dropped).
Only 14% of book weight classified — the grid is NOT representative of the whole book.
Classified: 13.9% of book weight (102/179 names) · unclassified 86.1%: IWB, IJH, MUB, AGG, VB, VTI, VIG, IVV, BRK.B, BRK.A +67 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 | IWBISHARES TR | 152,745 | $49M | 30.2% | TRIM −3% |
| 2 | IJHISHARES TR | 764,313 | $48M | 29.2% | HOLD |
| 3 | MUBISHARES TR | 143,173 | $15M | 9.3% | ADD 8% |
| 4 | AGGISHARES TR | 133,863 | $13M | 7.9% | ADD 8% |
| 5 | MSFTMICROSOFT CORP | 16,041 | $7M | 4.1% | HOLD |
| 6 | SBUXSTARBUCKS CORP | 43,020 | $4M | 2.4% | HOLD |
| 7 | VBVANGUARD INDEX FDS | 14,544 | $3M | 2.1% | HOLD |
| 8 | AAPLAPPLE INC | 10,413 | $3M | 1.6% | HOLD |
| 9 | VTIVANGUARD INDEX FDS | 8,309 | $2M | 1.5% | TRIM −12% |
| 10 | VIGVANGUARD SPECIALIZED FUNDS | 9,764 | $2M | 1.2% | TRIM −2% |
| 11 | COSTCOSTCO WHSL CORP NEW | 1,529 | $1M | 0.9% | HOLD |
| 12 | IVVISHARES TR | 2,212 | $1M | 0.8% | TRIM −5% |
| 13 | TSLATESLA INC | 2,722 | $1M | 0.7% | TRIM −9% |
| 14 | AMZNAMAZON COM INC | 4,953 | $1M | 0.7% | ADD 9% |
| 15 | BRK.BBERKSHIRE HATHAWAY INC DEL | 1,658 | $751,000 | 0.5% | HOLD |
| 16 | BRK.ABERKSHIRE HATHAWAY INC DEL | 1 | $680,000 | 0.4% | HOLD |
| 17 | TMOTHERMO FISHER SCIENTIFIC INC | 1,015 | $528,000 | 0.3% | HOLD |
| 18 | FNDESCHWAB STRATEGIC TR | 18,455 | $504,000 | 0.3% | HOLD |
| 19 | WMTWALMART INC | 5,500 | $498,000 | 0.3% | HOLD |
| 20 | LMTLOCKHEED MARTIN CORP | 1,012 | $491,000 | 0.3% | HOLD |
| 21 | IWRISHARES TR | 5,266 | $465,000 | 0.3% | HOLD |
| 22 | HDHOME DEPOT INC | 1,000 | $389,000 | 0.2% | HOLD |
| 23 | EFAISHARES TR | 4,472 | $338,000 | 0.2% | HOLD |
| 24 | JPMJPMORGAN CHASE & CO | 1,238 | $296,000 | 0.2% | HOLD |
| 25 | CBCHUBB LIMITED | 1,000 | $276,000 | 0.2% | HOLD |
| 26 | ABBVABBVIE INC | 1,389 | $246,000 | 0.2% | HOLD |
| 27 | XOMEXXON MOBIL CORP | 2,161 | $228,000 | 0.1% | HOLD |
| 28 | VNQVANGUARD INDEX FDS | 2,527 | $225,000 | 0.1% | HOLD |
| 29 | GOOGLALPHABET INC | 1,161 | $222,000 | 0.1% | HOLD |
| 30 | IWPISHARES TR | 1,700 | $215,000 | 0.1% | HOLD |
| 31 | IWSISHARES TR | 1,620 | $209,000 | 0.1% | HOLD |
| 32 | SPYSTATE STR SPDR S&P 500 ETF T | 352 | $206,000 | 0.1% | HOLD |
| 33 | TAT&T INC | 8,824 | $200,000 | 0.1% | HOLD |
| 34 | SCHDSCHWAB STRATEGIC TR | 7,032 | $195,000 | 0.1% | HOLD |
| 35 | AMGNAMGEN INC | 646 | $167,000 | 0.1% | HOLD |
| 36 | SLYGSPDR SERIES TRUST | 1,840 | $166,000 | 0.1% | HOLD |
| 37 | FMDEFIDELITY COVINGTON TRUST | 4,914 | $161,000 | 0.1% | HOLD |
| 38 | BUIBLACKROCK UTILS INFRASTRUCTU | 6,800 | $159,000 | 0.1% | HOLD |
| 39 | AVGOBROADCOM INC | 621 | $144,000 | 0.1% | HOLD |
| 40 | KOCOCA COLA CO | 2,286 | $141,000 | 0.1% | HOLD |
| 41 | IWVISHARES TR | 409 | $136,000 | 0.1% | HOLD |
| 42 | KHCKRAFT HEINZ CO | 4,263 | $130,000 | 0.1% | ADD 88% |
| 43 | MRKMERCK & CO INC | 1,225 | $121,000 | 0.1% | HOLD |
| 44 | CSCOCISCO SYS INC | 1,901 | $112,000 | 0.1% | HOLD |
| 45 | GOOGALPHABET INC | 550 | $104,000 | 0.1% | HOLD |
| 46 | SPYINEOS ETF TRUST | 2,014 | $102,000 | 0.1% | HOLD |
| 47 | VFLOVICTORY PORTFOLIOS II | 3,000 | $102,000 | 0.1% | NEW |
| 48 | OXYOCCIDENTAL PETE CORP | 2,060 | $101,000 | 0.1% | TRIM −89% |
| 49 | PDOPIMCO DYNAMIC INCOME OPRNTS | 7,500 | $101,000 | 0.1% | HOLD |
| 50 | ABTABBOTT LABS | 882 | $99,000 | 0.1% | HOLD |
| 51 | JEPIJPMorgan Equity Premium Income ETF | 1,713 | $98,000 | 0.1% | HOLD |
| 52 | JEPQJ P MORGAN EXCHANGE TRADED F | 1,750 | $98,000 | 0.1% | HOLD |
| 53 | SPHDINVESCO EXCH TRADED FD TR II | 2,000 | $96,000 | 0.1% | HOLD |
| 54 | METAMETA PLATFORMS INC | 159 | $93,000 | 0.1% | HOLD |
| 55 | VEAVANGUARD TAX-MANAGED FDS | 1,938 | $92,000 | 0.1% | HOLD |
| 56 | PDIPIMCO DYNAMIC INCOME FD | 5,000 | $91,000 | 0.1% | HOLD |
| 57 | LOWLOWES COS INC | 350 | $86,000 | 0.1% | HOLD |
| 58 | NVDANVIDIA CORPORATION | 640 | $85,000 | 0.1% | ADD 11% |
| 59 | EPDENTERPRISE PRODS PARTNERS L | 2,700 | $84,000 | 0.1% | HOLD |
| 60 | PGPROCTER AND GAMBLE CO | 483 | $81,000 | 0.0% | HOLD |
| 61 | BABOEING CO | 425 | $75,000 | 0.0% | TRIM −2% |
| 62 | BAMBROOKFIELD ASSET MANAGMT LTD | 1,400 | $75,000 | 0.0% | HOLD |
| 63 | BACBANK AMERICA CORP | 1,498 | $65,000 | 0.0% | HOLD |
| 64 | ETENERGY TRANSFER L P | 3,300 | $64,000 | 0.0% | HOLD |
| 65 | WAFDWAFD INC | 2,000 | $64,000 | 0.0% | HOLD |
| 66 | SLYVSPDR SERIES TRUST | 720 | $62,000 | 0.0% | HOLD |
| 67 | CATCATERPILLAR INC | 168 | $61,000 | 0.0% | HOLD |
| 68 | PIIMPINJ INC | 417 | $60,000 | 0.0% | HOLD |
| 69 | WMWASTE MGMT INC DEL | 300 | $60,000 | 0.0% | HOLD |
| 70 | MPLXMPLX LP | 1,250 | $59,000 | 0.0% | HOLD |
| 71 | SUSBISHARES TR | 2,379 | $58,000 | 0.0% | HOLD |
| 72 | EAGGISHARES TR | 1,115 | $51,000 | 0.0% | HOLD |
| 73 | VGTVANGUARD WORLD FD | 80 | $49,000 | 0.0% | HOLD |
| 74 | BLKBLACKROCK INC | 45 | $46,000 | 0.0% | ADD 2% |
| 75 | BEPCBROOKFIELD RENEWABLE CORP | 1,600 | $44,000 | 0.0% | NEW |
| 76 | VTVANGUARD INTL EQUITY INDEX F | 358 | $42,000 | 0.0% | HOLD |
| 77 | TSLXSIXTH STREET SPECIALTY LENDI | 220 | $37,000 | 0.0% | HOLD |
| 78 | FASTFASTENAL CO | 466 | $33,000 | 0.0% | HOLD |
| 79 | GRMNGARMIN LTD | 155 | $32,000 | 0.0% | HOLD |
| 80 | EXPDEXPEDITORS INTL WASH INC | 285 | $31,000 | 0.0% | HOLD |
| 81 | GLDSPDR GOLD TR | 131 | $31,000 | 0.0% | HOLD |
| 82 | VGSHVANGUARD SHORT-TERM TREASURY ETF | 506 | $29,000 | 0.0% | HOLD |
| 83 | CMCSACOMCAST CORP NEW | 752 | $28,000 | 0.0% | HOLD |
| 84 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 140 | $28,000 | 0.0% | HOLD |
| 85 | UNPUNION PAC CORP | 123 | $28,000 | 0.0% | HOLD |
| 86 | UPSUNITED PARCEL SERVICE INC | 222 | $28,000 | 0.0% | HOLD |
| 87 | BCUSBANCREEK U.S. LARGE CAP ETF | 910 | $27,000 | 0.0% | HOLD |
| 88 | TIPISHARES TR | 262 | $27,000 | 0.0% | HOLD |
| 89 | BNYBANK NEW YORK MELLON CORP | 340 | $26,000 | 0.0% | HOLD |
| 90 | GLDMWORLD GOLD TR | 511 | $26,000 | 0.0% | HOLD |
| 91 | SPTLSPDR SERIES TRUST | 981 | $25,000 | 0.0% | HOLD |
| 92 | ZTSZOETIS INC | 155 | $25,000 | 0.0% | HOLD |
| 93 | DCORDIMENSIONAL ETF TRUST | 372 | $23,000 | 0.0% | NEW |
| 94 | PCARPACCAR INC | 203 | $21,000 | 0.0% | HOLD |
| 95 | INTCINTEL CORP | 1,011 | $20,000 | 0.0% | HOLD |
| 96 | VTRVENTAS INC | 325 | $19,000 | 0.0% | HOLD |
| 97 | ENBENBRIDGE INC | 434 | $18,000 | 0.0% | HOLD |
| 98 | IEFISHARES TR | 200 | $18,000 | 0.0% | HOLD |
| 99 | PRUPRUDENTIAL FINL INC | 154 | $18,000 | 0.0% | HOLD |
| 100 | DISDISNEY WALT CO | 157 | $17,000 | 0.0% | HOLD |
| 101 | FSKFS KKR Capital Corp. | 815 | $17,000 | 0.0% | HOLD |
| 102 | GEVGE VERNOVA INC | 50 | $16,000 | 0.0% | NEW |
| 103 | ETRENTERGY CORP NEW | 210 | $15,000 | 0.0% | ADD 102% |
| 104 | ORealty Income Corp | 287 | $15,000 | 0.0% | ADD 55% |
| 105 | VZVERIZON COMMUNICATIONS INC | 400 | $15,000 | 0.0% | HOLD |
| 106 | STIPISHARES TR | 146 | $14,000 | 0.0% | HOLD |
| 107 | JNJJOHNSON & JOHNSON | 97 | $14,000 | 0.0% | HOLD |
| 108 | CRMSALESFORCE INC | 43 | $14,000 | 0.0% | HOLD |
| 109 | ZZILLOW GROUP INC | 200 | $14,000 | 0.0% | HOLD |
| 110 | AMTAMERICAN TOWER CORP | 75 | $13,000 | 0.0% | HOLD |
| 111 | GSGOLDMAN SACHS GROUP INC | 24 | $13,000 | 0.0% | HOLD |
| 112 | VVISA INC | 41 | $12,000 | 0.0% | HOLD |
| 113 | SLVISHARES SILVER TR | 440 | $11,000 | 0.0% | HOLD |
| 114 | RIVNRIVIAN AUTOMOTIVE INC | 875 | $11,000 | 0.0% | HOLD |
| 115 | ALKAlaska Air Group, Inc. | 164 | $10,000 | 0.0% | HOLD |
| 116 | AXPAMERICAN EXPRESS CO | 36 | $10,000 | 0.0% | HOLD |
| 117 | DFASDIMENSIONAL ETF TRUST | 162 | $10,000 | 0.0% | NEW |
| 118 | DDOMINION ENERGY INC | 200 | $10,000 | 0.0% | HOLD |
| 119 | NORDSTROM INC | 440 | $10,000 | 0.0% | HOLD |
| 120 | EBSEMERGENT BIOSOLUTIONS INC | 1,000 | $9,000 | 0.0% | TRIM −50% |
| 121 | VAWVANGUARD WORLD FD | 49 | $9,000 | 0.0% | HOLD |
| 122 | DFAXDIMENSIONAL ETF TRUST | 330 | $8,000 | 0.0% | NEW |
| 123 | PYPLPAYPAL HLDGS INC | 100 | $8,000 | 0.0% | HOLD |
| 124 | UNHUNITEDHEALTH GROUP INC | 17 | $8,000 | 0.0% | HOLD |
| 125 | MOOVANECK ETF TRUST | 119 | $7,000 | 0.0% | HOLD |
| 126 | ZGZILLOW GROUP INC | 100 | $7,000 | 0.0% | HOLD |
| 127 | NATIONALHEALTHCAREPROPERTIES | 122 | $6,000 | 0.0% | HOLD |
| 128 | IBMINTERNATIONAL BUSINESS MACHS | 30 | $6,000 | 0.0% | HOLD |
| 129 | MAGXRoundhill Daily 2X Long Magnificent Seven ETF | 150 | $6,000 | 0.0% | HOLD |
| 130 | SDYSPDR SER TR | 50 | $6,000 | 0.0% | HOLD |
| 131 | BXBLACKSTONE INC | 30 | $5,000 | 0.0% | HOLD |
| 132 | DHRDANAHER CORP DEL | 23 | $5,000 | 0.0% | HOLD |
| 133 | QQQINVESCO QQQ TR | 10 | $5,000 | 0.0% | HOLD |
| 134 | MRSHMARSH & MCLENNAN COS INC | 28 | $5,000 | 0.0% | HOLD |
| 135 | PEPPEPSICO INC | 35 | $5,000 | 0.0% | HOLD |
| 136 | MMM3M CO | 43 | $5,000 | 0.0% | HOLD |
| 137 | LINLINDE PLC | 14 | $5,000 | 0.0% | HOLD |
| 138 | GLTRABRDN PRECIOUS METALS BASKET | 45 | $4,000 | 0.0% | HOLD |
| 139 | ADBEADOBE INC | 11 | $4,000 | 0.0% | HOLD |
| 140 | CCLCARNIVAL CORP | 200 | $4,000 | 0.0% | HOLD |
| 141 | MTUMISHARES TR | 20 | $4,000 | 0.0% | NEW |
| 142 | MDLZMONDELEZ INTL INC | 79 | $4,000 | 0.0% | HOLD |
| 143 | OCOWENS CORNING NEW | 27 | $4,000 | 0.0% | HOLD |
| 144 | Southern Co 4.20 Pfd | 215 | $4,000 | 0.0% | NEW |
| 145 | UBERUBER TECHNOLOGIES INC | 73 | $4,000 | 0.0% | HOLD |
| 146 | CRHCRH PLC | 50 | $4,000 | 0.0% | HOLD |
| 147 | MOALTRIA GROUP INC | 60 | $3,000 | 0.0% | HOLD |
| 148 | BJBJS WHSL CLUB HLDGS INC | 35 | $3,000 | 0.0% | HOLD |
| 149 | CRWDCROWDSTRIKE HLDGS INC | 10 | $3,000 | 0.0% | HOLD |
| 150 | FANGDIAMONDBACK ENERGY INC | 23 | $3,000 | 0.0% | HOLD |
| 151 | PLTRPALANTIR TECHNOLOGIES INC | 50 | $3,000 | 0.0% | HOLD |
| 152 | PFEPFIZER INC | 150 | $3,000 | 0.0% | HOLD |
| 153 | BILSPDR SERIES TRUST | 34 | $3,000 | 0.0% | HOLD |
| 154 | SCHWSCHWAB CHARLES CORP | 50 | $3,000 | 0.0% | HOLD |
| 155 | VWOVANGUARD INTL EQUITY INDEX F | 77 | $3,000 | 0.0% | HOLD |
| 156 | MDTMEDTRONIC PLC | 50 | $3,000 | 0.0% | HOLD |
| 157 | COWSAMPLIFY ETF TR | 100 | $2,000 | 0.0% | HOLD |
| 158 | ANETArista Networks Inc | 20 | $2,000 | 0.0% | ADD 300% |
| 159 | BMYBRISTOL-MYERS SQUIBB CO | 50 | $2,000 | 0.0% | HOLD |
| 160 | CMPCOMPASS MINERALS INTL INC | 200 | $2,000 | 0.0% | HOLD |
| 161 | FITBFIFTH THIRD BANCORP | 50 | $2,000 | 0.0% | HOLD |
| 162 | FFORD MTR CO | 222 | $2,000 | 0.0% | HOLD |
| 163 | GPROGOPRO INC | 334 | $2,000 | 0.0% | HOLD |
| 164 | LYVLIVE NATION ENTERTAINMENT IN | 20 | $2,000 | 0.0% | HOLD |
| 165 | PRPERMIAN RESOURCES CORP | 150 | $2,000 | 0.0% | HOLD |
| 166 | RTXRTX CORPORATION | 25 | $2,000 | 0.0% | HOLD |
| 167 | RCKYROCKY BRANDS INC | 100 | $2,000 | 0.0% | HOLD |
| 168 | WBDWARNER BROS DISCOVERY INC | 220 | $2,000 | 0.0% | TRIM −95% |
| 169 | AESAES Corp. | 84 | $1,000 | 0.0% | HOLD |
| 170 | ARMARM HOLDINGS PLC | 10 | $1,000 | 0.0% | NEW |
| 171 | CARRCARRIER GLOBAL CORPORATION | 25 | $1,000 | 0.0% | HOLD |
| 172 | COPCONOCOPHILLIPS | 15 | $1,000 | 0.0% | NEW |
| 173 | DVNDEVON ENERGY CORP NEW | 50 | $1,000 | 0.0% | NEW |
| 174 | EPPISHARES INC | 36 | $1,000 | 0.0% | HOLD |
| 175 | LLYELI LILLY & CO | 2 | $1,000 | 0.0% | NEW |
| 176 | LYGLLOYDS BANKING GROUP PLC | 500 | $1,000 | 0.0% | HOLD |
| 177 | MCHPMICROCHIP TECHNOLOGY INC. | 34 | $1,000 | 0.0% | HOLD |
| 178 | NOWSERVICENOW INC | 1 | $1,000 | 0.0% | HOLD |
| 179 | ARENThe Arena Group Holdings Inc | 1,080 | $1,000 | 0.0% | HOLD |
| 180 | SMHVANECK ETF TRUST | 5 | $1,000 | 0.0% | TRIM −98% |
| 181 | ASMLASML HOLDING N V | 2 | $1,000 | 0.0% | HOLD |
| 182 | AMKRAMKOR TECHNOLOGY INC | 10 | $0 | 0.0% | HOLD |
| 183 | BBBLACKBERRY LTD | 6 | $0 | 0.0% | HOLD |
| 184 | BLMHBLUM HLDGS INC | 2 | $0 | 0.0% | HOLD |
| 185 | CLFCLEVELAND-CLIFFS INC NEW | 50 | $0 | 0.0% | HOLD |
| 186 | ENPHENPHASE ENERGY INC | 5 | $0 | 0.0% | TRIM −67% |
| 187 | AGFIRST MAJESTIC SILVER CORP | 13 | $0 | 0.0% | HOLD |
| 188 | GILDGILEAD SCIENCES INC | 22 | $0 | 0.0% | HOLD |
| 189 | MMNFQMEDMEN ENTERPRISES INC | 5,000 | $0 | 0.0% | HOLD |
| 190 | MRNAMODERNA INC | 5 | $0 | 0.0% | HOLD |
| 191 | OTISOTIS WORLDWIDE CORP | 7 | $0 | 0.0% | HOLD |
| 192 | SLBSCHLUMBERGER LTD | 5 | $0 | 0.0% | NEW |
| 193 | SBNY 5.0 31 DEC 2049 A - PFD | 40 | $0 | 0.0% | HOLD |
| 194 | SOLVSOLVENTUM CORP | 10 | $0 | 0.0% | HOLD |
| 195 | 23ANDME HOLDING CO | 50 | $0 | 0.0% | HOLD |
| 196 | WDBGWoodbrook Group Holdings Inc | 1 | $0 | 0.0% | HOLD |
| 197 | ZSZSCALER INC | 5 | $0 | 0.0% | HOLD |
| 198 | SWSMURFIT WESTROCK PLC | 8 | $0 | 0.0% | HOLD |
| 199 | INVZINNOVIZ TECHNOLOGIES LTD | 500 | $0 | 0.0% | HOLD |
Where this firm's principals came from and which firms its alumni went on to found.
