CIK 1806091
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2021-Q2. 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 | 94.01% | 65 |
| Construction & Engineering | 0.90% | 1 |
| Technology Hardware & Equipment | 0.65% | 8 |
| Pharmaceuticals & Biotechnology | 0.63% | 15 |
| Health Care Equipment & Supplies | 0.49% | 8 |
| Banks | 0.43% | 12 |
| Specialty Retail | 0.37% | 10 |
| Software | 0.34% | 9 |
| Utilities | 0.26% | 13 |
| Hotels, Restaurants & Leisure | 0.25% | 3 |
| Chemicals | 0.23% | 8 |
| Aerospace & Defense | 0.19% | 4 |
| Semiconductors & Semiconductor Equipment | 0.15% | 4 |
| Machinery | 0.14% | 6 |
| Media & Entertainment | 0.11% | 2 |
| Diversified Telecommunication Services | 0.11% | 2 |
| Insurance | 0.10% | 12 |
| Beverages | 0.10% | 3 |
| Metals & Mining | 0.08% | 1 |
| Road & Rail | 0.07% | 3 |
| Construction Materials | 0.07% | 1 |
| Equity Real Estate Investment Trusts (REITs) | 0.07% | 4 |
| Electrical Equipment & Components | 0.06% | 3 |
| Food Products | 0.05% | 4 |
| Software & IT Services | 0.04% | 6 |
| Capital Markets | 0.04% | 2 |
| Oil, Gas & Consumable Fuels | 0.03% | 4 |
| Leisure Products | 0.02% | 1 |
| Commercial Services & Supplies | 0.01% | 5 |
| Food & Staples Retailing | 0.01% | 1 |
| Automobiles & Components | 0.01% | 2 |
| Distributors | 0.00% | 2 |
| Communications Equipment | 0.00% | 3 |
| Paper & Forest Products | 0.00% | 2 |
| Tobacco | 0.00% | 2 |
| Agricultural Products | 0.00% | 1 |
| Entertainment | 0.00% | 1 |
| Life Sciences Tools & Services | 0.00% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | SCHX | SCHWAB U.S. LARGE-CAP ETF | Unclassified | 28.06% |
| 2 | SCHA | SCHWAB STRATEGIC TR | Unclassified | 21.00% |
| 3 | SCHM | SCHWAB STRATEGIC TR | Unclassified | 12.50% |
| 4 | MGV | VANGUARD WORLD FD | Unclassified | 8.30% |
| 5 | IWS | ISHARES TR | Unclassified | 5.74% |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | Unclassified | 4.69% |
| 7 | MDY | SPDR S&P MIDCAP 400 ETF TR | Unclassified | 2.76% |
| 8 | ESGU | ISHARES TR | Unclassified | 2.13% |
| 9 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | Unclassified | 1.92% |
| 10 | IJR | ISHARES TR | Unclassified | 1.63% |
170/234 names classified · sector 6.2% of weight · industry 6.0% · mkt cap 6.1%; 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: 6.2% of the book is sector-classified (unclassified names shown, never dropped).
Only 6% of book weight classified — the grid is NOT representative of the whole book.
Classified: 5.8% of book weight (159/224 names) · unclassified 94.2%: SCHX, SCHA, SCHM, MGV, IWS, SPY, MDY, ESGU, SCHG, IJR +55 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 | SCHXSCHWAB U.S. LARGE-CAP ETF | 469,858 | $49M | 28.1% | HOLD |
| 2 | SCHASCHWAB STRATEGIC TR | 365,523 | $37M | 21.0% | HOLD |
| 3 | SCHMSCHWAB STRATEGIC TR | 284,103 | $22M | 12.5% | HOLD |
| 4 | MGVVANGUARD WORLD FD | 147,765 | $14M | 8.3% | HOLD |
| 5 | IWSISHARES TR | 88,282 | $10M | 5.7% | HOLD |
| 6 | SPYSTATE STR SPDR S&P 500 ETF T | 19,044 | $8M | 4.7% | HOLD |
| 7 | MDYSPDR S&P MIDCAP 400 ETF TR | 10,007 | $5M | 2.8% | HOLD |
| 8 | ESGUISHARES TR | 37,692 | $4M | 2.1% | ADD 3% |
| 9 | SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | 22,545 | $3M | 1.9% | HOLD |
| 10 | IJRISHARES TR | 26,035 | $3M | 1.6% | TRIM −4% |
| 11 | NVRNVR INC | 327 | $2M | 0.9% | HOLD |
| 12 | SCHBSCHWAB STRATEGIC TR | 12,143 | $1M | 0.7% | TRIM −3% |
| 13 | SCHFSCHWAB STRATEGIC TR | 29,658 | $1M | 0.7% | HOLD |
| 14 | AAPLAPPLE INC | 5,701 | $807,000 | 0.5% | ADD 3% |
| 15 | JPMJPMORGAN CHASE & CO | 3,914 | $641,000 | 0.4% | HOLD |
| 16 | SCHESCHWAB STRATEGIC TR | 20,240 | $617,000 | 0.4% | HOLD |
| 17 | MMM3M CO | 3,214 | $564,000 | 0.3% | HOLD |
| 18 | MSFTMICROSOFT CORP | 1,870 | $527,000 | 0.3% | ADD 38% |
| 19 | VTIVANGUARD INDEX FDS | 2,274 | $505,000 | 0.3% | HOLD |
| 20 | QQQINVESCO QQQ TR | 1,184 | $424,000 | 0.2% | TRIM −14% |
| 21 | BRK.BBERKSHIRE HATHAWAY INC DEL | 1,486 | $405,000 | 0.2% | TRIM −18% |
| 22 | IJKISHARES TR | 5,024 | $398,000 | 0.2% | HOLD |
| 23 | SCHVSCHWAB STRATEGIC TR | 5,827 | $393,000 | 0.2% | HOLD |
| 24 | IVEISHARES TR | 2,499 | $363,000 | 0.2% | HOLD |
| 25 | VUGVANGUARD INDEX FDS | 1,243 | $361,000 | 0.2% | HOLD |
| 26 | CHHCHOICE HOTELS INTL INC | 2,792 | $353,000 | 0.2% | HOLD |
| 27 | IJJISHARES TR | 3,252 | $335,000 | 0.2% | HOLD |
| 28 | IVWISHARES TR | 4,104 | $303,000 | 0.2% | HOLD |
| 29 | VTVVANGUARD INDEX FDS | 2,150 | $291,000 | 0.2% | HOLD |
| 30 | PGPROCTER AND GAMBLE CO | 2,035 | $284,000 | 0.2% | HOLD |
| 31 | SYNOVUS FINL CORP | 6,183 | $271,000 | 0.2% | ADD 25% |
| 32 | HDHOME DEPOT INC | 793 | $260,000 | 0.1% | ADD 3% |
| 33 | NVONOVO-NORDISK A S | 2,695 | $259,000 | 0.1% | HOLD |
| 34 | SCHZSCHWAB STRATEGIC TR | 4,712 | $256,000 | 0.1% | ADD 8% |
| 35 | TGTTARGET CORP | 1,117 | $256,000 | 0.1% | HOLD |
| 36 | CSCOCISCO SYS INC | 4,381 | $238,000 | 0.1% | TRIM −18% |
| 37 | EWLISHARES INC | 4,780 | $223,000 | 0.1% | HOLD |
| 38 | JNJJOHNSON & JOHNSON | 1,196 | $193,000 | 0.1% | HOLD |
| 39 | INTCINTEL CORP | 3,477 | $185,000 | 0.1% | ADD 6% |
| 40 | ABBVABBVIE INC | 1,610 | $174,000 | 0.1% | HOLD |
| 41 | IVVISHARES TR | 380 | $164,000 | 0.1% | TRIM −17% |
| 42 | PNWPINNACLE WEST CAP CORP | 2,271 | $164,000 | 0.1% | HOLD |
| 43 | RTXRTX CORPORATION | 1,860 | $160,000 | 0.1% | HOLD |
| 44 | ABTABBOTT LABS | 1,267 | $150,000 | 0.1% | HOLD |
| 45 | IWBISHARES TR | 612 | $148,000 | 0.1% | HOLD |
| 46 | IWNISHARES TR | 900 | $144,000 | 0.1% | HOLD |
| 47 | OMCOMNICOM GROUP INC | 1,975 | $143,000 | 0.1% | HOLD |
| 48 | EWEDWARDS LIFESCIENCES CORP | 1,231 | $139,000 | 0.1% | ADD 3% |
| 49 | NUENUCOR CORP | 1,400 | $138,000 | 0.1% | TRIM −13% |
| 50 | MRKMERCK & CO INC | 1,766 | $133,000 | 0.1% | HOLD |
| 51 | NEENEXTERA ENERGY INC | 1,651 | $130,000 | 0.1% | HOLD |
| 52 | MLMMARTIN MARIETTA MATLS INC | 351 | $120,000 | 0.1% | HOLD |
| 53 | XELXCEL ENERGY INC | 1,871 | $117,000 | 0.1% | HOLD |
| 54 | LMTLOCKHEED MARTIN CORP | 314 | $108,000 | 0.1% | HOLD |
| 55 | VBKVANGUARD INDEX FDS | 386 | $108,000 | 0.1% | HOLD |
| 56 | PEPPEPSICO INC | 663 | $100,000 | 0.1% | ADD 3% |
| 57 | VZVERIZON COMMUNICATIONS INC | 1,841 | $99,000 | 0.1% | ADD 3% |
| 58 | CARRCARRIER GLOBAL CORPORATION | 1,860 | $96,000 | 0.1% | HOLD |
| 59 | TAT&T INC | 3,342 | $90,000 | 0.1% | HOLD |
| 60 | CATCATERPILLAR INC | 411 | $79,000 | 0.0% | ADD 3% |
| 61 | PHOINVESCO EXCHANGE TRADED FD T | 1,423 | $78,000 | 0.0% | TRIM −50% |
| 62 | MCDMCDONALDS CORP | 319 | $77,000 | 0.0% | HOLD |
| 63 | OTISOTIS WORLDWIDE CORP | 930 | $77,000 | 0.0% | HOLD |
| 64 | SPLVINVESCO EXCH TRADED FD TR II | 1,242 | $76,000 | 0.0% | HOLD |
| 65 | IBMINTERNATIONAL BUSINESS MACHS | 532 | $74,000 | 0.0% | TRIM −3% |
| 66 | IYFISHARES TR | 898 | $74,000 | 0.0% | HOLD |
| 67 | LOWLOWES COS INC | 359 | $73,000 | 0.0% | HOLD |
| 68 | UNPUNION PAC CORP | 371 | $73,000 | 0.0% | HOLD |
| 69 | BAXBAXTER INTL INC | 900 | $72,000 | 0.0% | HOLD |
| 70 | GABGABELLI EQUITY TR INC | 10,460 | $70,000 | 0.0% | NEW |
| 71 | XLFSELECT SECTOR SPDR TR | 1,864 | $70,000 | 0.0% | TRIM −8% |
| 72 | NVSEFNovartis AG | 850 | $70,000 | 0.0% | NEW |
| 73 | EWWISHARES INC MSCI MEXICO ETF | 1,440 | $69,000 | 0.0% | HOLD |
| 74 | KOCOCA COLA CO | 1,303 | $68,000 | 0.0% | ADD 3% |
| 75 | GILDGILEAD SCIENCES INC | 977 | $68,000 | 0.0% | ADD 2% |
| 76 | AMGNAMGEN INC | 317 | $67,000 | 0.0% | HOLD |
| 77 | AMATAPPLIED MATLS INC | 524 | $67,000 | 0.0% | HOLD |
| 78 | PSAPUBLIC STORAGE OPER CO | 219 | $65,000 | 0.0% | HOLD |
| 79 | ITWILLINOIS TOOL WKS INC | 312 | $64,000 | 0.0% | HOLD |
| 80 | XLUSELECT SECTOR SPDR TR | 1,000 | $64,000 | 0.0% | HOLD |
| 81 | FMCF M C CORP | 640 | $59,000 | 0.0% | HOLD |
| 82 | TROWPRICE T ROWE GROUP INC | 300 | $59,000 | 0.0% | HOLD |
| 83 | VDCVANGUARD WORLD FD | 314 | $56,000 | 0.0% | HOLD |
| 84 | AMERICA MOVIL SAB DE CV | 3,098 | $55,000 | 0.0% | HOLD |
| 85 | WSBCWESBANCO INC | 1,581 | $54,000 | 0.0% | HOLD |
| 86 | HONHONEYWELL INTL INC | 250 | $53,000 | 0.0% | HOLD |
| 87 | WPCW. P. Carey Inc. | 717 | $52,000 | 0.0% | ADD 2% |
| 88 | PRUPRUDENTIAL FINL INC | 485 | $51,000 | 0.0% | ADD 5% |
| 89 | CLXCLOROX CO DEL | 300 | $50,000 | 0.0% | HOLD |
| 90 | CMCSACOMCAST CORP NEW | 898 | $50,000 | 0.0% | ADD 6% |
| 91 | SYKSTRYKER CORPORATION | 182 | $48,000 | 0.0% | HOLD |
| 92 | ORCLORACLE CORP | 526 | $46,000 | 0.0% | HOLD |
| 93 | CSXCSX CORP | 1,500 | $45,000 | 0.0% | HOLD |
| 94 | METAMETA PLATFORMS INC | 126 | $43,000 | 0.0% | NEW |
| 95 | TRVTRAVELERS COMPANIES INC | 280 | $43,000 | 0.0% | HOLD |
| 96 | IWVISHARES TR | 165 | $42,000 | 0.0% | HOLD |
| 97 | SJMSMUCKER J M CO | 344 | $41,000 | 0.0% | HOLD |
| 98 | SCZISHARES TR | 530 | $39,000 | 0.0% | TRIM −7% |
| 99 | COSTCOSTCO WHSL CORP NEW | 81 | $36,000 | 0.0% | ADD 8% |
| 100 | HASHASBRO INC | 400 | $36,000 | 0.0% | HOLD |
| 101 | USBUS BANCORP | 565 | $34,000 | 0.0% | TRIM −72% |
| 102 | IWMISHARES TR | 150 | $33,000 | 0.0% | HOLD |
| 103 | MDLZMONDELEZ INTL INC | 562 | $33,000 | 0.0% | ADD 5% |
| 104 | RSPINVESCO EXCHANGE TRADED FD T | 205 | $31,000 | 0.0% | HOLD |
| 105 | CBCHUBB LIMITED | 150 | $26,000 | 0.0% | HOLD |
| 106 | IWFISHARES TR | 86 | $24,000 | 0.0% | TRIM −10% |
| 107 | XLYSELECT SECTOR SPDR TR | 135 | $24,000 | 0.0% | TRIM −3% |
| 108 | XLKSELECT SECTOR SPDR TR | 158 | $24,000 | 0.0% | TRIM −12% |
| 109 | VOVANGUARD INDEX FDS | 100 | $24,000 | 0.0% | HOLD |
| 110 | CVXCHEVRON CORP NEW | 231 | $23,000 | 0.0% | ADD 10% |
| 111 | TEMPLETON GLOBAL INCOME FD | 4,210 | $23,000 | 0.0% | HOLD |
| 112 | EWNISHARES INC | 450 | $22,000 | 0.0% | HOLD |
| 113 | GEGE AEROSPACE | 200 | $21,000 | 0.0% | NEW |
| 114 | BMYBRISTOL-MYERS SQUIBB CO | 341 | $20,000 | 0.0% | ADD 4% |
| 115 | SCHOSCHWAB SHORT-TERM US TREASURY ETF | 390 | $20,000 | 0.0% | NEW |
| 116 | IJHISHARES TR | 73 | $19,000 | 0.0% | HOLD |
| 117 | NUVNUVEEN MUN VALUE FD INC | 1,665 | $19,000 | 0.0% | HOLD |
| 118 | XOMEXXON MOBIL CORP | 295 | $17,000 | 0.0% | ADD 13% |
| 119 | AMZNAMAZON COM INC | 5 | $16,000 | 0.0% | ADD 67% |
| 120 | FHLCFIDELITY COVINGTON TRUST | 257 | $16,000 | 0.0% | TRIM −54% |
| 121 | IBBISHARES TR | 101 | $16,000 | 0.0% | HOLD |
| 122 | METMETLIFE INC | 264 | $16,000 | 0.0% | ADD 16% |
| 123 | ELVELEVANCE HEALTH INC FORMERLY | 40 | $15,000 | 0.0% | HOLD |
| 124 | CVSCVS HEALTH CORP | 171 | $15,000 | 0.0% | ADD 14% |
| 125 | DTEDTE ENERGY CO | 123 | $14,000 | 0.0% | HOLD |
| 126 | ALCALCON AG | 170 | $14,000 | 0.0% | HOLD |
| 127 | GOOGALPHABET INC | 4 | $11,000 | 0.0% | NEW |
| 128 | PNCPNC FINL SVCS GROUP INC | 50 | $10,000 | 0.0% | ADD 19% |
| 129 | VRSNVERISIGN INC | 50 | $10,000 | 0.0% | HOLD |
| 130 | EXCEXELON CORP | 179 | $9,000 | 0.0% | HOLD |
| 131 | CGCCANOPY GROWTH CORP | 600 | $8,000 | 0.0% | HOLD |
| 132 | BARRICK GOLD CORP | 413 | $7,000 | 0.0% | HOLD |
| 133 | KHCKRAFT HEINZ CO | 190 | $7,000 | 0.0% | HOLD |
| 134 | MFCMANULIFE FINL CORP | 368 | $7,000 | 0.0% | HOLD |
| 135 | UNHUNITEDHEALTH GROUP INC | 17 | $7,000 | 0.0% | NEW |
| 136 | ZMZOOM COMMUNICATIONS INC | 25 | $7,000 | 0.0% | HOLD |
| 137 | DUKDUKE ENERGY CORP NEW | 58 | $6,000 | 0.0% | HOLD |
| 138 | EIXEDISON INTL | 104 | $6,000 | 0.0% | HOLD |
| 139 | GMGENERAL MTRS CO | 116 | $6,000 | 0.0% | HOLD |
| 140 | OGNORGANON & CO | 168 | $6,000 | 0.0% | TRIM −3% |
| 141 | VVISA INC | 26 | $6,000 | 0.0% | NEW |
| 142 | WMTWALMART INC | 41 | $6,000 | 0.0% | ADD 105% |
| 143 | BLKBLACKROCK INC | 6 | $5,000 | 0.0% | NEW |
| 144 | GDGENERAL DYNAMICS CORP | 24 | $5,000 | 0.0% | ADD 33% |
| 145 | ISRGINTUITIVE SURGICAL INC | 5 | $5,000 | 0.0% | NEW |
| 146 | PFEPFIZER INC | 111 | $5,000 | 0.0% | TRIM −66% |
| 147 | ZTSZOETIS INC | 26 | $5,000 | 0.0% | NEW |
| 148 | ADPAUTOMATIC DATA PROCESSING IN | 21 | $4,000 | 0.0% | HOLD |
| 149 | BNYBANK NEW YORK MELLON CORP | 68 | $4,000 | 0.0% | HOLD |
| 150 | INTUINTUIT | 7 | $4,000 | 0.0% | HOLD |
| 151 | LCIDLUCID GROUP INC | 150 | $4,000 | 0.0% | NEW |
| 152 | MNSTMONSTER BEVERAGE CORP NEW | 44 | $4,000 | 0.0% | NEW |
| 153 | PSXPHILLIPS 66 | 61 | $4,000 | 0.0% | ADD 42% |
| 154 | SBUXSTARBUCKS CORP | 36 | $4,000 | 0.0% | TRIM −85% |
| 155 | UPSUNITED PARCEL SERVICE INC | 20 | $4,000 | 0.0% | HOLD |
| 156 | WMWASTE MGMT INC DEL | 24 | $4,000 | 0.0% | HOLD |
| 157 | DTMDT MIDSTREAM INC | 61 | $3,000 | 0.0% | NEW |
| 158 | DDOMINION ENERGY INC | 46 | $3,000 | 0.0% | HOLD |
| 159 | DOVDOVER CORP | 22 | $3,000 | 0.0% | HOLD |
| 160 | GRXGABELLI HLTHCARE & WELLNESS | 216 | $3,000 | 0.0% | NEW |
| 161 | GPCGENUINE PARTS CO | 24 | $3,000 | 0.0% | HOLD |
| 162 | HPQHP INC | 92 | $3,000 | 0.0% | NEW |
| 163 | NOVNOV INC | 250 | $3,000 | 0.0% | HOLD |
| 164 | NKENIKE INC | 24 | $3,000 | 0.0% | NEW |
| 165 | PYPLPAYPAL HLDGS INC | 13 | $3,000 | 0.0% | NEW |
| 166 | THOMSON REUTERS CORP. | 24 | $3,000 | 0.0% | NEW |
| 167 | VRTXVERTEX PHARMACEUTICALS INC | 17 | $3,000 | 0.0% | NEW |
| 168 | WFCWELLS FARGO CO NEW | 54 | $3,000 | 0.0% | NEW |
| 169 | XILINX INC | 20 | $3,000 | 0.0% | NEW |
| 170 | MNGPFMan Group PLC | 1,201 | $3,000 | 0.0% | HOLD |
| 171 | AFLAFLAC INC | 35 | $2,000 | 0.0% | NEW |
| 172 | ADBEADOBE INC | 4 | $2,000 | 0.0% | NEW |
| 173 | ALGNALIGN TECHNOLOGY INC | 3 | $2,000 | 0.0% | NEW |
| 174 | AEPAMERICAN ELEC PWR CO INC | 30 | $2,000 | 0.0% | HOLD |
| 175 | CECELANESE CORP DEL | 10 | $2,000 | 0.0% | NEW |
| 176 | COPCONOCOPHILLIPS | 36 | $2,000 | 0.0% | NEW |
| 177 | EAELECTRONIC ARTS INC | 17 | $2,000 | 0.0% | NEW |
| 178 | FTNTFORTINET INC | 7 | $2,000 | 0.0% | NEW |
| 179 | AJGGALLAGHER ARTHUR J & CO | 13 | $2,000 | 0.0% | NEW |
| 180 | IDXXIDEXX LABS INC | 3 | $2,000 | 0.0% | NEW |
| 181 | KEYKEYCORP | 73 | $2,000 | 0.0% | NEW |
| 182 | KMBKIMBERLY-CLARK CORP | 15 | $2,000 | 0.0% | HOLD |
| 183 | MRSHMARSH & MCLENNAN COS INC | 14 | $2,000 | 0.0% | NEW |
| 184 | PEOPLES UNITED FINANCIAL INC | 97 | $2,000 | 0.0% | HOLD |
| 185 | PMPHILIP MORRIS INTL INC | 24 | $2,000 | 0.0% | NEW |
| 186 | PLDPROLOGIS INC. | 19 | $2,000 | 0.0% | NEW |
| 187 | QCOMQUALCOMM INC | 17 | $2,000 | 0.0% | NEW |
| 188 | REGNREGENERON PHARMACEUTICALS | 4 | $2,000 | 0.0% | NEW |
| 189 | ROPROPER TECHNOLOGIES INC | 4 | $2,000 | 0.0% | NEW |
| 190 | SOSOUTHERN CO | 31 | $2,000 | 0.0% | NEW |
| 191 | TSNTYSON FOODS INC | 27 | $2,000 | 0.0% | NEW |
| 192 | WALGREENS BOOTS ALLIANCE INC | 38 | $2,000 | 0.0% | HOLD |
| 193 | ALLEALLEGION PLC | 12 | $2,000 | 0.0% | NEW |
| 194 | MDTMEDTRONIC PLC | 18 | $2,000 | 0.0% | NEW |
| 195 | ASMLASML HOLDING N V | 3 | $2,000 | 0.0% | NEW |
| 196 | Optibase Ltd. | 70 | $1,000 | 0.0% | HOLD |
| 197 | ABIOMED INC | 2 | $1,000 | 0.0% | NEW |
| 198 | APDAIR PRODS & CHEMS INC | 5 | $1,000 | 0.0% | NEW |
| 199 | MOALTRIA GROUP INC | 15 | $1,000 | 0.0% | NEW |
| 200 | AMEAMETEK INC | 6 | $1,000 | 0.0% | NEW |
Where this firm's principals came from and which firms its alumni went on to found.
