CIK 1813577
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.
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| BATES, AARON, LEE | PRESIDENT | 2025-01 | 25–50% ·◆ |
| GILMER, RYAN, TIMOTHY | CCO AND CHIEF INVESTMENT OFFICER | 2019-11 | 10–25% ·◆ |
| HINKLE, NEIL | VICE PRESIDENT | 2019-01 | 10–25% ·◆ |
| KEY, ERIC, MILLER | TREASURER | 2010-01 | 10–25% ·◆ |
| YODER, TERI, DIANE | CPA | 2022-01 | 10–25% ·◆ |
| CARPENTER, BEAU, JOSEPH | CPA | 2025-01 | 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) |
|---|---|---|---|
| HESS, JAMES, HOWARD | PRESIDENT | 2024-02 | — not seen at a tracked firm |
| REYNOLDS, TAMI, LEE | VICE PRESIDENT | 2022-03 | — not seen at a tracked firm |
| HARVEY, WILLIAM, STEPHEN | VICE PRESIDENT | 2019-11 | — not seen at a tracked firm |
| TANNER, KIM, ELAINE | SECRETARY | 2017-06 | — not seen at a tracked firm |
| KRAMER, ROGER, JOHN | TREASURER | 2014-01 | — 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.
