CIK 1876811
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 |
|---|---|---|---|
| MACLEAN, JR., FREDERICK, RICHARDS | PRESIDENT/CO-TRUSTEE OF FREDERICK R. MACLEAN, JR. REV. TRUST | 2005-01 | <5% ·◆ |
| MACLEAN, LAURA, G. | CO-TRUSTEE OF FREDERICK R. MACLEAN, JR. REV. TRUST/TRUSTEE OF MACLEAN FAMILY TRUST | 2005-01 | <5% ·◆ |
| MCCARVER, ROBERT, IAN | SECRETARY/TREASURER | 1997-02 | <5% ·◆ |
| MCCARVER, TRACY, M. | HEAD OF TRADING | 2014-01 | <5% ·◆ |
| SLATTERY, TIMOTHY, GLENN | CHIEF INVESTMENT OFFICER/TRUSTEE OF TIMOTHY GLENN SLATTERY REV. TRUST | 2007-01 | <5% ·◆ |
| TAYLOR, SAMUEL, HARDY | VICE PRESIDENT/CCO/ CO-TRUSTEE OF THE TAYLOR FAMILY REV. TRUST | 1997-02 |
| <5% ·◆ |
| TAYLOR, HEIDE, R. | CO-TRUSTEE OF THE TAYLOR FAMILY REV. TRUST | 2014-01 | <5% |
| TEAS, COURTNEY, ELIZABETH | CO-TRUSTEE OF THE TEAS REVOCABLETENANCY BY THE ENTIRETY TRUST | 2011-09 | <5% |
| TEAS, DAVID, KENNETH | CO-TRUSTEE OF THE TEAS REVOCABLE TENANCY BY THE ENTIRETY TRUST | 2011-09 | <5% |
| FREDERICK R. MACLEAN, JR. REV. TRUST DATED 05/31/00entity | OWNER | 2005-01 | 50–75% ·◆ |
| TIMOTHY GLENN SLATTERY REV. TRUST DATED 10/23/03entity | OWNER | 2007-01 | 10–25% ·◆ |
| MACLEAN FAMILY TRUST F/B/O FREDERICK R. MACLEAN III DATED 09/30/04entity | OWNER | 2005-01 | 5–10% ·◆ |
| MACLEAN FAMILY TRUST F/B/O MADELINE R. MACLEAN DATED 09/30/04entity | OWNER | 2005-01 | 5–10% ·◆ |
| ROBERT IAN MCCARVER AND TRACY M. MCCARVER - TENANTS BY THE ENTIRETYentity | OWNER | 2017-03 | 5–10% ·◆ |
| THE TAYLOR FAMILY REV. TRUST DATED 05/17/11entity | OWNER | 2014-01 | 5–10% |
| TEAS REVOCABLE TENANCY BY THE ENTIRETY TRUST DATED 9/27/11entity | OWNER | 2018-08 | <5% |
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) |
|---|---|---|---|
| HINKLE, DARRYL, LEE | PORTFOLIO MANAGER\CO-TRUSTEE OF THE DARRYL L. HINKLE REV. TRUST · PORTFOLIO MANAGER | 2018-10 | — not seen at a tracked firm |
| HINKLE, LINDA, MARIE | CO-TRUSTEE OF THE DARRYL L. HINKLE REV. TRUST | 2018-10 | — 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.
