CIK 1978521
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 |
|---|---|---|---|
| DILLARD, STUART, PRESTON | MANAGING DIRECTOR | 2022-04 | 50–75% ·◆ |
| STOREY, SCOTT, JORDAN | MANAGING DIRECTOR | 2022-01 | 50–75% ·◆ |
| THOMAS, WILLIAM, M. | DIRECTOR OF OPERATIONS & CHIEF COMPLIANCE OFFICER | 2025-03 | <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) |
|---|
| PALUGI, CANDY, JOHNSON | CHIEF COMPLIANCE OFFICER | 2024-09 | Strategic Planning, Inc. |
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.
