CIK 1989941
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 |
|---|---|---|---|
| LAWING, BRADLEY, CHRISTOPHER | VICE PRESIDENT AND MEMBER | 2017-05 | 25–50% ·◆ |
| LAWING, KERRY, LEE | CHIEF EXECUTIVE OFFICER AND MEMBER | 2021-02 | 25–50% ·◆ |
| STAFFORD, ANDREW, FRANKLIN | CHIEF COMPLIANCE OFFICER, PRESIDENT AND MEMBER | 2017-08 | 10–25% ·◆ |
| RENFRO, HEATHER, ANN | MEMBER | 2021-02 | 5–10% |
| VANDER WAL, MARCIA, KAY | MEMBER | 2021-02 | <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.
