CIK 743482
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.
Firm-level facts as reported by the adviser on Form ADV Part 1A (latest filing 2026-04-03). Regulatory assets under management (RAUM) is Form ADV's gross figure and can differ from a 13F long book — it includes private-fund assets, leverage and non-13(f) securities. Titles and figures as-filed. Latest ADV filing 2026-04-03. Form ADV ↗
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| LITTLE, DAVID, KIMBER | PRESIDENT (SINCE 06/2016), TRUSTEE OF THE DAVID K. LITTLE AND JULIE A. LITTLE LIVING TRUST UAD 09/16/2008, CHAIRMAN, DIRECTOR | 2024-01 | 50–75% ·◆ |
| LITTLE, JULIE, ANN | TRUSTEE OF THE DAVID K. LITTLE AND JULIE A. LITTLE LIVING TRUST UAD 09/16/2008, DIRECTOR | 2008-11 | 50–75% ·◆ |
| LACHMAN, CARL, WESLEY ROGER | VICE PRESIDENT (SINCE 06/2016), TRUSTEE OF THE LACHMAN FAMILY TRUST DATED 2/26/2004 | 2016-01 | 10–25% ·◆ |
| MACLEOD, DAVID, KENNETH | CHIEF INVESTMENT OFFICER, SHAREHOLDER | 2019-07 | 5–10% ·◆ |
| BUCHHOLTZ, PATRICIA, BURNETTE | CHIEF COMPLIANCE OFFICER | 2016-01 | <5% ·◆ |
| CAMP, CARL, JACKSON | DIRECTOR | 1984-06 | <5% ·◆ |
| Moore, James, Ira | SHAREHOLDER | 2024-01 | <5% ·◆ |
| LACHMAN, MARCIA, NASH | TRUSTEE OF THE LACHMAN FAMILY TRUST DATED 2/26/2004 | 2016-01 | 10–25% |
| MCSHANE, REBEKAH | TRUSTEE OF THE MCSHANE LIVING TRUST DATED 07/15/2019 | 2020-01 | 10–25% |
| MCSHANE, TRAVIS, JOHN | TRUSTEE OF THE MCSHANE LIVING TRUST DATED 07/15/2019 | 2020-01 | 10–25% |
| CALDERON, AIMEE, E. | TRUSTEE OF THE CALDERON FAMILY JOINT LIVING TRUST DTD 10/30/2006 | 2021-01 | <5% |
| CALDERON, ANDREW | TRUSTEE OF THE CALDERON FAMILY JOINT LIVING TRUST DTD 10/30/2006 | 2021-01 | <5% |
| HALL, RUSSELL, WILLIAM | TRUSTEE OF THE HALL LIVING TRUST 2015 DTD 09/08/2015 | 2017-01 | <5% |
| Hall, Connie, Shek | TRUSTEE OF THE HALL LIVING TRUST 2015 DTD 09/08/2015 | 2017-01 | <5% |
| DAVID K. LITTLE AND JULIE A. LITTLE LIVING TRUST UAD 09/16/2008entity | SHAREHOLDER | 2008-11 | 50–75% |
| LACHMAN FAMILY TRUST DATED 2/26/2004entity | SHAREHOLDER | 2016-01 | 10–25% |
| MCSHANE LIVING TRUST, DATED 07/15/2019entity | SHAREHOLDER | 2020-01 | 10–25% |
| CALDERON FAMILY JOINT LIVING TRUST DTD 10/30/2006entity | SHAREHOLDER | 2021-01 | <5% |
| HALL LIVING TRUST 2015 DTD 09/08/2015entity | SHAREHOLDER | 2017-01 | <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) |
|---|---|---|---|
| ROJAS, SCOTT, ANDREW | VICE PRESIDENT | 2024-10 | — not seen at a tracked firm |
| CAMP, JUDITH, DOLAN | DIRECTOR | 2023-02 | — not seen at a tracked firm |
| CAMP, WOFFORD, BENJAMIN | CHAIRMAN OF THE BOARD | 2013-04 | — 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.
