Managers

29 positions · as of June 30, 2026 · Avantor Inc · Ncr Atleos Corporation · Brinks Co

30 positions · as of June 30, 2026 · Invesco Qqq Tr · Advanced Micro Devices Inc · Coupang Inc

60 positions · as of June 30, 2026 · Garrett Motion Inc · Silicon Motion Technology Co · Celcuity Inc

267 positions · as of September 30, 2026 · Ishares Tr · J P Morgan Exchange Traded F · Apple Inc

97 positions · as of September 30, 2026 · Ishares Tr · Bny Mellon ETF Trust · State Str SPDR S&P 500 ETF T

58 positions · as of June 30, 2026 · Vaneck ETF Trust · Caterpillar Inc · Ge Vernova Inc

2847 positions · as of September 30, 2026 · SPDR Series Trust · Ishares Tr · Vaneck ETF Trust

343 positions · as of June 30, 2026 · Ishares Tr · Blackrock ETF Trust · Schwab Strategic Tr

217 positions · as of March 31, 2025 · Dimensional ETF (trust Intl Core Eqt Mk) · Berkshire Hathaway · Vanguard Index Fds (vanguard Value ETF Formerly Vanguard)

471 positions · as of June 30, 2026 · Ishares Tr · Goldman Sachs ETF Tr · Vanguard World Fd

169 positions · as of September 30, 2026 · Ishares Tr · Apple Inc · Nvidia Corporation

35 positions · as of December 31, 2018 · United Continental Holdings In · Alphabet Inc · Nielsen Nv

279 positions · as of September 30, 2026 · Ishares Tr · Blackrock ETF Trust · Invesco Qqq Tr

221 positions · as of March 31, 2023 · Exxon Mobil Corp · Service Corp Intl · Microsoft Corp

83 positions · as of June 30, 2026 · Nvidia Corporation Com · Alphabet Inc Cap Stk Cl C · Vanguard Short-term Corporate Bond ETF

411 positions · as of September 30, 2026 · Nokia Oyj · British American Tobacco PLC · Diageo PLC

81 positions · as of June 30, 2026 · Ishares Tr · Fidelity Covington Trust · Vanguard World Fd

8 positions · as of June 30, 2026 · Vanguard S&P 500 ETF · Vanguard Russell 1000 Growth ETF · Vanguard Ftse Developed Markets ETF

204 positions · as of June 30, 2026 · Ishares Tr · Nvidia Corporation · Toronto Dominion Bk Ont

167 positions · as of September 30, 2024 · Royal Bk Cda · Toronto Dominion Bk Ont · Bank Montreal Que

323 positions · as of September 30, 2026 · Ishares Tr · Microsoft Corp · SPDR Series Trust

641 positions · as of December 31, 2022 · Apple Inc · Microsoft · First Tr Exchange-traded Fd

10 positions · as of June 30, 2026 · Coca Cola Co · Berkshire Hathaway Inc Del · Palantir Technologies Inc

252 positions · as of September 30, 2017 · John Hancock Fds Iii · Murphy Oil Corp · Fidelity Contrafund Inc