Managers

151 positions · as of September 30, 2026 · Ishares Tr · Vanguard Tax-managed Fds · Apple Inc

347 positions · as of June 30, 2019 · Chemical Finl Corp · Dupont De Nemours Inc · Dow Inc

7 positions · as of June 30, 2026 · Kymera Therapeutics, Inc. · Dyne Therapeutics, Inc. · Sionna Therapeutics, Inc.

55 positions · as of September 30, 2026 · Ishares Tr · Taiwan Semiconductor Manufac · Warner Bros Discovery Inc

70 positions · as of June 30, 2026 · Lumen Technologies Inc · Cognex Corp · Ge Aerospace

18 positions · as of December 31, 2015 · Mednax Inc · Snap-on Inc · World Fuel Services Corp

188 positions · as of September 30, 2026 · Vanguard Index Fds · Vanguard Whitehall Fds · Janus Detroit Str Tr

391 positions · as of September 30, 2023 · Ishares Core S&P 500 ETF · Accenture PLC Ireland Shs Class A · Ishares Core Total Usd Bond Market ETF

211 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · Ishares Gold Tr

120 positions · as of March 31, 2015 · Ishares Tr · Blackrock Cr Allctn Inc Tr · Tri Contl Corp

95 positions · as of September 30, 2026 · Ishares Tr · Ishares Inc · Fidelity Covington Trust

73 positions · as of June 30, 2026 · Automatic Data Processing In · Emerson Elec Co · M & T Bk Corp

209 positions · as of September 30, 2026 · Ishares Tr · J P Morgan Exchange Traded F · Blackrock ETF Trust

131 positions · as of September 30, 2026 · Ishares Russell 1000 ETF · Invesco Ftse Rafi Us 1000 ETF · Vanguard Ftse Developed Markets ETF

303 positions · as of June 30, 2023 · Johnson & Johnson · Ishares Tr · Vanguard World Fd

125 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · Vanguard Star Fds

286 positions · as of December 31, 2015 · Vanguard · Simmons First National Corp Cl A · Jack Henry And Assoc Inc

51 positions · as of June 30, 2026 · Applied Materials · Chevron Corporation · Sprott Physical Gold & Silver

27 positions · as of December 31, 2025 · Charles Riv Labs Intl Inc · Intuitive Surgical Inc · Repligen Corp

261 positions · as of December 31, 2020 · SPDR S&P 500 ETF · Apple Inc Com · Vanguard Ftse All-world Ex Us Index Fund

885 positions · as of June 30, 2026 · SPDR Series Trust · Dimensional ETF Trust · SPDR Index Shs Fds

67 positions · as of September 30, 2026 · Arm Holdings PLC Sponsored ADR · Nvidia Corp · Palo Alto Networks Inc

497 positions · as of September 30, 2026 · Alphabet Inc Cap Stk Cl A · Microsoft Corp · Exxonmobil Holdings Corp

979 positions · as of June 30, 2023 · Ishares Tr · Invesco Exchange Traded Fd T · Ishares Inc