Managers

11 positions · as of June 30, 2026 · Newamsterdam Pharma Company · Maplight Therapeutics Inc · Dyne Therapeutics Inc

200 positions · as of September 30, 2026 · Blackrock ETF Trust · Ishares Tr · SPDR Series Trust

132 positions · as of June 30, 2026 · Union Pac Corp · Invesco Exchange Traded Fd T · Meta Platforms Inc

95 positions · as of June 30, 2026 · ETF Ser Solutions · Sea Ltd · Mercadolibre Inc

449 positions · as of June 30, 2026 · Nvidia Corporation · Apple Inc · Alphabet Inc

245 positions · as of September 30, 2023 · Vanguard Etf/usa · Heartland Financial Usa Inc · Blackrock Fund Advisors

467 positions · as of September 30, 2026 · Nvidia Corporation · Tesla Inc · Advanced Micro Devices Inc

198 positions · as of September 30, 2026 · J P Morgan Exchange Traded F · Goldman Sachs ETF Tr · Fidelity Comwlth Tr

39 positions · as of June 30, 2026 · Eli Lilly & Co · Pfizer Inc · Veeva Sys Inc

40 positions · as of December 31, 2019 · SPDR S&P 500 ETF Tr · Ishares Tr · Biohaven Pharmactl Hldg Co L

211 positions · as of June 30, 2026 · Vanguard Intl Equity Index F · Vanguard Index Fds · Ishares Tr

96 positions · as of September 30, 2026 · Dimensional ETF Trust · Nvidia Corporation · Ishares Tr

153 positions · as of September 30, 2026 · Invesco Exch Trd Slf Idx Fd · Microsoft Corp · Nvidia Corporation

169 positions · as of September 30, 2026 · Invesco Qqq Tr · Nvidia Corporation · Microsoft Corp

128 positions · as of September 30, 2026 · Apple Inc · Alphabet Inc · Vanguard Whitehall Fds

145 positions · as of June 30, 2026 · Texas Pacific Land Corporati · Nvidia Corporation · Apple Inc

184 positions · as of June 30, 2026 · Philip Morris International · Alphabet, Inc Voting Class · Microsoft Corp.

10 positions · as of June 30, 2026 · Amazon Com Inc · Berkshire Hathaway Inc Del · Netflix Inc.

135 positions · as of June 30, 2026 · Dimensional ETF Trust · Ishares Tr · Vanguard Mun Bd Fds

15 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF T · Core Scientific Inc New · Office Pptys Income Tr

13 positions · as of September 30, 2022 · Coinbase Global, Inc. · Robinhood Markets, Inc. · Splunk Inc.

95 positions · as of September 30, 2026 · J P Morgan Exchange Traded F · Federated Hermes ETF Trust · Lazard Active ETF Tr

2389 positions · as of June 30, 2026 · Nvidia Corporation · Ishares Tr · Apple Inc

96 positions · as of September 30, 2015 · Boeing Co · Microsoft Corp · AT&T Inc.