Managers

229 positions · as of September 30, 2026 · Apple, Inc. · Jpmorgan Flexible Debt ETF · Crowdstrike Holdings, Inc.

160 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Dimensional ETF Trust

112 positions · as of September 30, 2026 · American Centy ETF Tr · Dimensional ETF Trust · Vanguard Bd Index Fds

79 positions · as of June 30, 2026 · Kontoor Brands Inc · Medtronic PLC · Healthcare Rlty Tr

96 positions · as of June 30, 2026 · Cg Oncology Inc · Tango Therapeutics Inc · Revolution Medicines Inc

158 positions · as of September 30, 2026 · Ishares Tr · Blackrock ETF Trust · Invesco Exchange Traded Fd T

92 positions · as of June 30, 2026 · Old Second Bancorp, Inc. · Private Bancorp Of America, Inc. · Avidbank Holdings, Inc.

11 positions · as of September 30, 2026 · Veon Ltd · Novavax Inc · China Yuchai Intl Ltd

31 positions · as of June 30, 2026 · Centuri Holdings Inc · Or Royalties Inc. · Golar Lng Ltd

233 positions · as of September 30, 2026 · T. Rowe Price Small-mid Cap ETF · Jpmorgan International Research Enhanced Equity ETF · Dell Technologies Inc

313 positions · as of March 31, 2026 · Alliance Resource Partners L · Ishares Tr · Alphabet Inc

127 positions · as of June 30, 2026 · Goldman Sachs ETF Tr · Ishares Tr · J P Morgan Exchange Traded F

6 positions · as of September 30, 2026 · Ionic Digital Inc · Talen Energy Corp · Echostar Corp

39 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Vanguard Bd Index Fds

99 positions · as of September 30, 2026 · Vanguard Scottsdale Fds · Invesco Exchange Traded Fd T · Invesco Exch Traded Fd Tr Ii

167 positions · as of June 30, 2026 · Dimensional ETF Trust · Flexshares Tr · Ishares Tr

59 positions · as of June 30, 2026 · Anteris Technologies Global · Cencora Inc · Maximus Inc

415 positions · as of June 30, 2026 · Nvidia Corporation Com · Micron Technology Inc Com · Kla Corp Com New

159 positions · as of June 30, 2026 · Janus Detroit Str Tr · Intel Corp · Micron Technology Inc

30 positions · as of June 30, 2026 · Broadcom Inc · Taiwan Semiconductor Manufac · Arista Networks Inc

27 positions · as of June 30, 2026 · Argenx Se · Icon Pub Ltd Co · Guardant Health Inc

891 positions · as of June 30, 2026 · Select Sector SPDR Tr · Burlington Stores Inc · Idexx Labs Inc

83 positions · as of June 30, 2026 · Vanguard Index Fds · Vanguard Tax-managed Fds · Ishares Tr

19 positions · as of March 31, 2018 · Altaba Inc · Gci Liberty Inc · Liberty Media Corp Delaware