Managers

757 positions · as of September 30, 2024 · Apple Inc. · Alphabet Inc. · Nvidia Corp.

471 positions · as of September 30, 2026 · Nvidia Corporation · Apple Inc · Microsoft Corp

106 positions · as of June 30, 2026 · Madison Square Garden Entmt · Onespaworld Holdings Limited · Charles Riv Labs Intl Inc

3 positions · as of September 30, 2026 · Sailpoint Inc · N-able Inc · Servicetitan Inc

365 positions · as of June 30, 2026 · Alphabet Inc · Nvidia Corporation · Microsoft Corp

1338 positions · as of June 30, 2026 · Vanguard St Corp Bd ETF · Ishares:core S&P Tot Usm · Ishares:1-5 Ig Corp Bd

1232 positions · as of June 30, 2026 · Ishares Tr · Wisdomtree Tr · Vanguard Index Fds

423 positions · as of June 30, 2026 · Nvidia Corporation · Microsoft Corp · Amazon Com Inc

19 positions · as of June 30, 2026 · Medline Inc · Standardaero Inc · Phathom Pharmaceuticals Inc

49 positions · as of September 30, 2026 · Nvidia Corp · Microsoft Corp. · Alphabet Inc Cl C

4 positions · as of December 31, 2017 · Hilton Worldwide Holdings Inc. · Park Hotels & Resorts Inc. · Hilton Grand Vacations Inc.

1690 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · SPDR Series Trust

4 positions · as of June 30, 2026 · General Dynamics Corp · Alamo Group Inc · Purecycle Technologies Inc

91 positions · as of June 30, 2026 · Targa Resources Corp. · Williams Cos Inc Com · Energy Transfer LP

20 positions · as of June 30, 2026 · Nvidia Corporation · Cerebras Systems Inc · Meta Platforms Inc

23 positions · as of September 30, 2026 · Visa Inc · Amazon Com Inc · Amphenol Corp

2 positions · as of June 30, 2026 · Hershey Company Class B · Hershey Co

7 positions · as of June 30, 2026 · Brookfield Corp · Brookfield Asset Managmt Ltd · Brookfield Wealth Sol Ltd

1311 positions · as of March 31, 2015 · Ishares 1000 Value Russell · Apple Computer Inc · Vngrd Ftse Dev Mkts ETF

1695 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · Schwab Strategic Tr

382 positions · as of June 30, 2016 · Pinnacle Foods, Inc. · Liberty Interactive Corp. · Logmein, Inc.

1202 positions · as of June 30, 2026 · Ishares Tr · Blackrock ETF Trust · Horizon Fds

90 positions · as of June 30, 2026 · Nvidia Corporation · Asml Hldg Nv · Broadcom Inc

274 positions · as of June 30, 2026 · Nvidia Corporation · Cloudflare Inc · Amazon Com Inc