Managers

56 positions · as of June 30, 2026 · Zeta Global Hldgs Corp Shs · Clean Harbors Inc Com · Hinge Health Inc Shs

34 positions · as of September 30, 2026 · Corning Inc · Eaton Corp PLC · Deere & Co

183 positions · as of December 31, 2014 · Exxon Mobil Corp · Merck & Co Inc New · Johnson & Johnson

224 positions · as of September 30, 2026 · Invesco Qqq Tr · State Str SPDR S&P 500 ETF T · Nvidia Corporation

92 positions · as of September 30, 2026 · Cloudflare Inc · Everpure Inc · Tower Semiconductor Ltd

1 positions · as of June 30, 2026 · Sportradar Group Ag

31 positions · as of September 30, 2026 · J P Morgan Exchange Traded F · Schwab Strategic Tr · Ishares Tr

7 positions · as of June 30, 2026 · Moodys Corp · Carmax Inc · Rtx Corporation

143 positions · as of September 30, 2026 · Pacer Fds Tr · Select Sector SPDR Tr · Apple Inc

67 positions · as of September 30, 2026 · Arista Networks Inc Com Shs · Eli Lilly & Co Com · SS&C Tech Hldgs Com

49 positions · as of March 31, 2025 · Ishares Tr · Dimensional ETF Trust · Berkshire Hathaway Inc Del

3 positions · as of June 30, 2026 · Privia Health Group Inc · Evolent Health Inc · Agilon Health Inc

83 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Sandisk Corp

132 positions · as of September 30, 2026 · Berkshire Hathaway Inc Del · Amplify ETF Tr · Invesco Exch Traded Fd Tr Ii

34 positions · as of June 30, 2026 · Dimensional ETF Trust · Ishares Tr · SPDR Series Trust

1 positions · as of September 30, 2024 · Avepoint Inc

69 positions · as of June 30, 2025 · Ishares Tr · Vanguard Bd Index Fds · Vanguard Scottsdale Fds

31 positions · as of December 31, 2025 · Invesco Qqq Tr · Invesco Exch Traded Fd Tr Ii · Ishares Tr

195 positions · as of June 30, 2026 · Nvidia Corporation · Northern Lts Fd Tr Iv · First Tr Exchange Traded Fd

10 positions · as of June 30, 2026 · Sailpoint Inc · Birkenstock Holding PLC · Lineage Inc

106 positions · as of September 30, 2026 · SPDR Series Trust · Ishares Tr · Nvidia Corporation

29 positions · as of September 30, 2026 · Schwab Strategic Tr · Vanguard Index Fds · Dimensional ETF Trust

7 positions · as of December 31, 2012 · Safety Insurance Group Inc. · Merck & Co Inc · Microsoft Corp.

108 positions · as of December 31, 2024 · Schwab Strategic Tr · Ishares Tr · SPDR Ser Tr