Managers

8 positions · as of March 31, 2017 · Powershares ETF Trust Ii · Gener8 Maritime Inc · Stone Energy Corp

3 positions · as of September 30, 2022 · Matterport, Inc. · Sofi Technologies, Inc. · Augmedix, Inc.

427 positions · as of December 31, 2024 · Ishares Core S P Mid ETF ETF · Apple Inc · Ishares Core S P 500 ETF S P 500 Index Fd

195 positions · as of September 30, 2023 · Syntax ETF Tr · Costco Whsl Corp New · Exxon Mobil Corp

62 positions · as of September 30, 2026 · Vanguard Index Fds · Vanguard Star Fds · Ishares Tr

17 positions · as of September 30, 2020 · Alleghany Corp Del · Arch Cap Group Ltd · Markel Corp

55 positions · as of September 30, 2015 · Visa Inc Com Cl A · Schlumberger, Ltd. · General Electric Comp

26 positions · as of September 30, 2026 · Amazon Com Inc · Taiwan Semiconductor Manufac · Broadcom Inc

66 positions · as of September 30, 2018 · Flexshares Tr · Apple Inc · Ssga Active ETF Tr

25 positions · as of June 30, 2026 · Definium Therapeutics Inc · Abivax Sa · Minerva Neurosciences Inc

105 positions · as of September 30, 2026 · Vanguard Index Fds · Apple Inc · Exxonmobil Holdings Corp

35 positions · as of September 30, 2026 · Vanguard Scottsdale Fds · Ishares Tr · Schwab Strategic Tr

29 positions · as of March 31, 2026 · Texas Pacific Land Corp · Grayscale Bitcoin Trust · Landbridge Co Llc-a

74 positions · as of September 30, 2026 · Pimco ETF Tr · Schwab Strategic Tr · First Tr Exchange Traded Fd

58 positions · as of September 30, 2026 · Ishares Esg Aware Msci Eafe ETF · Fidelity Enhanced International ETF · Alphabet Inc Cap Stk Cl A

87 positions · as of June 30, 2026 · Invesco Exch Trd Slf Idx Fd · Lam Research Corp · Alphabet Inc

5 positions · as of June 30, 2026 · Credit Accep Corp Mich · Wayfair Inc · World Accep Corporation

56 positions · as of June 30, 2026 · Vanguard Index Fds · Apple Inc · Ishares Tr

45 positions · as of September 30, 2026 · Ishares Tr · Apple Inc · Microsoft Corp

55 positions · as of September 30, 2026 · Viatris Inc · Global Ship Lease Inc F · Kinder Morgan Inc Del

77 positions · as of June 30, 2026 · Ishares Tr · Iqvia Hldgs Inc · Valvoline Inc

35 positions · as of September 30, 2026 · Wisdomtree Tr · Ishares Tr · Abbvie Inc

47 positions · as of June 30, 2026 · Invesco Qqq Trust Series 1 · State Street Technology Select Sector SPDR ETF · Touchstone Ultra Short Income ETF

364 positions · as of December 31, 2014 · Eclipse Res Corp · Cintas Corp · U S Silica Hldgs Inc