Managers

25 positions · as of June 30, 2026 · Alphabet Inc · Amazon Com Inc · Apple Inc

163 positions · as of June 30, 2026 · Kayne Anderson Energy Infrst · Bluerock Pvt Real Estate Fd · Aberdeen Mun Income Fd

36 positions · as of March 31, 2019 · On Deck Cap Inc · Invesco Ltd · Citizens Finl Group Inc

83 positions · as of June 30, 2026 · Apple · Berkshire Hathaway Inc Cl B · Applied Matls Inc Com

45 positions · as of March 31, 2026 · Jack Henry & Associates Inc. · Charles River Laboratories International, Inc. · Ptc Inc

7 positions · as of June 30, 2026 · Bitwise Solana Staking ETF · Navan Inc · Skyai Inc

73 positions · as of September 30, 2026 · Pacer Fds Tr · Vaneck ETF Trust · Global X Fds

66 positions · as of September 30, 2026 · Ishares Tr · Fidelity Merrimack Str Tr · Vanguard Bd Index Fds

105 positions · as of December 31, 2024 · Ishares Tr · J P Morgan Exchange Traded F · Innovator Etfs Trust

53 positions · as of June 30, 2026 · Microsoft Corp · Palo Alto Networks Inc · Meta Platforms Inc

15 positions · as of June 30, 2026 · Figure Technology Solutio · Hyperliquid Strategies Inc · Bitmine Immersion Techs Inc

3 positions · as of June 30, 2026 · Safehold Inc · Hayward Hldgs Inc · Townsquare Media Inc

67 positions · as of September 30, 2025 · Microsoft Corp Com · Alphabet Inc Cl A · World Gold Tr SPDR Gold Minishares Tr New

62 positions · as of September 30, 2016 · Alphabet Inc · Amazon Com Inc · Amgen Inc

297 positions · as of September 30, 2013 · Berkshire Hathaway Inc Del · Apple Inc · Ishares

99 positions · as of September 30, 2026 · Aim ETF Products Trust · Blackrock ETF Trust · Vanguard Index Fds

43 positions · as of December 31, 2023 · Microsoft Corp · Apple Inc · Meta Platforms Inc

50 positions · as of June 30, 2026 · Sofi Technologies Inc · Fidelity Merrimack Str Tr · Rbb Fund Trust

8 positions · as of March 31, 2026 · Carvana Co · Arcos Dorados Hldgs Inc · Kaspi Kz Jsc

908 positions · as of September 30, 2026 · SPDR Ser Tr · Innovator Etfs Trust · First Tr Exchng Traded Fd Vi

27 positions · as of December 31, 2014 · Ldr Holding Corp · Rentrak Corp · Fred's Inc

5 positions · as of June 30, 2026 · Dimensional ETF Trust · SPDR S&P 500 ETF Tr · Scripps E W Co Ohio

62 positions · as of September 30, 2026 · Janus Detroit Str Tr · Vanguard Instl Index Fd · Vanguard Malvern Fds

34 positions · as of September 30, 2026 · Invesco Qqq Tr · Nokia Corp · Meta Platforms Inc