Managers

62 positions · as of September 30, 2026 · SPDR Series Trust · Nvidia Corporation · Western Digital Corp

59 positions · as of September 30, 2017 · Ishares 20 Plusyr Tsy · Ishares Tips Bond ETF · Microsoft Corp

22 positions · as of September 30, 2026 · Vanguard Scottsdale Fds · Cambria ETF Tr · Vaneck ETF Trust

6 positions · as of September 30, 2021 · Invesco Qqq Tr · Select Sector SPDR Tr · First Tr

62 positions · as of June 30, 2026 · Apple Computer Inc · Alphabet Inc Class C · J P Morgan Chase & Co Com

87 positions · as of September 30, 2022 · Vaalco Energy · Amerco · Huntsman Corp.

97 positions · as of June 30, 2026 · SPDR Series Trust · Nvidia Corporation · Vanguard Index Fds

101 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · Nvidia Corporation

204 positions · as of March 31, 2018 · Ishares Etfs/usa · State Street Etf/usa · Vanguard Etf/usa

152 positions · as of December 31, 2021 · Angel Oak Finl Strategies In · Crypto 1 Acquisition Corp · Orion Engineered Carbons S A

351 positions · as of September 30, 2026 · Pimco ETF Tr Enhanced Short Mat Active ETF · Nvidia Corp Com · Iren Ltd Registered Shs Isin#au0000185993

39 positions · as of June 30, 2023 · Vanguard Index 500 Fund (admr) · S-p 500 ETF Trust (spdr) · S-p Midcap 400 ETF Tr (spdr)

20 positions · as of September 30, 2018 · Mylan N V · Nxp Semiconductors N V · Dell Technologies Inc

32 positions · as of December 31, 2025 · Taiwan Semiconductor Mfg Ltd · Apple Inc · Nvidia Corporation

48 positions · as of June 30, 2026 · Nvidia Corporation · Vanguard Whitehall Fds · Apple Inc

15 positions · as of September 30, 2026 · Mgp Ingredients Inc New · Blackstone Mortgage Trust In · Chefs Whse Inc

106 positions · as of September 30, 2026 · Microsoft Corp · Alphabet Inc · Ishares Tr

8 positions · as of September 30, 2016 · Apple Inc · Resolute Energy Corp · Colony Cap Inc

2 positions · as of September 30, 2026 · Webull Corp · Pagaya Technologies Ltd

80 positions · as of September 30, 2023 · Apple Inc · Global X Fds · Alps ETF Tr

109 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF T · First Tr Exchange-traded Fd · Ishares Tr

63 positions · as of March 31, 2024 · Microsoft Corp · Amazon.com Inc · Walt Disney Co/the

44 positions · as of March 31, 2024 · Microsoft · Advanced Micro Devices · Mastercard

18 positions · as of June 30, 2026 · Mosaic Co · Sprott Fds Tr · Global X Fds