Managers

28 positions · as of September 30, 2026 · Apple Inc · Abbvie Inc · Alphabet Inc

8 positions · as of June 30, 2026 · Mcgrath Rentcorp · Hillman Solutions Corp · Rxo Inc

57 positions · as of December 31, 2025 · SPDR Gold Tr · American Centy ETF Tr · First Tr Exchng Traded Fd Vi

15 positions · as of June 30, 2026 · Invesco Qqq Trust Series 1 · Netease Inc · Advanced Micro Devices Inc

51 positions · as of September 30, 2022 · Alleghany Corp Md · Nielsen Hldgs PLC · Citrix Sys Inc

26 positions · as of December 31, 2021 · Airbnb Inc · Jpmorgan Chase & Co · Option Care Health Inc

1 positions · as of September 30, 2026 · Ishares Tr

185 positions · as of September 30, 2015 · Ishares Tr · Apple Inc · Vanguard Bd Index Fd Inc

76 positions · as of September 30, 2026 · Nvidia Corporation · Broadcom Incorporated · Abbvie Incorporated

17 positions · as of June 30, 2026 · Geo Group Inc · Crescent Energy Company · Target Hospitality Corp

73 positions · as of September 30, 2019 · Volt Information Sciences, Inc. · Vaneck Vectors Gold Miners ETF · Kayne Anderson Mlp/midstream Investment Company

32 positions · as of September 30, 2015 · Delta Air Lines Inc Del · Micron Technology Inc · Western Digital Corp

31 positions · as of June 30, 2026 · Berkshire Hathaway Inc Del Cl B New · Markel Group Inc Com · Invesco Exchange Traded Fd T S&P500 Eql Wgt

47 positions · as of June 30, 2026 · Blue Owl Technology Finance · Blue Owl Capital Corp · Grab Holdings Ltd - Cl A

4 positions · as of June 30, 2026 · Blackstone Inc · Blackstone Secd Lending Fd · T Rowe Price ETF Inc

34 positions · as of December 31, 2019 · Alphabet Inc · Berkshire Hathaway Inc Del · Cimpress N V

4 positions · as of September 30, 2023 · Robinhood Markets, Inc. · Eqrx, Inc. · Nautilus Biotechnology, Inc.

50 positions · as of September 30, 2026 · Ishares Tr · Fidelity Covington Trust · First Tr Exchng Traded Fd Vi

72 positions · as of September 30, 2026 · Amazon.com Inc · Shopify Inc Cl A · Apple Inc

1 positions · as of December 31, 2021 · Luminar Technologies Inc

53 positions · as of June 30, 2026 · Ishares Tr · Apple Inc · Nvidia Corporation

4 positions · as of March 31, 2016 · Agios Pharmaceuticals, Inc. · Seres Therapeutics Inc. · Eleven Biotherapeutics, Inc.

2 positions · as of June 30, 2026 · Titan Intl Inc Ill · Rayonier Advanced Matls Inc

82 positions · as of September 30, 2016 · SPDR Gold Trust Gold · Microsoft Corp · Visa Inc