Managers

61 positions · as of June 30, 2014 · Omnicare Cap Trust Ii · Sprott Physical Gold Trust · General Motors Co

88 positions · as of September 30, 2022 · Ishares Tr · Merck & Co Inc · Apple Inc

2 positions · as of September 30, 2022 · Udemy Inc · Digital Brands Group Inc

37 positions · as of June 30, 2026 · Amazon Com Inc · Air Products And Chemicals I · Parker-hannifin Corp

428 positions · as of December 31, 2014 · Triquint Semiconductor · Select Sector SPDR Tr · Market Vectors ETF Tr

3 positions · as of June 30, 2026 · Similarweb Ltd. · Teads Holding Co. · Pagaya Technologies Ltd.

2 positions · as of September 30, 2023 · Ideaya Biosciences Inc · Moneylion Inc

24 positions · as of September 30, 2023 · Parker-hannifin Cp · Carrier Global Corp · Microsoft Corp

3 positions · as of September 30, 2025 · Coreweave Inc · Samsara Inc · Kodiak Ai Inc.

100 positions · as of December 31, 2018 · Microsoft Corp · Amgen Inc · SPDR S&P 500 Trust ETF Tr

3 positions · as of June 30, 2026 · Via Transn Inc · Similarweb Ltd · Taboola.com Ltd

45 positions · as of September 30, 2023 · O P Bancorp · Ishares Trt Is 5-10 Inv Gr Cr Bd ETF · Vanguard Intermediate Term Cor ETF

35 positions · as of June 30, 2026 · Ishares Core S&P Total Us Stock Mark · Apple Inc · Dfa Us Large Cap Equity Institutional

52 positions · as of September 30, 2016 · Exxon Mobil Corp. · Intel Corporation · Microsoft Corporation

17 positions · as of March 31, 2024 · Constellium Se · Green Plains Inc · The Trade Desk Inc

55 positions · as of September 30, 2022 · Vasta Platform Ltd · Embraer S.a. · Tencent Music Entmt Group

58 positions · as of September 30, 2013 · Magnachip Semiconductor Corp · Asbury Automotive Group Inc · American Eqty Invt Life Hld

24 positions · as of September 30, 2019 · Cvs Health Corp · Viacom Inc · Walgreens Boots Alliance Inc

5 positions · as of December 31, 2024 · Palo Alto Networks Inc · Uber Technologies Inc · SPDR S&P 500 ETF Tr

45 positions · as of March 31, 2022 · Vanguard Ftse All-world Ex Us Index Fund · Vanguard Total Stock Market Index Fund · Vanguard S&P 500 ETF

189 positions · as of September 30, 2017 · Us Treasury Bond · Sysco Corp. · Vaneck Vectors Fallen Angel Hi

13 positions · as of September 30, 2026 · Ishares Tr · Ishares Inc · Vanguard Index Fds

5 positions · as of September 30, 2025 · Onemain Hldgs Inc · Evolv Technologies Hldngs In · Ast Spacemobile Inc

17 positions · as of September 30, 2016 · Ishares Tr · National Gen Hldgs Corp · Walker Dunlop Inc