Managers

2 positions · as of September 30, 2018 · Avaya Hldgs Corp · Lazydays Hldgs Inc

55 positions · as of June 30, 2017 · Amgen Inc · Unitedhealth Group Inc · Aon PLC

7 positions · as of September 30, 2023 · Crescent Energy Company · Alpine Income Property Trust Inc · Gamesquare Hldgs Inc

67 positions · as of March 31, 2025 · Helix Energy Solutions Grp I · Microsoft Corp · Apple Inc

26 positions · as of December 31, 2015 · Macys Inc · Cheniere Energy Partners LP · Cvs Health Corp

21 positions · as of March 31, 2022 · Trade Desk Inc/the -class A · Servicenow · Alphabet Inc Class A Common Stock

23 positions · as of December 31, 2013 · Solarcity Corp · Micron Technology Inc · Seacor Holdings Inc

2 positions · as of September 30, 2024 · Ishares Tr · Vanguard Specialized Funds

85 positions · as of December 31, 2016 · Amazon Com Inc · Alphabet Inc · Apple Inc

4 positions · as of September 30, 2015 · Xunlei Ltd · Tarena Intl Inc · Sungy Mobile Ltd

32 positions · as of September 30, 2013 · Wisdomtree Trust · Powershares ETF Trust · Ishares Tr

32 positions · as of December 31, 2017 · SPDR Gold Trust · Alphabet Inc. - Class A · Alphabet Inc. - Class C

73 positions · as of December 31, 2023 · Apple Inc · Nvidia Corporation · Alphabet Inc

52 positions · as of June 30, 2026 · Pimco ETF Tr · American Centy ETF Tr · Ishares Tr

19 positions · as of September 30, 2014 · SPDR Gold Trust · Mkt Vectors Jr Miner · Dundee Prec Mtls Inc

89 positions · as of September 30, 2026 · J P Morgan Exchange Traded F · Ishares Tr · SPDR Series Trust

21 positions · as of June 30, 2026 · Echostar Corp · Riot Platforms Inc · PG&E Corp

1 positions · as of September 30, 2013 · Verizon Communications Inc.

4 positions · as of June 30, 2026 · Invesco Exch Traded Fd Tr Ii · Wells Fargo & Co · Bank Of Amer Corp

17 positions · as of September 30, 2014 · Spok Hldgs Inc · Ishares Silver Trust · Pan American Silver Corp

173 positions · as of December 31, 2014 · Vanguard Short-term Bond ETF · O C Tanner Jewelry Cl B Non-voting · Industrial Supply

54 positions · as of September 30, 2020 · Shopify Inc · Royal Bk Cda · Toronto Dominion Bk Ont

73 positions · as of September 30, 2026 · Ishares Tr · First Tr Exchange-traded Fd · First Tr Exchng Traded Fd Vi

83 positions · as of June 30, 2026 · Select Sector SPDR Tr · Ishares Tr · Microsoft Corp