Managers

54 positions · as of June 30, 2026 · Roku Inc · Bloom Energy Corp · Rocket Lab Corp

9 positions · as of March 31, 2024 · Fomento Economico Mex Sp · Vanguard Dividend Appreciation ETF · Vanguard S&P 500 ETF

14 positions · as of December 31, 2025 · Meta Platforms Inc · Take-two Interactive Softwar · Alphabet Inc

1 positions · as of September 30, 2023 · Dun & Bradstreet Hldgs Inc

13 positions · as of March 31, 2024 · SPDR S&P 500 · Invesco Qqq Trust · Ishares Russell 2000

12 positions · as of March 31, 2022 · Patria Investments Limited · Tenet Healthcare Corp · Apollo Gloal Mgmt Inc

4 positions · as of September 30, 2016 · Acceleron Pharma Inc · Alimera Sciences Inc · Pulmatrix Inc

90 positions · as of September 30, 2022 · Microsoft Corporation · Pepsico Incorporated · Diageo PLC Spon ADR New

5 positions · as of September 30, 2019 · Torm PLC · Silverbow Res Inc · Avaya Hldgs Corp

1 positions · as of June 30, 2026 · Schwab Strategic Tr

10 positions · as of June 30, 2026 · Ferrari N V · Coca Cola Co · El Pollo Loco Hldgs Inc

28 positions · as of June 30, 2021 · SPDR S&P 500 ETF Tr · SPDR S&P Midcap 400 ETF Tr · Ishares Tr

1 positions · as of June 30, 2026 · Concentrix Corp

4 positions · as of June 30, 2026 · Ishares Tr · Vanguard Bd Index Fds · SPDR Series Trust

12 positions · as of December 31, 2013 · Ishares · Barclays Bk PLC · Proshares Tr Ii

64 positions · as of September 30, 2017 · Coresite Rlty Corp · American Tower Corp New · National Instrs Corp

78 positions · as of March 31, 2019 · Berkshire Hathaway Class B · SPDR Gold Shares ETF · Apple Inc

2 positions · as of September 30, 2018 · Square Inc · Deutsche Bank Ag

22 positions · as of December 31, 2016 · SPDR Doubleline Ttl Rtrn · High Yield Muni Idx ETF · Ishares S&P Us Preferred Stock

5 positions · as of September 30, 2015 · Sina Corp · Jd Com Inc · Vipshop Hldgs Ltd

19 positions · as of September 30, 2025 · Fluent Inc · Heidrick & Struggles Intl In · Core Molding Technologies In

4 positions · as of June 30, 2026 · Taiwan Semiconductor Manufac · Alibaba Group Hldg Ltd · Miniso Group Hldg Ltd

22 positions · as of September 30, 2022 · Zeta Global Holdings Corp · Autodesk Inc · Meta Platforms Inc

26 positions · as of December 31, 2024 · Endeavor Group Hldgs Inc · Ishares Tr · Invesco Exch Traded Fd Tr Ii