Managers

16 positions · as of June 30, 2026 · Western Digital Corp · Oracle Corp · Micron Technology Inc

17 positions · as of March 31, 2016 · Microsoft Corp · Apple Inc · Delta Air Lines Inc Del

55 positions · as of June 30, 2026 · Warner Bros Discovery Inc · Allied Gold Corp · Chart Inds Inc

9 positions · as of June 30, 2026 · Wave Life Sciences Ltd · Invivyd Inc · Tg Therapeutics Inc

23 positions · as of June 30, 2026 · Dimensional U S Equity Market ETF · Dimensional ETF U S Core Equity 2 ETF · Dimensional U S Targeted Value ETF

2 positions · as of September 30, 2026 · Ishares Inc · Invesco Exch Traded Fd Tr Ii

21 positions · as of June 30, 2026 · Ishares Tr · Select Sector SPDR Tr · Pimco ETF Tr

79 positions · as of September 30, 2019 · Synnex Corp · Americas Car Mart Inc · Generac Hldgs Inc

22 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF T · Goldman Sachs Group Inc · Eli Lilly & Co

1 positions · as of September 30, 2023 · Couchbase Inc

1 positions · as of September 30, 2018 · Trupanion Inc.

39 positions · as of December 31, 2025 · Vanguard Index Fds · Dimensional ETF Trust · Schwab Strategic Tr

1 positions · as of September 30, 2019 · Gp Strategies Corp

1 positions · as of March 31, 2017 · Jones Energy, Inc.

7 positions · as of September 30, 2025 · Mercadolibre Inc · Nu Hldgs Ltd · Meta Platforms Inc

16 positions · as of December 31, 2025 · Exxon Mobil Corp · Progressive Corp · Microsoft Corp

1 positions · as of June 30, 2026 · Ishares Bitcoin Trust ETF

222 positions · as of December 31, 2016 · Ishares Tr · Templeton Emerg Mkts Inco · Templeton Global Income F

28 positions · as of September 30, 2015 · Inovalon Hldgs Inc · Qlik Technologies Inc · Amazon Com Inc

25 positions · as of September 30, 2014 · Ishares Tr · SPDR S&P 500 ETF Tr · Ishares

8 positions · as of September 30, 2022 · Credit Accep Corp Mich · World Accep Corporation · Wayfair Inc

22 positions · as of June 30, 2026 · Echostar Corp · Comcast Corp New · Optimum Communications Inc

2 positions · as of December 31, 2019 · Oasis Pete Inc New · Montage Resources Corp

3 positions · as of September 30, 2014 · Herbalife, Ltd. · Healthsouth Corp · SPDR Gold Trust