Managers

21 positions · as of September 30, 2025 · Equinix Inc · Cbre Group Inc · First Industrial Realty Trust Inc

3 positions · as of September 30, 2025 · Weave Communications Inc · Bill Holdings Inc · Owlet Inc

3 positions · as of June 30, 2026 · Ramaco Resources Inc · Epsilon Energy Ltd

1088 positions · as of December 31, 2014 · Priceline Grp Inc · SPDR S&P 500 ETF Tr · Amazon Com Inc

19 positions · as of September 30, 2026 · SPDR Series Trust · Ishares Tr · Invesco Db Multi-sector Comm

12 positions · as of June 30, 2026 · Crescent Energy Company · Vista Energy S.a.b. De C.v. · Sable Offshore Corp

14 positions · as of September 30, 2024 · SPDR S&P 500 ETF Tr · Ishares Tr · Evercommerce Inc

2 positions · as of June 30, 2022 · Berry Corp · Chesapeake Energy Corp

3 positions · as of September 30, 2022 · Rapt Therapeutics, Inc. · Twilio Inc. · Atara Biotherapeutics, Inc.

8 positions · as of September 30, 2017 · Peregrine Pharmaceuticals In · Adient PLC · Voya Finl Inc

15 positions · as of June 30, 2019 · Best Inc · Alibaba Group Holding Ltd · Alphabet Inc

11 positions · as of June 30, 2026 · Impinj Inc · Sitime Corp · Everquote Inc

48 positions · as of June 30, 2026 · Vanguard Index Fds · Vanguard Intl Equity Index F · Ishares Tr

8 positions · as of December 31, 2022 · Procter And Gamble Co · Philip Morris Intl Inc · Automatic Data Processing In

2 positions · as of June 30, 2021 · China Online Education Group · Tuniu Corporation

5 positions · as of September 30, 2017 · Automatic Data Processing Inc · United Parcel Service Inc · United Technologies Corp

1 positions · as of September 30, 2016 · Walter Invt Mgmt Corp

12 positions · as of September 30, 2019 · Carbo Ceramics Inc · Tivo Corp · Approach Resources Inc

1 positions · as of September 30, 2025 · United Parcel Service Inc

83 positions · as of September 30, 2016 · Pimco ETF Tr · Mcdonalds Corp · Royal Bk Cda Montreal Que

1 positions · as of June 30, 2026 · Procter And Gamble Co

59 positions · as of June 30, 2026 · Nvidia Corporation · Apple Inc · Invesco Qqq Tr

4 positions · as of June 30, 2022 · Ishares Tr · Algoma Stl Group Inc · Freeport-mcmoran Inc

8 positions · as of December 31, 2016 · Delta Apparel Inc · Brt Realty Trust · Destination Xl Group Inc