Managers

21 positions · as of September 30, 2026 · Ehang Hldgs Ltd · Hancock John Pfd Income Fd I · Vanguard Index Fds

15 positions · as of June 30, 2026 · Mueller Inds Inc · Amphenol Corp · Ww Grainger Inc

56 positions · as of September 30, 2026 · Trinity Cap Inc · Capital Southwest Corp · Alphatec Hldgs Inc

42 positions · as of March 31, 2025 · Microsoft Corp · Apple Inc · Amazon.com Inc

1 positions · as of December 31, 2022 · Tritium Dcfc Limited

7 positions · as of December 31, 2022 · Calumet Specialty Prods Part · Kkr & Co Inc · Eneti Inc

7 positions · as of March 31, 2020 · Ishares Msci Emerging Markets ETF · SPDR S&P500 ETF Trust S&P 500 ETF Usd Dis · Ishares Core Msci ETF

8 positions · as of September 30, 2024 · Freshpet Inc · Lam Research Corp · Topgolf Callaway Brands Corp

22 positions · as of September 30, 2013 · Teva Pharmaceutical Inds Ltd · Ishares · Icici Bk Ltd

430 positions · as of September 30, 2024 · Ishares Tr · Vanguard Scottsdale Fds · SPDR Ser Tr

12 positions · as of September 30, 2017 · Ggp Inc · Sl Green Rlty Corp · Education Rlty Tr Inc

260 positions · as of June 30, 2026 · Invesco Qqq Trust Series I · State Street SPDR S&P Kensho New Economies Composite ETF · Invesco S&P 500 Pure Value ETF

3 positions · as of September 30, 2022 · Talkspace Inc · Opendoor Technologies Inc · Grove Collaborative Hold Inc

16 positions · as of December 31, 2013 · Eplus Inc · Capital One Financial Corp · Pnc Financial Services Group

26 positions · as of September 30, 2013 · Prgx Global Inc-formerly Prg S · Apache Corp · Meta Financial Group Inc

113 positions · as of September 30, 2019 · Ishares Tr · Golub Cap Bdc Inc · Ishares Tr

15 positions · as of December 31, 2015 · Alphabet Inc · Kraft Heinz Co · Anheuser Busch Inbev Sa/nv

2 positions · as of June 30, 2026 · AT&T Inc · Warner Bros Discovery Inc

1 positions · as of March 31, 2021 · Lexicon Pharmaceuticals Inc

10 positions · as of September 30, 2023 · Baidu Inc · Nvidia Corporation · Yum China Hldgs Inc

50 positions · as of December 31, 2023 · Apple Inc · Ishares Tr · Amazon Com Inc

1 positions · as of September 30, 2016 · Shopify, Inc.

18 positions · as of September 30, 2014 · Equity Comwlth · Essex Ppty Tr Inc · Lexington Realty Trust

7 positions · as of September 30, 2023 · Ishares Tr · Noble Corp PLC