| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 08/28/1974 |
| ADV Location | BEVERLY HILLS, CA, United States |
| Contact Info | 310 xxxxxxx |
| Websites |
| AUM* | 186,985,425 8% |
| of that, discretionary | 186,985,425 8% |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,074,629 23% |
| % High Net Worth | 52.05% -9% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker219350105 | Stock NameCORNING INC | $ Position$26,909,551 | % Position13.00% | $ Change40.00% | # Change-25.00% |
| Stck TickerG29183103 | Stock NameEATON CORP PLC | $ Position$15,604,088 | % Position7.00% | $ Change19.00% | # Change0.00% |
| Stck Ticker038222105 | Stock NameAPPLIED MATLS INC | $ Position$15,967,455 | % Position7.00% | $ Change111.00% | # Change0.00% |
| Stck Ticker244199105 | Stock NameDEERE & CO | $ Position$13,600,035 | % Position6.00% | $ Change12.00% | # Change0.00% |
| Stck Ticker655844108 | Stock NameNORFOLK SOUTHN CORP | $ Position$9,933,179 | % Position5.00% | $ Change10.00% | # Change0.00% |
| Stck Ticker58933Y105 | Stock NameMERCK & CO INC | $ Position$7,985,633 | % Position4.00% | $ Change7.00% | # Change0.00% |
| Stck Ticker693718108 | Stock NamePACCAR INC | $ Position$7,802,274 | % Position4.00% | $ Change4.00% | # Change0.00% |
| Stck Ticker369550108 | Stock NameGENERAL DYNAMICS CORP | $ Position$9,092,987 | % Position4.00% | $ Change3.00% | # Change0.00% |
| Stck Ticker031162100 | Stock NameAMGEN INC | $ Position$8,949,072 | % Position4.00% | $ Change3.00% | # Change0.00% |
| Stck Ticker032654105 | Stock NameANALOG DEVICES INC | $ Position$5,518,677 | % Position3.00% | $ Change24.00% | # Change-1.00% |