| As of Date | 06/15/2026 |
| Registration | SEC, Approved, 06/08/2018 |
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| ADV Location | TOPSFIELD, MA, United States |
| Contact Info | 978 xxxxxxx |
| AUM* | 277,626,655 34% |
| of that, discretionary | 277,626,655 34% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 19,830,475 43% |
| % High Net Worth | 92.86% 7% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Other
- 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 Ticker038222105 | Stock NameAPPLIED MATLS INC | $ Position$66,876,054 | % Position18.00% | $ Change66.00% | # Change-22.00% |
| Stck Ticker512807306 | Stock NameLAM RESEARCH CORP | $ Position$64,513,304 | % Position17.00% | $ Change89.00% | # Change-7.00% |
| Stck Ticker482480100 | Stock NameKLA CORP | $ Position$41,020,492 | % Position11.00% | $ Change105.00% | # Change900.00% |
| Stck Ticker934423104 | Stock NameWARNER BROS DISCOVERY INC | $ Position$24,737,547 | % Position7.00% | $ Change-7.00% | # Change-4.00% |
| Stck Ticker949746101 | Stock NameWELLS FARGO & CO | $ Position$21,006,427 | % Position6.00% | $ Change4.00% | # Change0.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$22,732,411 | % Position6.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker17275R102 | Stock NameCISCO SYS INC | $ Position$24,191,004 | % Position6.00% | $ Change51.00% | # Change0.00% |
| Stck Ticker20030N101 | Stock NameCOMCAST CORP NEW | $ Position$13,490,986 | % Position4.00% | $ Change-2.00% | # Change14.00% |
| Stck Ticker26969P108 | Stock NameEAGLE MATLS INC | $ Position$13,310,325 | % Position4.00% | $ Change19.00% | # Change0.00% |
| Stck Ticker361448103 | Stock NameGATX CORP | $ Position$14,776,937 | % Position4.00% | $ Change4.00% | # Change0.00% |