| As of Date | 02/06/2026 |
| Registration | SEC, Approved, 02/25/2020 |
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| ADV Location | MCKINNEY, TX, United States |
| Contact Info | 214 xxxxxxx |
| Websites |
| AUM* | 142,578,253 9% |
| of that, discretionary | 142,578,253 9% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 10,184,161 17% |
| % High Net Worth | 35.71% 7% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- 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 Ticker922280102 | Stock NameVARONIS SYS INC | $ Position$16,032,412 | % Position10.00% | $ Change51.00% | # Change-23.00% |
| Stck Ticker898202106 | Stock NameTRUPANION INC | $ Position$12,954,685 | % Position8.00% | $ Change27.00% | # Change31.00% |
| Stck Ticker15687V109 | Stock NameCERTARA INC | $ Position$12,173,430 | % Position8.00% | $ Change66.00% | # Change44.00% |
| Stck Ticker55955D100 | Stock NameMAGNITE INC | $ Position$12,801,080 | % Position8.00% | $ Change26.00% | # Change-21.00% |
| Stck Ticker653656108 | Stock NameNICE LTD | $ Position$13,288,811 | % Position8.00% | $ Change5.00% | # Change27.00% |
| Stck Ticker73931J109 | Stock NamePOWERFLEET INC | $ Position$9,285,023 | % Position6.00% | $ Change24.00% | # Change-1.00% |
| Stck Ticker004498101 | Stock NameACI WORLDWIDE INC | $ Position$9,075,836 | % Position6.00% | $ Change22.00% | # Change0.00% |
| Stck Ticker82536T107 | Stock NameSOUNDTHINKING INC | $ Position$10,087,564 | % Position6.00% | $ Change57.00% | # Change15.00% |
| Stck Ticker880345103 | Stock NameTENNANT CO | $ Position$8,743,320 | % Position6.00% | $ Change-23.00% | # Change-42.00% |
| Stck TickerM85548101 | Stock NameSTRATASYS LTD | $ Position$8,114,623 | % Position5.00% | $ Change12.00% | # Change2.00% |