| As of Date | 03/19/2026 |
| Registration | SEC, Approved, 08/10/1978 |
| ADV Location | PALO ALTO, CA, United States |
| Contact Info | 650 xxxxxxx |
| Websites |
| AUM* | 1,357,670,355 5% |
| of that, discretionary | 1,357,670,355 5% |
| Number of Employees | 5 -17% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 4,936,983 5% |
| % High Net Worth | 66.00% 4% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker219350105 | Stock NameCORNING INC | $ Position$77,203,718 | % Position7.00% | $ Change37.00% | # Change-27.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$60,288,676 | % Position5.00% | $ Change22.00% | # Change-1.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$43,171,001 | % Position4.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker032095101 | Stock NameAMPHENOL CORP | $ Position$45,151,497 | % Position4.00% | $ Change40.00% | # Change0.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$44,586,065 | % Position4.00% | $ Change3.00% | # Change2.00% |
| Stck Ticker92826C839 | Stock NameVISA INC | $ Position$45,768,206 | % Position4.00% | $ Change15.00% | # Change2.00% |
| Stck Ticker437076102 | Stock NameHOME DEPOT INC | $ Position$28,682,759 | % Position3.00% | $ Change9.00% | # Change2.00% |
| Stck Ticker82509L107 | Stock NameSHOPIFY INC | $ Position$30,832,596 | % Position3.00% | $ Change-1.00% | # Change2.00% |
| Stck Ticker829073105 | Stock NameSIMPSON MFG INC | $ Position$29,946,889 | % Position3.00% | $ Change65.00% | # Change35.00% |
| Stck Ticker38141G104 | Stock NameGOLDMAN SACHS GROUP INC | $ Position$32,089,759 | % Position3.00% | $ Change20.00% | # Change0.00% |