| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 05/09/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 8 -11.11% |
| of those in investment advisory functions | 5 -28.57% |
| Registration | SEC, Approved, 09/10/1982 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Publication of periodicals or newsletters
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker17275R102 | Stock NameCISCO SYS INC | $ Position$9,856,539 | % Position6.00% | $ Change11.00% | # Change-1.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$9,973,568 | % Position6.00% | $ Change263.00% | # Change174.00% |
| Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$8,440,394 | % Position5.00% | $ Change12.00% | # Change-1.00% |
| Stck Ticker038222105 | Stock NameAPPLIED MATLS INC | $ Position$6,234,815 | % Position4.00% | $ Change460.00% | # Change344.00% |
| Stck Ticker002824100 | Stock NameABBOTT LABS | $ Position$6,052,581 | % Position4.00% | $ Change1.00% | # Change-1.00% |
| Stck Ticker383082104 | Stock NameGORMAN RUPP CO | $ Position$6,268,655 | % Position4.00% | $ Change5.00% | # Change0.00% |
| Stck Ticker79466L302 | Stock NameSALESFORCE INC | $ Position$6,470,663 | % Position4.00% | $ Change47.00% | # Change45.00% |
| Stck Ticker808513105 | Stock NameSCHWAB CHARLES CORP | $ Position$6,293,370 | % Position4.00% | $ Change15.00% | # Change-1.00% |
| Stck Ticker478160104 | Stock NameJOHNSON & JOHNSON | $ Position$6,480,266 | % Position4.00% | $ Change-11.00% | # Change-4.00% |
| Stck Ticker650111107 | Stock NameNEW YORK TIMES CO | $ Position$5,261,448 | % Position3.00% | $ Change11.00% | # Change-1.00% |