| As of Date | 04/03/2026 |
| Registration | SEC, Approved, 07/27/1983 |
| ADV Location | PLYMOUTH, MI, United States |
| Contact Info | 734 xxxxxxx |
| Websites |
| AUM* | 892,688,917 8% |
| of that, discretionary | 838,336,918 2% |
| Number of Employees | 4 -20% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,623,071 -40% |
| % High Net Worth | 56.36% -13% |
| 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 Ticker482480100 | Stock NameKLA CORP | $ Position$53,022,214 | % Position7.00% | $ Change105.00% | # Change903.00% |
| Stck Ticker032095101 | Stock NameAMPHENOL CORP | $ Position$45,956,045 | % Position6.00% | $ Change44.00% | # Change3.00% |
| Stck Ticker872540109 | Stock NameTJX COS INC NEW | $ Position$33,709,166 | % Position5.00% | $ Change-4.00% | # Change1.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$35,744,132 | % Position5.00% | $ Change1.00% | # Change-11.00% |
| Stck Ticker147528103 | Stock NameCASEYS GEN STORES INC | $ Position$40,085,330 | % Position5.00% | $ Change7.00% | # Change-2.00% |
| Stck Ticker57636Q104 | Stock NameMASTERCARD INCORPORATED | $ Position$27,777,047 | % Position4.00% | $ Change2.00% | # Change-1.00% |
| Stck Ticker67103H107 | Stock NameOREILLY AUTOMOTIVE INC | $ Position$19,766,013 | % Position3.00% | $ Change-3.00% | # Change-2.00% |
| Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$19,009,861 | % Position3.00% | $ Change | # Change |
| Stck Ticker031162100 | Stock NameAMGEN INC | $ Position$23,210,806 | % Position3.00% | $ Change2.00% | # Change-1.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$20,614,283 | % Position3.00% | $ Change-1.00% | # Change-1.00% |