| As of Date | 01/26/2026 |
| Registration | SEC, Approved, 12/16/1960 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 137,292,344 -4% |
| of that, discretionary | 137,292,344 -4% |
| Number of Employees | 8 14% |
| of those in investment advisory functions | 6 20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 481,728 -4% |
| % High Net Worth | 2.57% 56% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- 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)
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker038222105 | Stock NameApplied Materials Inc | $ Position$7,611,756 | % Position6.00% | $ Change105.00% | # Change-3.00% |
| Stck Ticker037833100 | Stock NameApple Inc | $ Position$4,575,742 | % Position4.00% | $ Change10.00% | # Change-3.00% |
| Stck Ticker032654105 | Stock NameAnalog Devices Inc | $ Position$4,738,921 | % Position4.00% | $ Change21.00% | # Change-3.00% |
| Stck Ticker532457108 | Stock NameEli Lilly and Company | $ Position$4,781,811 | % Position4.00% | $ Change28.00% | # Change-2.00% |
| Stck Ticker02079K305 | Stock NameAlphabet Inc | $ Position$5,487,929 | % Position4.00% | $ Change20.00% | # Change-3.00% |
| Stck Ticker74762E102 | Stock NameQuanta Services Inc | $ Position$5,359,117 | % Position4.00% | $ Change26.00% | # Change-4.00% |
| Stck Ticker67066G104 | Stock NameNvidia Corp | $ Position$5,562,247 | % Position4.00% | $ Change12.00% | # Change-2.00% |
| Stck Ticker46625H100 | Stock NameJPMorgan Chase & Co | $ Position$4,410,970 | % Position3.00% | $ Change8.00% | # Change-3.00% |
| Stck Ticker30303M102 | Stock NameMeta Platforms Inc | $ Position$3,275,394 | % Position3.00% | $ Change-4.00% | # Change-3.00% |
| Stck TickerG8994E103 | Stock NameTrane Technologies plc | $ Position$3,741,769 | % Position3.00% | $ Change15.00% | # Change-3.00% |