| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 03/26/2025 |
|
Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company |
|
| Number of Employees | 119 4.39% |
| of those in investment advisory functions | 46 31.43% |
| Registration | SEC, Approved, 05/22/1985 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker084423102 | Stock NameBERKLEY W R CORP | $ Position$643,582,634 | % Position2.00% | $ Change-1.00% | # Change-4.00% |
| Stck Ticker08265T208 | Stock NameBENTLEY SYS INC | $ Position$643,309,453 | % Position2.00% | $ Change34.00% | # Change-2.00% |
| Stck Ticker426281101 | Stock NameJACK HENRY & ASSOCIA | $ Position$700,840,461 | % Position2.00% | $ Change-3.00% | # Change-1.00% |
| Stck Ticker50212V100 | Stock NameLPL FINANCIAL HLDGS | $ Position$737,651,327 | % Position2.00% | $ Change11.00% | # Change-3.00% |
| Stck Ticker74164M108 | Stock NamePRIMERICA INC | $ Position$740,468,921 | % Position2.00% | $ Change-6.00% | # Change-2.00% |
| Stck Ticker655663102 | Stock NameNORDSON CORP | $ Position$412,419,544 | % Position1.00% | $ Change4.00% | # Change-3.00% |
| Stck Ticker681116109 | Stock NameOLLIES BARGAIN OUT | $ Position$410,019,963 | % Position1.00% | $ Change11.00% | # Change-2.00% |
| Stck Ticker60786M105 | Stock NameMOELIS & COMPANY | $ Position$337,157,637 | % Position1.00% | $ Change4.00% | # Change-2.00% |
| Stck Ticker75524B104 | Stock NameRBC BEARINGS INC | $ Position$477,259,552 | % Position1.00% | $ Change3.00% | # Change-14.00% |
| Stck Ticker73278L105 | Stock NamePOOL CORPORATION | $ Position$465,406,266 | % Position1.00% | $ Change-10.00% | # Change-1.00% |