| As of Date | 03/03/2024 |
| Registration status | Terminated |
| ADV Location | HOUSTON, TX, United States |
| Contact Info | 713 xxxxxxx |
| Websites |
| AUM* | 829,209,001 -4% |
| of that, discretionary | 829,209,001 -4% |
| Number of Employees | 15 -12% |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 22,411,054 22% |
| SMA’s | Yes |
| Private Funds | 0 |
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above
- Portfolio management for businesses
- A percentage of assets under your management
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker267475101 | Stock NameDYCOM INDS INC | $ Position$14,773,873 | % Position2.00% | $ Change | # Change |
| Stck Ticker398433102 | Stock NameGRIFFON CORP | $ Position$14,393,099 | % Position2.00% | $ Change | # Change |
| Stck Ticker398905109 | Stock NameGROUP 1 AUTOMOTIVE INC | $ Position$13,628,887 | % Position2.00% | $ Change | # Change |
| Stck Ticker428567101 | Stock NameHIBBETT INC | $ Position$15,078,899 | % Position2.00% | $ Change | # Change |
| Stck Ticker50060P106 | Stock NameKOPPERS HOLDINGS INC | $ Position$15,095,763 | % Position2.00% | $ Change | # Change |
| Stck Ticker536797103 | Stock NameLITHIA MTRS INC | $ Position$13,581,154 | % Position2.00% | $ Change | # Change |
| Stck Ticker55024U109 | Stock NameLUMENTUM HLDGS INC | $ Position$5,113,676 | % Position1.00% | $ Change | # Change |
| Stck Ticker74762E102 | Stock NameQUANTA SVCS INC | $ Position$8,850,605 | % Position1.00% | $ Change | # Change |
| Stck Ticker750236101 | Stock NameRADIAN GROUP INC | $ Position$4,378,542 | % Position1.00% | $ Change | # Change |
| Stck Ticker754730109 | Stock NameRAYMOND JAMES FINL INC | $ Position$4,714,778 | % Position1.00% | $ Change | # Change |