| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 01/24/2025 |
|
Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company |
|
| Number of Employees | 17 13.33% |
| of those in investment advisory functions | 8 33.33% |
| Registration | SEC, Approved, 01/08/1968 |
- High net worth individuals
- Investment companies
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker023135106 | Stock NameAmazon.com, Inc. | $ Position$162,554,149 | % Position3.00% | $ Change-11.00% | # Change3.00% |
| Stck Ticker02079K107 | Stock NameAlphabet Inc. Class C | $ Position$170,051,668 | % Position3.00% | $ Change-20.00% | # Change-3.00% |
| Stck Ticker594918104 | Stock NameMicrosoft Corporation | $ Position$186,478,361 | % Position3.00% | $ Change-11.00% | # Change0.00% |
| Stck Ticker92826C839 | Stock NameVisa Inc. Class A | $ Position$93,295,957 | % Position2.00% | $ Change11.00% | # Change0.00% |
| Stck Ticker872540109 | Stock NameTJX Companies Inc | $ Position$91,256,823 | % Position2.00% | $ Change1.00% | # Change0.00% |
| Stck Ticker037833100 | Stock NameApple Inc. | $ Position$130,260,364 | % Position2.00% | $ Change-11.00% | # Change0.00% |
| Stck Ticker437076102 | Stock NameHome Depot, Inc. | $ Position$87,841,423 | % Position2.00% | $ Change-6.00% | # Change0.00% |
| Stck Ticker337738108 | Stock NameFiserv, Inc. | $ Position$106,782,126 | % Position2.00% | $ Change5.00% | # Change-2.00% |
| Stck Ticker57636Q104 | Stock NameMastercard Incorporated Class A | $ Position$94,427,373 | % Position2.00% | $ Change4.00% | # Change0.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA Corporation | $ Position$115,243,164 | % Position2.00% | $ Change17.00% | # Change45.00% |