| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 05/17/1995 |
| ADV Location | WHITE PLAINS, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 441,717,174 14% |
| of that, discretionary | 441,717,174 14% |
| Number of Employees | 5 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 44,171,717 14% |
| SMA’s | Yes |
| Private Funds | 0 |
- Pension and profit sharing plans
- State or municipal government entities
- Corporations or other businesses not listed above
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker02079K305 | Stock NameALPHABET INC. CL A | $ Position$11,153,518 | % Position2.00% | $ Change21.00% | # Change-3.00% |
| Stck Ticker00B929F46 | Stock NameASML HOLDING NV | $ Position$7,218,906 | % Position2.00% | $ Change53.00% | # Change0.00% |
| Stck Ticker595112103 | Stock NameMICRON TECHNOLOGY | $ Position$10,157,752 | % Position2.00% | $ Change3241.00% | # Change878.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP. | $ Position$5,986,971 | % Position1.00% | $ Change66.00% | # Change65.00% |
| Stck Ticker46625H100 | Stock NameJPMORGAN CHASE & CO | $ Position$6,595,700 | % Position1.00% | $ Change-24.00% | # Change-31.00% |
| Stck Ticker512807306 | Stock NameLAM RESEARCH CORP | $ Position$6,933,280 | % Position1.00% | $ Change77.00% | # Change-13.00% |
| Stck Ticker11135F101 | Stock NameBROADCOM INC. | $ Position$3,777,500 | % Position1.00% | $ Change14.00% | # Change-7.00% |
| Stck Ticker00B283W97 | Stock NameCAIXABANK SA | $ Position$2,550,175 | % Position1.00% | $ Change21.00% | # Change0.00% |
| Stck Ticker149123101 | Stock NameCATERPILLAR TRACTOR | $ Position$2,875,230 | % Position1.00% | $ Change4.00% | # Change-31.00% |
| Stck Ticker31428X106 | Stock NameFEDEX CORPORATION | $ Position$2,379,788 | % Position1.00% | $ Change11.00% | # Change27.00% |