| As of Date | 03/26/2026 |
| Registration | SEC, Approved, 08/19/1997 |
| ADV Location | BETHESDA, MD, United States |
| Contact Info | (24 xxxxxxx |
| Websites |
| AUM* | 5,200,000,000 43% |
| of that, discretionary | 5,200,000,000 43% |
| Number of Employees | 98 -3% |
| of those in investment advisory functions | 35 |
| Private Fund GAV* | 0 |
| Avg Account Size | 44,067,797 41% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$436,666,612 | % Position12.00% | $ Change37.00% | # Change19.00% |
| Stck Ticker595112103 | Stock NameMICRON TECHNOLOGY INC | $ Position$176,674,473 | % Position5.00% | $ Change285.00% | # Change13.00% |
| Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$160,971,741 | % Position4.00% | $ Change46.00% | # Change20.00% |
| Stck Ticker007903107 | Stock NameADVANCED MICRO DEVICES INC | $ Position$130,776,783 | % Position4.00% | $ Change227.00% | # Change14.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$146,836,889 | % Position4.00% | $ Change26.00% | # Change11.00% |
| Stck Ticker458140100 | Stock NameINTEL CORP | $ Position$94,136,172 | % Position3.00% | $ Change266.00% | # Change16.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$97,342,180 | % Position3.00% | $ Change11.00% | # Change10.00% |
| Stck Ticker482480100 | Stock NameKLA CORP | $ Position$54,758,555 | % Position2.00% | $ Change135.00% | # Change1048.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$90,234,094 | % Position2.00% | $ Change18.00% | # Change3.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$71,038,009 | % Position2.00% | $ Change37.00% | # Change10.00% |