| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 04/26/2007 |
| ADV Location | PHOENIX, AZ, United States |
| Contact Info | 602 xxxxxxx |
| Websites |
| AUM* | 5,515,720,920 -9% |
| of that, discretionary | 5,357,915,668 -9% |
| Number of Employees | 18 6% |
| of those in investment advisory functions | 10 |
| Private Fund GAV* | 0 |
| Avg Account Size | 29,814,708 -57% |
| % High Net Worth | 26.49% 109% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Corporations or other businesses not listed above
- Other
- 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
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker15135U109 | Stock NameCENOVUS ENERGY INC | $ Position$331,448,279 | % Position7.00% | $ Change-16.00% | # Change-10.00% |
| Stck Ticker828806109 | Stock NameSIMON PPTY GROUP INC NEW | $ Position$313,048,462 | % Position7.00% | $ Change8.00% | # Change-10.00% |
| Stck Ticker554382101 | Stock NameMACERICH CO | $ Position$289,224,315 | % Position6.00% | $ Change26.00% | # Change-6.00% |
| Stck Ticker58933Y105 | Stock NameMERCK & CO INC | $ Position$299,979,141 | % Position6.00% | $ Change1.00% | # Change-6.00% |
| Stck Ticker031162100 | Stock NameAMGEN INC | $ Position$238,724,236 | % Position5.00% | $ Change-3.00% | # Change-6.00% |
| Stck Ticker03743Q108 | Stock NameAPA CORPORATION | $ Position$254,325,060 | % Position5.00% | $ Change-28.00% | # Change-6.00% |
| Stck Ticker23331A109 | Stock NameD R HORTON INC | $ Position$230,348,292 | % Position5.00% | $ Change12.00% | # Change-6.00% |
| Stck Ticker25278X109 | Stock NameDIAMONDBACK ENERGY INC | $ Position$177,535,807 | % Position4.00% | $ Change-16.00% | # Change-6.00% |
| Stck Ticker20825C104 | Stock NameCONOCOPHILLIPS | $ Position$164,032,850 | % Position4.00% | $ Change-26.00% | # Change-6.00% |
| Stck Ticker316773100 | Stock NameFIFTH THIRD BANCORP | $ Position$178,795,730 | % Position4.00% | $ Change36.00% | # Change12.00% |