| As of Date | 03/04/2026 |
| Registration | SEC, Approved, 02/18/2010 |
| ADV Location | HANOVER, MA, United States |
| Contact Info | 781 xxxxxxx |
| Websites |
| AUM* | 535,988,766 9% |
| of that, discretionary | 535,988,766 9% |
| Number of Employees | 5 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 267,994,383 9% |
| 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 Ticker02079K305 | Stock NameALPHABET INC | $ Position$27,874,860 | % Position6.00% | $ Change-8.00% | # Change-26.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$27,603,480 | % Position6.00% | $ Change17.00% | # Change16.00% |
| Stck Ticker57636Q104 | Stock NameMASTERCARD INCORPORATED | $ Position$19,260,000 | % Position4.00% | $ Change3.00% | # Change0.00% |
| Stck Ticker58933Y105 | Stock NameMERCK & CO INC | $ Position$18,247,000 | % Position4.00% | $ Change7.00% | # Change0.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$22,009,900 | % Position4.00% | $ Change58.00% | # Change38.00% |
| Stck Ticker883556102 | Stock NameTHERMO FISHER SCIENTIFIC INC | $ Position$13,787,400 | % Position3.00% | $ Change2.00% | # Change0.00% |
| Stck Ticker907818108 | Stock NameUNION PAC CORP | $ Position$14,552,000 | % Position3.00% | $ Change12.00% | # Change0.00% |
| Stck Ticker922475108 | Stock NameVEEVA SYS INC | $ Position$15,262,420 | % Position3.00% | $ Change102.00% | # Change100.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$16,204,160 | % Position3.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker040413205 | Stock NameARISTA NETWORKS INC | $ Position$7,644,600 | % Position2.00% | $ Change38.00% | # Change0.00% |