| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 03/26/2025 |
|
Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company |
|
| Number of Employees | 119 4.39% |
| of those in investment advisory functions | 46 31.43% |
| Registration | SEC, Approved, 05/22/1985 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Other
- Financial planning services
- 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
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker084423102 | Stock NameBERKLEY W R CORP | $ Position$648,504,751 | % Position2.00% | $ Change22.00% | # Change0.00% |
| Stck Ticker426281101 | Stock NameJACK HENRY & ASSOCIA | $ Position$720,014,553 | % Position2.00% | $ Change23.00% | # Change18.00% |
| Stck Ticker50212V100 | Stock NameLPL FINANCIAL HLDGS | $ Position$661,857,313 | % Position2.00% | $ Change1.00% | # Change1.00% |
| Stck Ticker74164M108 | Stock NamePRIMERICA INC | $ Position$787,040,122 | % Position2.00% | $ Change5.00% | # Change0.00% |
| Stck Ticker942622200 | Stock NameWATSCO INC | $ Position$641,226,515 | % Position2.00% | $ Change7.00% | # Change0.00% |
| Stck Ticker879360105 | Stock NameTELEDYNE TECH INC | $ Position$211,049,944 | % Position1.00% | $ Change15.00% | # Change7.00% |
| Stck Ticker829073105 | Stock NameSIMPSON MANUFACTURIN | $ Position$562,627,594 | % Position1.00% | $ Change-5.00% | # Change0.00% |
| Stck Ticker90278Q108 | Stock NameUFP INDUSTRIES INC | $ Position$324,080,129 | % Position1.00% | $ Change13.00% | # Change19.00% |
| Stck Ticker891092108 | Stock NameTORO CO | $ Position$456,240,546 | % Position1.00% | $ Change4.00% | # Change15.00% |
| Stck Ticker942749102 | Stock NameWATTS WATER TECH | $ Position$390,761,261 | % Position1.00% | $ Change1.00% | # Change1.00% |