13F

Investor

13F book

$2.7B

Positions

160

6 new · 7 sold

Largest name

6.7%

Nvidia Corp · NVDA

Est. mark

−$89.2M

Price effect on 154 names still held. Flow $5.21M.
NameTickerSharesValueWeightEst. markChange
Nvidia CorpNVDA1.04M$181.1M6.7%−$12.6MHeld
Apple Inc.AAPL643.5K$163.3M6.1%−$11.6MHeld
Eli Lilly & CoLLY117.8K$108.3M4.0%−$18.2MHeld
Jpmorgan Chase & Co.337.1K$99.2M3.7%−$9.46MHeld
Alphabet Inc286.2K$82.1M3.0%−$7.65MAdded−$6.98M
Alphabet Inc280K$80.5M3.0%−$7.12MHeld
Ishares Inc774.4K$78.8M2.9%−$1.24MHeld
Walmart Inc.WMT609.3K$75.7M2.8%$7.84MHeld
Ge Aerospace248K$70.4M2.6%−$6.02MHeld
Amazon Com IncAMZN337.7K$70.3M2.6%−$7.29MAdded−$4.27M
Microsoft CorpMSFT186.7K$69.1M2.6%−$21.2MHeld
Meta Platforms, Inc.META115.4K$66M2.4%−$10.2MHeld
BlackRock, Inc.BLK67.4K$64.8M2.4%−$7.32MHeld
Exxon Mobil Corp352K$59.7M2.2%$13.1MAdded$27.7M
Applied Matls Inc171.3K$58.5M2.2%$14.5MHeld
Vanguard Scottsdale Fds582K$58.3M2.2%$378.3KHeld
GE Vernova Inc.GEV62K$54.1M2.0%$13.6MHeld
Global X Fds762K$54M2.0%$4.61MHeld
Spdr S&P Midcap 400 Etf Tr75K$46.3M1.7%$1.01MHeld
Vanguard Intl Equity Index F596.3K$44.8M1.7%$918.3KHeld
Oracle Corp301.7K$44.4M1.6%−$14.4MHeld
Automatic Data Processing In202.7K$41.2M1.5%−$11MHeld
Union Pac Corp169.3K$41.1M1.5%$1.91MHeld
Thermo Fisher Scientific Inc.TMO82.6K$40.6M1.5%−$7.26MHeld
Salesforce, Inc.CRM216.8K$40.5M1.5%−$17MHeld
Home Depot, Inc.HD121.5K$40M1.5%−$1.85MHeld
Mcdonalds CorpMCD128.5K$39.9M1.5%$663.2KHeld
Palo Alto Networks IncPANW238.6K$38.2M1.4%−$5.7MHeld
Aflac IncAFL337K$37M1.4%−$188.7KHeld
Marriott Intl Inc New109K$35.7M1.3%$1.83MHeld
Honeywell Intl Inc144.2K$32.6M1.2%$4.46MHeld
Caterpillar IncCAT44.3K$31.4M1.2%$6.01MHeld
American Express CoAXP98.8K$29.9M1.1%−$6.67MHeld
Shell Plc317K$29.5M1.1%$6.19MAdded$6.19M
Cisco Sys Inc364.5K$28.3M1.0%$204.1KHeld
Vertiv Holdings CoVRT111.4K$27.9M1.0%$9.86MHeld
Dover CorpDOV124K$25.9M1.0%$1.64MHeld
Coca Cola CoKO335.5K$25.5M0.9%$2.06MHeld
Berkshire Hathaway Inc Del51.6K$24.8M0.9%−$1.21MHeld
Fedex CorpFDX68.2K$24.3M0.9%$4.59MHeld
Boeing Co121K$24.1M0.9%−$2.19MHeld
Marvell Technology, Inc.MRVL238.4K$23.6M0.9%$3.35MHeld
Spdr S&P 500 Etf Tr34.1K$22.2M0.8%−$1.08MHeld
Visa Inc.V69.5K$21M0.8%−$3.37MHeld
Pepsico IncPEP130.7K$20.3M0.8%$1.54MHeld
Ishares Tr120K$20.3M0.8%New
General Dynamics CorpGD59K$20.2M0.8%$387KHeld
Citigroup Inc174K$19.7M0.7%−$570.7KHeld
Cadence Design System Inc70.9K$19.7M0.7%−$2.46MHeld
Marathon Pete Corp78.6K$19.2M0.7%$6.41MHeld
Starbucks CorpSBUX200.4K$17.9M0.7%$1.08MHeld
Mondelez Intl Inc249.7K$14.4M0.5%$951.4KHeld
Emerson Elec Co85K$11.1M0.4%−$144.5KHeld
Vanguard Intl Equity Index F150K$8.11M0.3%$43.5KHeld
Invesco Exchange Traded Fd T100K$7.52M0.3%$14KHeld
Carlisle Cos Inc16.2K$5.39M0.2%$221.6KAdded$236.9K
Caci Intl Inc8.17K$4.44M0.2%$90.4KCut−$500K
Burlington Stores, Inc.BURL13.2K$4.29M0.2%$481.5KHeld
Trimble Inc.TRMB59.7K$3.9M0.1%−$783.7KCut−$1.53M
Taiwan Semiconductor Mfg Ltd10.7K$3.6M0.1%$363.2KCut−$391.7K
Berkley W R Corp52.2K$3.46M0.1%−$200.4KAdded−$196.1K
Avery Dennison CorpAVY19.9K$3.44M0.1%−$183.2KHeld
Caseys Gen Stores Inc4.68K$3.41M0.1%$819.5KCut−$939.7K
Sei Invts Co43.1K$3.38M0.1%−$152KAdded−$131.8K
Markel Group Inc.MKL1.72K$3.29M0.1%−$405.2KCut−$1.14M
Jones Lang Lasalle IncJLL10.7K$3.27M0.1%−$345.5KHeld
Affiliated Managers Group In11.5K$3.19M0.1%−$133.8KAdded−$133.5K
AramarkARMK76.9K$3.12M0.1%$282.2KAdded$291.4K
GoDaddy Inc.GDDY36.1K$2.98M0.1%−$1.25MAdded−$764.9K
TransunionTRU41.9K$2.9M0.1%−$693KAdded−$686.3K
Solstice Advanced Matls Inc36K$2.74M0.1%$993.9KHeld
Rpm Intl Inc27.5K$2.73M0.1%−$125.7KAdded−$112K
Aptargroup, Inc.ATR20.9K$2.63M0.1%$84.6KAdded$93.3K
Verizon Communications IncVZ50K$2.51M0.1%$473.5KHeld
Manhattan Associates IncMANH18.5K$2.47M0.1%−$450.3KAdded$525.4K
Ase Technology Hldg Co Ltd111.4K$2.42M0.1%$621.6KHeld
Bio-Techne CorpTECH45.9K$2.4M0.1%−$229.2KAdded$341.2K
Lennox Intl Inc5.16K$2.4M0.1%−$110.2KAdded−$104.6K
WEX Inc.WEX15.6K$2.39M0.1%$63.4KHeld
Choice Hotels Intl Inc22.4K$2.32M0.1%$184.3KHeld
Tyler Technologies IncTYL6.67K$2.28M0.1%−$285.2KAdded$1.12M
Kirby CorpKEX16.8K$2.23M0.1%$381.7KCut$23.9K
Idex Corp11.5K$2.18M0.1%$133.3KAdded$141.1K
Lkq CorpLKQ74.2K$2.18M0.1%−$61.6KHeld
Nordson CorpNDSN8.18K$2.18M0.1%$209KAdded$216.2K
Ishares Tr11K$2.11M0.1%−$74.9KHeld
Dolby Laboratories, Inc.DLB34.2K$2.06M0.1%−$142.4KCut−$719.4K
Hunt J B Trans Svcs Inc9.34K$1.98M0.1%$163.8KAdded$167.6K
Morningstar, Inc.MORN11.6K$1.97M0.1%−$561.6KCut−$751.1K
Saia IncSAIA5.48K$1.92M0.1%$111.3KAdded$455.6K
Pool CorpPOOL9.36K$1.89M0.1%−$108.2KAdded$957.9K
Novartis Ag12.3K$1.88M0.1%$72.4KAdded$1.21M
Jacobs Solutions Inc.J14.2K$1.81M0.1%−$73.7KHeld
Service Corp Intl20.7K$1.71M0.1%$86.8KAdded$220.4K
Booz Allen Hamilton Hldg Cor21.2K$1.66M0.1%−$134.3KCut−$810.1K
Ulta Beauty, Inc.ULTA3.08K$1.61M0.1%−$253.2KHeld
Graco IncGGG18.6K$1.57M0.1%$49.7KAdded$54.8K
Henry Jack & Assoc Inc9.85K$1.56M0.1%−$239.7KAdded−$233.8K
Kinsale Cap Group Inc4.25K$1.45M0.1%−$169.8KAdded$108.3K
Envista Holdings CorpNVST56.1K$1.42M0.1%$205.2KCut−$250.9K
Argenx SEARGX1.86K$1.36M0.1%−$206.1KHeld
Asml Holding N V1.02K$1.35M0.1%$256KHeld
Costco Whsl Corp New1.31K$1.31M0.0%$176.2KHeld
Insight Enterprises IncNSIT18.6K$1.25M0.0%−$211.7KAdded$55.1K
Simpson Mfg Inc7K$1.2M0.0%$71KHeld
Astrazeneca Plc OrdAZN5.88K$1.16M0.0%New
Houlihan Lokey, Inc.HLI7.96K$1.14M0.0%New
Hsbc Hldgs Plc12.9K$1.06M0.0%$49.2KHeld
Prosperity Bancshares IncPB15.5K$1.04M0.0%−$29.9KHeld
Topbuild Corp2.95K$1.04M0.0%−$194.5KHeld
Grupo Cibest Sa14.2K$1.03M0.0%$130.4KHeld
UBS Group AGUBS25.8K$1.01M0.0%−$186.9KCut−$532K
Bentley Sys Inc28.2K$991.3K0.0%−$86KHeld
Aon plcAON3.06K$987.1K0.0%−$92KHeld
Parsons Corp Del17.8K$966.1K0.0%−$90.9KAdded$230K
Beone Medicines Ltd3.22K$957.4K0.0%−$22.1KHeld
Columbia Bkg Sys Inc34.8K$954.7K0.0%−$17.9KAdded−$4.79K
Sociedad Quimica Y Minera De11.7K$950.6K0.0%$142.6KHeld
Sprouts Fmrs Mkt Inc12.3K$949.2K0.0%New
CDW CorpCDW7.76K$939.1K0.0%New
Brookfield Asset Managmt Ltd20.6K$915.7K0.0%−$163.6KHeld
Equinor Asa21.5K$905.4K0.0%$398.4KHeld
Blackbaud IncBLKB23.3K$898.1K0.0%−$574.8KHeld
Sap Se5.16K$883.8K0.0%−$207.1KAdded$182.3K
Relx Plc26.7K$883.7K0.0%−$123.2KAdded$199K
Toyota Motor Corp4.15K$855.5K0.0%−$33.1KHeld
Intercontinental Hotels Grou6.2K$826.9K0.0%−$45.7KHeld
Mitsubishi Ufj Finl Group In48.6K$824.1K0.0%$53.9KHeld
Petroleo Brasileiro Sa Petro38.5K$799.2K0.0%$342.8KHeld
Ferguson Enterprises Inc3.25K$758.3K0.0%$34.6KHeld
Sony Group Corp36.6K$756.7K0.0%−$179.1KHeld
Nu Hldgs Ltd51.4K$738.7K0.0%−$121.8KHeld
CAE IncCAE28.1K$731.7K0.0%−$122.7KHeld
Deutsche Bank A G24.5K$730.8K0.0%−$215.5KHeld
Carnival Corp Ltd.CCL27.5K$711.5K0.0%−$128.1KHeld
Rio Tinto Plc7.53K$702.3K0.0%$99.8KHeld
Shopify Inc.SHOP5.8K$687.6K0.0%New
Garmin LtdGRMN2.96K$686.8K0.0%$86.3KHeld
NXP Semiconductors N.V.NXPI3.4K$669.1K0.0%−$68.7KHeld
Merck & Co., Inc.MRK5.5K$661.6K0.0%$82.7KHeld
Canadian Natl Ry Co6.3K$647.7K0.0%$24.7KHeld
Icici Bank Limited24.4K$632.1K0.0%−$95.2KHeld
Spotify Technology S.A.SPOT1.28K$619.2K0.0%−$122.3KHeld
Ball CorpBALL10.4K$612K0.0%$63.6KHeld
Advanced Drain Sys Inc Del4.42K$606.7K0.0%−$34.1KHeld
Vanguard Index Fds3.08K$603.3K0.0%$16KHeld
Baidu Inc5.36K$596.8K0.0%−$103KHeld
Columbia Sportswear CoCOLM10.5K$576.5K0.0%−$2.92KCut−$608.5K
Check Point Software Tech Lt3.96K$566.1K0.0%−$169.3KHeld
Factset Resh Sys Inc2.52K$546.3K0.0%−$183.4KAdded−$180.4K
AbbVie Inc.ABBV2.48K$538.3K0.0%−$27.2KHeld
Ambev Sa181.5K$530K0.0%$81.7KHeld
Icon PlcICLR4.73K$523.9K0.0%−$338.8KHeld
Everest Group, Ltd.EG1.47K$479.8K0.0%−$18.4KHeld
Abbott LabsABT4.27K$438K0.0%−$96.5KHeld
Banco Bradesco S A111.9K$408.5K0.0%$35.8KHeld
Hdfc Bank LtdHDB16.3K$404.8K0.0%−$189.7KHeld
Unilever Plc7.03K$400.6K0.0%−$59.3KHeld
Select Sector Spdr Tr6.67K$272.5K0.0%$3.2KHeld
Equity ResidentialEQR3.5K$207K0.0%−$13.6KHeld

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.