13F

Investor

Share Andrew L.

CIK 0001693672 · filed 2026-04-28 · SEC filing

13F book

$214.3M

Positions

16

0 new · 2 sold

Largest name

56.7%

Eqt Corp · EQT

Est. mark

$10.6M

Price effect on 16 names still held. Flow $5.79M.
NameTickerSharesValueWeightEst. markChange
Eqt CorpEQT1.91M$121.6M56.7%$19.2MHeld
UBS Select Govt Instl Fd70.1M$70.1M32.7%$0Added$6.22M
Net Power Inc9.77M$15.2M7.1%−$7.03MHeld
Comstock Res Inc130K$2.74M1.3%−$273KHeld
Net Power Inc5.34M$1.44M0.7%−$1.23MHeld
First Tr Exchange Traded Fd2.49K$407.3K0.2%$26.3KHeld
First Tr Exchng Traded Fd Vi7.65K$380.4K0.2%−$11.2KHeld
First Tr Exchange-Traded Fd7K$341K0.2%−$3.08KHeld
Innovator Etfs Trust9.93K$322.3K0.1%−$1.09KHeld
Invesco Exch Traded Fd Tr Ii1.35K$320.8K0.1%−$20.7KHeld
First Tr Exchng Traded Fd Vi6K$302K0.1%−$7.38KHeld
Innovator Etfs Trust5.98K$291.9K0.1%−$7.12KHeld
First Tr Exchng Traded Fd Vi5.23K$249.3K0.1%−$6.85KHeld
Microsoft CorpMSFT575$212.8K0.1%−$65.2KHeld
Spdr Series Trust2.18K$210.6K0.1%$5.3KHeld
Innovator Etfs Trust4.38K$210.6K0.1%−$5.11KHeld

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.