Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.
$157.32MReported 13F valueQ2 2026 · as filed
41Holdings listed
+14.2%vs prior quartervalue change includes market moves
3Quarters on record
Jul 31Latest filed
Filing record
Jul 31 2026
13F-HR · period Q2 2026
$157.32M · 41 holdings listed · View original SEC filing ↗
Apr 17 2026
13F-HR · period Q1 2026
$137.76M · 37 holdings listed · View original SEC filing ↗
Mar 13 2026
13F-HR · period Q4 2025
$133.01M · 35 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only.
Reporting period: Q2 2026 · latest filing Jul 31, 2026 ·
Change methodology