Q3 2025 13F Detailed Holdings
-
Location
-
Tampa, FL
-
Holdings as of
-
9/30/2025
-
Value ($000)
-
$172,787
-
Num holdings
-
53
-
Date filed
-
11/7/2025
-
Form type
-
13F-HR
-
Next filing
-
-
Note
-
Holdings broken out by “other managers” reported in original SEC filing,
see here
for holdings aggregated across other managers
| Sym |
Issuer Name |
Cl |
CUSIP |
Value ($000) |
% |
Shares |
Principal |
Option Type |
Discretion |
Other Manager |
Sole |
Shared |
None |
Other Managers
| Num |
Name |
File Number |
| 1 |
Atlanta Capital Mgmt Co |
|
| 2 |
Boston Partners Global |
|
| 3 |
Columbia Threadneedle |
|
| 4 |
Eagle Asset Mgmt |
|
| 5 |
Federated Investments |
|
| 6 |
Freedom UMA - Equity Income |
|
| 7 |
Jennison Associates |
|
| 8 |
Parametric Portfolio Assoc |
|