Location
Scottsdale, AZ
Holdings as of
3/31/2026
Value
$1.03B
Value excl. options
$1.02B
Num holdings
145
Date filed
4/29/2026
Form type
13F-HR
Prev filing
1/29/2026
Next filing
8/7/2026
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type