Location
Scottsdale, AZ
Holdings as of
6/30/2026
Value
$1.13B
Value excl. options
$1.12B
Num holdings
151
Date filed
8/7/2026
Form type
13F-HR
Prev filing
4/29/2026
Next filing
10/16/2026
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type