Location
Fort Myers, FL
Holdings as of
6/30/2026
Value
$510M
Value excl. options
$498M
Num holdings
115
Date filed
8/7/2026
Form type
13F-HR
Prev filing
8/7/2026
Next filing
10/13/2026
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type