Location
Dallas, TX
Holdings as of
9/30/2024
Date filed
11/24/2025
Form type
13F-HR
Num holdings
98
Total value ($000)
$273,042
Net value change ($000)
+3,084 (1.1%)
New positions
1
Sold out positions
5
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
HIMS 6,364 217.9%
RMD 2,454 23.1%
URNM 1,375 36.2%
B 964 14.4%
LULU 677 NEW
CSL 645 11.0%
PAYX 583 10.4%
FAST 502 12.1%
CMI 493 19.1%
CFR 464 11.8%
Top Reduces (Value $000, Stocks/ETFs)
CVE -2,878 -12.3%
DXCM -2,117 -34.6%
NVO -1,780 -18.6%
MCHP -1,107 -12.4%
SU -968 -9.4%
APA -755 -18.4%
MBLY -675 -52.6%
Vista Outdoor Inc. -634 -100.0%
ENLINK MIDSTREAM LLC -633 -23.6%
BIL -538 -7.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type