Manager Directed Portfolios - HRSMX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Arvest Bank Trust Division | History | Reduced | 23,035 | 2,038 | 0.11% | 0.12% | 1 | -2,256 | -8.92% | Q4 2025 | Feb 09, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 9,571 | 846 | 0.47% | — | 2 | +9,571 | New | Q4 2025 | Feb 18, 2026 |