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Type	Result	AUM ($B)

CIK	Period
0001144208 0001708033	2025-06-30 2025-03-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30

Sector	Form 13F Holdings	Value ($M)
	UnitedHealth Group Inc	13.8
	Coreweave Inc	7.3
	Rio Tinto PLC	4.2
	Power & Digital Infrastructure Acquisition Corp	3.8
	Altria Group Inc	3.8
	Energy Transfer Equity LP	3.4
	Sprott Physical Gold & Silver Trust	2.4
	Trade Desk Inc	2.1
	Star Holdings	2.0
	SPDR Gold Trust	1.9
	Bristol Myers Squibb Co	1.6
	Myers Industries Inc	1.6
	Power & Digital Infrastructure Acquisition Corp	1.5
	British American Tobacco PLC	1.4
	Kellogg Co	1.3
	America First Tax Exempt Investors LP	1.2
	Ford Motor Co	1.1
	Walgreens Boots Alliance Inc	1.1
	Agriculture & Natural Solutions Acquisition Corp	1.1
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