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Type	Result	AUM ($B)

CIK

Period

0000084616

2025-06-30 2025-03-31 2024-12-31 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 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-06-30 2015-03-31 2014-12-31 2014-09-30 2014-06-30 2014-03-31 2013-12-31 2013-09-30 2013-06-30 2013-03-31 2012-12-31 2012-09-30 2012-06-30 2012-03-31 2011-12-31

Sector	Form 13F Holdings	Value ($B)
	Microsoft Corp	0.1
	SPDR Gold Trust	0.1
	Alphabet Inc	0.1
	Apple Inc	0.1
	VISA Inc	0.0
	PepsiCo Inc	0.0
	Merck & Co Inc	0.0
	Independent Bank Corp	0.0
	Pangaea Logistics Solutions Ltd	0.0
	Ace Ltd	0.0
	TJX Companies Inc /DE/	0.0
	Mastercard Inc	0.0
	J P Morgan Chase & Co	0.0
	Union Pacific Corp	0.0
	Facebook Inc	0.0
	Exxon Mobil Corp	0.0
	Intuit Inc	0.0
	Texas Instruments Inc	0.0
	BlackRock Inc	0.0
	Veeva Systems Inc	0.0
	EOG Resources Inc	0.0
	UnitedHealth Group Inc	0.0
	Honeywell International Inc	0.0
	FPL Group Inc	0.0
	Nike Inc	0.0
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{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "update_card": "/update-card"}

{"uid": 151863339, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

220187004