Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

WSM Williams Sonoma Inc Com 74.3% Held LLY Lilly Eli & Co Com 7.2% Held AAPL Apple Inc Com 3.0% Held ABBV Abbvie Inc Com 2.7% Held CAT Caterpillar Inc Com 2.6% Held ET Energy Transfer L P Com Unit L 1.3% Added +33%NVDA Nvidia Corp Com 1.2% Held MSFT Microsoft Corp Com 1.0% Held MRK Merck & Co Inc New Com 0.9% Held JNJ Johnson & Johnson Com 0.7% Held ABT Abbott Labs Com 0.7% Trimmed −34%BMY Bristol Myers Squibb Co Com 0.7% Held

What changed

Biggest moves since Mar 31, 2026

Filed Aug 13, 2026, compared with the May 14, 2026 filing

add_circleNew

None

arrow_upwardAdded

ET +33%

arrow_downwardTrimmed

ABT −34%
ZTS −29%

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RYN $508K
NFLX $62.5K