CIK: 0001767982 | Santa Barbara, CA
| Quarter | Form Type | Holdings | Value | Filed | SEC |
|---|---|---|---|---|---|
| 13F-HR | 105 | $322.9M | 2026-10-29 | SEC ↗ | |
| 13F-HR | 91 | $328.6M | 2026-07-21 | SEC ↗ | |
| 13F-HR | 101 | $307.6M | 2026-05-12 | SEC ↗ | |
| 13F-HR | 111 | $303.9M | 2026-01-28 | SEC ↗ | |
| 13F-HR | 113 | $302.1M | 2025-11-12 | SEC ↗ | |
| 13F-HR | 101 | $281.1M | 2025-08-08 | SEC ↗ | |
| 13F-HR | 80 | $260.5M | 2025-05-01 | SEC ↗ | |
| 13F-HR | 80 | $264.3M | 2025-01-15 | SEC ↗ | |
| 13F-HR | 81 | $263.9M | 2024-10-07 | SEC ↗ | |
| 13F-HR | 82 | $247.0M | 2024-07-12 | SEC ↗ | |
| 13F-HR | 80 | $244.4M | 2024-04-18 | SEC ↗ | |
| 13F-HR | 80 | $233.8M | 2024-01-10 | SEC ↗ | |
| 13F-HR | 78 | $204.7M | 2023-10-11 | SEC ↗ | |
| 13F-HR | 81 | $218.3M | 2023-07-12 | SEC ↗ | |
| 13F-HR | 82 | $216.6M | 2023-04-07 | SEC ↗ | |
| 13F-HR | 81 | $193.9M | 2023-02-10 | SEC ↗ | |
| 13F-HR | 77 | $2.4M | 2022-10-14 | SEC ↗ | |
| 13F-HR | 80 | $2.0M | 2022-07-13 | SEC ↗ | |
| 13F-HR | 73 | $231.0K | 2022-04-25 | SEC ↗ | |
| 13F-HR | 68 | $225.6K | 2022-01-24 | SEC ↗ | |
| 13F-HR | 64 | $209.8K | 2021-10-13 | SEC ↗ | |
| 13F-HR | 61 | $207.0K | 2021-08-16 | SEC ↗ | |
| 13F-HR | 62 | $196.6K | 2021-04-19 | SEC ↗ | |
| 13F-HR | 61 | $185.1K | 2021-02-04 | SEC ↗ | |
| 13F-HR | 60 | $164.3K | 2020-10-14 | SEC ↗ | |
| 13F-HR | 60 | $155.4K | 2020-07-09 | SEC ↗ | |
| 13F-HR | 53 | $132.0K | 2020-04-29 | SEC ↗ | |
| 13F-HR | 61 | $152.2K | 2020-01-13 | SEC ↗ | |
| 13F-HR | 61 | $142.6K | 2019-10-22 | SEC ↗ | |
| 13F-HR | 61 | $135.4K | 2019-08-02 | SEC ↗ | |
| 13F-HR | 63 | $135.6K | 2019-05-10 | SEC ↗ | |
| 13F-HR | 57 | $113.3K | 2019-02-14 | SEC ↗ |