CIK: 0002024585 | SANTA BARBARA, CA
| Quarter | Form Type | Holdings | Value | Filed | SEC |
|---|---|---|---|---|---|
| 13F-HR | 75 | $228.8M | 2026-07-24 | SEC ↗ | |
| 13F-HR | 67 | $209.5M | 2026-05-15 | SEC ↗ | |
| 13F-HR | 71 | $248.7M | 2026-03-19 | SEC ↗ | |
| 13F-HR | 471 | $262.4M | 2025-12-09 | SEC ↗ | |
| 13F-HR | 467 | $243.7M | 2025-07-14 | SEC ↗ | |
| 13F-HR | 530 | $238.9M | 2025-07-14 | SEC ↗ | |
| 13F-HR | 485 | $202.7M | 2025-07-14 | SEC ↗ | |
| 13F-HR | 434 | $197.6M | 2025-07-14 | SEC ↗ | |
| 13F-HR | 403 | $177.0M | 2025-07-14 | SEC ↗ | |
| 13F-HR | 64 | $163.6M | 2024-10-22 | SEC ↗ | |
| 13F-HR | 49 | $129.7M | 2024-10-22 | SEC ↗ |