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Institutional

Cascade Financial Partners, LLC

CIK 0002021208
$970.2M
Reported AUM
263
Positions
Q1 2026
Period
2026-05-12
Filed

The Brief · Cascade Financial Partners, LLC · Q1 2026

AI · grounded in 13F

Cascade Financial Partners, LLC established a new position in TLH with a $12.7M investment. The fund also opened new positions in MBB for $9.3M and SPIB for $6.8M. On the selling side, the fund closed its position in BIL, resulting in a -$4.2M change. Other notable reductions include trimming shares of STIP by 91.5% and SPSB by 75.7%.

Portfolio · Q1 2026

LLY$217.7MAAPLVEAIVVPEPOther$505.1MCL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1LLYELI LILLY & CO$1131.420.55%48.00%387.10%$217.7M22.44%+65+0.0%
2AAPLAPPLE INC$307.34-1.25%51.31%116.17%$48.2M4.96%3,474−1.8%
3VEAVANGUARD TAX-MANAGED FDS$69.17-3.72%26.80%55.20%$39.3M4.05%+471+0.1%
4IVVISHARES TR$740.91-2.62%24.60%80.03%$29.8M3.07%69−0.2%
5PEPPEPSICO INC$141.92-0.16%14.71%5.94%$20.4M2.11%4,960−3.6%
6DOLWISDOMTREE TR$72.61-3.34%24.70%73.78%$18.3M1.89%+26,790+11.0%
7NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$16.3M1.68%+3,422+3.8%
8IEMGISHARES INC$78.63-6.40%38.44%42.72%$16.3M1.68%10,314−4.2%
9TIPISHARES TR$109.25-0.48%5.19%1.99%$15.2M1.56%+134,280+4156.0%
10ISHGISHARES TR$74.67-0.85%1.71%-4.04%$14.9M1.53%+62,150+44.9%
11AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$14.5M1.50%46−0.1%
12RVTYREVVITY INC$98.37-3.94%7.27%-45.38%$14.3M1.47%HELD
13SPMDSPDR SERIES TRUST$64.84-1.94%22.71%47.12%$14.1M1.45%+9,557+4.2%
14MGKVANGUARD WORLD FD$87.47-3.73%24.66%86.95%$13.5M1.39%657−1.8%
15IEIISHARES TR$116.73-0.38%3.63%0.21%$13.2M1.36%+44,777+67.0%
16SPDWSPDR INDEX SHS FDS$49.33-3.71%26.64%54.23%$13.2M1.36%+1,792+0.6%
17TLHISHARES TR$98.85-0.62%5.09%-22.39%$12.7M1.31%+126,045NEW
18SPEMSPDR INDEX SHS FDS$50.53-4.04%23.98%35.82%$11.7M1.20%+13,713+5.8%
19VTIVANGUARD INDEX FDS$363.38-2.68%24.59%71.45%$11.4M1.18%7,988−18.3%
20MBBISHARES TR$93.74-0.50%6.97%1.02%$9.3M0.96%+97,714NEW
21VIGVANGUARD SPECIALIZED FUNDS$233.28-1.37%18.28%59.52%$9.0M0.93%591−1.4%
22SHYGISHARES TR$42.17-0.31%6.97%26.26%$8.8M0.90%+52,548+33.9%
23DGSWISDOMTREE TR$63.06-4.02%21.13%41.89%$8.7M0.89%+6,967+5.1%
24MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$8.6M0.88%+926+4.2%
25PAVEGLOBAL X FDS$56.68-1.61%34.19%121.50%$8.0M0.82%+4,306+2.8%
26BRK/BBERKSHIRE HATHAWAY INC DEL$7.8M0.81%422−2.5%
27SHYISHARES TR$81.86-0.21%3.62%8.72%$7.8M0.80%64,049−40.6%
28TSLATESLA INC$391.00-6.56%32.48%70.69%$7.4M0.77%187,963−90.4%
29VYMVANGUARD WHITEHALL FDS$158.24-1.35%24.39%72.68%$7.2M0.74%825−1.7%
30VOVANGUARD INDEX FDS$78.53-2.06%16.36%40.57%$6.8M0.70%+399+1.7%
31AVUVAMERICAN CENTY ETF TR$119.70-1.44%$6.8M0.70%+8,747+16.6%
32SPIBSPDR SERIES TRUST$33.24-0.45%$6.8M0.70%+201,916NEW
33AVESAMERICAN CENTY ETF TR$64.47-4.91%$6.5M0.67%+21,263+24.3%
34BNLBROADSTONE NET LEASE INC$20.581.78%$6.5M0.67%4,748−1.3%
35DEMWISDOMTREE TR$53.74-3.38%$6.3M0.65%+874+0.7%
36VVVANGUARD INDEX FDS$339.76-2.62%$6.2M0.64%70−0.3%
37AIRRFIRST TR EXCHANGE TRADED FD$127.97-2.91%$6.2M0.63%993−1.8%
38DGROISHARES TR$75.17-0.78%$5.7M0.59%+145+0.2%
39DESWISDOMTREE TR$38.45-0.83%$5.7M0.59%1,711−1.1%
40VTEBVANGUARD MUN BD FDS$50.30-0.16%$5.4M0.56%1,813−1.6%
41TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%$5.4M0.55%50−0.3%
42EFAISHARES TR$102.26-2.56%$5.4M0.55%+6,042+12.3%
43SUBISHARES TR$106.41-0.05%$5.2M0.54%+9,679+24.6%
44SCZISHARES TR$83.52-2.53%$5.2M0.54%+3,879+6.2%
45GOOGLALPHABET INC$368.53-0.98%$5.2M0.53%+70+0.4%
46MLPAGLOBAL X FDS$54.44-0.55%$5.1M0.53%4,267−4.3%
47METAMETA PLATFORMS INC$593.00-5.51%$5.1M0.52%+18+0.2%
48AVLVAMERICAN CENTY ETF TR$89.80-1.74%$5.0M0.52%+10,136+19.3%
49MUBISHARES TR$106.97-0.21%$5.0M0.52%+12,171+34.8%
50REGLPROSHARES TR$88.030.55%$4.9M0.50%+1,723+3.1%
51GOOGALPHABET INC$365.76-0.95%$4.7M0.49%381−2.2%
52IDEVISHARES TR$88.23-2.57%$4.6M0.48%686−1.2%
53AVDVAMERICAN CENTY ETF TR$105.99-3.19%$4.6M0.47%+5,776+14.4%
54VFHVANGUARD WORLD FD$128.080.14%$4.6M0.47%3,014−7.4%
55DONWISDOMTREE TR$55.10-0.45%$4.5M0.47%756−0.9%
56CRWDCROWDSTRIKE HLDGS INC$671.02-6.68%$4.5M0.46%+13+0.1%
57BRK/ABERKSHIRE HATHAWAY INC DEL$4.3M0.44%HELD
58DFASDIMENSIONAL ETF TRUST$77.60-2.07%$4.0M0.41%90−0.2%
59SCHESCHWAB STRATEGIC TR$35.15-4.07%$3.9M0.40%1,484−1.3%
60SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%$3.5M0.36%+583+12.3%
61IDVISHARES TR$43.42-1.63%$3.4M0.35%+16,351+25.4%
62QQQINVESCO QQQ TR$705.06-4.80%$3.4M0.35%+6+0.1%
63VOEVANGUARD INDEX FDS$195.39-0.90%$3.2M0.33%265−1.5%
64VNQVANGUARD INDEX FDS$96.790.72%$3.1M0.32%+526+1.5%
65NYFISHARES TR$53.58-0.19%$3.1M0.32%480−0.8%
66AMLPALPS ETF TR$52.77-0.90%$2.8M0.28%+461+0.9%
67AVDEAMERICAN CENTY ETF TR$89.07-2.63%$2.7M0.28%1,568−4.7%
68EWXSPDR INDEX SHS FDS$71.98-4.04%$2.7M0.28%+6,930+20.7%
69ESGUISHARES TR$161.16-2.76%$2.6M0.27%HELD
70ITOTISHARES TR$161.35-2.71%$2.5M0.26%+2+0.0%
71VWOVANGUARD INTL EQUITY INDEX F$58.03-3.78%$2.4M0.25%+7,287+19.6%
72BKBANK NEW YORK MELLON CORP$142.39-1.13%$2.3M0.24%HELD
73ITWILLINOIS TOOL WKS INC$252.720.64%$2.2M0.23%347−3.9%
74IWFISHARES TR$122.69-3.26%$2.2M0.23%HELD
75DVYISHARES TR$155.400.32%$2.2M0.23%513−3.4%
76SPYMSPDR SERIES TRUST$86.81-2.58%$2.2M0.22%+2,642+10.3%
77IEFAISHARES TR$95.56-2.60%$2.2M0.22%32−0.1%
78GLDSPDR GOLD TR$396.24-3.65%$2.1M0.22%+20+0.4%
79DGRWWISDOMTREE TR$95.95-1.94%$2.1M0.22%2,282−8.8%
80DFATDIMENSIONAL ETF TRUST$67.12-1.13%$2.0M0.21%45−0.1%
81VCITVANGUARD SCOTTSDALE FDS$81.91-0.56%$2.0M0.21%5,815−19.2%
82COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$2.0M0.21%+19+0.9%
83JNJJOHNSON & JOHNSON$232.772.02%$2.0M0.20%164−2.0%
84MOATVANECK ETF TRUST$102.05-1.39%$1.9M0.19%HELD
85SCHHSCHWAB STRATEGIC TR$23.680.89%$1.9M0.19%598−0.7%
86EPDENTERPRISE PRODS PARTNERS L$37.81-0.97%$1.8M0.19%+3,227+7.3%
87MRKMERCK & CO INC$120.790.44%$1.8M0.18%71−0.5%
88NEENEXTERA ENERGY INC$85.840.19%$1.7M0.17%1,285−6.6%
89IBMINTERNATIONAL BUSINESS MACHS$284.84-5.61%$1.7M0.17%+118+1.8%
90STAGSTAG INDUSTRIAL INC$37.260.68%$1.6M0.17%+4,208+10.2%
91VOOVANGUARD INDEX FDS$678.00-2.59%$1.6M0.17%113−4.0%
92VBVANGUARD INDEX FDS$288.20-2.44%$1.6M0.16%+44+0.7%
93SPGSIMON PPTY GROUP INC NEW$210.311.98%$1.5M0.16%+500+6.4%
94TMTOYOTA MOTOR CORP$177.16-1.30%$1.5M0.16%HELD
95TXNTEXAS INSTRS INC$285.06-6.65%$1.5M0.15%116−1.5%
96DLNWISDOMTREE TR$95.75-1.19%$1.4M0.15%HELD
97SPSBSPDR SERIES TRUST$29.90-0.20%$1.4M0.15%146,947−75.7%
98AMDADVANCED MICRO DEVICES INC$466.38-10.86%$1.4M0.14%+513+8.1%
99ETENERGY TRANSFER L P$19.39-1.17%$1.4M0.14%+10,330+16.7%
100IAUISHARES GOLD TR$81.22-3.63%$1.4M0.14%HELD
101AFLAFLAC INC$1.3M0.13%200−1.7%
102AVGOBROADCOM INC$1.3M0.13%+86+2.1%
103IYFISHARES TR$1.3M0.13%+5,989+119.9%
104OREALTY INCOME CORP$1.3M0.13%+718+3.5%
105VXFVANGUARD INDEX FDS$1.3M0.13%57−0.9%
106EQREQUITY RESIDENTIAL$1.3M0.13%+4,821+29.2%
107IFRAISHARES TR$1.2M0.13%+5,400+33.4%
108MOALTRIA GROUP INC$1.2M0.12%472−2.5%
109MAMASTERCARD INCORPORATED$1.2M0.12%HELD
110JPMJPMORGAN CHASE & CO$1.2M0.12%60−1.5%
111ESGDISHARES TR$1.1M0.12%HELD
112NFLXNETFLIX INC.$1.1M0.11%+3,370+41.6%
113SCHMSCHWAB STRATEGIC TR$1.1M0.11%+3,650+11.6%
114CSXCSX CORP$1.1M0.11%1,271−4.6%
115SHYDVANECK ETF TRUST$1.1M0.11%1,136−2.4%
116SHLDGLOBAL X FDS$1.1M0.11%+1,177+8.6%
117ESMLISHARES TR$1.0M0.11%HELD
118PLTRPALANTIR TECHNOLOGIES INC$1.0M0.11%+360+5.4%
119RSPINVESCO EXCHANGE TRADED FD T$1.0M0.10%310−5.5%
120MPLXMPLX LP$1.0M0.10%+1,275+7.8%
121STIPISHARES TR$1.0M0.10%103,753−91.5%
122RTXRTX CORPORATION$984K0.10%45−0.9%
123HDHOME DEPOT INC$951K0.10%125−4.1%
124PPAINVESCO EXCHANGE TRADED FD T$944K0.10%20−0.3%
125SCHFSCHWAB STRATEGIC TR$923K0.10%483−1.3%
126NUEMNUSHARES ETF TR$918K0.09%HELD
127DVYEISHARES INC$915K0.09%+2,411+10.0%
128IWNISHARES TR$897K0.09%8−0.2%
129XOMEXXON MOBIL CORP$881K0.09%+1,756+51.1%
130PSCTINVESCO EXCH TRADED FD TR II$851K0.09%200−1.4%
131SCHXSCHWAB STRATEGIC TR$827K0.09%+1,825+6.0%
132IWMISHARES TR$799K0.08%+85+2.7%
133SMDVPROSHARES TR$799K0.08%85−0.7%
134SDYSPDR SERIES TRUST$787K0.08%+74+1.4%
135CSCOCISCO SYS INC$779K0.08%66−0.7%
136MRSHMARSH & MCLENNAN COS INC$767K0.08%53−1.2%
137JEPIJ P MORGAN EXCHANGE TRADED F$748K0.08%+600+4.8%
138PFEPFIZER INC$744K0.08%+379+1.5%
139XLPSELECT SECTOR SPDR TR$738K0.08%HELD
140EEMISHARES TR$736K0.08%HELD
141MCDMCDONALDS CORP$728K0.08%790−25.2%
142IWDISHARES TR$726K0.07%HELD
143MDYSTATE STR SPDR S&P MIDCAP 40$725K0.07%HELD
144NVSNOVARTIS AG$723K0.07%100−2.1%
145TPLTEXAS PACIFIC LAND CORPORATI$712K0.07%HELD
146ROKROCKWELL AUTOMATION INC$705K0.07%HELD
147XLFSELECT SECTOR SPDR TR$704K0.07%+4,227+42.1%
148UNPUNION PAC CORP$689K0.07%126−4.2%
149TAT&T INC$688K0.07%HELD
150GDXVANECK ETF TRUST$671K0.07%+133+1.9%
151XLRESELECT SECTOR SPDR TR$664K0.07%+972+6.4%
152BNDVANGUARD BD INDEX FDS$638K0.07%16,034−64.9%
153AIQGLOBAL X FDS$638K0.07%78,866−85.2%
154IUSVISHARES TR$637K0.07%HELD
155VYMIVANGUARD WHITEHALL FDS$625K0.06%HELD
156MORTVANECK ETF TRUST$594K0.06%+920+1.6%
157PAAPLAINS ALL AMERN PIPELINE L$573K0.06%+6,363+33.0%
158VUGVANGUARD INDEX FDS$558K0.06%+6+0.5%
159SGOLETFS GOLD TR$552K0.06%HELD
160CVXCHEVRON CORPORATION$547K0.06%+525+24.8%
161BACBANK AMERICA CORP$543K0.06%HELD
162ABBVABBVIE INC$539K0.06%10−0.4%
163FBTCFIDELITY WISE ORIGIN BITCOIN$537K0.06%+3,264+55.9%
164VBRVANGUARD INDEX FDS$522K0.05%7−0.3%
165CRCRANE COMPANY$504K0.05%HELD
166LMTLOCKHEED MARTIN CORP$500K0.05%100−10.8%
167VVISA INC$490K0.05%HELD
168FLOTISHARES TR$484K0.05%26,230−73.4%
169CATCATERPILLAR INC$458K0.05%90−12.2%
170SCHASCHWAB STRATEGIC TR$453K0.05%+5,041+47.9%
171AGGISHARES TR$452K0.05%5,984−56.8%
172WMT2WELLS FARGO & CO$451K0.05%HELD
173IJRISHARES TR$450K0.05%212−5.5%
174UNHUNITEDHEALTH GROUP INC$447K0.05%375−18.5%
175KOCOCA COLA CO$446K0.05%150−2.5%
176PHPARKER-HANNIFIN CORP$446K0.05%HELD
177AMGNAMGEN INC$445K0.05%62−4.7%
178PSCHINVESCO EXCH TRADED FD TR II$440K0.05%150−1.4%
179EPIWISDOMTREE TR$437K0.05%3,386−24.0%
180PGXINVESCO EXCH TRADED FD TR II$419K0.04%HELD
181ACNACCENTURE PLC IRELAND$414K0.04%35−1.6%
182AMATAPPLIED MATLS INC$410K0.04%HELD
183UMIUSCF ETF TR$407K0.04%HELD
184EEMSISHARES INC$402K0.04%HELD
185SCHDSCHWAB STRATEGIC TR$386K0.04%728−5.5%
186MUMICRON TECHNOLOGY INC$377K0.04%20−1.8%
187EMREMERSON ELEC CO$374K0.04%125−4.2%
188WESWESTERN MIDSTREAM PARTNERS L$367K0.04%+390+4.6%
189DFEMDIMENSIONAL ETF TRUST$363K0.04%HELD
190IWSISHARES TR$362K0.04%39−1.5%
191VZVERIZON COMMUNICATIONS INC$354K0.04%HELD
192SHMSPDR SERIES TRUST$352K0.04%422−5.4%
193SPYVSPDR SERIES TRUST$350K0.04%+6,180NEW
194NOWSERVICENOW INC$346K0.04%+3,310NEW
195LINLINDE PLC$341K0.04%HELD
196PANWPALO ALTO NETWORKS INC$341K0.04%220−9.4%
197ORCLORACLE CORP$336K0.03%353−13.4%
198IWPISHARES TR$331K0.03%72−2.7%
199CSQCALAMOS STRATEGIC TOTAL RETU$321K0.03%+18,723NEW
200IJHISHARES TR$319K0.03%HELD
201PGPROCTER & GAMBLE CO$318K0.03%4,200−65.6%
202VGKVANGUARD INTL EQUITY INDEX F$317K0.03%HELD
203AVIVAMERICAN CENTY ETF TR$316K0.03%+4,229NEW
204KRESPDR SERIES TRUST$314K0.03%HELD
205REMISHARES TR$310K0.03%HELD
206HASIHA SUSTAINABLE INFRA CAP INC$308K0.03%HELD
207CNQCANADIAN NAT RES LTD MED TER$307K0.03%+6,290NEW
208BABOEING CO$306K0.03%+5+0.3%
209DIMWISDOMTREE TR$302K0.03%HELD
210BLKBLACKROCK INC$296K0.03%20−6.1%
211ORLYOREILLY AUTOMOTIVE INC$296K0.03%HELD
212MDLZMONDELEZ INTL INC$293K0.03%HELD
213INTCINTEL CORP$293K0.03%+239+3.7%
214IAGGISHARES TR$291K0.03%515−8.1%
215JEPQJ P MORGAN EXCHANGE TRADED F$289K0.03%+1,323+34.0%
216ONEYSPDR SERIES TRUST$288K0.03%HELD
217DGRSWISDOMTREE TR$284K0.03%HELD
218YUMYUM BRANDS INC$274K0.03%HELD
219BKLNINVESCO EXCH TRADED FD TR II$274K0.03%HELD
220QCOMQUALCOMM INC$268K0.03%+600+40.6%
221GDGENERAL DYNAMICS CORP$261K0.03%HELD
222CLCOLGATE PALMOLIVE CO$260K0.03%730−19.3%
223TFCTRUIST FINL CORP$259K0.03%HELD
224IBITISHARES BITCOIN TRUST ETF$258K0.03%+640+10.6%
225EMXCISHARES INC$257K0.03%HELD
226GEVGE VERNOVA INC$254K0.03%+291NEW
227VGTVANGUARD WORLD FD$253K0.03%64−15.0%
228SPYDSPDR SERIES TRUST$250K0.03%+5,484NEW
229ETNEATON CORP PLC$249K0.03%HELD
230NSCNORFOLK SOUTHN CORP$248K0.03%HELD
231AMPAMERIPRISE FINL INC$246K0.03%HELD
232TJXTJX COS INC NEW$244K0.03%HELD
233VRTVERTIV HOLDINGS CO$243K0.03%+971NEW
234HDVISHARES TR$242K0.02%HELD
235HESMHESS MIDSTREAM LP$241K0.02%+6,193NEW
236BIZDVANECK ETF TRUST$241K0.02%+1,225+7.0%
237GILDGILEAD SCIENCES INC$239K0.02%HELD
238PZTINVESCO EXCH TRADED FD TR II$228K0.02%HELD
239ISRGINTUITIVE SURGICAL INC$226K0.02%HELD
240HTGCHERCULES CAPITAL INC$226K0.02%HELD
241SYKSTRYKER CORPORATION$221K0.02%HELD
242CCITIGROUP INC$219K0.02%HELD
243COINCOINBASE GLOBAL INC$218K0.02%HELD
244PMPHILIP MORRIS INTL INC$218K0.02%96−6.8%
245AZNASTRAZENECA PLC$217K0.02%+1,098NEW
246OKEONEOK INC NEW$216K0.02%2,156−47.4%
247SPGIS&P GLOBAL INC$216K0.02%HELD
248LRCXLAM RESEARCH CORP$216K0.02%+1,009NEW
249SLVISHARES SILVER TR$209K0.02%+3,060NEW
250GSGOLDMAN SACHS GROUP INC$208K0.02%HELD
251LOWLOWES COS INC$206K0.02%7−0.8%
252PSXPHILLIPS 66$205K0.02%+1,125NEW
253ILMNILLUMINA INC$205K0.02%HELD
254PFFISHARES TR$201K0.02%+6,623NEW
255EBAYEBAY INC.$201K0.02%538−19.6%
256FPEFIRST TR EXCH TRADED FD III$196K0.02%HELD
257EXKENDEAVOUR SILVER CORP$137K0.01%+1,000+7.3%
258BOFBRANCHOUT FOOD INC$83K0.01%HELD
259OPKOPKO HEALTH INC$76K0.01%HELD
260XJQCXNUVEEN CR STRATEGIES INCOME$50K0.01%+10,305NEW
261RCREADY CAPITAL CORP$40K0.00%20,176−45.2%
262PLXPROTALIX BIOTHERAPEUTICS INC$26K0.00%HELD
263FBLGFIBROBIOLOGICS INC$22K0.00%+16,428NEW
264BILSPDR SERIES TRUST46,172EXITED
265WTAIWISDOMTREE TR37,983EXITED
266LQDISHARES TR4,743EXITED
267SOXXISHARES TR1,000EXITED
268AVBAVALONBAY CMNTYS INC1,593EXITED
269DOCUDOCUSIGN INC4,200EXITED
270JETSETF SER SOLUTIONS9,868EXITED
271BSXBOSTON SCIENTIFIC CORP2,869EXITED
272SMCISUPER MICRO COMPUTER INC8,875EXITED
273VTIPVANGUARD MALVERN FDS5,212EXITED
274DISDISNEY WALT CO2,160EXITED
275UPSUNITED PARCEL SERVICE INC2,436EXITED
276PGRPROGRESSIVE CORP974EXITED
277NKENIKE INC3,473EXITED
278WMBWILLIAMS COS INC3,600EXITED
279BXBLACKSTONE INC1,399EXITED
280ESEVERSOURCE ENERGY3,099EXITED
281ALNYALNYLAM PHARMACEUTICALS INC523EXITED
282SKYYFIRST TR EXCHANGE TRADED FD1,594EXITED
283PINSPINTEREST INC8,000EXITED
284FINXGLOBAL X FDS7,000EXITED
285ARTYISHARES TR4,200EXITED
286AZNNASTRAZENECA PLC2,197EXITED
287AMOMEXCHANGE LISTED FDS TR4,142EXITED
288ADBEADOBE INC575EXITED
289FBLGFIBROBIOLOGICS INC314,581EXITED
290NIONIO INC12,048EXITED

Source: SEC EDGAR · accession 0002021208-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.