| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| SBUX | STARBUCKS CORP | Director | $67.8M | Mar 13, 2024 | ||
| JPM, JPM-PC | JPMORGAN CHASE & CO | Director | $46.2M | Sep 30, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|