| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| JBSS | SANFILIPPO JOHN B & SON INC | COO, President, Director, 10%+ Owner | $117M | -$464K | -0.4% | Jul 24, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|