| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period | 
|---|---|---|---|---|---|---|
| RBC | RBC Bearings INC | Director | $772K | May 30, 2025 | ||
| NA | Poolit Horizon Fund I, Inc. | Director | Oct 14, 2022 | |||
| NA | Poolit Imagine Fund I, Inc. | Director | Oct 14, 2022 | 
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership | 
|---|