| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| KDP | Keurig Dr Pepper Inc. | President, US Refreshment Bev. | $2.32M | +$254K | +12.3% | Sep 15, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|