Leonard Rickey Investment Advisors P.L.L.C.
Sector Allocation
- Other84.8%$539.5M
- Technology6.0%$37.9M
- Financials4.2%$26.5M
- Industrials1.8%$11.5M
- Consumer Discretionary1.2%$7.8M
- Consumer Staples0.8%$5.0M
- Healthcare0.8%$4.9M
- Energy0.4%$2.5M
- Communication Services0.1%$563,545
- Materials0.0%$258,398
AUM History
13fpro.ai/research/fund/leonard-rickey-investment-advisors-p-l-l-c-1731447
Conviction and streaks
Stable · top 10 = 64.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$80.8M
- SCHWAB$47.6M
- VANGUARD$46.5M
- DIMENSIONAL$41.0M
- VANGUARD$39.8M
- ISHARES$35.1M
- VANGUARD$33.9M
- VANGUARD$32.6M
- VANGUARD$30.4M
- VANGUARD$25.7M
- VANGUARD$24.6M
- DIMENSIONAL$20.5M
IAU
$16.9M- EA$16.2M
MU
$15.7M- ISHARES$11.1M
DOV
$5.8M- VANGUARD$5.4M
AMZN
$5.4MMSFT
$5.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/leonard-rickey-investment-advisors-p-l-l-c-1731447
Leonard Rickey Investment Advisors P.L.L.C. 13F holdings — Q2 2026
$636.8M portfolio (+10.2% QoQ) · 125 holdings · Q2 2026 13F · top 10 are 65% of the stock portfolio
Includes $127K of put/call options ($127K puts, $0 calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $636.7M. Weights use the stock portfolio.
- 1
ISHARES TR - CORE S&P MCP ETF
$80.8M
12.7% of stocks
-7%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
SCHWAB STRATEGIC TR - FUNDAMENTAL US L
$47.6M
7.5% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD INDEX FDS - TOTAL STK MKT
$46.5M
7.3% of stocks
+35%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
DIMENSIONAL ETF TRUST - US COR EQU 2 ETF
$41.0M
6.4% of stocks
-8%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
VANGUARD MALVERN FDS - STRM INFPROIDX
$39.8M
6.3% of stocks
+10%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - 0-3 MTH TREASURY
$35.1M
5.5% of stocks
-16%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD MALVERN FDS - CORE BD ETF
$33.9M
5.3% of stocks
+15%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US
$32.6M
5.1% of stocks
-15%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD STAR FDS - VG TL INTL STK F
$30.4M
4.8% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD
$25.7M
4.0% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE S&P MCP ETF | $80.8M | 12.7% | -7% | — | — | — | — | |
| 2 | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $47.6M | 7.5% | +2% | — | — | — | — | |
| 3 | VANGUARD INDEX FDS - TOTAL STK MKT | $46.5M | 7.3% | +35% | — | — | — | — | |
| 4 | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $41.0M | 6.4% | -8% | — | — | — | — | |
| 5 | VANGUARD MALVERN FDS - STRM INFPROIDX | $39.8M | 6.3% | +10% | — | — | — | — | |
| 6 | ISHARES TR - 0-3 MTH TREASURY | $35.1M | 5.5% | -16% | — | — | — | — | |
| 7 | VANGUARD MALVERN FDS - CORE BD ETF | $33.9M | 5.3% | +15% | — | — | — | — | |
| 8 | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $32.6M | 5.1% | -15% | — | — | — | — | |
| 9 | VANGUARD STAR FDS - VG TL INTL STK F | $30.4M | 4.8% | +8% | — | — | — | — | |
| 10 | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $25.7M | 4.0% | +6% | — | — | — | — |
All holdings — Leonard Rickey Investment Advisors P.L.L.C. (Q2 2026)
125 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD INDEX FDS - GROWTH ETFetf/fund | — | $24.6M | 3.9% | 285K | +516% | — | — | 13F |
| 12 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS COetf/fund | — | $20.5M | 3.2% | 503K | -0.5% | — | — | 13F |
| 13 | ISHARES GOLD TRUSTetf/fund | Financials | $16.9M | 2.6% | 224K | +5% | 10+ qtrs | — | 13F | |
| 14 | — | EA SERIES TRUST - MILI LONG SH ETFetf/fund | — | $16.2M | 2.5% | 447K | New | — | — | 13F |
| 15 | MICRON TECHNOLOGY INC | Technology | $15.7M | 2.5% | 14K | -2% | 8 qtrs | 89.7 | 13F | |
| 16 | — | ISHARES TR - NATIONAL MUN ETFetf/fund | — | $11.1M | 1.8% | 103K | -8% | — | — | 13F |
| 17 | DOVER Corpetf/fund | Industrials | $5.8M | 0.9% | 37K | -2% | 10+ qtrs | 59.5 | 13F | |
| 18 | — | VANGUARD MUN BD FDS - TAX EXEMPT BDetf/fund | — | $5.4M | 0.9% | 108K | -11% | — | — | 13F |
| 19 | AMAZON COM INC | Consumer Discretionary | $5.4M | 0.8% | 22K | +2% | 10+ qtrsAdded 3 qtrs in a row | 67.5 | 13F | |
| 20 | MICROSOFT CORP | Technology | $5.3M | 0.8% | 14K | -0.5% | 10+ qtrs | 79.8 | 13F | |
| 21 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US B | — | $5.3M | 0.8% | 175K | -0.2% | — | — | 13F |
| 22 | — | ISHARES TR - CORE UNIVRSL USDetf/fund | — | $5.0M | 0.8% | 108K | -29% | — | — | 13F |
| 23 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNITlp unit | — | $4.8M | 0.8% | 114K | -1% | — | — | 13F |
| 24 | — | ISHARES TR - CORE MSCI TOTALetf/fund | — | $4.3M | 0.7% | 45K | -5% | — | — | 13F |
| 25 | Apple Inc. | Technology | $3.5M | 0.5% | 12K | +2% | 10+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | ISHARES TR - CORE S&P US VLU | — | $3.4M | 0.5% | 31K | -2% | |||
| 27 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $3.2M | 0.5% | 6,425 | +2% | |||
| 28 | $CAT | CATERPILLAR INC | Industrials | $3.2M | 0.5% | 3,018 | -0.0% | |||
| 29 | $GOOGL | Alphabet Inc. | Technology | $2.7M | 0.4% | 7,684 | -2% | |||
| 30 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $2.3M | 0.4% | 2,431 | -17% | |||
| 31 | — | VANGUARD INDEX FDS - VALUE ETF | — | $2.1M | 0.3% | 9,610 | -0.0% | |||
| 32 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $2.0M | 0.3% | 2,964 | -7% | |||
| 33 | — | VANGUARD WORLD FD - ESG US STK ETF | — | $1.9M | 0.3% | 14K | +0.5% | |||
| 34 | — | ISHARES TR - ESG ADVAN ETF | — | $1.7M | 0.3% | 39K | -8% | |||
| 35 | — | ISHARES TR - CORE S&P500 ETF | — | $1.6M | 0.3% | 2,193 | +8% | |||
| 36 | $NVDA | NVIDIA CORP | Technology | $1.6M | 0.3% | 7,802 | -3% | |||
| 37 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.5M | 0.2% | 2,008 | -3% | |||
| 38 | $JPM | JPMORGAN CHASE & CO | Financials | $1.4M | 0.2% | 4,393 | -6% | |||
| 39 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $1.4M | 0.2% | 20K | -8% | |||
| 40 | $META | Meta Platforms, Inc. | Technology | $1.4M | 0.2% | 2,487 | +0.7% | |||
| 41 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.4M | 0.2% | 1,934 | -19% | |||
| 42 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $1.4M | 0.2% | 5,743 | +0.1% | |||
| 43 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $1.3M | 0.2% | 18K | -31% | |||
| 44 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.3M | 0.2% | 9,236 | -2% | |||
| 45 | $GOOG | Alphabet Inc. | Technology | $1.2M | 0.2% | 3,345 | -1% | |||
| 46 | — | ISHARES TR - RUS 1000 GRW ETF | — | $1.1M | 0.2% | 8,751 | +300% | |||
| 47 | $PM | Philip Morris International Inc. | Consumer Staples | $1.0M | 0.2% | 5,695 | -0.9% | |||
| 48 | $V | VISA INC. | Financials | $990K | 0.2% | 2,884 | +0.9% | |||
| 49 | $AVGO | Broadcom Inc. | Technology | $989K | 0.2% | 2,617 | +1% | |||
| 50 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $978K | 0.1% | 5,485 | +2589% | |||
| 51 | $SCHW | SCHWAB CHARLES CORP | Financials | $933K | 0.1% | 10K | +0.3% | |||
| 52 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | — | $926K | 0.1% | 3,759 | -8% | |||
| 53 | — | ISHARES TR - ESG AWRE 1 5 YR | — | $908K | 0.1% | 36K | -17% | |||
| 54 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $872K | 0.1% | 1,826 | -2% | |||
| 55 | — | ISHARES TR - CORE S&P US GWT | — | $852K | 0.1% | 4,528 | -0.7% | |||
| 56 | $NVS | NOVARTIS AG | Healthcare | $725K | 0.1% | 4,626 | +0.5% | |||
| 57 | — | ISHARES TR - CORE S&P SCP ETF | — | $716K | 0.1% | 4,829 | +15% | |||
| 58 | $BNY | Bank of New York Mellon Corp | Financials | $691K | 0.1% | 4,782 | -6% | |||
| 59 | — | ISHARES TR - ESG AWR US AGRGT | — | $668K | 0.1% | 14K | -12% | |||
| 60 | $TSLA | Tesla, Inc. | Consumer Discretionary | $662K | 0.1% | 1,575 | -25% | |||
| 61 | — | ISHARES TR - ESG EAFE ETF | — | $653K | 0.1% | 7,715 | -6% | |||
| 62 | $ADI | ANALOG DEVICES INC | Technology | $631K | 0.1% | 1,590 | -6% | |||
| 63 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $608K | 0.1% | 7,542 | +270% | |||
| 64 | $COP | CONOCOPHILLIPS | Energy | $588K | 0.1% | 5,653 | +3% | |||
| 65 | $BDX | BECTON DICKINSON & CO | Healthcare | $585K | 0.1% | 3,868 | +21% | |||
| 66 | $ELV | Elevance Health, Inc. | Healthcare | $570K | 0.1% | 1,474 | +0.8% | |||
| 67 | $GD | GENERAL DYNAMICS CORP | Industrials | $524K | 0.1% | 1,480 | +2% | |||
| 68 | $LLY | ELI LILLY & Co | Healthcare | $514K | 0.1% | 429 | +8% | |||
| 69 | $BA | BOEING CO | Industrials | $487K | 0.1% | 2,250 | -2% | |||
| 70 | — | AMERICAN CENTY ETF TR - AVA RES MAR ETF | — | $478K | 0.1% | 5,840 | +4% | |||
| 71 | — | ISHARES TR - CORE S&P TTL STK | — | $476K | 0.1% | 2,897 | -0.5% | |||
| 72 | $LRCX | LAM RESEARCH CORP | Technology | $474K | 0.1% | 1,095 | -0.9% | |||
| 73 | $ABBV | AbbVie Inc. | Healthcare | $471K | 0.1% | 1,873 | -17% | |||
| 74 | $ICE | Intercontinental Exchange, Inc. | Financials | $466K | 0.1% | 3,782 | New | |||
| 75 | — | ISHARES TR - ESG MSCI KLD ETF | — | $464K | 0.1% | 3,261 | -0.5% | |||
| 76 | $ORCL | ORACLE CORP | Technology | $449K | 0.1% | 3,066 | -4% | |||
| 77 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $448K | 0.1% | 5,442 | +1% | |||
| 78 | — | ISHARES TR - MSCI USA MIN ETF | — | $447K | 0.1% | 4,631 | -97% | |||
| 79 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $439K | 0.1% | 5,316 | -8% | |||
| 80 | — | ISHARES TR - S&P 500 GRWT ETF | — | $435K | 0.1% | 3,160 | -0.1% | |||
| 81 | $MCK | MCKESSON CORP | Consumer Staples | $434K | 0.1% | 575 | -7% | |||
| 82 | $HEI | HEICO CORP | Industrials | $388K | 0.1% | 1,088 | -0.8% | |||
| 83 | $CSCO | CISCO SYSTEMS, INC. | Technology | $384K | 0.1% | 3,267 | +8% | |||
| 84 | — | STRATEGY SHS - DAY HAGAN SMART | — | $383K | 0.1% | 6,932 | +0.9% | |||
| 85 | $INTC | INTEL CORP | Technology | $375K | 0.1% | 2,689 | New | |||
| 86 | $UL | UNILEVER PLC | Consumer Staples | $375K | 0.1% | 6,239 | -2% | |||
| 87 | $IQV | IQVIA HOLDINGS INC. | Healthcare | $367K | 0.1% | 1,898 | -4% | |||
| 88 | $WMT | Walmart Inc. | Consumer Staples | $365K | 0.1% | 3,219 | +2% | |||
| 89 | $MPC | Marathon Petroleum Corp | Energy | $364K | 0.1% | 1,425 | +0.8% | |||
| 90 | $JNJ | JOHNSON & JOHNSON | Healthcare | $357K | 0.1% | 1,406 | +3% | |||
| 91 | $MA | Mastercard Inc | Financials | $351K | 0.1% | 683 | -3% | |||
| 92 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $331K | 0.1% | 660 | New | |||
| 93 | $RTX | RTX Corp | Industrials | $331K | 0.1% | 1,743 | -0.1% | |||
| 94 | $MCD | MCDONALDS CORP | Consumer Discretionary | $328K | 0.1% | 1,214 | -2% | |||
| 95 | $MDT | Medtronic plc | Healthcare | $326K | 0.1% | 4,167 | -19% | |||
| 96 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $317K | 0.1% | 8,609 | +0.1% | |||
| 97 | $AON | Aon plc | Financials | $310K | 0.1% | 934 | +32% | |||
| 98 | $DIS | Walt Disney Co | Communication Services | $309K | 0.1% | 3,211 | +2% | |||
| 99 | $PEP | PEPSICO INC | Consumer Staples | $303K | 0.1% | 2,239 | +14% | |||
| 100 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $297K | 0.1% | 512 | New | |||
| 101 | $IVZ | Invesco Ltd. | Financials | $294K | 0.1% | 5,450 | +2% | |||
| 102 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $275K | 0.0% | 2,691 | -42% | |||
| 103 | $TDG | TransDigm Group INC | Industrials | $265K | 0.0% | 199 | -4% | |||
| 104 | $UNP | UNION PACIFIC CORP | Industrials | $264K | 0.0% | 971 | +16% | |||
| 105 | $SPGI | S&P Global Inc. | Financials | $262K | 0.0% | 642 | New | |||
| 106 | — | SCHWAB STRATEGIC TR - US TIPS ETF | — | $261K | 0.0% | 9,840 | +15% | |||
| 107 | $AMRZ | Amrize Ltd | Materials | $258K | 0.0% | 4,848 | New | |||
| 108 | $OMC | OMNICOM GROUP INC. | Communication Services | $255K | 0.0% | 3,494 | -5% | |||
| 109 | $JCI | Johnson Controls International plc | Industrials | $254K | 0.0% | 1,736 | +9% | |||
| 110 | $COR | Cencora, Inc. | Consumer Staples | $250K | 0.0% | 885 | +5% | |||
| 111 | $DHR | DANAHER CORP /DE/ | Healthcare | $250K | 0.0% | 1,314 | +3% | |||
| 112 | $CVX | CHEVRON CORP | Energy | $247K | 0.0% | 1,489 | +0.3% | |||
| 113 | $ABNB | Airbnb, Inc. | Technology | $246K | 0.0% | 1,721 | +4% | |||
| 114 | — | VANGUARD WELLINGTON FD - US VALUE FACTR | — | $235K | 0.0% | 1,585 | — | |||
| 115 | $AEE | AMEREN CORP | Utilities | $223K | 0.0% | 1,977 | +6% | |||
| 116 | $RVTY | REVVITY, INC. | Healthcare | $220K | 0.0% | 1,980 | New | |||
| 117 | $AX | Axos Financial, Inc. | Financials | $216K | 0.0% | 2,213 | New | |||
| 118 | $FERG | Ferguson Enterprises Inc. /DE/ | Consumer Discretionary | $214K | 0.0% | 903 | New | |||
| 119 | $APH | AMPHENOL CORP /DE/ | Technology | $213K | 0.0% | 1,206 | New | |||
| 120 | $QCOM | QUALCOMM INC/DE | Technology | $209K | 0.0% | 1,129 | New | |||
| 121 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $208K | 0.0% | 419 | New | |||
| 122 | — | VANGUARD MUN BD FDS - CORE TAX EXEMPT | — | $207K | 0.0% | 2,710 | New | |||
| 123 | $CAT PUT | CATERPILLAR INC | Industrials | $47K | — | 1,000 | New | |||
| 124 | $INTC PUT | INTEL CORP | Technology | $47K | — | 1,900 | New | |||
| 125 | $XOM.R34088 PUT | EXXON MOBIL CORP | Energy | $33K | — | 1,800 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 17 new, 48 added to, 59 trimmed, 10 sold out. Share-count changes; largest moves by dollar size first.
New positions (17)
- EA SERIES TRUST - MILI LONG SH ETF$16.2M
first bought this quarter
$ICEIntercontinental Exchange, Inc.$466K
first bought this quarter
$INTCINTEL CORP$375K
first bought this quarter
$TMOTHERMO FISHER SCIENTIFIC INC.$331K
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$297K
first bought this quarter
$SPGIS&P Global Inc.$262K
first bought this quarter
+11 more in the Excel export
Added to (48)
- VANGUARD INDEX FDS - GROWTH ETF+516%
now $24.6M
- VANGUARD INDEX FDS - TOTAL STK MKT+35%
now $46.5M
- VANGUARD MALVERN FDS - CORE BD ETF+15%
now $33.9M
- VANGUARD MALVERN FDS - STRM INFPROIDX+10%
now $39.8M
- VANGUARD STAR FDS - VG TL INTL STK F+8%
now $30.4M
- VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD+6%
now $25.7M
+42 more in the Excel export
Trimmed (59)
- ISHARES TR - MSCI USA MIN ETF-97%
now $447K
- ISHARES TR - 0-3 MTH TREASURY-16%
now $35.1M
- ISHARES TR - CORE S&P MCP ETF-7%
now $80.8M
- VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US-15%
now $32.6M
- DIMENSIONAL ETF TRUST - US COR EQU 2 ETF-8%
now $41.0M
- ISHARES TR - CORE UNIVRSL USD-29%
now $5.0M
+53 more in the Excel export
Holdings by quarter
Every 13F Leonard Rickey Investment Advisors P.L.L.C. has filed, 34 earlier quarters. Pick one to see what it held then.
Is it too late to follow Leonard Rickey Investment Advisors P.L.L.C.?
Q2 2026 13F filed with the SEC on Jul 23, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Leonard Rickey Investment Advisors P.L.L.C.'s top 20 holdings: 77/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+1.2%
Value-weighted move of the 10 largest stock positions
Turnover
8%
Last quarter; 17% over the last 4
Top 10 weight
65%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
92%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Leonard Rickey Investment Advisors P.L.L.C. disclosed 125 positions worth $636.8M in its Form 13F-HR for Q2 2026 — $636.7M in common stock plus $127,013 of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 17 new positions and exited 10. The portfolio is most concentrated in Other (84.8% of disclosed assets). All figures are sourced directly from Leonard Rickey Investment Advisors P.L.L.C.’s Form 13F-HR filing with the SEC under CIK 1731447.
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