Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| GEM Asset Management, LLC | $253,851,170 | 116 | $2,188,372 | June 30, 2026 |
| STONE RUN CAPITAL, LLC | $253,864,322 | 71 | $3,575,554 | Sept. 30, 2025 Stale |
| Aurelius Family Office LLC | $253,867,968 | 49 | $5,180,979 | June 30, 2026 |
| Eastover Investment Advisors LLC | $253,894,575 | 49 | $5,181,522 | June 30, 2026 |
| Ransom Advisory, Ltd | $253,927,257 | 433 | $586,437 | Dec. 31, 2025 Stale |
| Cherry Creek Investment Advisors, Inc. | $254,088,312 | 128 | $1,985,065 | June 30, 2026 |
| Essex Woodlands Management, Inc. | $254,232,337 | 5 | $50,846,467 | June 30, 2026 |
| Millington Financial Advisors, LLC | $254,382,539 | 128 | $1,987,364 | June 30, 2026 |
| HARVEST MANAGEMENT LLC | $254,487,502 | 64 | $3,976,367 | June 30, 2026 |
| Avanda Investment Management Pte. Ltd. | $254,529,745 | 39 | $6,526,404 | June 30, 2026 |
| Flatrock Wealth Partners LLC | $254,578,124 | 173 | $1,471,550 | June 30, 2026 |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | $254,797,818 | 661 | $385,473 | June 30, 2025 Stale |
| State Insurance Fund | $254,847,751 | 1 | $254,847,751 | June 30, 2026 |
| Sprinkle Financial Consultants LLC | $254,907,740 | 104 | $2,451,036 | June 30, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | $254,914,444 | 144 | $1,770,239 | June 30, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | $254,974,577 | 160 | $1,593,591 | June 30, 2026 |
| Politan Capital Management LP | $255,024,054 | 2 | $127,512,027 | June 30, 2026 |
| Carolina Wealth Advisors, LLC | $255,145,600 | 278 | $917,790 | June 30, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | $255,167,275 | 197 | $1,295,265 | June 30, 2026 |
| Tribridge Partners Financial LLC | $255,197,088 | 82 | $3,112,160 | June 30, 2026 |
| Impact Asset Management GmbH | $255,244,285 | 75 | $3,403,257 | March 31, 2025 Stale |
| Altrafin AG | $255,326,591 | 44 | $5,802,877 | June 30, 2026 |
| Tull Financial Group, Inc. | $255,531,424 | 35 | $7,300,898 | June 30, 2026 |
| Peirce Capital Management, LLC | $255,650,957 | 43 | $5,945,371 | March 31, 2026 Previous quarter |
| 1248 Management, LLC | $255,823,980 | 149 | $1,716,939 | June 30, 2026 |
| Causey Wealth LLC | $255,848,515 | 83 | $3,082,512 | June 30, 2026 |
| Yoder Wealth Management, Inc. | $255,851,445 | 129 | $1,983,345 | June 30, 2026 |
| Wealth Management Strategies, Inc. | $255,918,196 | 45 | $5,687,071 | June 30, 2026 |
| Corigliano Investment Advisers, LLC | $255,936,168 | 37 | $6,917,194 | March 31, 2026 Previous quarter |
| Grunden Financial Advisory, Inc. | $255,943,002 | 35 | $7,312,657 | Dec. 31, 2025 Stale |
| Punch Card Management L.P. | $255,951,708 | 5 | $51,190,342 | June 30, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | $256,043,483 | 112 | $2,286,103 | June 30, 2026 |
| Meritas Wealth Management, LLC | $256,064,732 | 63 | $4,064,520 | June 30, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | $256,121,349 | 119 | $2,152,280 | June 30, 2026 |
| Sage Capital Management, LLC | $256,172,041 | 167 | $1,533,964 | June 30, 2026 |
| My Personal CFO, LLC | $256,179,409 | 91 | $2,815,158 | June 30, 2026 |
| Kiker Wealth Management, LLC | $256,279,585 | 161 | $1,591,799 | June 30, 2026 |
| IVC Wealth Advisors LLC | $256,391,376 | 177 | $1,448,539 | June 30, 2026 |
| NBZ Investment Advisors LLC | $256,494,559 | 86 | $2,982,495 | June 30, 2026 |
| Columbia Bank | $256,554,439 | 165 | $1,554,875 | June 30, 2026 |
| DAILY JOURNAL CORP | $256,664,220 | 4 | $64,166,055 | June 30, 2026 |
| Birchcreek Wealth Management, LLC | $256,680,781 | 134 | $1,915,528 | June 30, 2026 |
| Miller Capital Partners, Inc. | $256,740,520 | 258 | $995,118 | June 30, 2026 |
| 626 Financial, LLC | $256,754,950 | 127 | $2,021,693 | June 30, 2026 |
| Leslie Global Wealth, LLC | $256,802,239 | 85 | $3,021,203 | June 30, 2026 |
| HMV Wealth Advisors, LLC | $256,868,205 | 89 | $2,886,160 | June 30, 2026 |
| Guardian Financial Partners, LLC | $256,937,544 | 69 | $3,723,733 | June 30, 2026 |
| New England Research & Management, Inc. | $256,946,530 | 134 | $1,917,511 | June 30, 2026 |
| UNTITLED INVESTMENTS LP | $256,981,750 | 18 | $14,276,764 | June 30, 2026 |
| Transcendent Capital Group LLC | $257,126,870 | 128 | $2,008,804 | June 30, 2026 |
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