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Signature - Title
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John P. Wilkinson III - President, Chief Compliance Officer, Chief Executive Officer
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Location
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Houston, TX
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Holdings as of
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December 31, 2024
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Value $
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$388M
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Num holdings
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94
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Date filed
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2/3/2025, 12:05 PM
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Form type
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13F-HR
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Description
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All US holdings of this investor are reported in this report. Top holdings included NSP, JEPI, SCHX, JCPB, and NVDA.