Amplius, based in the land of cheesesteaks (aka Pennsylvania), just let go of a chunk of their ACWI position. That’s 25,217 shares, a tidy little sum that rounds up to about $3.3 million. Sounds like a lot, doesn’t it? But they still hold on to 81,208 shares, worth about $11.2 million. This isn’t a crisis; it’s more of a well-timed spring cleaning, without the judgmental sighs of a spouse.
Back in April 2025 – yes, that’s the future – Kyrgyzstan’s government signed a verbal contract, probably sealed with some traditional vodka shots, with Binance’s boss-turned-global-finance-whisperer, Zhangpeng Zhao. This handshake (or digital equivalent) was intended to push crypto adoption faster than a Formula 1 car in a hurry. Zhao then went bragging on X (aka Twitter’s loud cousin) about their latest schemes following a secret meeting with Kyrgyzstan’s “Hey, We’re Serious About Blockchain” committee.
Stanley-Laman, in its wisdom, entered a fresh territory. The newly forged stake in Lam Research is modest, but potent-a claim on 1.3% of their $701.8 million in reported U.S. equity assets. The shares, with their deep value etched into the vast machinery of the fund, stand as an enduring reminder of the subtle interplay between investor and market forces. It was not a loud purchase, but one that reverberates like the quiet stir of the earth before a storm.
As per a quarterly Form 13F submission to the Securities and Exchange Commission, Texas-based B&D White Capital Company, operating under the moniker Coyle Capital, liquidated its entire stake in the Goldman Sachs S&P 500 Premium Income ETF (GPIX +0.61%). The sale encompassed 172,332 shares, valued at an estimated $8.7 million, for the quarter ending September 30.
According to SEC filings, our Texas protagonists sold 351,699 GPIQ shares, leaving zero remaining holdings as of September 30. The average quarterly price suggests they’re now sipping margaritas instead of coffee, plotting their next move. (Note to self: Invest in a margarita ETF. Just kidding. Probably.)
Bitcoin’s at $113,851 today-yeah, that’s a real number, not a typo. CoinGecko says so. And Ethereum? Oh, it’s almost at $4,100. Who knew that calm talks and trade deals would turn the crypto world into a piggy bank on steroids? 💸
It wasn’t a fire sale. Oh no, not at all. Just another quarterly filing, another 13F report that tells us Conestoga has sliced off a nice little chunk of its Mercury Systems stash. They’ve got plenty left though-over 2.27 million shares. That’s more than most of us can even fathom. But let’s face it, that’s the life of institutional investors: slice and dice, adjust and readjust. The shares they sold were valued at a comfortable $17.35 million. And the remaining stake? Well, it’s about 2.83% of their entire portfolio. A rounding error to someone playing the game of big numbers.
A filing with the SEC, dated one week later, revealed Conestoga’s thinly veiled disdain for Exponent’s third-quarter performance. The fund sold enough shares to fund a small kingdom, yet still champions the stock as a 2.63% stake in their AUM. A partial sale, yes-and also exceptionally generous. Imagine selling a slice of your birthday cake while still insisting the whole recipe was a life-sustaining need.
The filing, submitted to the Securities and Exchange Commission, revealed a stake that now constitutes 1.53% of the fund’s assets. Among its top holdings, the numbers speak of familiar names-BRK-B, MKL, COST-each a testament to the firm’s cautious approach. Yet WESCO, with its modest 0.81% dividend yield, seems an afterthought in a world of grander ambitions.