In its quarterly 13F filing, submitted November 14, 2025, Guardian Wealth reported this sizable purchase of LKQ stock. It was no small maneuver-$1.83 million is still a decent pile of cash, even in a market that seems to have forgotten what “growth” means. The new position now makes up 2.87% of the fund’s $169.26 million in U.S. equity holdings. It’s a slice of a much bigger pie, but one with a heavy price tag.
It was as if the universe had conspired to make the numbers dance. Dixon Mitchell Investment Counsel, that paragon of fiscal audacity, had acquired 93,705 shares of TFI International Inc. (TFII +1.09%), a sum that shimmered like gold in the dim light of the SEC’s filing room. The transaction, estimated at $7 million, was less a purchase and more a ritual-a rite of passage for those who believe that the market’s darkest hours are merely the prelude to a grander, more inscrutable melody.
Six Flags now makes up 0.76% of Rush Island’s reportable assets-down from 7.5%. Imagine if your Netflix queue suddenly dropped from The Crown to reruns of The Office. Not ideal.
Let us not prolong the suspense – Jackson’s thesis unfolds like a detective novel where the detective is the mystery. He proclaims Nextdoor “the most criminally undervalued agentic-AI platform of our age,” a digital agora where 100 million verified households might one day transact with Wildean epigrammatic efficiency. Imagine, if you dare, typing “I require a plumber who fixes pipes posthaste” and having the platform perform digital sorcery. Low engagement? A temporary indiscretion, not a character flaw.
According to the parchment of the Securities and Exchange Commission, dated the same day, the fund’s hand had reached into the third quarter’s abyss, grasping 255,154 additional shares, which now swell their total to 339,370, a figure worth approximately $31.96 million as of September 30, 2025. The firm, in its labyrinthine portfolio, bore 75 positions, each a testament to the human soul’s eternal struggle against uncertainty.
The filing, dated November 14, 2025, reveals that Resolution Capital Ltd’s position in Vornado Realty Trust swelled by 4,084,815 shares during the third quarter. The post-trade inventory now comprises 5,380,978 shares, their valuation fixed at $218.09 million as of September 30, 2025-a date chosen arbitrarily by the calendar’s tyranny. This allocation consumes 4.24% of the fund’s $5.14 billion in reportable U.S. equity assets, a fraction determined by laws of finance as inscrutable as the motions of celestial bodies.
The first, akin to a river that flows with the certainty of seasons, tracks the CRSP U.S. Large Cap Growth Index-an unbroken pulse of the nation’s philosopher-entrepreneurs. The second, VONG, traces the Russell 1000 Growth Index-more akin to a forest dense with countless trees, each a different story, a different song. When one compares their holdings, it is like observing two ancient trees-one with a sparser canopy, one with a lush, tangled crown; their roots intertwined yet their shadows cast differently upon the soil of investors’ hopes.
VUG’s cheaper admission-0.04%-is a seduction for the ascetic. Yet its one-year returns, like a dinner invitation from a minor prince, feel paltry compared to VOOG’s slightly gaudier feast. But what is value in a world where a 0.03% edge on fees feels noble, while a dern penny less in yield begets scorn? The market, that fickle court jester, offers no clear verdict.
The reality, as most Wall Street stories go, is that they’re doing a delicate dance of ‘buying low, selling slightly less low.’ Sunrun, the darling of the residential solar empire, still constitutes about 5.1% of Maple Rock’s relatively modest portfolio, which is corporate-speak for “We’re hedging our bets, but we’re still betting.” Their other top holdings read like a “Who’s Who of Stocks that Sound Important”: WDC, EQX, STX, TFII-names that promise wealth but rarely deliver it without a lot of hand-wringing and quarterly updates that seem to say, “We’re still trying.”
The filing, dated September 30, revealed that Signet’s stake now accounts for 3.5% of Summit Street’s $729 million in reportable U.S. equity assets. It is one of 30 holdings, a modest figure in a portfolio that leans toward technology’s flickering lights. Yet here, in the jewelry sector’s slow-moving tides, the fund has placed its bet. The shares, acquired at $95.80 apiece, now sit at $86.34, a price that whispers of stagnation and the S&P 500’s distant, ascending shadow.