CUSIP 413838103
OAKMARK INVESTOR
14 institutions · $10.5M total · 89,361 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Livelsberger Financial Advisory | 46,558 | $6.2M | 52.10% | 2024-03-31 |
| 2 | Fairfield Financial Advisors, LTD | 19,969 | $3.4M | 22.34% | 2025-12-31 |
| 3 | NORTH POINT PORTFOLIO MANAGERS CORP/OH | 1,575 | $271.0K | 1.76% | 2025-12-31 |
| 4 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1,259 | $216.6K | 1.40% | 2025-12-31 |
| 5 | Wall Street Access Asset Management, LLC | 929 | $159.8K | 1.03% | 2025-12-31 |
| 6 | Hurley Capital, LLC | 571 | $94.6K | 0.63% | 2025-09-30 |
| 7 | Financial Gravity Asset Management, Inc. | 293 | $38.9K | 0.32% | 2024-06-30 |
| 8 | Game Plan Financial Advisors, LLC | 200 | $34.3K | 0.22% | 2025-12-31 |
| 9 | Garton & Associates Financial Advisors LLC | 86 | $14.8K | 0.09% | 2025-12-31 |
| 10 | Financial Gravity Companies, Inc. | 90 | $13.8K | 0.10% | 2024-12-31 |
| 11 | GOFEN & GLOSSBERG LLC /IL/ | 13,240 | $1.4K | 14.81% | 2023-03-31 |
| 12 | Oakworth Capital, Inc. | 5 | $790 | 0.00% | 2025-09-30 |
| 13 | DIVIDEND ASSETS CAPITAL, LLC | 2,755 | $327 | 3.08% | 2023-12-31 |
| 14 | NEVILLE RODIE & SHAW INC | 1,831 | $315 | 2.04% | 2025-12-31 |