Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘17
2026
3 14 11 29.2%
2027
3 11 8 29.2%
2028
3 15 12 82.5%
NBN icon
2029
Northeast Bank
NBN
$925M
3 12 9 608%
2030
3 6 3 63.6%
2031
3 22 19 900%
2032
3 5 2
2033
3 33 30 18.3%
2034
3 3 0 99.8%
2035
3 4 1 51.7%
IMCG icon
2036
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.21B
3 16 13 186%
2037
3 10 7 21.6%
2038
3 9 6 4.74%
2039
2 23 21 92.7%
2040
2 4 2 16.3%
2041
2 51 49 94.7%
2042
2 7 5 29.7%
2043
2 38 36 57.4%
2044
2 19 17 38%
2045
2 5 3 17.4%
2046
2 17 15 4.44%
2047
2 7 5 39.6%
2048
2 3 1 79.7%
2049
2 79 77 25.9%
2050
2 3 1