GD

GD

GD

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2026 Q1	Apr 26, 2026	GreensKeeper Value Fund	-8.1%	-8.1%	AMADY, BRK/A, GD, HSY, ICLR, LMT, TVA.TO, V	Buybacks, defense, Geopolitical, technology, Travel, value		AMADY BRK.A	View
2025 Q1	Mar 31, 2025	Cullen Value Fund	1.4%	1.4%	AXP, AXTA, BAC, CI, GD, JNJ, KVUE, MDLZ, MDT, MS, PKG, RTX, SIE.DE, SRE, TFC	AI, defense, dividends, healthcare, industrials, tariffs, value	Value stocks significantly outperformed Growth in Q1 with Russell 1000 Value up 2.1% versus Russell 1000 Growth down 10.0%. Growth stocks trade at a 94% premium to Value stocks, well above the 57% historical average. The rotation into Value stocks is in early stages of a potentially longer-term resurgence presenting compelling investment opportunities.		View
2024 Q4	Dec 31, 2024	Polaris Global Equity	-5.8%	6.2%	000660.KS, 005930.KS, 066570.KS, 6758.T, ALSN, CFR, COF, CROX, CVS, ELV, GD, GILD, JAZZ, JPM, ML.PA, SAIC, SBH, SLM, TGLS, UNH	banks, financials, Geopolitical, global, inflation, value	Portfolio positioned as value-oriented with strong current earnings and cash flows, expected to benefit from higher-for-longer interest rates. Manager continues to find and add attractively priced companies to supplement compelling valuation profile.		View
2025 Q3	Nov 16, 2025	Matrix Dividend Income	-	-	ACN, AMAT, BA, BK, CSCO, FI, GD, LHX, LMT, NESN.SW, NSC, SBUX, STZ, TEL, TGT, TSN, UNP	defense, dividends, financials, healthcare, technology, value	Technology and Communications sectors led the market rally in Q3, accounting for close to 70% of the S&P 500's performance. Many companies within these sectors benefit from investor enthusiasm for artificial intelligence including the Magnificent 7. The manager expects corporations to continue finding new ways to run their businesses more efficiently as they incorporate AI.	LMT STZ ACN	View
2025 Q3	Nov 16, 2025	Matrix Large Cap Value Strategy	-	-	ACN, AMAT, BA, BK, CSCO, FI, GD, LHX, LMT, NESN.SW, NSC, SBUX, STZ, TEL, TGT, TSN, UNP	AI, defense, dividends, financials, large cap, rates, technology, value	Technology and Communications sectors led the market rally, accounting for 70% of S&P 500 performance in Q3, driven by investor enthusiasm for artificial intelligence including the Magnificent 7. Companies are expected to continue incorporating AI to run businesses more efficiently and drive earnings growth.		View
2025 Q3	Nov 13, 2025	Auxier Asset Management	5.4%	-	BA, BAC, BK, C, CAT, DEO, GD, GLW, GOOGL, KR, LMT, MA, META, MSFT, PH, PM, PSX, RTX, TAP, VLO	AI, Banking, credit, defense, energy, infrastructure, Speculation, technology	Robust capital investment boom in Artificial Intelligence is boosting the US economy and market, with up to half of 3.8% GDP gain attributable to tech capital spending. Companies like Alphabet, Microsoft and Meta are putting up exceptional growth in cloud computing, AI and digital advertising. The massive infrastructure buildout to expand data center capacity has boosted demand for traditional machinery and power solutions.		View
2025 Q3	Oct 16, 2025	Polaris Global Equity	5.0%	18.5%	000660.KS, 005930.KS, 055550.KS, 5019.T, 6758.T, 8306.T, 8591.T, ABBV, ALSN, BARRY.SW, BPOP, CAP.PA, CG, CVS, DHL.DE, DTG.DE, ELV, GD, IAG.L, IPS.PA, JAZZ, LKQ, LNTH, LUN.TO, MEOH, MG, MKSI, MNDI.L, MPC, NEE, PUB.PA, SBH, SLM, UNH, UTHR, VIPS	AI, Energy Transition, financials, global, healthcare, semiconductors, Trade Policy, Valuations	The current two-speed economy is characterized by a narrow AI-driven boom versus subdued growth across most other industries. Just seven mega-cap U.S. tech stocks drove nearly 60% of the S&P 500 gains in 2025 to date. The frothy valuations in the AI tech sector should make investors cautious, as concentrated indices could face material correction if the AI boom busts.		View
2025 Q3	Oct 14, 2025	Aristotle Value Equity Fund	3.8%	8.7%	ADBE, AIG, ALC, AMP, ANSYS, CTVA, GD, MLM, MUFG, SNPS, SONY, WFC, XEL	Energy Transition, financials, materials, technology, Trade Policy, Utilities, value	The Trump Administration implemented various tariff measures including 25% on Indian imports due to Russian oil purchases and 40% on Brazil over data censorship concerns. However, trade tensions eased with EU and Japan agreements establishing 15% baseline tariffs and significant U.S. investment commitments. China relations stabilized with extended tariff suspension.	WFC US SNPS US	View
2025 Q3	Oct 13, 2025	GreensKeeper Value Fund	4.0%	0.2%	ADBE, AXP, BRK-A, CBOE, CFR.PA, FI, GD, GOOG, ICE, ICLR, NVO, V	AI, Capitalism, defense, GLP1, healthcare, technology, Trade Policy, value	Alphabet's Gemini AI models are gaining momentum, with Gemini gaining meaningful share of Global Search Instances at ChatGPT's expense. The company launched Gemini Enterprise with enterprise security and privacy features. Adobe faces concerns that AI products pose a threat to its core Photoshop and Illustrator franchises, though the manager believes Adobe is well-positioned to integrate AI into its Creative Cloud suite.	ADBE NVO FI GD ICLR GOOG	View
2024 Q4	Jan 12, 2025	GreensKeeper Value Fund	-	23.6%	AXP, BRK.B, CBOE, CFR.SW, CHKP, CSCO, ELV, FI, GD, GOOGL, HSY, ICE, LMT, LULU, MC.PA, MRK, SHVA.TA, SPGI, V, VRTX	global, healthcare, insurance, payments, Quality, technology, value	Manager emphasizes purchasing high-quality companies with large margin of safety at material discounts to intrinsic value. Focuses on companies with sustainable competitive advantages and strong economics while avoiding overpriced securities.		View
2023 Q2	Aug 8, 2023	Matrix Dividend Income	0.0%	0.0%	AAPL, AMZN, CSCO, GD, GOOGL, KO, LHX, META, MSFT, PFE, PYPL, QCOM, SBUX, UNH	AI, dividends, financials, healthcare, large cap, rates, technology, value	AI enthusiasm has driven investor interest in technology stocks expected to benefit from artificial intelligence advances. The AI rally has boosted mega-cap technology stocks in the first half of 2023, though the manager expects the AI mania to subside and performance to broaden beyond these concentrated winners.	PFE AAPL\|MSFT\|NFLX\|NVDA\|UNH	View
2023 Q2	Aug 8, 2023	Matrix Large Cap Value Strategy	0.0%	0.0%	AAPL, AMZN, CSCO, GD, GOOGL, KO, LHX, META, MSFT, PFE, PYPL, QCOM, SBUX, UNH	dividends, Fed policy, financials, healthcare, insider buying, Market Rotation, technology, value	AI enthusiasm has driven investor interest in technology stocks expected to benefit from artificial intelligence advances. The AI rally has boosted mega-cap technology stocks significantly in 2023, though the manager expects this AI mania to eventually subside as the market broadens.	PFE AAPL\|MSFT\|NFLX\|NVDA\|UNH	View
2024 Q2	Jul 31, 2024	Matrix Large Cap Value Strategy	0.0%	0.0%	CMCSA, CSCO, CVS, GD, GILD, HD, LOW, MDT, PEP, QCOM, SBUX, TSN	AI, dividends, financials, healthcare, large cap, technology, value	Technology and Communications Services sectors, holding many stocks benefiting from the booming interest in artificial intelligence, continued to lead market returns in Q2 2024. The market action in June focused almost exclusively on the AI Mega Tech melt up and left most other areas in the dust, feeling like it is hitting extremes.	MDT LOW	View
2024 Q2	Jul 31, 2024	Matrix Dividend Income	0.0%	0.0%	CMCSA, CSCO, CVS, GD, GILD, HD, LOW, MDT, PEP, QCOM, SBUX, TSN	AI, dividends, financials, healthcare, large cap, rates, technology, value	The Matrix Dividend Income portfolio continues to deliver on its three objectives: generating high current and growing income, downside protection, and capital appreciation. In Q2, eight portfolio holdings raised their dividends by an average of 5.9%, and fifteen holdings raised dividends by an average of 6.7% in the first six months. The portfolio maintains a 3.03% dividend yield compared to 1.33% for the S&P 500.	MDT LOW	View
2023 Q4	Jan 18, 2024	Polaris Global Equity	6.9%	12.7%	000270.KS, 000338.SZ, 000660.KS, 005930.KS, 6758.T, 7267.T, AD.AS, ALSN, AMC, BERY, BPOP, BWY.L, COF, ENI.MI, GD, HNR1.DE, IBOC, IPS.PA, JAZZ, KGX.DE, MSFT, MUV2.DE, NOV, NOVN.SW, NXT.L, PUB.PA, SBH, SDZ.SW, SKG.L, SLM, TW.L, WBS, YAR.OL	AI, Banking, financials, global, interest rates, value	Banking sector outperformed after Fed shifted narrative from rate increases to possible declines in 2024. Thirteen financial holdings recorded gains exceeding 15%, including U.S. banks and German reinsurers benefiting from hard market pricing and better investment returns.		View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Jan 30, 2026	Seeking Alpha	Seeking Alpha	General Dynamics Corporation	Aerospace & Defense	Defense	Bull	New York Stock Exchange	Aerospace & Defense, backlog growth, Defense spending, earnings per share, General Dynamics, investment thesis, Marine Systems, Revenue Growth, Submarine Programs, valuation	View Pitch
Nov 29, 2025	Fund Letters	Michael McCloskey	General Dynamics Corporation	Industrials	Aerospace & Defense	Bull	NYSE	Aerospace, backlog, Contracts, Defense, diversification, growth, Jets	View Pitch
Aug 13, 2025	Seeking Alpha	APAC Investment News	General Dynamics	Industrials	Aerospace & Defense	Bull	NYSE	—	View Pitch
Aug 8, 2025	Seeking Alpha	Gen Alpha	General Dynamics	Industrials	Aerospace & Defense	Bull	NYSE	—	View Pitch

BSD Shareholders of GD

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
No investor data available.

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