2026-09-18T13:14:47-04:00 2025-12-31 850435604 JOHNATHAN L SHUMAN PC 512 W TEXAS AVE A ARTESIA NM 882102083 990PF 2025-01-01 367466258 CHASE FOUNDATION MACK C CHASE TRUSTEE CHAS 5757464610 2103 W MAIN ST ARTESIA NM 88210 RICHARD PRICE EXECUTIVE DIRECTOR 5757464610 2026-09-17 true JOHNATHAN L SHUMAN P00755236 5757481213 2026-09-18 2025 X 11733448 X 505494 224766 201797 224766 548143 543668 548143 1100089 3665431 1100089 8281 143064 6789 143064 2521556 1852343 924254 38116 38116 33284 33284 1173 1173 74755 65806 8949 47820 17510 17510 17954 17954 4991 4991 1324153 221876 1102277 1559756 287682 1224254 1940599 1940599 3500355 287682 3164853 -978799 1564661 924254 2174241 1375037 1375037 16597 20442 20442 482152 248996 248996 15306523 16461559 7542268 7499243 9947138 8667605 8667605 1173654 460607 757130 713047 1173654 247714 247714 36226049 35233643 11733448 577 1256 40264 25978 40841 27234 X 34865211 36185206 1319997 -978797 36185208 35206409 36226049 35233643 36185208 -978799 35206409 35206409 AMER EXPRESS COMPANY P 2019-08-14 2025-12-19 3376 1109 2267 2267 UNITEDHEALTH GROUP INC P 2018-06-18 2025-05-14 66575 54260 12315 12315 GENERAL MILLS INC 4.00% 25 P 2018-12-19 2025-04-17 3000 3000 STARBUCKS CORP 3.80% 2025 P 2018-10-03 2025-08-15 7000 6961 39 39 US TSY 1.875% JUL 31 2026 P 2021-04-28 2025-08-11 7842 8074 -232 -232 CHEVRON USA INC 4.68% 2030 P 2025-02-27 2025-11-20 10215 10047 168 168 META PLATFORMS INC-CLASS A CMN CLAS P 2022-11-09 2025-10-07 9954 1439 8515 8515 WELLS FARGO & COMPANY CMN P 2020-07-31 2025-08-19 20284 6357 13927 13927 GE VERNOVA LLC CMN P 2024-04-11 2025-06-13 5755 1647 4108 4108 PROSUS NV SPONSORED ADR CMN P 2022-07-15 2025-04-15 3126 2181 945 945 AON PUBLIC LIMITED COMPANY CMN CLASS P 2024-02-12 2025-03-11 3598 2791 807 807 SAP SE (SPON ADR) P 2023-09-15 2025-02-11 4577 2193 2384 2384 ASML HOLDING N.V. ADR CMN P 2025-06-13 2025-12-12 5474 3839 1635 1635 AERCAP HOLDINGS NV CMN P 2025-02-28 2025-06-12 6511 5665 846 846 ARTISAN INTERNATIONAL VALUE FUND INS P 2025-06-27 2025-09-05 7583 7269 314 314 HUNTINGTON BANCSHARES INCORPORATED 4 P 2018-05-08 2025-05-15 50000 49843 157 157 AGIOS PHARMACEUTICALS, INC. CMN P 2025-01-23 2025-09-05 1268 1196 72 72 HILLMAN SOLUTIONS CORP CMN P 2025-02-26 2025-09-05 1003 1014 -11 -11 SPRINGWORKS THERAPEUTICS, INC. CMN P 2025-01-22 2025-06-30 940 704 236 236 SILGAN HOLDINGS INC. CMN P 2023-08-11 2025-12-30 692 768 -76 -76 VERACYTE, INC. CMN P 2019-12-04 2025-11-06 1233 777 456 456 MEDPACE HOLDINGS, INC. CMN P 2020-10-28 2025-10-03 2663 557 2106 2106 AGREE REALTY CORPORATION CMN P 2020-07-23 2025-09-05 1744 1482 262 262 ATRICURE, INC CMN P 2019-05-02 2025-09-05 35 30 5 5 CENTRAL GARDEN & PET COMPANY CMN CL P 2018-05-10 2025-09-05 410 354 56 56 HALOZYME THERAPEUTICS, INC. 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ADR CMN P 2025-06-17 2025-12-09 8892 6161 2731 2731 AON PUBLIC LIMITED COMPANY CMN CLASS P 2024-05-20 2025-04-11 11938 9383 2555 2555 ARTISAN INTERNATIONAL VALUE FUND INS P 2024-10-04 2025-09-05 67417 64156 3261 3261 CENTERPOINT ENERGY, INC 4.25% 11/01/ P 2022-01-18 2025-05-13 10882 11559 -677 -677 ALKAMI TECHNOLOGY, INC. CMN P 2025-04-23 2025-09-05 1133 1177 -44 -44 INDEPENDENCE REALTY TRUST, INC. CMN P 2024-09-25 2025-09-05 686 790 -104 -104 SPRINGWORKS THERAPEUTICS, INC. CMN P 2024-09-25 2025-06-30 329 227 102 102 TEXAS ROADHOUSE, INC. CMN P 2013-03-12 2025-12-30 1844 214 1630 1630 ITT INC. CMN P 2022-06-17 2025-10-31 1294 453 841 841 SUPERNUS PHARMACEUTICALS, INC. CMN P 2020-05-29 2025-10-03 880 433 447 447 ALLEGRO MICROSYSTEMS INC CMN P 2023-01-19 2025-09-05 1526 1580 -54 -54 AZENTA INC CMN P 2020-12-01 2025-09-05 600 1469 -869 -869 CHAMPION HOMES INC CMN P 2019-06-17 2025-09-05 391 133 258 258 HEALTHEQUITY, INC. 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CMN P 2017-09-25 2025-02-11 2069 948 1121 1121 UNITEDHEALTH GROUP INC P 2018-06-18 2025-05-14 1875 1566 309 309 EXXON MOBIL CORP 2.99% 25 P 2020-04-20 2025-03-19 9000 9000 NISOURCE INC 0.95%AUG15 25 P 2020-10-07 2025-08-15 3000 2998 2 2 US TSY 1.875% JUL 31 2026 P 2021-04-28 2025-09-02 16695 17147 -452 -452 CHEVRON USA INC 4.68% 2030 P 2025-02-27 2025-11-19 2042 2009 33 33 SHELL PLC SPONSORED ADR CMN P 2022-09-07 2025-10-14 6604 4785 1819 1819 META PLATFORMS INC-CLASS A CMN CLAS P 2022-11-09 2025-08-19 5260 720 4540 4540 GE VERNOVA LLC CMN P 2024-04-05 2025-06-18 13694 3452 10242 10242 PROSUS NV SPONSORED ADR CMN P 2023-05-24 2025-04-15 9608 7363 2245 2245 VISA INC. CMN CLASS A P 2021-11-23 2025-03-14 7617 4563 3054 3054 PROSUS NV SPONSORED ADR CMN P 2021-08-02 2025-02-11 6246 6408 -162 -162 ASML HOLDING N.V. ADR CMN P 2025-06-17 2025-12-12 2190 1540 650 650 LIBERTY CAPITAL CORP CMN CLASS C P 2025-07-15 2025-08-20 4226 3726 500 500 GE VERNOVA LLC CMN P 2024-04-11 2025-01-31 9448 3431 6017 6017 SYNCHRONY FINANCIAL 4.5% 07/23/2025 P 2021-02-02 2025-07-23 11000 11000 INTAPP, INC. CMN P 2025-08-21 2025-11-10 600 628 -28 -28 GULFPORT ENERGY CORPORATION CMN P 2025-06-30 2025-09-05 1214 1429 -215 -215 ULTRAGENYX PHARMACEUTICAL INC. CMN P 2025-07-11 2025-09-05 1098 1057 41 41 SILGAN HOLDINGS INC. CMN P 2023-08-23 2025-12-30 1180 1291 -111 -111 VERACYTE, INC. CMN P 2020-01-09 2025-11-06 748 481 267 267 ARTIVION INC CMN P 2020-05-04 2025-10-06 82 44 38 38 AGREE REALTY CORPORATION CMN P 2021-03-31 2025-09-05 73 66 7 7 ATRICURE, INC CMN P 2019-05-03 2025-09-05 708 604 104 104 CENTRAL GARDEN & PET COMPANY CMN CL P 2018-08-02 2025-09-05 1059 997 62 62 GRAND CANYON EDUCATION, INC. CMN P 2013-03-12 2025-09-05 1217 144 1073 1073 ITT INC. 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