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CIK 0001846160 • 7 13F filings • Apr 11, 2025 – Oct 14, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $1.6M | 0.7% | 4,083 SH | |
| ALPHABET INC | CAP STK CL C | $2.8M | 1.3% | 18,227 SH | |
| AMAZON COM INC | COM | $2.9M | 1.3% | 15,369 SH | |
| AMPLIFY ETF TR | AMPLIFY CYBERSEC | $2.0M | 0.9% | 27,391 SH | |
| APPLE INC | COM | $3.8M | 1.7% | 17,140 SH | |
| APPLIED MATLS INC | COM | $805K | 0.4% | 5,548 SH | |
| ASML HOLDING N V | N Y REGISTRY SHS | $501K | 0.2% | 756 SH | |
| BOSTON SCIENTIFIC CORP | COM | $2.5M | 1.1% | 24,349 SH | |
| BROADCOM INC | COM | $2.5M | 1.1% | 14,828 SH | |
| CATERPILLAR INC | COM | $1.9M | 0.9% | 5,846 SH | |
| CHESAPEAKE ENERGY CORP | COM | $1.2M | 0.5% | 10,497 SH | |
| COSTCO WHSL CORP NEW | COM | $1.9M | 0.9% | 2,061 SH | |
| COTERRA ENERGY INC | COM | $1.3M | 0.6% | 43,903 SH | |
| CROWDSTRIKE HLDGS INC | CL A | $1.0M | 0.5% | 2,850 SH | |
| CSX CORP | COM | $1.6M | 0.7% | 54,550 SH | |
| DEERE & CO | COM | $1.2M | 0.6% | 2,626 SH | |
| DIGITAL RLTY TR INC | COM | $1.2M | 0.5% | 8,284 SH | |
| EATON CORP PLC | SHS | $1.4M | 0.6% | 4,979 SH | |
| ELI LILLY & CO | COM | $3.1M | 1.4% | 3,778 SH | |
| ENTERGY CORP NEW | COM | $1.5M | 0.7% | 16,995 SH | |
| EQUINIX INC | COM | $1.4M | 0.6% | 1,718 SH | |
| FISERV INC | COM | $1.6M | 0.7% | 7,214 SH | |
| GLOBAL X FDS | ARTIFICIAL ETF | $5.4M | 2.4% | 147,522 SH | |
| GLOBAL X FDS | FINTECH ETF | $1.4M | 0.6% | 49,029 SH | |
| GLOBAL X FDS | US INFR DEV ETF | $1.9M | 0.9% | 50,916 SH | |
| HOME DEPOT INC | COM | $1.7M | 0.8% | 4,653 SH | |
| INTERCONTINENTAL EXCHANGE IN | COM | $1.7M | 0.8% | 9,988 SH | |
| ISHARES TR | CORE S&P US GWT | $9.1M | 4.1% | 71,457 SH | |
| ISHARES TR | IBOXX HI YD ETF | $6.9M | 3.1% | 86,852 SH | |
| ISHARES TR | IBOXX INV CP ETF | $3.9M | 1.8% | 35,857 SH | |
| ISHARES TR | MBS ETF | $6.9M | 3.1% | 73,337 SH | |
| ISHARES TR | U.S. MED DVC ETF | $1.3M | 0.6% | 21,877 SH | |
| LINDE PLC | SHS | $2.0M | 0.9% | 4,253 SH | |
| LOWES COS INC | COM | $1.3M | 0.6% | 5,704 SH | |
| MARVELL TECHNOLOGY INC | COM | $686K | 0.3% | 11,141 SH | |
| MASTERCARD INCORPORATED | CL A | $2.2M | 1.0% | 4,080 SH | |
| MCDONALDS CORP | COM | $384K | 0.2% | 1,230 SH | |
| META PLATFORMS INC | CL A | $1.3M | 0.6% | 2,198 SH | |
| MICROSOFT CORP | COM | $3.9M | 1.8% | 10,283 SH | |
| MORGAN STANLEY | COM NEW | $1.8M | 0.8% | 15,473 SH | |
| NASDAQ INC | COM | $1.4M | 0.6% | 18,367 SH | |
| NETFLIX INC | COM | $2.2M | 1.0% | 2,369 SH | |
| NEXTERA ENERGY INC | COM | $1.4M | 0.6% | 19,535 SH | |
| NOVO-NORDISK A S | ADR | $1.5M | 0.7% | 21,452 SH | |
| NVIDIA CORPORATION | COM | $3.9M | 1.8% | 36,274 SH | |
| OREILLY AUTOMOTIVE INC | COM | $1.7M | 0.8% | 1,199 SH | |
| PALO ALTO NETWORKS INC | COM | $1.5M | 0.7% | 8,754 SH | |
| PEPSICO INC | COM | $1.4M | 0.6% | 9,120 SH | |
| PROSHARES TR | S&P 500 DV ARIST | $1.1M | 0.5% | 10,350 SH | |
| REPUBLIC SVCS INC | COM | $1.9M | 0.9% | 7,909 SH | |
| S&P GLOBAL INC | COM | $1.7M | 0.8% | 3,309 SH | |
| SALESFORCE INC | COM | $1.9M | 0.9% | 7,260 SH | |
| SELECT SECTOR SPDR TR | COMMUNICATION | $1.9M | 0.9% | 20,035 SH | |
| SELECT SECTOR SPDR TR | ENERGY | $1.3M | 0.6% | 14,392 SH | |
| SELECT SECTOR SPDR TR | FINANCIAL | $4.7M | 2.1% | 94,217 SH | |
| SELECT SECTOR SPDR TR | INDL | $2.5M | 1.1% | 18,730 SH | |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | $2.2M | 1.0% | 53,239 SH | |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | $2.0M | 0.9% | 10,063 SH | |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | $911K | 0.4% | 11,152 SH | |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $1.3M | 0.6% | 8,969 SH | |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | $2.1M | 1.0% | 26,749 SH | |
| SELECT SECTOR SPDR TR | SBI MATERIALS | $906K | 0.4% | 10,532 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $3.6M | 1.6% | 17,327 SH | |
| SERVICENOW INC | COM | $1.7M | 0.8% | 2,082 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $11.4M | 5.2% | 20,393 SH | |
| SPDR SER TR | S&P HOMEBUILD | $2.2M | 1.0% | 22,271 SH | |
| STARBUCKS CORP | COM | $1.6M | 0.7% | 16,349 SH | |
| STRYKER CORPORATION | COM | $2.0M | 0.9% | 5,486 SH | |
| TESLA INC | COM | $443K | 0.2% | 1,710 SH | |
| UNION PAC CORP | COM | $1.9M | 0.9% | 7,981 SH | |
| VANECK ETF TRUST | PHARMACEUTCL ETF | $3.8M | 1.7% | 41,956 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $1.2M | 0.5% | 3,254 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $50.4M | 22.9% | 638,470 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.0M | 0.5% | 5,363 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $228K | 0.1% | 421 SH | |
| VISA INC | COM CL A | $2.5M | 1.1% | 7,194 SH | |
| ZOETIS INC | CL A | $1.6M | 0.7% | 9,419 SH |
| 13F-HR |
| 0001376474-25-000883 |
| $252.1M |
| View |
| Jul 8, 2026 | Q2 2026 | 13F-HR | 0001376474-26-000472 | $286.5M | View |
| Jul 16, 2025 | Q2 2025 | 13F-HR | 0001376474-25-000615 | $241.9M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0001376474-26-000279 | $257.8M | View |
| Apr 11, 2025 | Q1 2025 | 13F-HR | 0001376474-25-000327 | $220.3M | View |