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CIK 0001497637 • 6 13F filings • May 12, 2025 – Aug 11, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $1.0M | 0.7%Prev: 0.6% | 4,398 SH | Increased+247 SH |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $1.2M | 0.9%Prev: 0.2% | 8,354 SH | Increased+6,209 SH |
| ALPHABET INC | CAP STK CL A | $6.5M | 4.8%Prev: 3.6% | 20,724 SH | Increased-2,792 SH |
| ALTRIA GROUP INC | COM | $249K | 0.2%Prev: 0.3% | 4,316 SH | Decreased-1,800 SH |
| AMAZON COM INC | COM | $7.8M | 5.8%Prev: 4.6% | 33,853 SH | Increased+15 SH |
| AMERICAN EXPRESS CO | COM | $2.9M | 2.1%Prev: 2.3% | 7,705 SH | Decreased-3,615 SH |
| AMERICAN TOWER CORP NEW | COM | $215K | 0.2% | 1,223 SH | New |
| AON PLC | SHS CL A | $529K | 0.4%Prev: 0.3% | 1,500 SH | Decreased |
| APOLLO COML REAL EST FIN INC | COM | $164K | 0.1%Prev: 0.1% | 16,967 SH | Increased+5,751 SH |
| APOLLO GLOBAL MGMT INC | COM | $3.7M | 2.7%Prev: 3.0% | 25,281 SH | Decreased-10,828 SH |
| APPLE INC | COM | $5.9M | 4.4%Prev: 3.8% | 21,805 SH | Decreased-2,120 SH |
| APPLOVIN CORP | COM CL A | $833K | 0.6%Prev: 0.9% | 1,236 SH | Decreased-733 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $755K | 0.6% | 1 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $701K | 0.5%Prev: 0.5% | 1,394 SH | Decreased-233 SH |
| BLACKSTONE INC | COM | $3.0M | 2.2%Prev: 2.8% | 19,339 SH | Decreased-7,277 SH |
| BOOKING HOLDINGS INC | COM | $1.8M | 1.3%Prev: 0.7% | 330 SH | Increased+108 SH |
| BROOKFIELD CORP | CL A LTD VT SH | $380K | 0.3%Prev: 2.1% | 8,278 SH | Decreased-40,763 SH |
| CATERPILLAR INC | COM | $412K | 0.3% | 719 SH | New |
| CBRE GROUP INC | CL A | $615K | 0.5% | 3,826 SH | New |
| CELSIUS HLDGS INC | COM NEW | $228K | 0.2%Prev: 0.1% | 4,991 SH | Increased+1,062 SH |
| CHEVRON CORP NEW | COM | $215K | 0.2%Prev: 0.2% | 1,410 SH | Decreased-250 SH |
| CLOROX CO DEL | COM | $214K | 0.2% | 2,126 SH | New |
| COINBASE GLOBAL INC | COM CL A | $393K | 0.3%Prev: 0.3% | 1,740 SH | Decreased+326 SH |
| COSTCO WHSL CORP NEW | COM | $4.4M | 3.2%Prev: 3.6% | 5,074 SH | Decreased-1,147 SH |
| ELI LILLY & CO | COM | $2.6M | 1.9% | 2,439 SH | New |
| EQT CORP | COM | $367K | 0.3%Prev: 0.1% | 6,838 SH | Increased+2,773 SH |
| EXXON MOBIL CORP | COM | $217K | 0.2%Prev: 0.2% | 1,800 SH | Decreased-568 SH |
| GE AEROSPACE | COM NEW | $449K | 0.3% | 1,458 SH | New |
| GE VERNOVA INC | COM | $1.7M | 1.3% | 2,642 SH | New |
| GENERAL MLS INC | COM | $214K | 0.2%Prev: 0.2% | 4,609 SH | Decreased-622 SH |
| GOLDMAN SACHS GROUP INC | COM | $1.1M | 0.8%Prev: 1.5% | 1,230 SH | Decreased-1,694 SH |
| HEICO CORP NEW | COM | $555K | 0.4% | 1,716 SH | New |
| HSBC HLDGS PLC | SPON ADR NEW | $253K | 0.2% | 3,213 SH | New |
| ICAHN ENTERPRISES LP | DEPOSITARY UNIT | $218K | 0.2% | 28,851 SH | New |
| INTUIT | COM | $4.3M | 3.2%Prev: 3.3% | 6,557 SH | Decreased-1,172 SH |
| INTUITIVE SURGICAL INC | COM NEW | $532K | 0.4% | 939 SH | New |
| JPMORGAN CHASE & CO. | COM | $1.9M | 1.4%Prev: 1.3% | 5,983 SH | Decreased-817 SH |
| KINDLY MD INC | COM | $4K | 0.0% | 12,746 SH | New |
| KKR & CO INC | COM | $3.4M | 2.5%Prev: 2.9% | 26,604 SH | Decreased-8,848 SH |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | $806K | 0.6% | 8,178 SH | New |
| MAPLEBEAR INC | COM | $226K | 0.2% | 5,029 SH | New |
| MERCADOLIBRE INC | COM | $4.5M | 3.3%Prev: 2.7% | 2,232 SH | Increased+390 SH |
| MERCK & CO INC | COM | $244K | 0.2%Prev: 0.2% | 2,322 SH | Decreased-1,132 SH |
| META PLATFORMS INC | CL A | $3.1M | 2.3%Prev: 2.8% | 4,690 SH | Decreased-1,470 SH |
| MICROSOFT CORP | COM | $5.2M | 3.8%Prev: 3.8% | 10,716 SH | Decreased-949 SH |
| NETFLIX INC | COM | $4.2M | 3.1%Prev: 3.4% | 44,476 SH | Decreased+39,967 SH |
| NU HLDGS LTD | ORD SHS CL A | $227K | 0.2%Prev: 0.2% | 13,560 SH | Decreased-7,847 SH |
| NVIDIA CORPORATION | COM | $1.3M | 1.0%Prev: 0.7% | 6,990 SH | Increased+686 SH |
| OREILLY AUTOMOTIVE INC | COM | $371K | 0.3%Prev: 0.2% | 4,066 SH | Increased+1,721 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $1.2M | 0.9%Prev: 0.9% | 7,009 SH | Decreased-481 SH |
| PEPSICO INC | COM | $321K | 0.2% | 2,234 SH | New |
| PETROLEO BRASILEIRO SA PETRO | SPONSORED ADR | $323K | 0.2% | 27,250 SH | New |
| ROBINHOOD MKTS INC | COM CL A | $470K | 0.3%Prev: 0.2% | 4,155 SH | Increased+1,679 SH |
| ROYAL CARIBBEAN GROUP | COM | $223K | 0.2%Prev: 0.2% | 800 SH | Decreased+1 SH |
| SALESFORCE INC | COM | $1.2M | 0.9% | 4,715 SH | New |
| SCHWAB CHARLES CORP | COM | $2.9M | 2.1%Prev: 0.2% | 28,747 SH | Increased+24,987 SH |
| SEMLER SCIENTIFIC INC | COM | $643K | 0.5%Prev: 0.8% | 42,021 SH | Decreased+392 SH |
| SERVICENOW INC | COM | $8.7M | 6.4%Prev: 2.7% | 56,948 SH | Increased+52,167 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $501K | 0.4%Prev: 2.0% | 3,111 SH | Decreased-18,360 SH |
| SPOTIFY TECHNOLOGY S A | SHS | $4.4M | 3.2%Prev: 2.7% | 7,500 SH | Increased+1,343 SH |
| STARBUCKS CORP | COM | $1.9M | 1.4% | 22,373 SH | New |
| STRATEGY INC | CL A NEW | $10.5M | 7.8%Prev: 14.4% | 69,422 SH | Decreased-2,361 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $1.9M | 1.4%Prev: 0.4% | 6,394 SH | Increased+4,053 SH |
| TARGET CORP | COM | $217K | 0.2%Prev: 0.1% | 2,218 SH | Decreased-398 SH |
| TESLA INC | COM | $802K | 0.6% | 1,783 SH | New |
| THE REALREAL INC | COM | $196K | 0.1% | 12,392 SH | New |
| TJX COS INC NEW | COM | $3.3M | 2.4%Prev: 3.0% | 21,317 SH | Decreased-12,444 SH |
| TRANSDIGM GROUP INC | COM | $1.6M | 1.1% | 1,172 SH | New |
| UBER TECHNOLOGIES INC | COM | $3.5M | 2.5%Prev: 3.7% | 42,219 SH | Decreased-18,754 SH |
| UNITEDHEALTH GROUP INC | COM | $660K | 0.5% | 2,000 SH | New |
| VAIL RESORTS INC | COM | $213K | 0.2%Prev: 0.1% | 1,601 SH | Decreased-3 SH |
| VERIZON COMMUNICATIONS INC | COM | $259K | 0.2%Prev: 0.2% | 6,354 SH | Decreased-1,748 SH |
| VISA INC | COM CL A | $1.4M | 1.0%Prev: 1.5% | 3,991 SH | Decreased-3,094 SH |
| WALMART INC | COM | $5.0M | 3.7%Prev: 3.7% | 45,019 SH | Decreased-13,251 SH |
| WARBY PARKER INC | CL A COM | $1.4M | 1.0% | 62,300 SH | New |
| 13F-HR |
| 0001754960-26-000754 |
| $116.2M |
| View |
| Aug 5, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000540 | $153.7M | View |
| May 11, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000372 | $107.2M | View |
| May 12, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000292 | $117.5M | View |