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CIK 0001766907 • 6 13F filings • May 12, 2025 – Aug 10, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $17.0M | 3.1%Prev: 2.7% | 48,599 SH | Increased+5,406 SH |
| ALPHABET INC | CAP STK CL A | $4.5M | 0.8%Prev: 0.8% | 14,522 SH | Decreased-4,839 SH |
| ALPHABET INC | CAP STK CL C | $79.8M | 14.3%Prev: 11.1% | 254,199 SH | Increased-3,857 SH |
| AMAZON COM INC | COM | $41.9M | 7.5%Prev: 7.3% | 181,545 SH | Increased-6,122 SH |
| AMERICAN EXPRESS CO | COM | $362K | 0.1%Prev: 0.1% | 979 SH | Increased |
| AON PLC | SHS CL A | $803K | 0.1%Prev: 0.1% | 2,275 SH | Decreased |
| APPLE INC | COM | $22.3M | 4.0%Prev: 4.0% | 82,079 SH | Decreased-5,822 SH |
| ASTRAZENECA PLC | SPONSORED ADR | $32.3M | 5.8%Prev: 5.0% | 351,775 SH | Increased-12,291 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.6M | 0.3%Prev: 0.4% | 3,240 SH | Decreased-1,558 SH |
| BOOKING HOLDINGS INC | COM | $755K | 0.1%Prev: 0.1% | 141 SH | Decreased |
| CANADIAN NATL RY CO | COM | $14.5M | 2.6%Prev: 1.8% | 146,385 SH | Increased+38,688 SH |
| CANADIAN PACIFIC KANSAS | COM | $2.6M | 0.5% | 35,181 SH | New |
| DISNEY WALT CO | COM | $19.3M | 3.5% | 169,355 SH | New |
| EAST WEST BANCORP INC | COM | $592K | 0.1%Prev: 0.1% | 5,270 SH | Increased |
| ELI LILLY & CO | COM | $9.1M | 1.6%Prev: 1.1% | 8,440 SH | Increased-9 SH |
| EVERSOURCE ENERGY | COM | $28.6M | 5.1%Prev: 5.3% | 425,104 SH | Decreased+5,052 SH |
| IQVIA HLDGS INC | COM | $37.1M | 6.7%Prev: 5.7% | 164,754 SH | Increased-5,566 SH |
| ISHARES TR | 7-10 YR TRSY BD | $23.1M | 4.1%Prev: 4.1% | 239,751 SH | Decreased-184 SH |
| JPMORGAN CHASE & CO. | COM | $9.1M | 1.6%Prev: 1.6% | 28,287 SH | Increased |
| MCDONALDS CORP | COM | $2.1M | 0.4%Prev: 0.4% | 6,820 SH | Increased |
| MCKESSON CORP | COM | $7.3M | 1.3%Prev: 1.2% | 8,920 SH | Increased-97 SH |
| META PLATFORMS INC | CL A | $2.3M | 0.4%Prev: 0.5% | 3,550 SH | Decreased-44 SH |
| MICROSOFT CORP | COM | $70.6M | 12.7%Prev: 13.8% | 145,970 SH | Decreased-3,903 SH |
| NETFLIX INC | COM | $6.7M | 1.2%Prev: 0.1% | 71,354 SH | Increased+71,074 SH |
| NVIDIA CORPORATION | COM | $19.4M | 3.5%Prev: 3.5% | 103,915 SH | Decreased-2,785 SH |
| NXP SEMICONDUCTORS N V | COM | $1.0M | 0.2%Prev: 0.7% | 4,704 SH | Decreased-12,861 SH |
| ORACLE CORP | COM | $730K | 0.1%Prev: 0.2% | 3,745 SH | Decreased-957 SH |
| PRUDENTIAL FINL INC | COM | $225K | 0.0%Prev: 0.0% | 1,990 SH | Increased |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $9.2M | 1.7%Prev: 1.6% | 368,270 SH | Decreased-494 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $7.0M | 1.3%Prev: 1.7% | 286,062 SH | Decreased-105,549 SH |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $321K | 0.1% | 5,868 SH | New |
| SLM CORP | COM | $1.0M | 0.2%Prev: 1.0% | 37,514 SH | Decreased-174,068 SH |
| STRYKER CORPORATION | COM | $4.2M | 0.8%Prev: 0.9% | 12,053 SH | Decreased-2,128 SH |
| T-MOBILE US INC | COM | $31.9M | 5.7%Prev: 6.6% | 157,109 SH | Decreased+1,850 SH |
| TAIWAN SEMICONDUCTOR MFG | SPONSORED ADS | $631K | 0.1% | 2,078 SH | New |
| THERMO FISHER SCIENTIFIC | COM | $3.9M | 0.7% | 6,710 SH | New |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $6.0M | 1.1%Prev: 1.0% | 107,689 SH | Increased+5,116 SH |
| VISA INC | COM CL A | $36.0M | 6.5%Prev: 6.4% | 102,647 SH | Decreased-2,943 SH |
| 13F-HR |
| 0001214659-26-009810 |
| $494.7M |
| View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001214659-25-011870 | $489.9M | View |
| May 8, 2026 | Q1 2026 | 13F-HR | 0001214659-26-005757 | $453.2M | View |
| May 12, 2025 | Q1 2025 | 13F-HR | 0001214659-25-007361 | $471.8M | View |