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CIK 0002057153 • 8 13F filings • May 2, 2025 – Aug 12, 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 | |||||
|---|---|---|---|---|---|
| AIR PRODS & CHEMS INC | COM | $2.7M | 2.3% | 9,137 SH | New |
| AMAZON COM INC | COM | $6.3M | 5.4%Prev: 5.6% | 26,049 SH | Decreased+349 SH |
| AMPHENOL CORP NEW | CL A | $6.5M | 5.5% | 52,294 SH | New |
| ANALOG DEVICES INC | COM | $4.5M | 3.9%Prev: 3.4% | 18,406 SH | Increased+8,058 SH |
| APPLE INC | COM | $4.1M | 3.5%Prev: 4.1% | 13,638 SH | Decreased-1,488 SH |
| CADENCE DESIGN SYSTEM INC | COM | $2.4M | 2.1%Prev: 4.7% | 339 SH | Decreased-9,834 SH |
| COSTAR GROUP INC | COM | $5.3M | 4.5%Prev: 0.9% | 52,949 SH | Increased+51,495 SH |
| COSTCO WHSL CORP NEW | COM | $3.3M | 2.9% | 3,602 SH | New |
| CURTISS WRIGHT CORP | COM | $4.1M | 3.6%Prev: 5.0% | 7,639 SH | Decreased-323 SH |
| DEERE & CO | COM | $3.9M | 3.3%Prev: 4.8% | 8,065 SH | Decreased-482 SH |
| ECOLAB INC | COM | $1.5M | 1.3%Prev: 3.4% | 5,359 SH | Decreased-9,450 SH |
| EMCOR GROUP INC | COM | $5.3M | 4.6%Prev: 4.2% | 8,203 SH | Increased+1,889 SH |
| ENTERPRISE PRODS PARTNERS L | COM | $1.4M | 1.2%Prev: 1.8% | 46,225 SH | Decreased-14,084 SH |
| HOME DEPOT INC | COM | $2.0M | 1.7%Prev: 1.2% | 5,006 SH | Increased+931 SH |
| INTUIT | COM | $5.3M | 4.6%Prev: 1.8% | 7,354 SH | Increased+4,877 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.1M | 1.0%Prev: 0.8% | 1,877 SH | Increased+551 SH |
| MICROSOFT CORP | COM | $6.9M | 5.9%Prev: 4.3% | 4,551 SH | Increased+491 SH |
| NETFLIX INC | COM | $5.4M | 4.6% | 2,265 SH | New |
| NVIDIA CORPORATION | COM | $13.8M | 11.8%Prev: 9.7% | 19,110 SH | Increased-2,200 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $1.6M | 1.4%Prev: 3.4% | 10,933 SH | Decreased-6,126 SH |
| SHOPIFY INC | NOTE 0.125%11/0 | $2.5M | 2.1% | 401 SH | New |
| SNAP INC | CL A | $77K | 0.1%Prev: 0.0% | 10,000 SH | Increased |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $7.5M | 6.4% | 752 SH | New |
| TEXAS INSTRS INC | COM | $3.5M | 3.0%Prev: 3.1% | 19,056 SH | Decreased+6,499 SH |
| THE TRADE DESK INC | COM CL A | $1.0M | 0.9% | 967 SH | New |
| THERMO FISHER SCIENTIFIC INC | COM | $2.2M | 1.9%Prev: 2.0% | 3,079 SH | Decreased-230 SH |
| UNITED RENTALS INC | COM | $4.4M | 3.7%Prev: 4.0% | 3,186 SH | Decreased+98 SH |
| VEEVA SYS INC | CL A COM | $5.0M | 4.3%Prev: 6.0% | 15,653 SH | Decreased-21,059 SH |
| ZOETIS INC | CL A | $3.0M | 2.6% | 20,391 SH | New |
| 13F-HR |
| 0001754960-25-000723 |
| $116.7M |
| View |
| Aug 12, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000758 | $119.5M | View |
| Aug 7, 2025 | Q2 2025 | 13F-HR/A | 0001754960-25-000552 | $87.9M | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR/A | 0001754960-26-000346 | $100.1M | View |
| May 2, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000268 | $77.3M | View |