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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 | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $6.7M | 6.4%Prev: 5.4% | 26,413 SH | Increased+364 SH |
| AMPHENOL CORP NEW | CL A | $6.6M | 6.3%Prev: 5.5% | 48,822 SH | Increased-3,472 SH |
| ANALOG DEVICES INC | COM | $5.0M | 4.7%Prev: 3.9% | 18,351 SH | Increased-55 SH |
| APPLE INC | COM | $4.3M | 4.1%Prev: 3.5% | 14,016 SH | Increased+378 SH |
| CADENCE DESIGN SYSTEM INC | COM | $2.3M | 2.1%Prev: 2.1% | 3,622 SH | Decreased+3,283 SH |
| COSTAR GROUP INC | COM | $2.0M | 1.9%Prev: 4.5% | 1,454 SH | Decreased-51,495 SH |
| CURTISS WRIGHT CORP | COM | $4.4M | 4.2%Prev: 3.6% | 7,963 SH | Increased+324 SH |
| DEERE & CO | COM | $3.9M | 3.7%Prev: 3.3% | 8,363 SH | Increased+298 SH |
| ECOLAB INC | COM | $3.8M | 3.6%Prev: 1.3% | 14,561 SH | Increased+9,202 SH |
| EMCOR GROUP INC | COM | $5.2M | 4.9%Prev: 4.6% | 8,439 SH | Decreased+236 SH |
| ENTERPRISE PRODS PARTNERS L | COM | $2.6M | 2.4%Prev: 1.2% | 79,774 SH | Increased+33,549 SH |
| FERRARI N V | COM | $2.0M | 1.9% | 5,330 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $3.6M | 3.4% | 7,548 SH | New |
| INTUIT | COM | $4.8M | 4.6%Prev: 4.6% | 7,301 SH | Decreased-53 SH |
| INVESCO QQQ TR | UNIT SER 1 | $497K | 0.5%Prev: 1.0% | 706 SH | Decreased-1,171 SH |
| MICROSOFT CORP | COM | $5.9M | 5.6%Prev: 5.9% | 4,316 SH | Decreased-235 SH |
| NETFLIX INC | COM | $4.4M | 4.2%Prev: 4.6% | 24,104 SH | Decreased+21,839 SH |
| NVIDIA CORPORATION | COM | $13.0M | 12.4%Prev: 11.8% | 18,904 SH | Decreased-206 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $1.7M | 1.6%Prev: 1.4% | 10,503 SH | Increased-430 SH |
| SHOPIFY INC | NOTE 0.125%11/0 | $2.1M | 2.0%Prev: 2.1% | 325 SH | Decreased-76 SH |
| SNAP INC | CL A | $81K | 0.1%Prev: 0.1% | 10,000 SH | Increased |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $7.2M | 6.9%Prev: 6.4% | 680 SH | Decreased-72 SH |
| TEXAS INSTRS INC | COM | $2.9M | 2.8%Prev: 3.0% | 16,912 SH | Decreased-2,144 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $3.0M | 2.8%Prev: 1.9% | 3,092 SH | Increased+13 SH |
| UNITED RENTALS INC | COM | $3.5M | 3.3%Prev: 3.7% | 3,426 SH | Decreased+240 SH |
| VEEVA SYS INC | CL A COM | $3.6M | 3.5%Prev: 4.3% | 16,286 SH | Decreased+633 SH |
| 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 |