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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 | 5.6%Prev: 6.6% | 25,700 SH | Increased+113 SH |
| AMPHENOL CORP | CL A | $7.0M | 5.8% | 28,273 SH | New |
| ANALOG DEVICES INC | COM | $4.0M | 3.4%Prev: 0.4% | 10,348 SH | Increased-6,830 SH |
| APPLE INC | COM | $4.9M | 4.1%Prev: 3.5% | 15,126 SH | Increased+2,031 SH |
| CADENCE DESIGN SYSTEM INC | COM | $5.6M | 4.7%Prev: 4.1% | 10,173 SH | Increased-454 SH |
| COSTAR GROUP INC | COM | $1.0M | 0.9%Prev: 4.7% | 1,454 SH | Decreased-47,915 SH |
| CURTISS WRIGHT CORP | COM | $6.0M | 5.0% | 7,962 SH | New |
| DEERE & CO | COM | $5.7M | 4.8%Prev: 4.0% | 8,547 SH | Increased+2,334 SH |
| ECOLAB INC | COM | $4.1M | 3.4%Prev: 1.4% | 14,809 SH | Increased+10,248 SH |
| EMCOR GROUP INC | COM | $5.1M | 4.2%Prev: 4.3% | 6,314 SH | Increased-1,829 SH |
| ENTERPRISE PRODS PARTNERS L | COM | $2.2M | 1.8%Prev: 2.3% | 60,309 SH | Increased-4,358 SH |
| FERRARI N V | COM | $5.2M | 4.3% | 13,815 SH | New |
| HOME DEPOT INC | COM | $1.4M | 1.2%Prev: 2.4% | 4,075 SH | Decreased-1,569 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $5.7M | 4.8% | 11,209 SH | New |
| INTUIT | COM | $2.1M | 1.8%Prev: 4.9% | 2,477 SH | Decreased-2,110 SH |
| INVESCO QQQ TR | UNIT SER 1 | $972K | 0.8% | 1,326 SH | New |
| MICROSOFT CORP | COM | $5.1M | 4.3%Prev: 6.6% | 4,060 SH | Decreased+125 SH |
| NETFLIX INC. | COM | $3.6M | 3.0% | 25,552 SH | New |
| NEXTERA ENERGY INC | COM | $1.2M | 1.0% | 14,224 SH | New |
| NVIDIA CORPORATION | COM | $11.6M | 9.7%Prev: 10.9% | 21,310 SH | Increased+3,982 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $4.0M | 3.4% | 17,059 SH | New |
| SNAP INC | CL A | $48K | 0.0%Prev: 0.1% | 10,000 SH | Decreased |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $8.0M | 6.7% | 593 SH | New |
| TEXAS INSTRS INC | COM | $3.7M | 3.1%Prev: 1.1% | 12,557 SH | Increased+7,296 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $2.4M | 2.0%Prev: 2.1% | 3,309 SH | Increased-179 SH |
| UNITED RENTALS INC | COM | $4.8M | 4.0%Prev: 3.6% | 3,088 SH | Increased+7 SH |
| VEEVA SYS INC | CL A COM | $7.1M | 6.0%Prev: 4.9% | 36,712 SH | Increased+22,371 SH |
| VERTIV HOLDINGS CO | COM CL A | $215K | 0.2% | 20 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 |