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CIK 0001387818 • 6 13F filings • Apr 11, 2025 – Jul 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $1.2M | 0.1%Prev: 0.1% | 9,894 SH | Decreased |
| ABBVIE INC | COM | $2.2M | 0.2%Prev: 0.2% | 9,614 SH | Decreased |
| ADOBE INC | COM | $1.1M | 0.1%Prev: 0.1% | 3,200 SH | Decreased |
| AIR LEASE CORP | CL A | $25.9M | 2.8%Prev: 3.1% | 403,246 SH | Decreased-69,971 SH |
| ALPHABET INC | CAP STK CL A | $6.1M | 0.7%Prev: 0.5% | 19,410 SH | Increased+90 SH |
| ALPHABET INC | CAP STK CL C | $3.3M | 0.4%Prev: 0.3% | 10,635 SH | Increased |
| AMAZON COM INC | COM | $116.7M | 12.6%Prev: 11.5% | 505,676 SH | Increased-7,011 SH |
| AMERICAN EXPRESS CO | COM | $571K | 0.1%Prev: 0.1% | 1,544 SH | Decreased-191 SH |
| AMERICAN TOWER CORP NEW | COM | $13.9M | 1.5%Prev: 1.6% | 79,208 SH | Decreased-1,870 SH |
| APPLE INC | COM | $6.9M | 0.7%Prev: 0.7% | 25,402 SH | Decreased-2,927 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $360K | 0.0%Prev: 0.0% | 1,400 SH | Decreased |
| BERKSHIRE HATHAWAY INC Cl B | Cl B | $5.3M | 0.6%Prev: 0.5% | 10,465 SH | Increased+15 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $7.5M | 0.8%Prev: 0.8% | 10 SH | Increased |
| BILL HOLDINGS INC | COM | $824K | 0.1%Prev: 0.1% | 15,117 SH | Decreased-705 SH |
| BLACKLINE INC | COM | $8.9M | 1.0%Prev: 0.9% | 160,204 SH | Increased-1,648 SH |
| BLUE OWL CAPITAL INC | COM CL A | $29.1M | 3.1%Prev: 3.3% | 1,950,164 SH | Decreased+29,980 SH |
| BROADCOM INC | COM | $344K | 0.0%Prev: 0.0% | 995 SH | Increased-32 SH |
| CISCO SYS INC | COM | $329K | 0.0%Prev: 0.0% | 4,265 SH | Increased |
| COSTCO WHSL CORP NEW | COM | $883K | 0.1%Prev: 0.1% | 1,024 SH | Decreased |
| DISNEY WALT CO | COM | $716K | 0.1%Prev: 0.1% | 6,289 SH | Decreased |
| DOORDASH INC | CL A | $1.4M | 0.1%Prev: 0.2% | 6,000 SH | Decreased |
| ELECTRONIC ARTS INC | COM | $10.0M | 1.1%Prev: 1.0% | 49,065 SH | Decreased-1,000 SH |
| EQUINIX INC | COM | $27.0M | 2.9%Prev: 2.9% | 35,256 SH | Decreased-597 SH |
| EXXON MOBIL CORP | COM | $1.5M | 0.2%Prev: 0.1% | 12,434 SH | Increased-115 SH |
| GFL ENVIRONMENTAL INC | SUB VTG SHS | $18.0M | 1.9%Prev: 2.0% | 420,150 SH | Decreased+2,852 SH |
| GITLAB INC | CLASS A COM | $21.0M | 2.3%Prev: 2.6% | 558,603 SH | Decreased+1,725 SH |
| GLOBAL E ONLINE LTD | SHS | $42.4M | 4.6%Prev: 3.9% | 1,079,254 SH | Increased+6,912 SH |
| JOHNSON & JOHNSON | COM | $3.1M | 0.3%Prev: 0.3% | 14,817 SH | Increased-126 SH |
| KLAVIYO INC | COM SER A | $21.8M | 2.3%Prev: 1.1% | 670,042 SH | Increased+275,053 SH |
| MERCK & CO INC | COM | $859K | 0.1%Prev: 0.1% | 8,158 SH | Increased |
| META PLATFORMS INC | CL A | $514K | 0.1%Prev: 0.1% | 779 SH | Decreased+14 SH |
| MICROSOFT CORP | COM | $11.8M | 1.3%Prev: 1.4% | 24,461 SH | Decreased-1,314 SH |
| NETFLIX INC | COM | $222.4M | 24.0%Prev: 29.6% | 2,371,717 SH | Decreased+2,129,406 SH |
| NORTHERN TR CORP | COM | $307K | 0.0%Prev: 0.0% | 2,250 SH | Increased |
| NVIDIA CORPORATION | COM | $749K | 0.1%Prev: 0.1% | 4,016 SH | Increased+96 SH |
| OKTA INC | CL A | $21.7M | 2.3%Prev: 2.3% | 250,886 SH | Decreased+361 SH |
| ORACLE CORP | COM | $1.1M | 0.1%Prev: 0.2% | 5,785 SH | Decreased-400 SH |
| PAYPAL HLDGS INC | COM | $6.8M | 0.7%Prev: 0.8% | 117,171 SH | Decreased-6,954 SH |
| PFIZER INC | COM | $244K | 0.0%Prev: 0.0% | 9,803 SH | Decreased+19 SH |
| PRICE T ROWE GROUP INC | COM | $1.7M | 0.2%Prev: 0.2% | 16,440 SH | Decreased |
| QUALCOMM INC | COM | $8.1M | 0.9%Prev: 0.8% | 47,081 SH | Increased-198 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $452K | 0.0%Prev: 0.0% | 16,800 SH | Increased |
| SHOPIFY INC | CL A SUB VTG SHS | $264.1M | 28.5%Prev: 25.5% | 1,640,426 SH | Increased-44,363 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $572K | 0.1%Prev: 0.1% | 839 SH | Increased |
| SYMBOTIC INC | CLASS A COM | $1.8M | 0.2%Prev: 0.2% | 30,658 SH | Increased+233 SH |
| THE CIGNA GROUP | COM | $297K | 0.0%Prev: 0.0% | 1,080 SH | Decreased |
| TWILIO INC | CL A | $208K | 0.0% | 1,460 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.6M | 0.4%Prev: 0.4% | 10,752 SH | Increased |
| VANGUARD INDEX FDS | VALUE ETF | $236K | 0.0%Prev: 0.0% | 1,235 SH | Increased |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $1.6M | 0.2%Prev: 0.2% | 26,589 SH | Decreased |
| VERTIV HOLDINGS CO | COM CL A | $358K | 0.0%Prev: 0.0% | 2,210 SH | Increased-75 SH |
| WALMART INC | COM | $282K | 0.0%Prev: 0.0% | 2,535 SH | Increased |
| 13F-HR |
| 0001387818-26-000003 |
| $738.2M |
| View |
| Jul 21, 2025 | Q2 2025 | 13F-HR | 0001387818-25-000004 | $965.1M | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0001387818-26-000002 | $797.3M | View |
| Apr 11, 2025 | Q1 2025 | 13F-HR | 0001387818-25-000002 | $814.1M | View |