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CIK 0001910971 • 4 13F filings • May 15, 2025 – Aug 12, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC A | CAP STK CL A | $5.6M | 3.2% | 22,934 SH | New |
| ALPHABET INC C | CAP STK CL C | $551K | 0.3% | 2,264 SH | New |
| AMAZON COM INC | COM | $4.0M | 2.3%Prev: 2.1% | 18,075 SH | Decreased-2,236 SH |
| AMPHENOL CORP NEW | CL A | $921K | 0.5% | 7,445 SH | New |
| ANALOG DEVICES INC | COM | $354K | 0.2%Prev: 0.2% | 1,439 SH | Decreased+77 SH |
| APPLE INC | COM | $2.7M | 1.6%Prev: 1.3% | 10,652 SH | Decreased+536 SH |
| APPLIED MATLS INC | COM | $3.6M | 2.1%Prev: 3.5% | 17,280 SH | Decreased+6,360 SH |
| APPLOVIN CORP | COM CL A | $10.4M | 6.0%Prev: 3.2% | 14,576 SH | Increased+542 SH |
| ARISTA NETWORKS INC | COM SHS | $3.3M | 1.9%Prev: 1.9% | 22,374 SH | Decreased-2,469 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $1.3M | 0.7% | 1,327 SH | New |
| ASTERA LABS INC | COM | $345K | 0.2% | 1,762 SH | New |
| AUTOZONE INC | COM | $1.4M | 0.8%Prev: 0.3% | 328 SH | Increased+105 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $526K | 0.3%Prev: 0.2% | 1,046 SH | Increased |
| BOOKING HOLDINGS INC | COM | $3.5M | 2.0%Prev: 1.4% | 641 SH | Increased-17,469 SH |
| BROADCOM INC | COM | $8.1M | 4.7%Prev: 4.0% | 24,601 SH | Decreased+338 SH |
| BROWN &BROWN INC | COM | $1.6M | 0.9% | 17,141 SH | New |
| CADENCE DESIGN SYSTEM INC | COM | $660K | 0.4%Prev: 0.2% | 1,880 SH | Increased+804 SH |
| CDW CORP | COM | $639K | 0.4% | 4,013 SH | New |
| CISCO SYS INC | COM | $258K | 0.1%Prev: 0.1% | 3,764 SH | Decreased+1,243 SH |
| COMFORT SYS USA INC | COM | $2.1M | 1.2%Prev: 2.6% | 2,565 SH | Decreased-397 SH |
| CROWDSTRIKE HLDGS INC | CL A | $3.2M | 1.9%Prev: 1.8% | 6,539 SH | Decreased+1,053 SH |
| ELEVANCE HEALTH INC FORMERLY | COM | $390K | 0.2%Prev: 0.2% | 1,206 SH | Increased+266 SH |
| ELI LILLY &CO | COM | $377K | 0.2% | 494 SH | New |
| EMCOR GROUP INC | COM | $2.7M | 1.6%Prev: 1.7% | 4,218 SH | Decreased-546 SH |
| FAIR ISAAC CORP | COM | $244K | 0.1% | 163 SH | New |
| FISERV INC | COM | $1.1M | 0.6% | 8,254 SH | New |
| FORTINET INC | COM | $264K | 0.2%Prev: 0.2% | 3,135 SH | Decreased+110 SH |
| GE AEROSPACE | COM NEW | $1.4M | 0.8%Prev: 0.9% | 4,756 SH | Decreased-454 SH |
| GE VERNOVA INC | COM | $731K | 0.4%Prev: 0.7% | 1,188 SH | Decreased-115 SH |
| GOLDMAN SACHS GROUP INC | COM | $215K | 0.1%Prev: 0.1% | 270 SH | Decreased+8 SH |
| GRAINGER W W INC | COM | $681K | 0.4% | 715 SH | New |
| HOME DEPOT INC | COM | $723K | 0.4%Prev: 0.2% | 1,784 SH | Increased+488 SH |
| INTUITIVE SURGICAL INC | COM NEW | $233K | 0.1% | 522 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $685K | 0.4%Prev: 0.2% | 3,612 SH | Increased+1,919 SH |
| INVESCO QQQ TR | UNIT SER 1 | $380K | 0.2%Prev: 0.3% | 633 SH | Decreased-210 SH |
| iShares Emerging Markets Dividend Index Fund Exchange Traded Fund | EM MKTS DIV ETF | $1.4M | 0.8% | 48,900 SH | New |
| ISHARES GOLD TR | ISHARES NEW | $533K | 0.3%Prev: 0.2% | 7,320 SH | Increased+284 SH |
| ISHARES TR | RUSSELL 2000 ETF | $325K | 0.2%Prev: 0.2% | 1,344 SH | Decreased-87 SH |
| ISHARES TR | S&P 500 VAL ETF | $667K | 0.4%Prev: 0.2% | 3,232 SH | Increased+768 SH |
| ISHARES TR | SP SMCP600VL ETF | $190K | 0.1%Prev: 0.1% | 1,721 SH | Decreased-1 SH |
| JPMORGAN CHASE &CO. | COM | $2.4M | 1.4% | 7,576 SH | New |
| KLA CORP | COM NEW | $4.9M | 2.8%Prev: 5.3% | 4,508 SH | Decreased-35,298 SH |
| LAM RESEARCH CORP | COM NEW | $2.8M | 1.6%Prev: 3.9% | 20,972 SH | Decreased+594 SH |
| LTC PPTYS INC | COM | $331K | 0.2%Prev: 0.2% | 8,970 SH | Decreased |
| MASTERCARD INCORPORATED | CL A | $3.5M | 2.0%Prev: 1.3% | 6,185 SH | Increased+405 SH |
| MCKESSON CORP | COM | $468K | 0.3%Prev: 0.2% | 605 SH | Increased+21 SH |
| MERCADOLIBRE INC | COM | $2.2M | 1.3% | 973 SH | New |
| MERCK &CO INC | COM | $1.2M | 0.7% | 13,545 SH | New |
| META PLATFORMS INC | CL A | $5.3M | 3.1%Prev: 2.3% | 7,213 SH | Increased-1,897 SH |
| MICRON TECHNOLOGY INC | COM | $736K | 0.4%Prev: 5.1% | 3,927 SH | Decreased-6,110 SH |
| MICROSOFT CORP | COM | $5.6M | 3.3%Prev: 1.9% | 10,908 SH | Increased-692 SH |
| NATIONAL HEALTH INVS INC | COM | $398K | 0.2%Prev: 0.2% | 5,000 SH | Increased |
| NETFLIX INC | COM | $3.3M | 1.9% | 2,725 SH | New |
| NUTANIX INC | CL A | $797K | 0.5%Prev: 0.3% | 10,712 SH | Increased-3,663 SH |
| NVIDIA CORPORATION | COM | $33.7M | 19.6%Prev: 13.7% | 180,532 SH | Increased+24,633 SH |
| OUSTER INC | COM NEW | $608K | 0.4%Prev: 0.3% | 20,463 SH | Decreased+9,301 SH |
| PALO ALTO NETWORKS INC | COM | $3.7M | 2.2%Prev: 2.2% | 18,286 SH | Decreased+3,357 SH |
| PARKER-HANNIFIN CORP | COM | $938K | 0.5%Prev: 0.5% | 1,237 SH | Decreased+186 SH |
| REALTY INCOME CORP | COM | $413K | 0.2%Prev: 0.2% | 6,800 SH | Decreased |
| ROPER TECHNOLOGIES INC | COM | $1.2M | 0.7%Prev: 0.2% | 2,320 SH | Increased+1,136 SH |
| S&P GLOBAL INC | COM | $311K | 0.2% | 638 SH | New |
| SALESFORCE INC | COM | $932K | 0.5%Prev: 0.2% | 3,893 SH | Increased+467 SH |
| SERVICENOW INC | COM | $1.2M | 0.7%Prev: 0.8% | 1,263 SH | Decreased-17,212 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $308K | 0.2% | 463 SH | New |
| SPDR SERIES TRUST | S&P REGL BKG | $299K | 0.2% | 4,721 SH | New |
| SPOTIFY TECHNOLOGY S A | SHS | $2.6M | 1.5%Prev: 1.2% | 3,687 SH | Decreased-2,264 SH |
| STRYKER CORPORATION | COM | $228K | 0.1% | 616 SH | New |
| SYNOPSYS INC | COM | $950K | 0.6% | 1,925 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $5.3M | 3.1% | 18,970 SH | New |
| THERMO FISHER SCIENTIFIC INC | COM | $230K | 0.1%Prev: 0.1% | 475 SH | Increased+18 SH |
| UBER TECHNOLOGIES INC | COM | $3.1M | 1.8%Prev: 1.1% | 31,776 SH | Increased-3,325 SH |
| UNITED RENTALS INC | COM | $4.0M | 2.3%Prev: 2.3% | 4,193 SH | Decreased-350 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $691K | 0.4%Prev: 0.3% | 7,556 SH | Increased+404 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.5M | 0.9%Prev: 0.7% | 2,446 SH | Decreased-29 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $203K | 0.1% | 943 SH | New |
| VERTIV HOLDINGS CO | COM CL A | $2.2M | 1.3%Prev: 2.3% | 14,842 SH | Decreased-809 SH |
| VISA INC | COM CL A | $4.5M | 2.6%Prev: 1.9% | 13,066 SH | Increased+582 SH |
| WELLTOWER INC | COM | $901K | 0.5%Prev: 0.5% | 5,060 SH | Decreased |
| 13F-HR |
| 0001104659-26-060063 |
| $172.0M |
| View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001104659-25-049175 | $154.3M | View |