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CIK 0002010786 • 6 13F filings • Apr 18, 2025 – Aug 4, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $312K | 0.2%Prev: 0.2% | 1,364 SH | Decreased-27 SH |
| ACCENTURE PLC IRELAND | SHS CLASS A | $1.6M | 0.9%Prev: 0.9% | 6,142 SH | Decreased-739 SH |
| ADOBE INC | COM | $2.4M | 1.3%Prev: 1.3% | 6,751 SH | Decreased-300 SH |
| AIR PRODS & CHEMS INC | COM | $1.4M | 0.8%Prev: 0.9% | 5,814 SH | Decreased-6 SH |
| ALPHABET INC | CAP STK CL A | $928K | 0.5%Prev: 0.4% | 2,966 SH | Increased+80 SH |
| ALPHABET INC | CAP STK CL C | $4.4M | 2.4%Prev: 2.1% | 14,084 SH | Increased-1,732 SH |
| AMAZON COM INC | COM | $4.1M | 2.2%Prev: 2.0% | 17,615 SH | Increased+357 SH |
| AMGEN INC | COM | $1.8M | 1.0%Prev: 0.9% | 5,590 SH | Increased-260 SH |
| APPLE INC | COM | $4.7M | 2.5%Prev: 2.3% | 17,391 SH | Increased+1,000 SH |
| APPLIED MATLS INC | COM | $3.9M | 2.1%Prev: 1.9% | 15,217 SH | Increased-2,050 SH |
| ARISTA NETWORKS INC | COM SHS | $3.2M | 1.7%Prev: 2.0% | 24,445 SH | Decreased-1,345 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $3.5M | 1.9%Prev: 1.9% | 3,294 SH | Increased-345 SH |
| AUTODESK INC | COM | $1.0M | 0.6%Prev: 0.6% | 3,480 SH | Decreased+55 SH |
| BANK AMERICA CORP | COM | $2.1M | 1.1%Prev: 1.1% | 37,740 SH | Increased-1,797 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.3M | 1.2%Prev: 1.3% | 4,514 SH | Decreased-348 SH |
| BLOCK INC | CL A | $994K | 0.5%Prev: 0.6% | 15,271 SH | Decreased+677 SH |
| BOOKING HOLDINGS INC | COM | $2.7M | 1.4%Prev: 1.5% | 503 SH | Decreased-25 SH |
| BROADCOM INC | COM | $3.1M | 1.7%Prev: 1.6% | 8,995 SH | Increased-124 SH |
| CADENCE DESIGN SYSTEM INC | COM | $997K | 0.5%Prev: 0.6% | 3,189 SH | Decreased+47 SH |
| CATERPILLAR INC | COM | $207K | 0.1%Prev: 0.2% | 362 SH | Decreased-239 SH |
| CHEVRON CORP NEW | COM | $293K | 0.2%Prev: 0.2% | 1,920 SH | Decreased |
| COCA COLA CO | COM | $344K | 0.2%Prev: 0.2% | 4,927 SH | Increased-130 SH |
| COSTAR GROUP INC | COM | $2.3M | 1.2%Prev: 1.5% | 34,474 SH | Decreased+2,052 SH |
| COSTCO WHSL CORP NEW | COM | $599K | 0.3%Prev: 0.5% | 695 SH | Decreased-324 SH |
| DANAHER CORPORATION | COM | $1.2M | 0.6%Prev: 0.6% | 5,127 SH | Increased-109 SH |
| DIGITAL RLTY TR INC | COM | $1.6M | 0.8%Prev: 1.0% | 10,272 SH | Decreased-167 SH |
| DOMINOS PIZZA INC | COM | $2.4M | 1.3%Prev: 1.3% | 5,868 SH | Decreased+161 SH |
| ECOLAB INC | COM | $1.6M | 0.9%Prev: 0.9% | 6,200 SH | Decreased-75 SH |
| ENBRIDGE INC | COM | $1.8M | 1.0%Prev: 1.1% | 38,332 SH | Decreased-1,764 SH |
| ESPERION THERAPEUTICS INC NE | COM | $168K | 0.1%Prev: 0.1% | 45,306 SH | Increased |
| EXPEDITORS INTL WASH INC | COM | $3.0M | 1.6%Prev: 1.4% | 20,214 SH | Increased-781 SH |
| EXXON MOBIL CORP | COM | $2.1M | 1.1%Prev: 1.1% | 17,219 SH | Increased-892 SH |
| FISERV INC | COM | $697K | 0.4%Prev: 0.7% | 10,381 SH | Decreased |
| FORTINET INC | COM | $2.6M | 1.4%Prev: 1.5% | 32,785 SH | Decreased-326 SH |
| HOME DEPOT INC | COM | $806K | 0.4%Prev: 0.5% | 2,341 SH | Decreased-72 SH |
| HONEYWELL INTL INC | COM | $1.5M | 0.8%Prev: 0.9% | 7,837 SH | Decreased+3 SH |
| INTERCONTINENTAL EXCHANGE IN | COM | $2.9M | 1.6%Prev: 1.6% | 18,092 SH | Decreased+670 SH |
| ISHARES TR | 20 YR TR BD ETF | $5.7M | 3.0%Prev: 2.3% | 65,108 SH | Increased+16,409 SH |
| ISHARES TR | CORE US AGGBD ET | $8.4M | 4.5%Prev: 3.9% | 83,947 SH | Increased+11,618 SH |
| ISHARES TR | TRS FLT RT BD | $312K | 0.2%Prev: 0.2% | 6,180 SH | Decreased |
| JANUS DETROIT STR TR | HENDRSN SHRT ETF | $3.1M | 1.6% | 62,304 SH | New |
| JOHNSON & JOHNSON | COM | $2.1M | 1.1%Prev: 1.1% | 9,926 SH | Increased-798 SH |
| JPMORGAN CHASE & CO. | COM | $349K | 0.2%Prev: 0.2% | 1,083 SH | Decreased-366 SH |
| KLA CORP | COM NEW | $3.5M | 1.9%Prev: 1.9% | 2,909 SH | Decreased-376 SH |
| LOCKHEED MARTIN CORP | COM | $2.8M | 1.5%Prev: 1.5% | 5,733 SH | Decreased-4 SH |
| LOWES COS INC | COM | $3.1M | 1.7%Prev: 1.7% | 12,863 SH | Decreased+72 SH |
| MASTERCARD INCORPORATED | CL A | $3.2M | 1.7%Prev: 1.8% | 5,682 SH | Decreased-25 SH |
| MERCADOLIBRE INC | COM | $2.7M | 1.4%Prev: 1.6% | 1,326 SH | Decreased+44 SH |
| META PLATFORMS INC | CL A | $3.1M | 1.6%Prev: 1.8% | 4,633 SH | Decreased+72 SH |
| MICROCHIP TECHNOLOGY INC. | COM | $2.6M | 1.4%Prev: 1.5% | 40,823 SH | Decreased-1,608 SH |
| MICROSOFT CORP | COM | $4.3M | 2.3%Prev: 2.5% | 8,799 SH | Decreased-236 SH |
| MONDELEZ INTL INC | CL A | $1.3M | 0.7%Prev: 0.9% | 23,380 SH | Decreased-1,924 SH |
| MONOLITHIC PWR SYS INC | COM | $1.1M | 0.6%Prev: 0.7% | 1,228 SH | Decreased-100 SH |
| NETFLIX INC | COM | $311K | 0.2%Prev: 0.2% | 3,320 SH | Decreased+2,997 SH |
| NEXTERA ENERGY INC | COM | $1.8M | 1.0%Prev: 1.0% | 22,602 SH | Increased-966 SH |
| NVIDIA CORPORATION | COM | $6.1M | 3.2%Prev: 3.2% | 32,571 SH | Increased+1,192 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $502K | 0.3%Prev: 0.3% | 2,824 SH | Decreased-55 SH |
| PALO ALTO NETWORKS INC | COM | $3.0M | 1.6%Prev: 1.8% | 16,509 SH | Decreased-179 SH |
| PAYCHEX INC | COM | $1.3M | 0.7%Prev: 0.8% | 11,336 SH | Decreased-461 SH |
| PEPSICO INC | COM | $1.5M | 0.8%Prev: 0.9% | 10,335 SH | Decreased-1,466 SH |
| PIMCO ETF TR | INV GRD CRP BD | $575K | 0.3%Prev: 0.3% | 5,875 SH | Increased+1,048 SH |
| PIMCO ETF TR | ULTRA SHORT GOVT | $1.5M | 0.8% | 14,858 SH | New |
| PROCTER AND GAMBLE CO | COM | $711K | 0.4%Prev: 0.4% | 4,959 SH | Decreased-108 SH |
| ROPER TECHNOLOGIES INC | COM | $1.4M | 0.7%Prev: 0.8% | 3,070 SH | Decreased-80 SH |
| RTX CORPORATION | COM | $2.2M | 1.2%Prev: 1.2% | 12,189 SH | Increased-1,138 SH |
| SAIA INC | COM | $222K | 0.1%Prev: 0.1% | 680 SH | Increased |
| SALESFORCE INC | COM | $2.9M | 1.6%Prev: 1.4% | 11,099 SH | Increased-35 SH |
| SERVICENOW INC | COM | $2.6M | 1.4%Prev: 1.6% | 16,710 SH | Decreased+13,424 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $402K | 0.2%Prev: 0.2% | 590 SH | Increased+39 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $8.9M | 4.8% | 98,285 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $1.3M | 0.7%Prev: 0.7% | 4,430 SH | Increased-256 SH |
| TESLA INC | COM | $1.4M | 0.7%Prev: 0.7% | 3,086 SH | Increased+194 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $3.3M | 1.8%Prev: 1.6% | 5,708 SH | Increased-493 SH |
| TRACTOR SUPPLY CO | COM | $943K | 0.5%Prev: 0.5% | 18,862 SH | Decreased+1,572 SH |
| UNION PAC CORP | COM | $1.7M | 0.9%Prev: 1.0% | 7,483 SH | Decreased-60 SH |
| UNITED PARCEL SERVICE INC | CL B | $2.1M | 1.1%Prev: 0.8% | 21,599 SH | Increased+4,018 SH |
| UNITEDHEALTH GROUP INC | COM | $1.9M | 1.0%Prev: 1.2% | 5,812 SH | Decreased-485 SH |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $7.5M | 4.0%Prev: 4.1% | 72,191 SH | Decreased-5,231 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $220K | 0.1% | 351 SH | New |
| VEEVA SYS INC | CL A COM | $2.5M | 1.3%Prev: 1.7% | 11,141 SH | Decreased+532 SH |
| VERTEX PHARMACEUTICALS INC | COM | $2.9M | 1.6%Prev: 1.4% | 6,410 SH | Increased-237 SH |
| VISA INC | COM CL A | $3.4M | 1.8%Prev: 1.8% | 9,576 SH | Increased-67 SH |
| WALMART INC | COM | $382K | 0.2%Prev: 0.2% | 3,429 SH | Increased-272 SH |
| WORKDAY INC | CL A | $2.3M | 1.2%Prev: 1.4% | 10,698 SH | Decreased-317 SH |
| 13F-HR |
| 0001437749-26-025568 |
| $219.5M |
| View |
| Jul 24, 2025 | Q2 2025 | 13F-HR | 0001437749-25-023367 | $173.1M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0001437749-26-013018 | $187.3M | View |
| Apr 18, 2025 | Q1 2025 | 13F-HR | 0001437749-25-012338 | $154.1M | View |