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CIK 0001885946 • 6 13F filings • May 9, 2025 – Aug 12, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Alphabet Inc. | COM | $8.4M | 8.5%Prev: 7.3% | 26,888 SH | Increased |
| Amazon.Com Inc | COM | $5.7M | 5.7%Prev: 5.7% | 24,550 SH | Increased+1,409 SH |
| Annaly Capital Management Inc | COM | $442K | 0.4%Prev: 0.4% | 19,150 SH | Increased |
| Apple, Inc. | COM | $10.3M | 10.3%Prev: 10.7% | 37,745 SH | Increased |
| Broadcom Inc | COM | $4.5M | 4.5%Prev: 4.7% | 12,876 SH | Increased |
| Cisco Systems, Inc. | COM | $1.1M | 1.1%Prev: 1.1% | 14,538 SH | Increased |
| Clearway Energy Inc. | COM | $380K | 0.4%Prev: 0.4% | 11,428 SH | Increased+156 SH |
| Commerce Bancshares Inc | COM | $1.3M | 1.3%Prev: 1.6% | 24,963 SH | Decreased+1,188 SH |
| Copart Inc | COM | $1.0M | 1.0%Prev: 1.3% | 26,528 SH | Decreased |
| Exxon Mobil Corp. | COM | $1.3M | 1.3%Prev: 1.4% | 11,136 SH | Increased |
| Federated Hermes Inc | COM | $605K | 0.6%Prev: 0.7% | 11,613 SH | Increased |
| Ford Motor Company COM | COM | $240K | 0.2%Prev: 0.2% | 18,301 SH | Increased |
| Grand Canyon Education Inc. | COM | $1.7M | 1.7%Prev: 2.5% | 10,321 SH | Decreased |
| Invesco CEF Income Composite ETF | COM | $308K | 0.3%Prev: 0.3% | 15,492 SH | Increased+301 SH |
| Johnson & Johnson | COM | $2.8M | 2.8%Prev: 2.8% | 13,467 SH | Increased |
| Lam Research Corporation | COM | $2.1M | 2.1%Prev: 1.8% | 11,990 SH | Increased |
| Merck & Co. Inc | COM | $1.4M | 1.4%Prev: 1.3% | 13,563 SH | Increased |
| MetLife Inc. | COM | $1.9M | 1.9%Prev: 2.2% | 23,459 SH | Decreased |
| Microsoft Corp. | COM | $9.6M | 9.7%Prev: 11.5% | 19,890 SH | Decreased |
| Netflix, Inc. | COM | $4.7M | 4.7% | 50,030 SH | New |
| Nextera Energy Inc | COM | $1.7M | 1.7%Prev: 1.8% | 21,124 SH | Increased |
| NVIDIA Corp. | COM | $10.6M | 10.6%Prev: 11.2% | 56,638 SH | Increased+2,729 SH |
| Permian Resources Corp | COM | $239K | 0.2%Prev: 0.2% | 17,065 SH | Increased |
| Pfizer Inc | COM | $479K | 0.5%Prev: 0.5% | 19,248 SH | Decreased |
| Rithm Capital | COM | $228K | 0.2% | 20,430 SH | New |
| Roundhill Magnificent Seven ETF | COM | $792K | 0.8%Prev: 0.9% | 12,000 SH | Increased |
| SPDR S&P 500 ETF | COM | $13.4M | 13.5%Prev: 14.5% | 19,550 SH | Increased |
| Starwood Property Trust Inc | COM | $311K | 0.3% | 16,793 SH | New |
| The Kraft Heinz Co. | COM | $243K | 0.2%Prev: 0.3% | 10,039 SH | Decreased |
| Unum Group | COM | $807K | 0.8%Prev: 0.9% | 10,412 SH | Decreased |
| Vanguard Energy ETF | COM | $3.5M | 3.5%Prev: 3.9% | 27,720 SH | Increased |
| Vanguard Tax-Exempt Bond ETF | COM | $1.0M | 1.0%Prev: 1.1% | 20,380 SH | Increased |
| Vanguard Total World Stock ETF | COM | $3.7M | 3.7%Prev: 4.0% | 26,192 SH | Increased |
| Wal-Mart | COM | $2.7M | 2.7%Prev: 2.8% | 23,991 SH | Increased |
| 13F-HR |
| 0001885946-26-000006 |
| $167.5M |
| View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001885946-25-000003 | $77.3M | View |
| May 11, 2026 | Q1 2026 | 13F-HR | 0001885946-26-000002 | $94.3M | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0001885946-25-000002 | $70.0M | View |