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CIK 0001845660 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ANALOG DEVICES INC | COM | $4.5M | 4.0% | 16,700 SH | New |
| APPLIED MATLS INC | COM | $3.4M | 3.0% | 13,100 SH | New |
| ASTRONICS CORP | COM | $4.5M | 4.0% | 83,642 SH | New |
| ATI INC | COM | $7.3M | 6.5%Prev: 4.3% | 63,396 SH | Increased+2,500 SH |
| ATS CORP | COM | $680K | 0.6% | 24,700 SH | New |
| BELDEN INC | COM | $4.3M | 3.8%Prev: 4.4% | 36,871 SH | Decreased-5,295 SH |
| C H ROBINSON WORLDWIDE INC | COM NEW | $3.4M | 3.0% | 21,201 SH | New |
| CENTURI HOLDINGS INC | COM SHS | $3.6M | 3.2% | 143,133 SH | New |
| CORNING INC | COM | $3.9M | 3.5%Prev: 4.2% | 45,089 SH | Decreased-13,900 SH |
| CURTISS WRIGHT CORP | COM | $1.7M | 1.5%Prev: 4.2% | 3,079 SH | Decreased-5,869 SH |
| DANAHER CORPORATION | COM | $4.9M | 4.3% | 21,200 SH | New |
| ECHOSTAR CORP | CL A | $2.4M | 2.2% | 22,300 SH | New |
| ELEMENT SOLUTIONS INC | COM | $5.2M | 4.7%Prev: 4.5% | 209,000 SH | Decreased+1,170 SH |
| GRANITE CONSTR INC | COM | $5.7M | 5.1% | 49,088 SH | New |
| KNIGHT-SWIFT TRANSN HLDGS IN | CL A | $2.4M | 2.2% | 46,194 SH | New |
| MERCURY SYS INC | COM | $4.7M | 4.2%Prev: 1.0% | 64,226 SH | Increased+48,926 SH |
| MKS INC. | COM | $5.6M | 5.0% | 35,107 SH | New |
| MODINE MFG CO | COM | $4.2M | 3.8%Prev: 4.8% | 31,511 SH | Decreased-7,542 SH |
| QUANTA SVCS INC | COM | $3.0M | 2.7%Prev: 4.7% | 7,138 SH | Decreased-5,880 SH |
| SOLARIS ENERGY INFRAS INC | COM CL A | $4.7M | 4.2% | 102,600 SH | New |
| SOTERA HEALTH CO | COM | $4.1M | 3.6% | 230,801 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $4.4M | 4.0%Prev: 4.0% | 14,600 SH | Decreased-2,200 SH |
| TALEN ENERGY CORP | COM | $4.7M | 4.2%Prev: 3.3% | 12,600 SH | Increased+3,700 SH |
| TELEDYNE TECHNOLOGIES INC | COM | $6.7M | 6.0%Prev: 7.8% | 13,202 SH | Decreased-2,199 SH |
| UNION PAC CORP | COM | $5.7M | 5.1%Prev: 5.0% | 24,850 SH | Decreased+250 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $2.5M | 2.2% | 7,000 SH | New |
| WOODWARD INC | COM | $3.7M | 3.3%Prev: 3.8% | 12,150 SH | Decreased-5,150 SH |
| 13F-HR |
| 0001845660-26-000008 |
| $162.3M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001845660-25-000004 | $110.4M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001845660-26-000006 | $121.1M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001845660-25-000003 | $116.1M | View |