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CIK 0001878547 • 6 13F filings • Apr 29, 2025 – Jul 23, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $13.5M | 4.1%Prev: 3.8% | 49,687 SH | Increased+145 SH |
| APPLIED MATLS INC | COM | $23.5M | 7.1%Prev: 5.7% | 91,398 SH | Increased-435 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $15.2M | 4.6%Prev: 4.2% | 14,218 SH | Increased+20 SH |
| AUTOZONE INC | COM | $8.5M | 2.6%Prev: 3.3% | 2,505 SH | Decreased-43 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $12.6M | 3.8%Prev: 3.7% | 25,000 SH | Increased+525 SH |
| BROADCOM INC | COM | $49.5M | 15.0%Prev: 14.8% | 142,930 SH | Increased-4,520 SH |
| CITIGROUP INC | COM NEW | $20.9M | 6.3%Prev: 5.4% | 178,949 SH | Increased+2,600 SH |
| EAST WEST BANCORP INC | COM | $14.2M | 4.3%Prev: 4.1% | 126,080 SH | Increased+80 SH |
| ENERSYS | COM | $10.7M | 3.2%Prev: 2.3% | 72,895 SH | Increased+6,600 SH |
| EXCHANGE TRADED CONCEPTS TRU | ROBO GLB ETF | $6.9M | 2.1%Prev: 2.0% | 98,940 SH | Increased+800 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL IND | $9.7M | 2.9%Prev: 2.9% | 171,635 SH | Increased+2,700 SH |
| JPMORGAN CHASE & CO. | COM | $20.1M | 6.1%Prev: 5.9% | 62,227 SH | Increased+850 SH |
| KLA CORP | COM NEW | $16.5M | 5.0%Prev: 4.4% | 13,567 SH | Increased+35 SH |
| MICROSOFT CORP | COM | $1.2M | 0.4%Prev: 0.4% | 2,539 SH | Decreased |
| NXP SEMICONDUCTORS N V | COM | $13.4M | 4.1%Prev: 4.2% | 61,912 SH | Decreased+1,260 SH |
| RBC BEARINGS INC | COM | $8.9M | 2.7%Prev: 2.3% | 19,783 SH | Increased+60 SH |
| RTX CORPORATION | COM | $14.9M | 4.5%Prev: 4.1% | 81,316 SH | Increased+175 SH |
| SPDR GOLD TR | GOLD SHS | $444K | 0.1%Prev: 0.1% | 1,120 SH | Increased |
| TERADYNE INC | COM | $11.6M | 3.5%Prev: 2.5% | 59,784 SH | Increased+200 SH |
| VALERO ENERGY CORP | COM | $8.6M | 2.6%Prev: 2.6% | 52,586 SH | Decreased+1,450 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $1.8M | 0.6%Prev: 0.5% | 5,062 SH | Increased |
| VISTRA CORP | COM | $41.2M | 12.5%Prev: 15.2% | 255,354 SH | Decreased-553 SH |
| WISDOMTREE TR | INDIA ERNGS FD | $6.4M | 1.9%Prev: 1.8% | 137,755 SH | Increased+7,400 SH |
| 13F-HR |
| 0001754960-26-000626 |
| $456.4M |
| View |
| Aug 5, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000538 | $296.5M | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000318 | $349.2M | View |
| Apr 29, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000261 | $246.3M | View |