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CIK 0001905083 • 6 13F filings • Apr 22, 2025 – Jul 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $3.2M | 5.7% | 10,100 SH | New |
| APPLE INC | COM | $1.8M | 3.2%Prev: 2.9% | 6,520 SH | Increased |
| BLACKROCK INC | COM | $1.2M | 2.1% | 1,100 SH | New |
| BROADCOM INC | COM | $1.5M | 2.7%Prev: 3.4% | 4,295 SH | Decreased-1,500 SH |
| CATERPILLAR INC | COM | $573K | 1.0%Prev: 1.7% | 1,000 SH | Decreased-1,000 SH |
| CHEVRON CORP NEW | COM | $1.1M | 2.0%Prev: 2.0% | 7,399 SH | Decreased |
| CHIPOTLE MEXICAN GRILL INC | COM | $476K | 0.9%Prev: 0.9% | 12,875 SH | Decreased |
| CIRCLE INTERNET GROUP INC | COM CL A | $238K | 0.4%Prev: 0.7% | 3,000 SH | Decreased |
| CITIGROUP INC | COM NEW | $1.5M | 2.8%Prev: 4.1% | 13,185 SH | Decreased-10,000 SH |
| ECHOSTAR CORP | CL A | $1.1M | 2.0%Prev: 1.3% | 10,000 SH | Increased |
| GENERAL MTRS CO | COM | $1.3M | 2.3% | 16,000 SH | New |
| GUARDANT HEALTH INC | COM | $715K | 1.3% | 7,000 SH | New |
| INTEL CORP | COM | $1.9M | 3.4% | 51,025 SH | New |
| ISHARES GOLD TR | ISHARES NEW | $5.0M | 9.1%Prev: 7.9% | 62,029 SH | Increased |
| ISHARES INC | CORE MSCI EMKT | $739K | 1.3% | 11,000 SH | New |
| ISHARES INC | MSCI BRAZIL ETF | $953K | 1.7%Prev: 3.8% | 30,000 SH | Decreased-40,000 SH |
| ISHARES TR | MSCI EMG MKT ETF | $2.5M | 4.5%Prev: 6.2% | 46,125 SH | Decreased-20,000 SH |
| JPMORGAN CHASE & CO. | COM | $2.4M | 4.3%Prev: 4.2% | 7,480 SH | Increased |
| LEGEND BIOTECH CORP | SPONSORED ADS | $272K | 0.5%Prev: 1.4% | 12,500 SH | Decreased-12,000 SH |
| MASTERCARD INCORPORATED | CL A | $705K | 1.3%Prev: 1.3% | 1,235 SH | Decreased |
| MICROSOFT CORP | COM | $2.4M | 4.4%Prev: 6.8% | 5,024 SH | Decreased-2,400 SH |
| NATERA INC | COM | $779K | 1.4% | 3,400 SH | New |
| NOKIA CORP | SPONSORED ADR | $1.1M | 1.9% | 165,000 SH | New |
| NVIDIA CORPORATION | COM | $3.1M | 5.5%Prev: 3.8% | 16,475 SH | Increased+5,000 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $892K | 1.6%Prev: 1.9% | 5,020 SH | Decreased-1,000 SH |
| PLANET LABS PBC | COM CL A | $1.6M | 2.8% | 80,000 SH | New |
| PROCTER AND GAMBLE CO | COM | $539K | 1.0%Prev: 1.0% | 3,760 SH | Decreased |
| QUANTA SVCS INC | COM | $551K | 1.0%Prev: 1.0% | 1,305 SH | Increased |
| ROCKET COS INC | COM CL A | $503K | 0.9%Prev: 1.7% | 26,000 SH | Decreased-22,000 SH |
| ROCKET LAB CORP | COM | $1.1M | 2.0%Prev: 2.4% | 16,000 SH | Decreased-13,000 SH |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $771K | 1.4% | 2,800 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $2.0M | 3.6% | 13,000 SH | New |
| SHELL PLC | SPON ADS | $2.2M | 4.0% | 30,195 SH | New |
| SNOWFLAKE INC | COM SHS | $614K | 1.1% | 2,800 SH | New |
| SPDR GOLD TR | GOLD SHS | $3.8M | 6.8%Prev: 5.9% | 9,465 SH | Increased |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | $2.8M | 5.1%Prev: 3.4% | 85,000 SH | Increased+20,000 SH |
| UNITEDHEALTH GROUP INC | COM | $759K | 1.4%Prev: 1.4% | 2,300 SH | Decreased |
| WESTERN DIGITAL CORP | COM | $861K | 1.6% | 5,000 SH | New |
| 13F-HR |
| 0001905083-26-000003 |
| $60.1M |
| View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001905083-25-000004 | $46.7M | View |
| Apr 16, 2026 | Q1 2026 | 13F-HR | 0001905083-26-000002 | $36.9M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001905083-25-000003 | $29.6M | View |