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CIK 0002044929 • 6 13F filings • Apr 17, 2025 – Aug 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $6.2M | 2.6%Prev: 4.2% | 25,693 SH | Decreased-845 SH |
| ALPHABET INC | CAP STK CL C | $10.3M | 4.3%Prev: 7.0% | 42,300 SH | Decreased-2,091 SH |
| AMAZON COM INC | COM | $27.7M | 11.6%Prev: 13.2% | 126,316 SH | Decreased+1,970 SH |
| AMERICAN EXPRESS CO | COM | $1.1M | 0.5%Prev: 0.5% | 3,375 SH | Decreased-250 SH |
| AMGEN INC | COM | $261K | 0.1% | 926 SH | New |
| APPLE INC | COM | $37.6M | 15.8%Prev: 18.7% | 147,683 SH | Decreased+2,265 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $9.8M | 4.1%Prev: 4.3% | 19,532 SH | Increased+421 SH |
| BLACKSTONE INC | COM | $5.8M | 2.4%Prev: 1.2% | 33,790 SH | Increased+10,115 SH |
| BLOCK INC | CL A | $309K | 0.1% | 4,270 SH | New |
| BOOKING HOLDINGS INC | COM | $626K | 0.3% | 116 SH | New |
| BOSTON SCIENTIFIC CORP | COM | $2.9M | 1.2%Prev: 0.5% | 29,645 SH | Increased+895 SH |
| CANADIAN PACIFIC KANSAS CITY | COM | $1.1M | 0.5%Prev: 0.6% | 15,353 SH | Decreased |
| CHIPOTLE MEXICAN GRILL INC | COM | $350K | 0.1% | 8,925 SH | New |
| CLEARPOINT NEURO INC | COM | $3.2M | 1.3%Prev: 0.7% | 146,425 SH | Increased+53,450 SH |
| COSTCO WHSL CORP NEW | COM | $20.1M | 8.4% | 21,699 SH | New |
| CSX CORP | COM | $1.4M | 0.6%Prev: 0.8% | 39,000 SH | Decreased |
| DECKERS OUTDOOR CORP | COM | $2.2M | 0.9%Prev: 0.9% | 21,212 SH | Increased+1,170 SH |
| DISNEY WALT CO | COM | $248K | 0.1% | 2,166 SH | New |
| EDWARDS LIFESCIENCES CORP | COM | $867K | 0.4%Prev: 0.4% | 11,145 SH | Decreased+595 SH |
| FAIR ISAAC CORP | COM | $299K | 0.1% | 200 SH | New |
| FLOOR & DECOR HLDGS INC | CL A | $293K | 0.1% | 3,975 SH | New |
| HOME DEPOT INC | COM | $227K | 0.1% | 561 SH | New |
| INTUIT | COM | $1.9M | 0.8% | 2,795 SH | New |
| INTUITIVE SURGICAL INC | COM NEW | $2.3M | 0.9%Prev: 0.8% | 5,046 SH | Increased+604 SH |
| ISHARES TR | CORE US AGGBD ET | $1.3M | 0.5%Prev: 0.6% | 13,044 SH | Increased |
| JOHNSON & JOHNSON | COM | $292K | 0.1%Prev: 0.2% | 1,575 SH | Decreased |
| MARRIOTT INTL INC NEW | CL A | $326K | 0.1%Prev: 0.2% | 1,251 SH | Decreased |
| MASTERCARD INCORPORATED | CL A | $12.1M | 5.1%Prev: 4.8% | 21,314 SH | Increased+125 SH |
| META PLATFORMS INC | CL A | $5.8M | 2.4%Prev: 1.8% | 7,944 SH | Increased+820 SH |
| MICROSOFT CORP | COM | $6.2M | 2.6%Prev: 1.7% | 12,045 SH | Increased+1,600 SH |
| NEBIUS GROUP N.V. | SHS CLASS A | $410K | 0.2% | 3,650 SH | New |
| NETFLIX INC | COM | $28.2M | 11.9% | 23,558 SH | New |
| NIKE INC | CL B | $348K | 0.1% | 4,997 SH | New |
| NVIDIA CORPORATION | COM | $26.5M | 11.1%Prev: 11.8% | 141,812 SH | Decreased+9,527 SH |
| OLEMA PHARMACEUTICALS INC | COM | $98K | 0.0% | 10,000 SH | New |
| PALANTIR TECHNOLOGIES INC | CL A | $689K | 0.3% | 3,775 SH | New |
| PLUG POWER INC | COM NEW | $23K | 0.0% | 10,000 SH | New |
| RALPH LAUREN CORP | CL A | $379K | 0.2%Prev: 0.2% | 1,210 SH | Decreased+70 SH |
| REDDIT INC | CL A | $247K | 0.1% | 1,075 SH | New |
| ROBLOX CORP | CL A | $274K | 0.1% | 1,975 SH | New |
| SHOPIFY INC | CL A SUB VTG SHS | $1.9M | 0.8%Prev: 0.6% | 12,555 SH | Increased+1,055 SH |
| STARBUCKS CORP | COM | $2.8M | 1.2%Prev: 1.2% | 32,533 SH | Increased+5,750 SH |
| SYSCO CORP | COM | $284K | 0.1%Prev: 0.1% | 3,450 SH | Increased+675 SH |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | $481K | 0.2%Prev: 0.1% | 1,860 SH | Increased+915 SH |
| TESLA INC | COM | $8.2M | 3.4%Prev: 3.4% | 18,375 SH | Increased+15 SH |
| TJX COS INC NEW | COM | $767K | 0.3%Prev: 0.3% | 5,309 SH | Decreased+125 SH |
| TRACTOR SUPPLY CO | COM | $922K | 0.4% | 16,205 SH | New |
| UBIQUITI INC | COM | $241K | 0.1% | 365 SH | New |
| VEEVA SYS INC | CL A COM | $270K | 0.1% | 905 SH | New |
| VISA INC | COM CL A | $2.2M | 0.9%Prev: 1.0% | 6,378 SH | Decreased+20 SH |
| 13F-HR |
| 0001214659-26-009767 |
| $224.7M |
| View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001214659-25-011023 | $223.5M | View |
| May 7, 2026 | Q1 2026 | 13F-HR | 0001214659-26-005692 | $213.7M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001214659-25-006050 | $200.0M | View |