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CIK 0002044929 • 6 13F filings • Apr 17, 2025 – Aug 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $3.7M | 1.6% | 6,355 SH | New |
| ALPHABET INC | CAP STK CL A | $9.5M | 4.2%Prev: 2.0% | 26,538 SH | Increased+1,170 SH |
| ALPHABET INC | CAP STK CL C | $15.7M | 7.0%Prev: 3.3% | 44,391 SH | Increased+2,731 SH |
| AMAZON COM INC | COM | $29.6M | 13.2%Prev: 12.5% | 124,346 SH | Increased-2,620 SH |
| AMERICAN EXPRESS CO | COM | $1.2M | 0.5%Prev: 0.5% | 3,625 SH | Increased+250 SH |
| APPLE INC | COM | $42.1M | 18.7%Prev: 13.7% | 145,418 SH | Increased-4,150 SH |
| ASML HLDG NV | N Y REGISTRY SHS | $239K | 0.1% | 120 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $9.6M | 4.3%Prev: 4.3% | 19,111 SH | Decreased-780 SH |
| BLACKSTONE INC | COM | $2.8M | 1.2%Prev: 2.2% | 23,675 SH | Decreased-9,330 SH |
| BOSTON SCIENTIFIC CORP | COM | $1.2M | 0.5%Prev: 1.4% | 28,750 SH | Decreased-895 SH |
| CANADIAN PACIFIC KANSAS CITY | COM | $1.3M | 0.6%Prev: 0.5% | 15,353 SH | Increased |
| CLEARPOINT NEURO INC | COM | $1.7M | 0.7%Prev: 0.9% | 92,975 SH | Decreased-71,250 SH |
| CONSTELLATION ENERGY CORP | COM | $2.2M | 1.0% | 8,690 SH | New |
| COSTCO WHOLESALE CORPORATION | COM | $20.4M | 9.1% | 21,822 SH | New |
| CSX CORP | COM | $1.9M | 0.8%Prev: 0.6% | 39,000 SH | Increased |
| DECKERS OUTDOOR CORP | COM | $2.0M | 0.9%Prev: 1.1% | 20,042 SH | Decreased-4,171 SH |
| EDWARDS LIFESCIENCES CORP | COM | $954K | 0.4%Prev: 0.4% | 10,550 SH | Increased-595 SH |
| GE VERNOVA INC | COM | $235K | 0.1% | 200 SH | New |
| GOLDMAN SACHS GROUP INC | COM | $253K | 0.1% | 250 SH | New |
| HIMS & HERS HEALTH INC | COM CL A | $451K | 0.2% | 13,020 SH | New |
| INTUITIVE SURGICAL INC | COM NEW | $1.8M | 0.8%Prev: 1.3% | 4,442 SH | Decreased-760 SH |
| ISHARES TR | CORE US AGGBD ET | $1.3M | 0.6%Prev: 0.6% | 13,044 SH | Decreased |
| JOHNSON & JOHNSON | COM | $400K | 0.2%Prev: 0.1% | 1,575 SH | Increased |
| MARRIOTT INTL INC NEW | CL A | $464K | 0.2%Prev: 0.2% | 1,251 SH | Increased |
| MASTERCARD INCORPORATED | CL A | $10.9M | 4.8%Prev: 5.4% | 21,189 SH | Decreased-160 SH |
| META PLATFORMS INC | CL A | $4.0M | 1.8%Prev: 2.6% | 7,124 SH | Decreased-770 SH |
| MICROSOFT CORP | COM | $3.9M | 1.7%Prev: 2.4% | 10,445 SH | Decreased-315 SH |
| NETFLIX INC. | COM | $12.3M | 5.5% | 172,510 SH | New |
| NVIDIA CORPORATION | COM | $26.5M | 11.8%Prev: 10.1% | 132,285 SH | Increased-11,277 SH |
| OSCAR HEALTH INC | CL A | $214K | 0.1% | 7,500 SH | New |
| QUANTA SVCS INC | COM | $360K | 0.2% | 500 SH | New |
| RALPH LAUREN CORP | CL A | $458K | 0.2%Prev: 0.1% | 1,140 SH | Increased+115 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $1.3M | 0.6%Prev: 0.6% | 11,500 SH | Decreased-555 SH |
| STARBUCKS CORP | COM | $2.7M | 1.2%Prev: 1.7% | 26,783 SH | Decreased-15,855 SH |
| SYSCO CORP | COM | $232K | 0.1%Prev: 0.1% | 2,775 SH | Decreased-675 SH |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | $236K | 0.1%Prev: 0.2% | 945 SH | Decreased-915 SH |
| TESLA INC | COM | $7.7M | 3.4%Prev: 2.2% | 18,360 SH | Increased+2,710 SH |
| TJX COS INC NEW | COM | $785K | 0.3%Prev: 0.3% | 5,184 SH | Increased-125 SH |
| VISA INC | COM CL A | $2.2M | 1.0%Prev: 0.9% | 6,358 SH | Increased+973 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 |