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CIK 0001987314 • 7 13F filings • Apr 24, 2025 – Oct 15, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $6.0M | 3.2%Prev: 4.4% | 34,099 SH | Decreased+3,426 SH |
| AMAZON COM INC | COM | $10.1M | 5.5%Prev: 5.0% | 46,251 SH | Increased-1,978 SH |
| APPLE INC | COM | $925K | 0.5%Prev: 0.4% | 4,509 SH | Increased+1,159 SH |
| AT&T INC | COM | $4.5M | 2.4% | 156,183 SH | New |
| CHIPOTLE MEXICAN GRILL INC | COM | $390K | 0.2% | 6,950 SH | New |
| CLOUDFLARE INC | CL A COM | $791K | 0.4%Prev: 0.4% | 4,040 SH | Decreased-142 SH |
| COSTCO WHSL CORP NEW | COM | $491K | 0.3% | 496 SH | New |
| CROWDSTRIKE HLDGS INC | CL A | $2.9M | 1.6%Prev: 1.4% | 5,744 SH | Increased-1,407 SH |
| FORTINET INC | COM | $664K | 0.4% | 6,283 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $5.1M | 2.7%Prev: 2.4% | 17,211 SH | Increased-3,080 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $16.7M | 9.0%Prev: 2.0% | 165,775 SH | Increased+125,092 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $28.4M | 15.3%Prev: 15.0% | 498,682 SH | Decreased-35,216 SH |
| JPMORGAN CHASE & CO. | COM | $2.8M | 1.5% | 9,495 SH | New |
| META PLATFORMS INC | CL A | $9.1M | 4.9%Prev: 4.0% | 12,370 SH | Increased-1,808 SH |
| MICROSOFT CORP | COM | $11.4M | 6.1%Prev: 5.1% | 22,872 SH | Increased-4,844 SH |
| NVIDIA CORPORATION | COM | $13.2M | 7.1%Prev: 5.6% | 83,848 SH | Increased+19,375 SH |
| OMEGA HEALTHCARE INVS INC | COM | $6.8M | 3.7%Prev: 5.2% | 186,758 SH | Decreased-50,515 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $9.3M | 5.0%Prev: 4.8% | 68,448 SH | Decreased+3,102 SH |
| PALO ALTO NETWORKS INC | COM | $3.4M | 1.8% | 16,472 SH | New |
| ROBLOX CORP | CL A | $252K | 0.1% | 2,400 SH | New |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $296K | 0.2%Prev: 0.2% | 12,426 SH | Decreased |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $985K | 0.5%Prev: 0.3% | 33,706 SH | Increased+10,106 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $849K | 0.5%Prev: 0.6% | 7,360 SH | Decreased-2,726 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $408K | 0.2% | 660 SH | New |
| SPDR SERIES TRUST | PORTFLI HIGH YLD | $40.8M | 22.0% | 1,714,236 SH | New |
| TESLA INC | COM | $2.4M | 1.3%Prev: 1.0% | 7,575 SH | Increased+2,200 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $234K | 0.1%Prev: 1.8% | 840 SH | Decreased-8,669 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $264K | 0.1%Prev: 0.2% | 464 SH | Decreased-111 SH |
| VERIZON COMMUNICATIONS INC | COM | $285K | 0.2% | 6,592 SH | New |
| VISA INC | COM CL A | $4.0M | 2.2% | 11,339 SH | New |
| WALMART INC | COM | $1.6M | 0.8%Prev: 1.0% | 16,037 SH | Decreased-195 SH |
| WEC ENERGY GROUP INC | COM | $377K | 0.2%Prev: 0.2% | 3,619 SH | Decreased+95 SH |
| 13F-HR |
| 0001987314-25-000003 |
| $203.3M |
| View |
| Jul 23, 2026 | Q2 2026 | 13F-HR | 0001987314-26-000004 | $219.2M | View |
| Jul 23, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004066 | $185.8M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0001987314-26-000003 | $201.1M | View |
| Apr 24, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002308 | $164.1M | View |