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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 | $8.3M | 4.1%Prev: 4.9% | 34,289 SH | Decreased+3,978 SH |
| AMAZON COM INC | COM | $10.6M | 5.2%Prev: 4.9% | 48,354 SH | Decreased+3,546 SH |
| APPLE INC | COM | $1.2M | 0.6%Prev: 0.5% | 4,640 SH | Increased+1,108 SH |
| AT&T INC | COM | $4.6M | 2.3% | 164,652 SH | New |
| CATERPILLAR INC | COM | $203K | 0.1%Prev: 0.2% | 425 SH | Decreased+64 SH |
| CHIPOTLE MEXICAN GRILL INC | COM | $255K | 0.1% | 6,500 SH | New |
| CLOUDFLARE INC | CL A COM | $902K | 0.4%Prev: 0.4% | 4,202 SH | Decreased+210 SH |
| COSTCO WHSL CORP NEW | COM | $459K | 0.2% | 496 SH | New |
| CROWDSTRIKE HLDGS INC | CL A | $3.3M | 1.6%Prev: 0.4% | 6,817 SH | Increased+1,776 SH |
| FORTINET INC | COM | $555K | 0.3% | 6,602 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $5.4M | 2.7%Prev: 1.3% | 19,099 SH | Increased+9,313 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $16.9M | 8.3% | 168,139 SH | New |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $29.8M | 14.6%Prev: 14.6% | 521,181 SH | Decreased-46,229 SH |
| JPMORGAN CHASE & CO. | COM | $3.1M | 1.5% | 9,803 SH | New |
| META PLATFORMS INC | CL A | $9.4M | 4.6%Prev: 3.7% | 12,783 SH | Increased-1,652 SH |
| MICROSOFT CORP | COM | $12.1M | 6.0%Prev: 4.7% | 23,406 SH | Increased-4,270 SH |
| NVIDIA CORPORATION | COM | $15.5M | 7.6%Prev: 5.3% | 82,902 SH | Increased+25,156 SH |
| OMEGA HEALTHCARE INVS INC | COM | $8.2M | 4.0%Prev: 4.4% | 194,783 SH | Decreased-7,608 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $11.7M | 5.8%Prev: 3.5% | 64,210 SH | Increased-2,362 SH |
| PALO ALTO NETWORKS INC | COM | $4.0M | 2.0% | 19,749 SH | New |
| ROBLOX CORP | CL A | $286K | 0.1% | 2,064 SH | New |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $319K | 0.2%Prev: 0.2% | 12,426 SH | Decreased-2 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $887K | 0.4%Prev: 0.4% | 27,795 SH | Increased+4,779 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $1.1M | 0.6%Prev: 0.6% | 7,637 SH | Decreased-3,023 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $440K | 0.2% | 660 SH | New |
| SPDR SERIES TRUST | PORTFLI HIGH YLD | $43.1M | 21.2% | 1,798,795 SH | New |
| TESLA INC | COM | $3.9M | 1.9%Prev: 0.7% | 8,713 SH | Increased+5,245 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $274K | 0.1%Prev: 2.8% | 840 SH | Decreased-8,379 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $359K | 0.2%Prev: 0.2% | 586 SH | Decreased+25 SH |
| VERIZON COMMUNICATIONS INC | COM | $283K | 0.1% | 6,442 SH | New |
| VISA INC | COM CL A | $4.1M | 2.0% | 12,014 SH | New |
| WALMART INC | COM | $1.7M | 0.8%Prev: 0.9% | 16,631 SH | Decreased-1,433 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 |