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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 | $9.6M | 4.6%Prev: 4.1% | 30,753 SH | Increased-3,536 SH |
| AMAZON COM INC | COM | $11.7M | 5.6%Prev: 5.2% | 50,777 SH | Increased+2,423 SH |
| APPLE INC | COM | $1.1M | 0.5%Prev: 0.6% | 4,024 SH | Decreased-616 SH |
| BROADCOM INC | COM | $692K | 0.3% | 2,000 SH | New |
| CATERPILLAR INC | COM | $246K | 0.1%Prev: 0.1% | 430 SH | Increased+5 SH |
| CHIPOTLE MEXICAN GRILL INC | COM | $241K | 0.1%Prev: 0.1% | 6,500 SH | Decreased |
| CLOUDFLARE INC | CL A COM | $975K | 0.5%Prev: 0.4% | 4,944 SH | Increased+742 SH |
| COSTCO WHSL CORP NEW | COM | $428K | 0.2%Prev: 0.2% | 496 SH | Decreased |
| CROWDSTRIKE HLDGS INC | CL A | $3.3M | 1.6%Prev: 1.6% | 7,121 SH | Decreased+304 SH |
| GE VERNOVA INC | COM | $1.6M | 0.8% | 2,402 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $5.9M | 2.8%Prev: 2.7% | 19,759 SH | Increased+660 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $4.4M | 2.1%Prev: 8.3% | 44,085 SH | Decreased-124,054 SH |
| ISHARES TR | ISHS 1-5YR INVS | $3.2M | 1.5% | 61,004 SH | New |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $31.1M | 14.9%Prev: 14.6% | 542,919 SH | Increased+21,738 SH |
| JPMORGAN CHASE & CO. | COM | $3.8M | 1.8%Prev: 1.5% | 11,685 SH | Increased+1,882 SH |
| META PLATFORMS INC | CL A | $9.4M | 4.5%Prev: 4.6% | 14,250 SH | Increased+1,467 SH |
| MICROSOFT CORP | COM | $13.2M | 6.3%Prev: 6.0% | 27,192 SH | Increased+3,786 SH |
| NVIDIA CORPORATION | COM | $12.7M | 6.1%Prev: 7.6% | 67,947 SH | Decreased-14,955 SH |
| OMEGA HEALTHCARE INVS INC | COM | $10.9M | 5.2%Prev: 4.0% | 246,589 SH | Increased+51,806 SH |
| ORACLE CORP | COM | $515K | 0.2% | 2,641 SH | New |
| PALANTIR TECHNOLOGIES INC | CL A | $11.2M | 5.3%Prev: 5.8% | 62,804 SH | Decreased-1,406 SH |
| ROBINHOOD MKTS INC | COM CL A | $2.2M | 1.1% | 19,802 SH | New |
| ROBLOX CORP | CL A | $208K | 0.1%Prev: 0.1% | 2,572 SH | Decreased+508 SH |
| SCHWAB STRATEGIC TR | HIGH YIELD BD ET | $15.4M | 7.4% | 582,491 SH | New |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $326K | 0.2%Prev: 0.2% | 12,426 SH | Increased |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $819K | 0.4%Prev: 0.4% | 25,119 SH | Decreased-2,676 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $1.5M | 0.7%Prev: 0.6% | 9,170 SH | Increased+1,533 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $450K | 0.2%Prev: 0.2% | 660 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $44.5M | 21.3% | 1,835,637 SH | New |
| TESLA INC | COM | $3.3M | 1.6%Prev: 1.9% | 7,340 SH | Decreased-1,373 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $308K | 0.1%Prev: 0.1% | 855 SH | Increased+15 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $369K | 0.2%Prev: 0.2% | 586 SH | Increased |
| VISA INC | COM CL A | $1.2M | 0.6%Prev: 2.0% | 3,421 SH | Decreased-8,593 SH |
| WALMART INC | COM | $1.9M | 0.9%Prev: 0.8% | 17,228 SH | Increased+597 SH |
| WEC ENERGY GROUP INC | COM | $372K | 0.2% | 3,524 SH | New |
| 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 |