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CIK 0001571075 • 6 13F filings • May 14, 2025 – Aug 11, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCE MICRO DEVICES | COM | $6K | 2.7%Prev: 2.1% | 27,750 SH | Increased |
| ALPHABET INC | CAP STK CL C | $9K | 4.0%Prev: 3.1% | 27,800 SH | Increased |
| AMAZON COM INC | COM | $3K | 1.5%Prev: 1.5% | 14,440 SH | Increased |
| AMERICAN EXPRESS CO | COM | $4K | 1.7%Prev: 1.5% | 10,012 SH | Increased |
| APPLE INC | COM | $2K | 1.1%Prev: 1.0% | 8,640 SH | Increased |
| APPLOVIN CORP | COM CL A | $19K | 8.7%Prev: 9.3% | 28,037 SH | Decreased |
| AUTONATION INC | COM | $3K | 1.2%Prev: 1.3% | 12,777 SH | Decreased |
| AXON ENTERPRISE INC | COM | $1K | 0.7%Prev: 0.9% | 2,627 SH | Decreased |
| BROADCOM INC | COM | $8K | 3.9%Prev: 3.7% | 24,151 SH | Increased |
| BUILDERS FIRSTSOURCE INC | COM | $1K | 0.7%Prev: 0.8% | 13,970 SH | Decreased |
| CARDINAL HEALTH INC | COM | $4K | 1.8%Prev: 1.4% | 19,031 SH | Increased |
| CARRIER GLOBAL CORP | COM | $2K | 0.8%Prev: 0.9% | 31,613 SH | Decreased |
| CELESTICA INC | COM | $12K | 5.5%Prev: 4.6% | 40,047 SH | Increased |
| CHEVRON CORP | COM | $2K | 0.7%Prev: 0.8% | 10,435 SH | Decreased |
| CHUBB LIMITED | COM | $2K | 0.9%Prev: 0.8% | 6,229 SH | Increased |
| CIGNA CORP NEW | COM | $1K | 0.6%Prev: 0.6% | 4,643 SH | Decreased |
| CONSTELLATION ENERGY CORP | COM | $4K | 1.8%Prev: 1.7% | 10,887 SH | Increased |
| CORPAY INC | COM SHS | $2K | 0.8%Prev: 0.7% | 5,399 SH | Increased |
| CROWDSTRIKE HLDGS INC | CL A | $2K | 0.9%Prev: 1.0% | 4,200 SH | Decreased |
| DELL TECHNOLOGIES INC | CL C | $2K | 1.1%Prev: 1.2% | 18,750 SH | Decreased |
| ELI LILLY & CO | COM | $3K | 1.2%Prev: 0.8% | 2,342 SH | Increased |
| H&R BLOCK INC | COM | $2K | 0.8%Prev: 0.9% | 37,360 SH | Decreased |
| HARTFORD FINL SVCS GROUP INC | COM | $2K | 1.1%Prev: 1.1% | 17,698 SH | Increased |
| HCA HEALTHCARE INC | COM | $3K | 1.2%Prev: 2.1% | 5,775 SH | Decreased-4,695 SH |
| HIMS & HERS HEALTH INC | COM CL A | $1K | 0.5% | 34,200 SH | New |
| INTL BUSINESS MACHINES CORP | COM | $7K | 3.1%Prev: 3.0% | 22,844 SH | Increased |
| ISHARES TR | FLTG RATE NT ETF | $1K | 0.7%Prev: 1.0% | 29,000 SH | Decreased-14,000 SH |
| ISHARES TR | PFD AND INCM SEC | $372 | 0.2%Prev: 0.2% | 12,000 SH | Increased+1,500 SH |
| ISHARES TR | SHORT TREAS BD | $275 | 0.1%Prev: 0.5% | 2,500 SH | Decreased-7,500 SH |
| JABIL INC | COM | $2K | 1.0%Prev: 0.9% | 9,270 SH | Increased |
| KLA CORP | COM NEW | $10K | 4.4%Prev: 4.0% | 7,905 SH | Increased |
| MCKESSON CORP | COM | $3K | 1.2%Prev: 1.1% | 3,137 SH | Increased |
| META PLATFORMS INC-CLASS A | CL A | $8K | 3.7%Prev: 4.1% | 12,036 SH | Decreased |
| MICROSOFT CORP | COM | $2K | 1.1%Prev: 1.2% | 4,862 SH | Decreased |
| MORGAN STANLEY | COM NEW | $8K | 3.8%Prev: 3.4% | 45,796 SH | Increased |
| NETFLIX INC | COM | $4K | 1.7%Prev: 2.2% | 39,970 SH | Decreased+35,973 SH |
| NRG ENERGY INC | COM NEW | $4K | 2.0%Prev: 2.0% | 26,632 SH | Decreased |
| NVIDIA CORPORATION | COM | $19K | 8.6%Prev: 8.6% | 99,478 SH | Decreased |
| ORACLE CORP | CIN | $3K | 1.4%Prev: 2.0% | 15,541 SH | Decreased |
| PALANTIR TECHNOLOGIES | CL A | $3K | 1.4%Prev: 1.4% | 17,000 SH | Decreased |
| PROGRESSIVE CORP OHIO | COM | $2K | 1.0%Prev: 1.1% | 9,311 SH | Decreased |
| QUANTA SERVICES INC | COM | $4K | 1.7%Prev: 1.7% | 8,839 SH | Increased |
| REDDIT INC | CL A | $2K | 0.8%Prev: 0.8% | 7,550 SH | |
| ROBINHOOD MKTS INC | COM CL A | $2K | 0.9%Prev: 1.1% | 16,600 SH | Decreased |
| SAP SE | SPON ADR | $2K | 0.9%Prev: 1.0% | 8,407 SH | Decreased |
| SERVICENOW INC | COM | $3K | 1.2%Prev: 1.5% | 17,025 SH | Decreased+13,620 SH |
| SIMON PROPERTY GRP INC NEW | COM | $2K | 1.1%Prev: 1.1% | 13,189 SH | Decreased |
| T-MOBILE US INC | COM | $2K | 1.0%Prev: 1.2% | 10,609 SH | Decreased |
| TAPESTRY INC | COM | $6K | 3.0%Prev: 2.6% | 50,261 SH | Increased |
| UNITED RENTAL INC | COM | $4K | 1.6%Prev: 1.9% | 4,390 SH | Decreased |
| UNIVERSAL HEALTH SERVICES INC | CL B | $3K | 1.3%Prev: 1.2% | 12,528 SH | Increased |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $1K | 0.6%Prev: 0.6% | 16,200 SH | Decreased |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $307 | 0.1%Prev: 0.1% | 3,850 SH | Decreased |
| VEEVA SYS INC | CL A COM | $2K | 0.8%Prev: 1.1% | 7,671 SH | Decreased |
| WELLS FARGO CO NEW | COM | $4K | 1.7%Prev: 1.5% | 38,454 SH | Increased |
| WILLIAMS-SONOMA INC | COM | $4K | 2.0%Prev: 2.2% | 23,863 SH | Decreased |
| 13F-HR |
| 0001571075-26-000003 |
| $248K |
| View |
| Aug 18, 2025 | Q2 2025 | 13F-HR | 0001571075-25-000004 | $192K | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001571075-26-000002 | $197K | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001571075-25-000003 | $157K | View |