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CIK 0001729673 • 6 13F filings • May 2, 2025 – Aug 5, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $23.6M | 2.9% | 112,523 SH | |
| AGNC INVT CORP | COM | $173K | 0.0% | 18,058 SH | |
| AIRBNB INC | COM CL A | $235K | 0.0% | 1,965 SH | |
| ALPHABET INC | CAP STK CL A | $570K | 0.1% | 3,686 SH | |
| ALPHABET INC | CAP STK CL C | $16.5M | 2.0% | 105,527 SH | |
| AMAZON COM INC | COM | $32.6M | 4.0% | 171,576 SH | |
| APPLE INC | COM | $34.6M | 4.2% | 155,838 SH | |
| ARK ETF TR | GENOMIC REV ETF | $742K | 0.1% | 35,741 SH | |
| ARLO TECHNOLOGIES INC | COM | $618K | 0.1% | 62,658 SH | |
| BANK AMERICA CORP | COM | $255K | 0.0% | 6,112 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $69.7M | 8.5% | 130,906 SH | |
| BOEING CO | COM | $578K | 0.1% | 3,389 SH | |
| BROADCOM INC | COM | $15.7M | 1.9% | 93,475 SH | |
| CHART INDS INC | COM | $8.2M | 1.0% | 56,710 SH | |
| CHEVRON CORP NEW | COM | $23.1M | 2.8% | 138,268 SH | |
| CHUBB LIMITED | COM | $24.6M | 3.0% | 81,418 SH | |
| CIENA CORP | COM NEW | $6.7M | 0.8% | 110,476 SH | |
| CISCO SYS INC | COM | $21.7M | 2.6% | 351,097 SH | |
| CLEARSIGN TECHNOLOGIES CORP | COM | $86K | 0.0% | 115,000 SH | |
| COMCAST CORP NEW | CL A | $23.7M | 2.9% | 641,233 SH | |
| COPART INC | COM | $603K | 0.1% | 10,649 SH | |
| COSTCO WHSL CORP NEW | COM | $24.4M | 3.0% | 25,810 SH | |
| COTERRA ENERGY INC | COM | $13.8M | 1.7% | 478,938 SH | |
| CROWDSTRIKE HLDGS INC | CL A | $413K | 0.1% | 1,171 SH | |
| CUMMINS INC | COM | $18.6M | 2.3% | 59,212 SH | |
| CVS HEALTH CORP | COM | $12.2M | 1.5% | 180,442 SH | |
| DANAHER CORPORATION | COM | $244K | 0.0% | 1,189 SH | |
| DEERE & CO | COM | $386K | 0.0% | 822 SH | |
| DEVON ENERGY CORP NEW | COM | $347K | 0.0% | 9,280 SH | |
| DIANA SHIPPING INC | COM | $49K | 0.0% | 31,338 SH | |
| EATON CORP PLC | SHS | $447K | 0.1% | 1,643 SH | |
| ELANCO ANIMAL HEALTH INC | COM | $15.7M | 1.9% | 1,492,992 SH | |
| ENOVIX CORPORATION | COM | $231K | 0.0% | 31,461 SH | |
| ENPHASE ENERGY INC | COM | $265K | 0.0% | 4,275 SH | |
| EXPEDITORS INTL WASH INC | COM | $2.9M | 0.4% | 24,000 SH | |
| EXXON MOBIL CORP | COM | $810K | 0.1% | 6,811 SH | |
| FERRARI N V | COM | $2.8M | 0.3% | 6,474 SH | |
| GENERAL MLS INC | COM | $21.8M | 2.7% | 364,848 SH | |
| GENMAB A/S | SPONSORED ADS | $11.8M | 1.4% | 601,050 SH | |
| GRAINGER W W INC | COM | $579K | 0.1% | 586 SH | |
| HF SINCLAIR CORP | COM | $17.0M | 2.1% | 516,024 SH | |
| HOME DEPOT INC | COM | $295K | 0.0% | 805 SH | |
| HUNTINGTON INGALLS INDS INC | COM | $6.7M | 0.8% | 32,700 SH | |
| INMODE LTD | SHS | $17.6M | 2.1% | 989,903 SH | |
| INTUITIVE SURGICAL INC | COM NEW | $318K | 0.0% | 642 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $524K | 0.1% | 1,117 SH | |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $558K | 0.1% | 11,927 SH | |
| ISHARES ETHEREUM TR | SHS | $167K | 0.0% | 12,116 SH | |
| ISHARES TR | 7-10 YR TRSY BD | $4.2M | 0.5% | 44,239 SH | |
| ISHARES TR | CORE S&P MCP ETF | $417K | 0.1% | 7,146 SH | |
| ISHARES TR | CORE S&P SCP ETF | $309K | 0.0% | 2,959 SH | |
| ISHARES TR | CORE S&P500 ETF | $1.5M | 0.2% | 2,581 SH | |
| ISHARES TR | RUS TP200 GR ETF | $297K | 0.0% | 1,410 SH | |
| JOHNSON & JOHNSON | COM | $24.1M | 2.9% | 145,274 SH | |
| JPMORGAN CHASE & CO. | COM | $356K | 0.0% | 1,451 SH | |
| LOWES COS INC | COM | $353K | 0.0% | 1,515 SH | |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | $20.1M | 2.4% | 285,521 SH | |
| MEDTRONIC PLC | SHS | $22.2M | 2.7% | 247,344 SH | |
| META PLATFORMS INC | CL A | $2.1M | 0.3% | 3,637 SH | |
| MICROSOFT CORP | COM | $51.0M | 6.2% | 135,778 SH | |
| MICROVISION INC DEL | COM NEW | $29K | 0.0% | 23,361 SH | |
| MOODYS CORP | COM | $610K | 0.1% | 1,310 SH | |
| MP MATERIALS CORP | COM CL A | $337K | 0.0% | 13,810 SH | |
| NORTHWEST PIPE CO | COM | $18.5M | 2.3% | 448,524 SH | |
| NVIDIA CORPORATION | COM | $11.4M | 1.4% | 104,767 SH | |
| OCCIDENTAL PETE CORP | COM | $719K | 0.1% | 14,570 SH | |
| OLD REP INTL CORP | COM | $24.3M | 3.0% | 620,574 SH | |
| ON SEMICONDUCTOR CORP | COM | $14.0M | 1.7% | 345,208 SH | |
| PFIZER INC | COM | $817K | 0.1% | 32,237 SH | |
| QUALCOMM INC | COM | $18.3M | 2.2% | 119,259 SH | |
| RAYONIER ADVANCED MATLS INC | COM | $1.1M | 0.1% | 200,000 SH | |
| RESMED INC | COM | $238K | 0.0% | 1,061 SH | |
| RICHARDSON ELECTRS LTD | COM | $12.9M | 1.6% | 1,151,553 SH | |
| RTX CORPORATION | COM | $10.6M | 1.3% | 79,695 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $1.1M | 0.1% | 29,623 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | $1.1M | 0.1% | 39,559 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $886K | 0.1% | 31,699 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $3.4M | 0.4% | 129,417 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $418K | 0.1% | 18,929 SH | |
| SELECT SECTOR SPDR TR | COMMUNICATION | $1.9M | 0.2% | 19,246 SH | |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $455K | 0.1% | 3,116 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $1.8M | 0.2% | 8,810 SH | |
| SERVICENOW INC | COM | $389K | 0.0% | 488 SH | |
| SNOWFLAKE INC | CL A | $1.1M | 0.1% | 7,299 SH | |
| SOUTHERN CO | COM | $23.1M | 2.8% | 251,582 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $4.2M | 0.5% | 7,435 SH | |
| STARBUCKS CORP | COM | $549K | 0.1% | 5,595 SH | |
| SYMBOTIC INC | CLASS A COM | $972K | 0.1% | 48,073 SH | |
| TARGET CORP | COM | $16.8M | 2.0% | 160,725 SH | |
| TESLA INC | COM | $1.3M | 0.2% | 5,134 SH | |
| UBER TECHNOLOGIES INC | COM | $1.6M | 0.2% | 22,251 SH | |
| UNITED PARCEL SERVICE INC | CL B | $20.5M | 2.5% | 186,069 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $385K | 0.0% | 1,039 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $205K | 0.0% | 398 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $221K | 0.0% | 804 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $603K | 0.1% | 3,490 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $8.1M | 1.0% | 137,952 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $6.3M | 0.8% | 79,219 SH | |
| VICARIOUS SURGICAL INC | COM CL A NEW | $1.4M | 0.2% | 213,824 SH | |
| VICTORY PORTFOLIOS II | SHARES FREE CASH | $2.0M | 0.2% | 59,782 SH | |
| VICTORY PORTFOLIOS II | VICSHS DV AC ETF | $5.1M | 0.6% | 98,071 SH | |
| VISA INC | COM CL A | $1.3M | 0.2% | 3,644 SH |
| 13F-HR |
| 0001729673-26-000006 |
| $1.60B |
| View |
| Jul 31, 2025 | Q2 2025 | 13F-HR | 0001729673-25-000006 | $932.7M | View |
| Apr 28, 2026 | Q1 2026 | 13F-HR | 0001729673-26-000004 | $1.45B | View |
| May 2, 2025 | Q1 2025 | 13F-HR | 0001729673-25-000005 | $823.1M | View |