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CIK 0001729673 • 6 13F filings • May 2, 2025 – Aug 5, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $17.1M | 1.8% | 125,873 SH | New |
| ABBVIE INC | COM | $19.8M | 2.1%Prev: 1.4% | 106,680 SH | Decreased+15,283 SH |
| ADOBE INC | COM | $2.0M | 0.2% | 5,092 SH | New |
| AIRBNB INC | COM CL A | $270K | 0.0% | 2,041 SH | New |
| ALPHABET INC | CAP STK CL A | $670K | 0.1%Prev: 0.1% | 3,802 SH | Decreased-2,160 SH |
| ALPHABET INC | CAP STK CL C | $19.2M | 2.1%Prev: 1.6% | 108,028 SH | Decreased+26,896 SH |
| AMAZON COM INC | COM | $38.2M | 4.1%Prev: 2.6% | 174,061 SH | Increased-6,364 SH |
| APPLE INC | COM | $32.3M | 3.5%Prev: 2.9% | 157,356 SH | Decreased-7,823 SH |
| ARCHER AVIATION INC | COM CL A | $282K | 0.0% | 25,970 SH | New |
| ARK ETF TR | GENOMIC REV ETF | $880K | 0.1%Prev: 0.0% | 36,142 SH | Increased+19,270 SH |
| ASTRONICS CORP | COM | $238K | 0.0% | 7,097 SH | New |
| BANK AMERICA CORP | COM | $278K | 0.0%Prev: 1.4% | 5,865 SH | Decreased-401,975 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $67.5M | 7.2%Prev: 3.8% | 138,935 SH | Increased+24,925 SH |
| BOEING CO | COM | $717K | 0.1%Prev: 1.1% | 3,420 SH | Decreased-77,342 SH |
| BROADCOM INC | COM | $30.0M | 3.2%Prev: 1.7% | 108,707 SH | Increased+28,981 SH |
| CHEVRON CORP NEW | COM | $22.1M | 2.4% | 154,261 SH | New |
| CHUBB LIMITED | COM | $20.5M | 2.2% | 70,749 SH | New |
| CIENA CORP | COM NEW | $9.2M | 1.0%Prev: 0.0% | 113,135 SH | Increased+112,461 SH |
| CISCO SYS INC | COM | $25.0M | 2.7%Prev: 1.5% | 360,645 SH | Increased+87,041 SH |
| CLEARSIGN TECHNOLOGIES CORP | COM | $62K | 0.0% | 115,000 SH | New |
| COMCAST CORP NEW | CL A | $20.7M | 2.2% | 579,545 SH | New |
| COPART INC | COM | $527K | 0.1%Prev: 0.0% | 10,743 SH | Increased-83 SH |
| CORE NATURAL RESOURCES INC | COM SHS | $768K | 0.1% | 11,013 SH | New |
| COSTCO WHSL CORP NEW | COM | $25.6M | 2.7% | 25,839 SH | New |
| COTERRA ENERGY INC | COM | $12.4M | 1.3% | 490,124 SH | New |
| CROWDSTRIKE HLDGS INC | CL A | $546K | 0.1%Prev: 0.0% | 1,072 SH | Increased+332 SH |
| CUMMINS INC | COM | $23.5M | 2.5%Prev: 1.4% | 71,658 SH | Increased+33,153 SH |
| CVS HEALTH CORP | COM | $12.8M | 1.4% | 184,959 SH | New |
| DANAHER CORPORATION | COM | $233K | 0.0% | 1,178 SH | New |
| DEERE & CO | COM | $421K | 0.0%Prev: 0.0% | 828 SH | Decreased-45 SH |
| DEVON ENERGY CORP NEW | COM | $315K | 0.0%Prev: 0.0% | 9,904 SH | Increased+4,192 SH |
| DIANA SHIPPING INC | COM | $46K | 0.0%Prev: 0.0% | 31,338 SH | Decreased |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $443K | 0.0% | 10,480 SH | New |
| EATON CORP PLC | SHS | $589K | 0.1%Prev: 0.0% | 1,650 SH | Decreased-36 SH |
| ELANCO ANIMAL HEALTH INC | COM | $23.5M | 2.5%Prev: 1.0% | 1,644,428 SH | Increased+1,026,344 SH |
| ENBRIDGE INC | COM | $206K | 0.0%Prev: 0.0% | 4,546 SH | Decreased |
| ENOVIX CORPORATION | COM | $411K | 0.0% | 39,725 SH | New |
| EXPEDITORS INTL WASH INC | COM | $2.7M | 0.3%Prev: 0.2% | 24,023 SH | Decreased-1,269 SH |
| EXXON MOBIL CORP | COM | $880K | 0.1%Prev: 0.1% | 8,165 SH | Decreased-202 SH |
| FERRARI N V | COM | $3.2M | 0.3%Prev: 0.2% | 6,474 SH | Increased-890 SH |
| GRAINGER W W INC | COM | $610K | 0.1% | 586 SH | New |
| HF SINCLAIR CORP | COM | $16.6M | 1.8%Prev: 0.9% | 405,038 SH | Increased+188,793 SH |
| HOME DEPOT INC | COM | $18.0M | 1.9%Prev: 1.2% | 49,122 SH | Increased-5,247 SH |
| HUBBELL INC | COM | $13.2M | 1.4%Prev: 1.1% | 32,373 SH | Decreased-1,283 SH |
| HUNTINGTON INGALLS INDS INC | COM | $10.7M | 1.1%Prev: 0.7% | 44,289 SH | Increased+18,286 SH |
| INMODE LTD | SHS | $381K | 0.0% | 26,388 SH | New |
| INTUITIVE SURGICAL INC | COM NEW | $353K | 0.0%Prev: 0.2% | 650 SH | Decreased-6,214 SH |
| INVESCO QQQ TR | UNIT SER 1 | $616K | 0.1%Prev: 0.0% | 1,117 SH | Increased+584 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $692K | 0.1%Prev: 0.1% | 11,306 SH | Decreased-35,607 SH |
| ISHARES ETHEREUM TR | SHS | $502K | 0.1%Prev: 0.0% | 26,303 SH | Decreased-6,877 SH |
| ISHARES GOLD TR | ISHARES NEW | $239K | 0.0%Prev: 0.0% | 3,833 SH | Decreased-1,985 SH |
| ISHARES TR | 7-10 YR TRSY BD | $4.1M | 0.4%Prev: 0.4% | 43,067 SH | Decreased-16,706 SH |
| ISHARES TR | CORE S&P MCP ETF | $443K | 0.0%Prev: 0.0% | 7,148 SH | Decreased-1,516 SH |
| ISHARES TR | CORE S&P SCP ETF | $323K | 0.0%Prev: 0.0% | 2,959 SH | Decreased-1,604 SH |
| ISHARES TR | CORE S&P500 ETF | $1.6M | 0.2%Prev: 0.1% | 2,565 SH | Decreased-79 SH |
| ISHARES TR | RUS TP200 GR ETF | $348K | 0.0%Prev: 0.0% | 1,410 SH | Decreased |
| ISHARES TR | S&P 100 ETF | $217K | 0.0%Prev: 0.0% | 714 SH | Decreased |
| JOHNSON & JOHNSON | COM | $19.9M | 2.1%Prev: 0.1% | 130,441 SH | Increased+127,457 SH |
| JPMORGAN CHASE & CO. | COM | $428K | 0.0% | 1,476 SH | New |
| LOWES COS INC | COM | $337K | 0.0%Prev: 0.0% | 1,519 SH | Decreased-43 SH |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | $21.1M | 2.3% | 364,126 SH | New |
| MCKESSON CORP | COM | $213K | 0.0% | 290 SH | New |
| META PLATFORMS INC | CL A | $2.5M | 0.3%Prev: 1.3% | 3,407 SH | Decreased-29,177 SH |
| MICROSOFT CORP | COM | $90.5M | 9.7%Prev: 30.0% | 181,925 SH | Decreased-994,912 SH |
| MICROVISION INC DEL | COM NEW | $27K | 0.0% | 23,361 SH | New |
| MOODYS CORP | COM | $652K | 0.1%Prev: 0.0% | 1,299 SH | Increased+3 SH |
| MP MATERIALS CORP | COM CL A | $478K | 0.1%Prev: 0.0% | 14,376 SH | Increased+9,401 SH |
| NETFLIX INC | COM | $222K | 0.0% | 166 SH | New |
| NVIDIA CORPORATION | COM | $18.1M | 1.9%Prev: 1.5% | 114,375 SH | Decreased-9,208 SH |
| NWPX INFRASTRUCTURE INC | COM | $18.3M | 2.0%Prev: 2.3% | 447,273 SH | Decreased+22,593 SH |
| OCCIDENTAL PETE CORP | COM | $2.3M | 0.2%Prev: 0.2% | 54,641 SH | Decreased-356 SH |
| OLD REP INTL CORP | COM | $21.2M | 2.3%Prev: 1.4% | 551,785 SH | Increased+59,653 SH |
| QUALCOMM INC | COM | $24.6M | 2.6%Prev: 1.4% | 154,437 SH | Increased+1,869 SH |
| RAPID7 INC | COM | $846K | 0.1% | 36,563 SH | New |
| RAYONIER ADVANCED MATLS INC | COM | $770K | 0.1%Prev: 0.2% | 200,000 SH | Decreased |
| REGENERON PHARMACEUTICALS | COM | $10.8M | 1.2%Prev: 1.4% | 20,496 SH | Decreased-6,424 SH |
| RESMED INC | COM | $274K | 0.0%Prev: 0.0% | 1,063 SH | Increased+2 SH |
| RICHARDSON ELECTRS LTD | COM | $11.0M | 1.2%Prev: 0.9% | 1,140,601 SH | Decreased+7,509 SH |
| RTX CORPORATION | COM | $12.0M | 1.3%Prev: 0.0% | 82,077 SH | Increased+78,958 SH |
| SABLE OFFSHORE CORP | COM SHS | $800K | 0.1% | 36,410 SH | New |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $1.2M | 0.1%Prev: 0.1% | 30,166 SH | Decreased-2,272 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | $1.2M | 0.1%Prev: 0.1% | 40,294 SH | Decreased-3,444 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $31.7M | 3.4%Prev: 0.0% | 1,196,005 SH | Increased+1,181,200 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $3.6M | 0.4%Prev: 0.3% | 131,835 SH | Decreased-11,260 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $448K | 0.0%Prev: 0.0% | 18,341 SH | Decreased+726 SH |
| SELECT SECTOR SPDR TR | COMMUNICATION | $2.1M | 0.2% | 19,608 SH | New |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $420K | 0.0% | 3,116 SH | New |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $2.3M | 0.2% | 8,900 SH | New |
| SERVICENOW INC | COM | $10.4M | 1.1%Prev: 1.0% | 10,151 SH | Decreased-126,261 SH |
| SNOWFLAKE INC | CL A | $1.6M | 0.2% | 7,271 SH | New |
| SOUTHERN CO | COM | $20.2M | 2.2% | 219,704 SH | New |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $212K | 0.0% | 480 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $4.7M | 0.5% | 7,558 SH | New |
| STARBUCKS CORP | COM | $516K | 0.1%Prev: 0.0% | 5,628 SH | Decreased-407 SH |
| SYMBOTIC INC | CLASS A COM | $4.5M | 0.5%Prev: 0.2% | 115,079 SH | Increased+70,703 SH |
| TESLA INC | COM | $1.7M | 0.2%Prev: 0.2% | 5,425 SH | Decreased-627 SH |
| TEXAS INSTRS INC | COM | $12.0M | 1.3% | 57,660 SH | New |
| THERMO FISHER SCIENTIFIC INC | COM | $9.6M | 1.0% | 23,777 SH | New |
| TWILIO INC | CL A | $2.3M | 0.2% | 18,487 SH | New |
| UBER TECHNOLOGIES INC | COM | $4.7M | 0.5%Prev: 0.0% | 50,861 SH | Increased+46,078 SH |
| UNITED PARCEL SERVICE INC | CL B | $21.8M | 2.3% | 215,816 SH | New |
| UNITEDHEALTH GROUP INC | COM | $7.1M | 0.8%Prev: 0.8% | 22,785 SH | Decreased-21,092 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $456K | 0.0%Prev: 0.0% | 1,039 SH | Increased+24 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $317K | 0.0%Prev: 0.0% | 558 SH | Decreased-18 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $572K | 0.1%Prev: 0.1% | 1,883 SH | Decreased-393 SH |
| VANGUARD INDEX FDS | VALUE ETF | $606K | 0.1%Prev: 0.0% | 3,432 SH | Decreased+159 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $7.9M | 0.8%Prev: 0.8% | 134,187 SH | Decreased-57,279 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $6.1M | 0.7%Prev: 0.6% | 77,043 SH | Decreased-28,568 SH |
| VICARIOUS SURGICAL INC | COM CL A NEW | $1.6M | 0.2% | 207,147 SH | New |
| VICTORY PORTFOLIOS II | SHARES FREE CASH | $2.2M | 0.2%Prev: 0.2% | 60,879 SH | Decreased-10,440 SH |
| VICTORY PORTFOLIOS II | VICSHS DV AC ETF | $5.2M | 0.6%Prev: 0.4% | 100,744 SH | Decreased-10,222 SH |
| VISA INC | COM CL A | $1.3M | 0.1%Prev: 0.1% | 3,642 SH | Increased-256 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 |