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CIK 0001766929 • 6 13F filings • Apr 28, 2025 – Jul 9, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Alphabet Inc Cl A | COM | $9.2M | 3.3% | 32,139 SH | New |
| Alphabet Inc Cl C | COM | $1.1M | 0.4% | 3,740 SH | New |
| Altria Group Inc | COM | $383K | 0.1%Prev: 0.1% | 5,810 SH | Increased-200 SH |
| Amazon.Com Inc | COM | $2.2M | 0.8% | 10,580 SH | New |
| Apple Inc | COM | $997K | 0.4%Prev: 0.4% | 3,930 SH | Decreased-765 SH |
| Arm Holdings Plc ADR | COM | $15.0M | 5.3% | 98,940 SH | New |
| Axon Enterprise Inc | COM | $25.2M | 8.9% | 59,290 SH | New |
| Berkshire Hathaway Inc Cl B | COM | $47.7M | 16.9% | 99,569 SH | New |
| Bloom Energy Corp | COM | $271K | 0.1% | 2,000 SH | New |
| Costco Wholesale Corp | COM | $11.9M | 4.2% | 11,912 SH | New |
| Csx Corp | COM | $284K | 0.1%Prev: 0.1% | 6,910 SH | Increased |
| Danaher Corp | COM | $29.9M | 10.6% | 157,529 SH | New |
| Esab Corp | COM | $2.9M | 1.0% | 29,687 SH | New |
| Fortive Corp | COM | $4.8M | 1.7%Prev: 7.9% | 86,480 SH | Decreased-188,998 SH |
| Gilead Sciences Inc | COM | $209K | 0.1% | 1,500 SH | New |
| Intel Corp | COM | $441K | 0.2% | 10,000 SH | New |
| Intuitive Surgical Inc | COM | $294K | 0.1% | 637 SH | New |
| Joby Aviation Inc | COM | $83K | 0.0% | 10,000 SH | New |
| Johnson & Johnson | COM | $269K | 0.1% | 1,100 SH | New |
| Jpmorgan Chase & Co | COM | $505K | 0.2%Prev: 0.2% | 1,716 SH | Increased+7 SH |
| Lineage Cell Therapeutics | COM | $10.6M | 3.8% | 6,729,599 SH | New |
| Martin Marietta Materials | COM | $383K | 0.1% | 650 SH | New |
| Microsoft Corp | COM | $1.1M | 0.4%Prev: 0.4% | 2,852 SH | Increased+166 SH |
| Monster Beverage Corp | COM | $15.2M | 5.4%Prev: 8.1% | 209,489 SH | Decreased-143,136 SH |
| Newsmax Inc Cl B | COM | $142K | 0.1% | 27,257 SH | New |
| Nvidia Corp | COM | $1.3M | 0.5% | 7,484 SH | New |
| Palantir Technologies Inc | COM | $41.7M | 14.8%Prev: 11.9% | 284,948 SH | Increased-76,265 SH |
| Pfizer Inc | COM | $470K | 0.2%Prev: 0.2% | 16,735 SH | Increased+360 SH |
| Phillips 66 | COM | $371K | 0.1%Prev: 0.1% | 2,036 SH | Increased |
| Staar Surgical Co | COM | $12.1M | 4.3%Prev: 5.0% | 644,542 SH | Decreased-75,990 SH |
| Taiwan Semiconductor ADR | COM | $338K | 0.1% | 1,000 SH | New |
| Teledyne Technologies | COM | $14.0M | 5.0% | 23,196 SH | New |
| Tesla Inc | COM | $9.6M | 3.4%Prev: 1.2% | 25,782 SH | Increased+14,152 SH |
| Veralto Corp | COM | $21.2M | 7.5%Prev: 6.1% | 239,633 SH | Increased+81,349 SH |
| 13F-HR |
| 0001766929-25-000005 |
| $298.2M |
| View |
| Jul 9, 2026 | Q2 2026 | 13F-HR | 0001766929-26-000003 | $308.0M | View |
| Jul 25, 2025 | Q2 2025 | 13F-HR | 0001766929-25-000003 | $294.5M | View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0001766929-26-000002 | $281.9M | View |
| Apr 28, 2025 | Q1 2025 | 13F-HR | 0001766929-25-000002 | $253.6M | View |