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CIK 0001909571 • 6 13F filings • Apr 28, 2025 – Jul 31, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $2.0M | 1.3%Prev: 1.6% | 8,565 SH | Decreased-1,052 SH |
| ACCENTURE PLC IRELAND | SHS CLASS A | $1.7M | 1.1%Prev: 1.1% | 6,319 SH | Increased-184 SH |
| ALNYLAM PHARMACEUTICALS INC | COM | $413K | 0.3% | 1,039 SH | New |
| ALPHABET INC | CAP STK CL A | $4.0M | 2.6%Prev: 2.2% | 12,682 SH | Increased-580 SH |
| ALPHABET INC | CAP STK CL C | $251K | 0.2% | 800 SH | New |
| AMAZON COM INC | COM | $5.1M | 3.4%Prev: 2.5% | 21,948 SH | Increased+5,732 SH |
| ANNALY CAPITAL MANAGEMENT IN | COM NEW | $274K | 0.2%Prev: 0.2% | 12,232 SH | Increased |
| APPLE INC | COM | $4.3M | 2.8%Prev: 2.6% | 15,738 SH | Increased+1,013 SH |
| APPLOVIN CORP | COM CL A | $342K | 0.2% | 508 SH | New |
| ARCH CAP GROUP LTD | ORD | $1.4M | 0.9% | 14,640 SH | New |
| ARISTA NETWORKS INC | COM SHS | $1.7M | 1.1%Prev: 1.5% | 12,896 SH | Decreased-2,019 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $2.6M | 1.7%Prev: 1.7% | 2,422 SH | Increased-150 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $2.0M | 1.3%Prev: 2.6% | 7,927 SH | Decreased-4,972 SH |
| AXIS CAP HLDGS LTD | SHS | $2.9M | 1.9%Prev: 1.4% | 26,795 SH | Increased+5,194 SH |
| BERKLEY W R CORP | COM | $3.5M | 2.3%Prev: 2.6% | 49,424 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.9M | 1.9%Prev: 1.7% | 5,807 SH | Increased+944 SH |
| BROADCOM INC | COM | $1.5M | 1.0%Prev: 0.4% | 4,407 SH | Increased+2,824 SH |
| CELSIUS HLDGS INC | COM NEW | $1.3M | 0.8% | 28,043 SH | New |
| CHIPOTLE MEXICAN GRILL INC | COM | $974K | 0.6%Prev: 0.9% | 26,322 SH | Decreased-8,309 SH |
| CHUBB LIMITED | COM | $1.6M | 1.1%Prev: 0.6% | 5,177 SH | Increased+2,264 SH |
| CME GROUP INC | COM | $2.6M | 1.8%Prev: 1.6% | 9,700 SH | Increased+1,181 SH |
| COCA COLA CO | COM | $2.7M | 1.8%Prev: 1.5% | 38,626 SH | Increased+7,151 SH |
| COPART INC | COM | $696K | 0.5%Prev: 1.0% | 17,777 SH | Decreased-14,960 SH |
| DEERE & CO | COM | $1000K | 0.7%Prev: 1.2% | 2,147 SH | Decreased-1,666 SH |
| DOLLAR GEN CORP NEW | COM | $2.9M | 1.9%Prev: 2.0% | 22,100 SH | Increased-5,268 SH |
| DRAFTKINGS INC NEW | COM CL A | $662K | 0.4%Prev: 0.4% | 19,218 SH | Increased+3,233 SH |
| DYNE THERAPEUTICS INC | COM | $472K | 0.3% | 24,114 SH | New |
| ELI LILLY & CO | COM | $2.6M | 1.7%Prev: 0.3% | 2,432 SH | Increased+1,781 SH |
| EQT CORP | COM | $2.5M | 1.7%Prev: 1.7% | 46,809 SH | Increased+1,619 SH |
| ETFS GOLD TR | PHYSCL GOLD SHS | $2.0M | 1.3%Prev: 1.5% | 49,663 SH | Decreased-7,034 SH |
| FLUTTER ENTMT PLC | SHS | $616K | 0.4%Prev: 0.4% | 2,864 SH | Increased+661 SH |
| FRANCO NEV CORP | COM | $3.2M | 2.1%Prev: 2.4% | 15,584 SH | Decreased-153 SH |
| FRANKLIN TEMPLETON DIGITAL H | BITCOIN ETF SHS | $1.3M | 0.9%Prev: 1.3% | 25,583 SH | Decreased-2,247 SH |
| GDS HLDGS LTD | SPONSORED ADS | $552K | 0.4% | 15,820 SH | New |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | $282K | 0.2% | 7,285 SH | New |
| HERSHEY CO | COM | $4.1M | 2.7%Prev: 2.8% | 22,549 SH | Increased+1,281 SH |
| INTUIT | COM | $1.2M | 0.8%Prev: 0.9% | 1,741 SH | Decreased-245 SH |
| INVESCO EXCH TRADED FD TR II | KBW PPTY CASUT | $459K | 0.3%Prev: 2.4% | 3,609 SH | Decreased-24,794 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $1.8M | 1.2%Prev: 1.1% | 36,749 SH | Increased+11,735 SH |
| ISHARES SILVER TR | ISHARES | $225K | 0.1% | 3,494 SH | New |
| ISHARES TR | 0-3 MNTH TREASRY | $1.8M | 1.2%Prev: 2.3% | 17,451 SH | Decreased-15,903 SH |
| ISHARES TR | 1 3 YR TREAS BD | $5.2M | 3.4% | 62,390 SH | New |
| ISHARES TR | ISHS 1-5YR INVS | $12.7M | 8.4% | 240,081 SH | New |
| ISHARES TR | MSCI USA QLT FCT | $3.4M | 2.3%Prev: 2.5% | 17,217 SH | Decreased-905 SH |
| ISHARES TR | US SML CAP EQT | $652K | 0.4%Prev: 0.2% | 8,709 SH | Increased+5,147 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $351K | 0.2%Prev: 0.2% | 6,123 SH | Increased+21 SH |
| JOBY AVIATION INC | COMMON STOCK | $402K | 0.3% | 30,459 SH | New |
| KINSALE CAP GROUP INC | COM | $1.1M | 0.7% | 2,755 SH | New |
| LOEWS CORP | COM | $2.6M | 1.7%Prev: 1.6% | 24,489 SH | Increased+1,689 SH |
| MCDONALDS CORP | COM | $2.6M | 1.7%Prev: 1.6% | 8,564 SH | Increased+854 SH |
| MERCK & CO INC | COM | $1.2M | 0.8%Prev: 0.5% | 11,633 SH | Increased+2,988 SH |
| META PLATFORMS INC | CL A | $4.3M | 2.8%Prev: 2.9% | 6,485 SH | Increased+760 SH |
| MICROSOFT CORP | COM | $4.1M | 2.7%Prev: 2.8% | 8,520 SH | Increased+678 SH |
| MONSTER BEVERAGE CORP NEW | COM | $1.9M | 1.2%Prev: 1.2% | 24,315 SH | Increased-1,209 SH |
| NUVEEN PFD & INCOME OPPORTUN | COM | $286K | 0.2%Prev: 0.2% | 35,311 SH | Increased+729 SH |
| NVIDIA CORPORATION | COM | $2.3M | 1.5%Prev: 1.4% | 12,403 SH | Increased+1,505 SH |
| NVR INC | COM | $368K | 0.2% | 50 SH | New |
| OLD REP INTL CORP | COM | $456K | 0.3% | 10,000 SH | New |
| PHILIP MORRIS INTL INC | COM | $1.6M | 1.0%Prev: 1.4% | 9,759 SH | Decreased-2,909 SH |
| PRIME MEDICINE INC | COM | $148K | 0.1% | 42,666 SH | New |
| PROGRESSIVE CORP | COM | $632K | 0.4% | 2,777 SH | New |
| QNITY ELECTRONICS INC | COMMON STOCK | $648K | 0.4% | 7,938 SH | New |
| QUALYS INC | COM | $668K | 0.4% | 5,030 SH | New |
| ROIVANT SCIENCES LTD | SHS | $1.7M | 1.1%Prev: 1.2% | 77,545 SH | Decreased-36,236 SH |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $1.0M | 0.7% | 22,939 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $3.3M | 2.2% | 35,691 SH | New |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | $6.8M | 4.5%Prev: 4.2% | 206,666 SH | Increased+3,555 SH |
| TESLA INC | COM | $1.2M | 0.8%Prev: 0.3% | 2,711 SH | Increased+1,742 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $438K | 0.3%Prev: 0.3% | 756 SH | Increased-59 SH |
| TKO GROUP HOLDINGS INC | CL A | $480K | 0.3% | 2,295 SH | New |
| TRAVELERS COMPANIES INC | COM | $5.3M | 3.5%Prev: 3.4% | 18,328 SH | Increased+1,052 SH |
| UBER TECHNOLOGIES INC | COM | $1.7M | 1.2%Prev: 2.1% | 21,313 SH | Decreased-9,676 SH |
| UNITEDHEALTH GROUP INC | COM | $424K | 0.3% | 1,284 SH | New |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $417K | 0.3%Prev: 0.5% | 1,159 SH | Decreased-1,229 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $447K | 0.3% | 6,033 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.8M | 1.2%Prev: 1.3% | 2,904 SH | Increased-55 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $292K | 0.2% | 4,675 SH | New |
| VISA INC | COM CL A | $3.9M | 2.6%Prev: 2.6% | 11,028 SH | Increased+126 SH |
| 13F-HR |
| 0001909571-26-000004 |
| $181.9M |
| View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004014 | $125.5M | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0001909571-26-000002 | $154.6M | View |
| Apr 28, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002367 | $108.1M | View |