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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 | $1.4M | 1.3% | 6,918 SH | |
| AIRBNB INC | COM CL A | $1.9M | 1.7% | 15,681 SH | |
| ALPHABET INC | CAP STK CL A | $4.0M | 3.7% | 25,619 SH | |
| AMAZON COM INC | COM | $4.2M | 3.9% | 21,882 SH | |
| ANALOG DEVICES INC | COM | $888K | 0.8% | 4,405 SH | |
| APPLE INC | COM | $4.1M | 3.8% | 18,433 SH | |
| ASML HOLDING N V | N Y REGISTRY SHS | $1.2M | 1.1% | 1,755 SH | |
| AUTOMATIC DATA PROCESSING IN | COM | $1.3M | 1.2% | 4,411 SH | |
| AXIS CAP HLDGS LTD | SHS | $2.0M | 1.9% | 20,441 SH | |
| BERKLEY W R CORP | COM | $3.8M | 3.5% | 53,547 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.5M | 2.3% | 4,617 SH | |
| BROADCOM INC | COM | $247K | 0.2% | 1,476 SH | |
| CHEMED CORP NEW | COM | $1.4M | 1.3% | 2,198 SH | |
| CLOROX CO DEL | COM | $796K | 0.7% | 5,408 SH | |
| CME GROUP INC | COM | $1.4M | 1.3% | 5,408 SH | |
| COCA COLA CO | COM | $1.8M | 1.7% | 24,982 SH | |
| COSTCO WHSL CORP NEW | COM | $1.0M | 1.0% | 1,106 SH | |
| COUPANG INC | CL A | $2.6M | 2.4% | 117,202 SH | |
| DEERE & CO | COM | $1.5M | 1.4% | 3,162 SH | |
| DOLLAR GEN CORP NEW | COM | $743K | 0.7% | 8,445 SH | |
| ELI LILLY & CO | COM | $271K | 0.3% | 328 SH | |
| EQT CORP | COM | $1.4M | 1.3% | 27,112 SH | |
| ETFS GOLD TR | PHYSCL GOLD SHS | $995K | 0.9% | 33,377 SH | |
| FRANCO NEV CORP | COM | $2.6M | 2.4% | 16,276 SH | |
| FRANKLIN TEMPLETON DIGITAL H | BITCOIN ETF SHS | $751K | 0.7% | 15,729 SH | |
| GLOBAL X FDS | GLOBAL X URANIUM | $1.8M | 1.6% | 77,293 SH | |
| HERSHEY CO | COM | $2.4M | 2.2% | 14,105 SH | |
| INVESCO EXCH TRADED FD TR II | KBW PPTY CASUT | $1.8M | 1.7% | 14,352 SH | |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $1.2M | 1.1% | 26,031 SH | |
| ISHARES TR | 0-3 MNTH TREASRY | $2.0M | 1.9% | 20,055 SH | |
| ISHARES TR | MSCI USA QLT FCT | $1.6M | 1.5% | 9,451 SH | |
| JPMORGAN CHASE & CO. | COM | $741K | 0.7% | 3,022 SH | |
| KIMBERLY-CLARK CORP | COM | $1.8M | 1.6% | 12,444 SH | |
| LAMAR ADVERTISING CO NEW | CL A | $1.6M | 1.5% | 14,192 SH | |
| MARKETAXESS HLDGS INC | COM | $971K | 0.9% | 4,486 SH | |
| MCCORMICK & CO INC | COM NON VTG | $1.4M | 1.3% | 16,578 SH | |
| MCDONALDS CORP | COM | $1.2M | 1.1% | 3,710 SH | |
| META PLATFORMS INC | CL A | $2.5M | 2.3% | 4,366 SH | |
| MICROSOFT CORP | COM | $4.6M | 4.3% | 12,288 SH | |
| MONSTER BEVERAGE CORP NEW | COM | $1.9M | 1.8% | 32,849 SH | |
| NUVEEN PFD & INCOME OPPORTUN | COM | $122K | 0.1% | 15,300 SH | |
| NVIDIA CORPORATION | COM | $588K | 0.5% | 5,427 SH | |
| PAYPAL HLDGS INC | COM | $1.8M | 1.7% | 27,743 SH | |
| PHILIP MORRIS INTL INC | COM | $1.7M | 1.6% | 10,977 SH | |
| PROCTER AND GAMBLE CO | COM | $2.1M | 1.9% | 12,090 SH | |
| PROSHARES TR II | ULTRA GOLD | $212K | 0.2% | 1,645 SH | |
| ROIVANT SCIENCES LTD | SHS | $1.8M | 1.7% | 177,394 SH | |
| ROPER TECHNOLOGIES INC | COM | $1.8M | 1.6% | 3,015 SH | |
| SELECT SECTOR SPDR TR | ENERGY | $1.7M | 1.5% | 17,662 SH | |
| SHERWIN WILLIAMS CO | COM | $1.5M | 1.4% | 4,200 SH | |
| SPDR SER TR | BLOOMBERG 1-3 MO | $220K | 0.2% | 2,400 SH | |
| SPROTT PHYSICAL GOLD TR | UNIT | $4.9M | 4.5% | 202,193 SH | |
| TRAVELERS COMPANIES INC | COM | $4.9M | 4.5% | 18,560 SH | |
| UBER TECHNOLOGIES INC | COM | $2.0M | 1.9% | 27,713 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.6M | 3.4% | 7,081 SH | |
| VERISIGN INC | COM | $1.6M | 1.5% | 6,279 SH | |
| VISA INC | COM CL A | $2.6M | 2.5% | 7,559 SH | |
| YELP INC | CL A | $2.8M | 2.6% | 74,707 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 |