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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 | $1.3M | 1.1%Prev: 1.1% | 7,208 SH | Decreased-655 SH |
| ADOBE INC | COM | $2.0M | 1.6% | 5,174 SH | New |
| AIRBNB INC | COM CL A | $1.7M | 1.4% | 12,934 SH | New |
| ALPHABET INC | CAP STK CL A | $2.3M | 1.8%Prev: 1.5% | 13,064 SH | Increased+5,099 SH |
| AMAZON COM INC | COM | $3.3M | 2.7%Prev: 2.0% | 15,204 SH | Increased+537 SH |
| APPLE INC | COM | $2.9M | 2.3%Prev: 1.6% | 14,021 SH | Increased+4,475 SH |
| ARISTA NETWORKS INC | COM SHS | $1.6M | 1.3%Prev: 0.9% | 15,402 SH | Increased+4,051 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $1.6M | 1.2% | 1,943 SH | New |
| AUTOMATIC DATA PROCESSING IN | COM | $1.1M | 0.9% | 3,665 SH | New |
| AXIS CAP HLDGS LTD | SHS | $2.2M | 1.7%Prev: 3.5% | 20,926 SH | Decreased-32,381 SH |
| BERKLEY W R CORP | COM | $3.7M | 3.0%Prev: 2.9% | 50,383 SH | Decreased-16,990 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.2M | 1.8%Prev: 1.2% | 4,629 SH | Increased+617 SH |
| BLACKROCK INC | COM | $298K | 0.2% | 284 SH | New |
| BROADCOM INC | COM | $365K | 0.3%Prev: 1.9% | 1,326 SH | Decreased-8,261 SH |
| CHEMED CORP NEW | COM | $919K | 0.7% | 1,887 SH | New |
| CME GROUP INC | COM | $1.3M | 1.0%Prev: 1.5% | 4,600 SH | Decreased-3,050 SH |
| COCA COLA CO | COM | $1.9M | 1.5%Prev: 1.6% | 27,396 SH | Decreased-5,608 SH |
| COSTCO WHSL CORP NEW | COM | $916K | 0.7% | 925 SH | New |
| COUPANG INC | CL A | $3.1M | 2.5% | 103,303 SH | New |
| DEERE & CO | COM | $1.6M | 1.3%Prev: 0.7% | 3,206 SH | Increased+1,169 SH |
| DOLLAR GEN CORP NEW | COM | $3.0M | 2.4% | 26,282 SH | New |
| DRAFTKINGS INC NEW | COM CL A | $662K | 0.5%Prev: 0.2% | 15,430 SH | Increased+790 SH |
| ELI LILLY & CO | COM | $300K | 0.2%Prev: 1.6% | 385 SH | Decreased-2,340 SH |
| ENBRIDGE INC | COM | $272K | 0.2% | 6,000 SH | New |
| EQT CORP | COM | $2.0M | 1.6%Prev: 1.8% | 34,765 SH | Decreased-9,189 SH |
| ETFS GOLD TR | PHYSCL GOLD SHS | $1.5M | 1.2%Prev: 0.8% | 47,816 SH | Increased+18,569 SH |
| FLUTTER ENTMT PLC | SHS | $610K | 0.5% | 2,133 SH | New |
| FRANCO NEV CORP | COM | $2.5M | 2.0%Prev: 3.7% | 15,376 SH | Decreased-7,750 SH |
| FRANKLIN TEMPLETON DIGITAL H | BITCOIN ETF SHS | $1.6M | 1.2%Prev: 0.6% | 25,099 SH | Increased+1,223 SH |
| HERSHEY CO | COM | $3.0M | 2.4%Prev: 2.1% | 18,026 SH | Decreased+2,258 SH |
| INVESCO EXCH TRADED FD TR II | KBW PPTY CASUT | $3.0M | 2.4%Prev: 0.2% | 24,108 SH | Increased+21,082 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $1.5M | 1.2%Prev: 0.9% | 23,935 SH | Increased-11,110 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $2.9M | 2.3%Prev: 0.8% | 28,883 SH | Increased+16,814 SH |
| ISHARES TR | MSCI USA MIN VOL | $1.3M | 1.0% | 13,889 SH | New |
| ISHARES TR | MSCI USA QLT FCT | $2.9M | 2.3%Prev: 0.1% | 15,795 SH | Increased+14,705 SH |
| ISHARES TR | U.S. INSRNCE ETF | $689K | 0.5% | 5,125 SH | New |
| KIMBERLY-CLARK CORP | COM | $2.1M | 1.7% | 16,578 SH | New |
| LOEWS CORP | COM | $2.1M | 1.6%Prev: 1.9% | 22,437 SH | Decreased-5,447 SH |
| MARKETAXESS HLDGS INC | COM | $2.1M | 1.6% | 9,249 SH | New |
| MCCORMICK & CO INC | COM NON VTG | $1.8M | 1.5% | 24,020 SH | New |
| MCDONALDS CORP | COM | $2.2M | 1.7%Prev: 1.4% | 7,391 SH | Decreased+387 SH |
| META PLATFORMS INC | CL A | $4.2M | 3.4%Prev: 1.4% | 5,711 SH | Increased+2,032 SH |
| MICROSOFT CORP | COM | $3.9M | 3.1%Prev: 1.3% | 7,803 SH | Increased+2,215 SH |
| MONSTER BEVERAGE CORP NEW | COM | $1.6M | 1.3%Prev: 1.0% | 25,930 SH | Increased+4,139 SH |
| NIKE INC | CL B | $2.2M | 1.8% | 31,144 SH | New |
| NUVEEN PFD & INCOME OPPORTUN | COM | $126K | 0.1% | 15,691 SH | New |
| NVIDIA CORPORATION | COM | $1.7M | 1.4%Prev: 1.4% | 10,797 SH | Decreased-1,991 SH |
| PEPSICO INC | COM | $213K | 0.2% | 1,611 SH | New |
| PHILIP MORRIS INTL INC | COM | $2.2M | 1.7%Prev: 0.7% | 11,897 SH | Increased+5,053 SH |
| PROCTER AND GAMBLE CO | COM | $2.7M | 2.1% | 16,830 SH | New |
| RITHM CAPITAL CORP | COM NEW | $121K | 0.1% | 10,720 SH | New |
| ROIVANT SCIENCES LTD | SHS | $1.3M | 1.0%Prev: 0.6% | 116,026 SH | Increased+83,876 SH |
| ROPER TECHNOLOGIES INC | COM | $2.1M | 1.6% | 3,636 SH | New |
| SELECT SECTOR SPDR TR | ENERGY | $1.2M | 0.9% | 13,877 SH | New |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | $1.2M | 1.0% | 14,877 SH | New |
| SHERWIN WILLIAMS CO | COM | $649K | 0.5% | 1,889 SH | New |
| SPDR SERIES TRUST | BLOOMBERG 1-3 MO | $2.3M | 1.9% | 25,416 SH | New |
| SPROTT PHYSICAL GOLD TR | UNIT | $5.0M | 4.0% | 197,208 SH | New |
| SPROUTS FMRS MKT INC | COM | $2.2M | 1.8% | 13,525 SH | New |
| TESLA INC | COM | $269K | 0.2%Prev: 0.8% | 846 SH | Decreased-2,551 SH |
| TRAVELERS COMPANIES INC | COM | $4.7M | 3.7%Prev: 3.2% | 17,502 SH | Decreased+305 SH |
| UBER TECHNOLOGIES INC | COM | $2.5M | 2.0%Prev: 0.7% | 27,086 SH | Increased+12,031 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $693K | 0.6% | 2,484 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.6M | 1.3%Prev: 0.4% | 2,883 SH | Increased+1,862 SH |
| VERISIGN INC | COM | $1.5M | 1.2% | 5,215 SH | New |
| VISA INC | COM CL A | $2.6M | 2.0%Prev: 2.0% | 7,242 SH | Decreased-2,785 SH |
| YELP INC | CL A | $2.4M | 1.9% | 69,272 SH | New |
| 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 |