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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 | $1.7M | 1.1%Prev: 1.3% | 7,863 SH | Increased+945 SH |
| ACCENTURE PLC IRELAND | SHS CLASS A | $528K | 0.3% | 2,661 SH | New |
| ALPHABET INC | CAP STK CL A | $2.3M | 1.5%Prev: 3.7% | 7,965 SH | Decreased-17,654 SH |
| AMAZON COM INC | COM | $3.1M | 2.0%Prev: 3.9% | 14,667 SH | Decreased-7,215 SH |
| APPLE INC | COM | $2.4M | 1.6%Prev: 3.8% | 9,546 SH | Decreased-8,887 SH |
| APPLOVIN CORP | COM CL A | $253K | 0.2% | 635 SH | New |
| ARCH CAP GROUP LTD | ORD | $2.4M | 1.6% | 25,117 SH | New |
| ARISTA NETWORKS INC | COM SHS | $1.4M | 0.9% | 11,351 SH | New |
| ASML HLDG NV | N Y REGISTRY SHS | $2.4M | 1.6% | 1,833 SH | New |
| AXIS CAP HLDGS LTD | SHS | $5.4M | 3.5%Prev: 1.9% | 53,307 SH | Increased+32,866 SH |
| BERKLEY W R CORP | COM | $4.5M | 2.9%Prev: 3.5% | 67,373 SH | Increased+13,826 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.9M | 1.2%Prev: 2.3% | 4,012 SH | Decreased-605 SH |
| BROADCOM INC | COM | $3.0M | 1.9%Prev: 0.2% | 9,587 SH | Increased+8,111 SH |
| CAMECO CORP | COM | $220K | 0.1% | 2,023 SH | New |
| CELSIUS HLDGS INC | COM NEW | $693K | 0.4% | 19,534 SH | New |
| CHUBB LTD SWITZ | COM | $1.5M | 1.0% | 4,652 SH | New |
| CME GROUP INC | COM | $2.3M | 1.5%Prev: 1.3% | 7,650 SH | Increased+2,242 SH |
| COCA COLA CO | COM | $2.5M | 1.6%Prev: 1.7% | 33,004 SH | Increased+8,022 SH |
| COHERENT CORP | COM | $382K | 0.2% | 1,602 SH | New |
| DEERE & CO | COM | $1.1M | 0.7%Prev: 1.4% | 2,037 SH | Decreased-1,125 SH |
| DOLLAR GEN CORP | COM | $2.7M | 1.7% | 22,531 SH | New |
| DRAFTKINGS INC NEW | COM CL A | $317K | 0.2% | 14,640 SH | New |
| DYNE THERAPEUTICS INC | COM | $446K | 0.3% | 24,600 SH | New |
| ELI LILLY & CO | COM | $2.5M | 1.6%Prev: 0.3% | 2,725 SH | Increased+2,397 SH |
| EQT CORP | COM | $2.8M | 1.8%Prev: 1.3% | 43,954 SH | Increased+16,842 SH |
| ETF SER SOLUTIONS | DEFIANCE QUANTUM | $442K | 0.3% | 4,122 SH | New |
| ETFS GOLD TR | PHYSCL GOLD SHS | $1.3M | 0.8%Prev: 0.9% | 29,247 SH | Increased-4,130 SH |
| FRANCO NEV CORP | COM | $5.7M | 3.7%Prev: 2.4% | 23,126 SH | Increased+6,850 SH |
| FRANKLIN TEMPLETON DIGITAL H | BITCOIN ETF SHS | $936K | 0.6%Prev: 0.7% | 23,876 SH | Increased+8,147 SH |
| GDS HLDGS LTD | SPONSORED ADS | $250K | 0.2% | 6,211 SH | New |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | $441K | 0.3% | 14,698 SH | New |
| HERSHEY CO | COM | $3.3M | 2.1%Prev: 2.2% | 15,768 SH | Increased+1,663 SH |
| INVESCO EXCH TRADED FD TR II | KBW PPTY CASUT | $360K | 0.2%Prev: 1.7% | 3,026 SH | Decreased-11,326 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $1.3M | 0.9%Prev: 1.1% | 35,045 SH | Increased+9,014 SH |
| ISHARES INC | MSCI SINGPOR ETF | $248K | 0.2% | 8,803 SH | New |
| ISHARES TR | 0-3 MNTH TREASRY | $1.2M | 0.8%Prev: 1.9% | 12,069 SH | Decreased-7,986 SH |
| ISHARES TR | 1 3 YR TREAS BD | $14.6M | 9.4% | 176,886 SH | New |
| ISHARES TR | ISHS 1-5YR INVS | $18.2M | 11.8% | 346,029 SH | New |
| ISHARES TR | MSCI USA QLT FCT | $209K | 0.1%Prev: 1.5% | 1,090 SH | Decreased-8,361 SH |
| ISHARES TR | US SML CAP EQT | $2.2M | 1.4% | 29,477 SH | New |
| JOBY AVIATION INC | COMMON STOCK | $251K | 0.2% | 30,413 SH | New |
| KINSALE CAP GROUP INC | COM | $1.2M | 0.8% | 3,426 SH | New |
| LOEWS CORP | COM | $3.0M | 1.9% | 27,884 SH | New |
| MCDONALDS CORP | COM | $2.2M | 1.4%Prev: 1.1% | 7,004 SH | Increased+3,294 SH |
| MERCK & CO INC | COM | $1.2M | 0.8% | 9,942 SH | New |
| META PLATFORMS INC | CL A | $2.1M | 1.4%Prev: 2.3% | 3,679 SH | Decreased-687 SH |
| MICROSOFT CORP | COM | $2.1M | 1.3%Prev: 4.3% | 5,588 SH | Decreased-6,700 SH |
| MONOLITHIC PWR SYS INC | COM | $434K | 0.3% | 397 SH | New |
| MONSTER BEVERAGE CORP NEW | COM | $1.6M | 1.0%Prev: 1.8% | 21,791 SH | Decreased-11,058 SH |
| NEBIUS GROUP N.V. | SHS CLASS A | $281K | 0.2% | 2,707 SH | New |
| NVIDIA CORPORATION | COM | $2.2M | 1.4%Prev: 0.5% | 12,788 SH | Increased+7,361 SH |
| OLD REP INTL CORP | COM | $280K | 0.2% | 7,026 SH | New |
| PHILIP MORRIS INTL INC | COM | $1.1M | 0.7%Prev: 1.6% | 6,844 SH | Decreased-4,133 SH |
| PNC FINL SVCS GROUP INC | COM | $5.9M | 3.8% | 28,284 SH | New |
| PRIME MEDICINE INC | COM | $526K | 0.3% | 151,069 SH | New |
| PROGRESSIVE CORP | COM | $747K | 0.5% | 3,770 SH | New |
| QNITY ELECTRONICS INC | COMMON STOCK | $748K | 0.5% | 6,481 SH | New |
| ROIVANT SCIENCES LTD | SHS | $891K | 0.6%Prev: 1.7% | 32,150 SH | Decreased-145,244 SH |
| RTX CORPORATION | COM | $959K | 0.6% | 4,973 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $1.2M | 0.8% | 19,961 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $4.8M | 3.1% | 52,715 SH | New |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | $8.1M | 5.2% | 227,397 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $713K | 0.5% | 2,110 SH | New |
| TESLA INC | COM | $1.3M | 0.8% | 3,397 SH | New |
| TKO GROUP HOLDINGS INC | CL A | $568K | 0.4% | 2,819 SH | New |
| TRAVELERS COMPANIES INC | COM | $5.0M | 3.2%Prev: 4.5% | 17,197 SH | Increased-1,363 SH |
| UBER TECHNOLOGIES INC | COM | $1.1M | 0.7%Prev: 1.9% | 15,055 SH | Decreased-12,658 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $515K | 0.3% | 6,997 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $610K | 0.4%Prev: 3.4% | 1,021 SH | Decreased-6,060 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $341K | 0.2% | 5,318 SH | New |
| VISA INC | COM CL A | $3.0M | 2.0%Prev: 2.5% | 10,027 SH | Increased+2,468 SH |
| WALMART INC | COM | $244K | 0.2% | 1,964 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 |