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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 | $1.1M | 0.6%Prev: 1.1% | 4,193 SH | Decreased-3,015 SH |
| ALPHABET INC | CAP STK CL A | $2.9M | 1.6%Prev: 1.8% | 8,057 SH | Increased-5,007 SH |
| AMAZON COM INC | COM | $3.4M | 1.9%Prev: 2.7% | 14,174 SH | Increased-1,030 SH |
| APPLE INC | COM | $2.5M | 1.4%Prev: 2.3% | 8,599 SH | Decreased-5,422 SH |
| ARCH CAP GROUP LTD | ORD | $5.3M | 2.9% | 54,225 SH | New |
| ARISTA NETWORKS INC | COM SHS | $1.7M | 0.9%Prev: 1.3% | 10,140 SH | Increased-5,262 SH |
| ASML HLDG NV | N Y REGISTRY SHS | $2.8M | 1.6% | 1,432 SH | New |
| AXIS CAP HLDGS LTD | SHS | $5.4M | 3.0%Prev: 1.7% | 50,418 SH | Increased+29,492 SH |
| BAKER HUGHES COMPANY | CL A | $324K | 0.2% | 5,836 SH | New |
| BERKLEY W R CORP | COM | $5.3M | 2.9%Prev: 3.0% | 75,430 SH | Increased+25,047 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.4M | 1.3%Prev: 1.8% | 4,824 SH | Increased+195 SH |
| BROADCOM INC | COM | $3.5M | 1.9%Prev: 0.3% | 9,375 SH | Increased+8,049 SH |
| CADENCE DESIGN SYSTEM INC | COM | $333K | 0.2% | 887 SH | New |
| CAMECO CORP | COM | $338K | 0.2% | 3,320 SH | New |
| CHUBB LIMITED | COM | $4.9M | 2.7% | 14,514 SH | New |
| COCA COLA CO | COM | $1.5M | 0.8%Prev: 1.5% | 17,902 SH | Decreased-9,494 SH |
| COHERENT CORP | COM | $605K | 0.3% | 1,534 SH | New |
| DYNE THERAPEUTICS INC | COM | $454K | 0.2% | 20,435 SH | New |
| ELI LILLY & CO | COM | $2.6M | 1.4%Prev: 0.2% | 2,151 SH | Increased+1,766 SH |
| EQT CORP | COM | $2.6M | 1.4%Prev: 1.6% | 49,007 SH | Increased+14,242 SH |
| ETF SER SOLUTIONS | DEFIA QUANT ETF | $612K | 0.3% | 3,700 SH | New |
| ETFS GOLD TR | PHYSCL GOLD SHS | $776K | 0.4%Prev: 1.2% | 20,310 SH | Decreased-27,506 SH |
| FIRST TR EXCHANGE-TRADED FD | NASDQ CLN EDGE | $660K | 0.4% | 3,443 SH | New |
| FLEX LNG LTD | SHS | $494K | 0.3% | 17,599 SH | New |
| FRANCO NEV CORP | COM | $6.1M | 3.3%Prev: 2.0% | 29,121 SH | Increased+13,745 SH |
| FRANKLIN TEMPLETON DIGITAL H | BITCOIN ETF SHS | $520K | 0.3%Prev: 1.2% | 15,335 SH | Decreased-9,764 SH |
| GLOBAL X FDS | GLOBAL X COPPER | $374K | 0.2% | 4,858 SH | New |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | $2.2M | 1.2% | 84,447 SH | New |
| HERSHEY CO | COM | $2.5M | 1.4%Prev: 2.4% | 14,435 SH | Decreased-3,591 SH |
| INTEL CORP | COM | $603K | 0.3% | 4,315 SH | New |
| INVESCO EXCH TRADED FD TR II | KBW PPTY CASUT | $211K | 0.1%Prev: 2.4% | 1,663 SH | Decreased-22,445 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $324K | 0.2%Prev: 1.2% | 9,718 SH | Decreased-14,217 SH |
| ISHARES TR | 0-3 MTH TREASURY | $9.8M | 5.4% | 97,239 SH | New |
| ISHARES TR | 1 3 YR TREAS BD | $19.3M | 10.6% | 234,728 SH | New |
| ISHARES TR | ISHS 1-5YR INVS | $20.2M | 11.1% | 384,797 SH | New |
| ISHARES TR | MSCI USA QLT FCT | $311K | 0.2%Prev: 2.3% | 1,415 SH | Decreased-14,380 SH |
| ISHARES TR | US SML CAP EQT | $2.6M | 1.4% | 28,803 SH | New |
| JOBY AVIATION INC | COMMON STOCK | $483K | 0.3% | 54,176 SH | New |
| KEYSIGHT TECHNOLOGIES INC | COM | $677K | 0.4% | 1,933 SH | New |
| KRANESHARES TRUST | GBL HUMANOID ROB | $578K | 0.3% | 14,029 SH | New |
| MCDONALDS CORP | COM | $1.6M | 0.9%Prev: 1.7% | 5,807 SH | Decreased-1,584 SH |
| MERCK & CO INC | COM | $1.2M | 0.7% | 9,287 SH | New |
| META PLATFORMS INC | CL A | $2.3M | 1.3%Prev: 3.4% | 4,073 SH | Decreased-1,638 SH |
| MICROSOFT CORP | COM | $2.2M | 1.2%Prev: 3.1% | 6,016 SH | Decreased-1,787 SH |
| MONOLITHIC PWR SYS INC | COM | $477K | 0.3% | 345 SH | New |
| MONSTER BEVERAGE CORP NEW | COM | $1.6M | 0.9%Prev: 1.3% | 16,797 SH | Decreased-9,133 SH |
| NEBIUS GROUP N.V. | SHS CLASS A | $671K | 0.4% | 2,431 SH | New |
| NETFLIX INC. | COM | $748K | 0.4% | 10,482 SH | New |
| NVIDIA CORPORATION | COM | $2.5M | 1.4%Prev: 1.4% | 12,354 SH | Increased+1,557 SH |
| PHILIP MORRIS INTL INC | COM | $809K | 0.4%Prev: 1.7% | 4,471 SH | Decreased-7,426 SH |
| PNC FINL SVCS GROUP INC | COM | $15.3M | 8.4% | 61,947 SH | New |
| PNC FINL SVCS GROUP INC | PUT | $1.2M | 0.7% | 5,000 SH | New |
| QNITY ELECTRONICS INC | COMMON STOCK | $677K | 0.4% | 4,143 SH | New |
| ROIVANT SCIENCES LTD | SHS | $885K | 0.5%Prev: 1.0% | 24,995 SH | Decreased-91,031 SH |
| ROUNDHILL ETF TRUST | MEMORY ETF | $630K | 0.3% | 8,530 SH | New |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | $650K | 0.4% | 12,235 SH | New |
| SERVICENOW INC | COM | $1.6M | 0.9% | 16,284 SH | New |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | $257K | 0.1% | 2,802 SH | New |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | $7.3M | 4.0% | 241,383 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $1.1M | 0.6% | 2,279 SH | New |
| TESLA INC | COM | $1.5M | 0.8%Prev: 0.2% | 3,667 SH | Increased+2,821 SH |
| TRAVELERS COMPANIES INC | COM | $5.1M | 2.8%Prev: 3.7% | 15,351 SH | Increased-2,151 SH |
| UBER TECHNOLOGIES INC | COM | $1.1M | 0.6%Prev: 2.0% | 14,581 SH | Decreased-12,505 SH |
| VANECK ETF TRUST | RARE EAR STR ETF | $302K | 0.2% | 3,413 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $605K | 0.3% | 7,762 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.3M | 0.7% | 17,892 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $540K | 0.3% | 6,707 SH | New |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $332K | 0.2% | 3,448 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.3M | 1.2%Prev: 1.3% | 3,287 SH | Increased+404 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $251K | 0.1% | 829 SH | New |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $289K | 0.2% | 4,849 SH | New |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $549K | 0.3% | 10,939 SH | New |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.3M | 0.7% | 17,903 SH | New |
| VISA INC | COM CL A | $2.5M | 1.4%Prev: 2.0% | 7,248 SH | Decreased+6 SH |
| WALMART INC | COM | $222K | 0.1% | 1,964 SH | New |
| WASTE MGMT INC DEL | COM | $565K | 0.3% | 2,537 SH | New |
| WISDOMTREE TR | CYBERSECURITY FD | $400K | 0.2% | 11,055 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 |