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CIK 0001943822 • 6 13F filings • May 7, 2025 – Aug 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Advanced Micro Devices Inc | COM | $15.5M | 5.3%Prev: 2.5% | 76,126 SH | Increased-5,416 SH |
| Alcon AG | COM | $6.3M | 2.1%Prev: 3.1% | 84,729 SH | Decreased-26,243 SH |
| Amazon.com Inc | COM | $21.3M | 7.3% | 102,439 SH | New |
| Apple Inc | COM | $26.2M | 8.9%Prev: 9.7% | 103,230 SH | Decreased-45,525 SH |
| Aptiv PLC | COM | $9.6M | 3.3%Prev: 3.2% | 138,085 SH | Decreased-46,565 SH |
| AutoZone Inc | COM | $10.0M | 3.4%Prev: 4.6% | 2,970 SH | Decreased-1,157 SH |
| Cadence Design Systems Inc | COM | $5.2M | 1.8% | 18,686 SH | New |
| Darling Ingredients Inc | COM | $10.4M | 3.6%Prev: 3.2% | 168,593 SH | Decreased-176,551 SH |
| Deere & Co | COM | $13.4M | 4.6%Prev: 5.0% | 23,702 SH | Decreased-12,793 SH |
| Ecolab Inc | COM | $10.3M | 3.5%Prev: 4.2% | 38,842 SH | Decreased-16,890 SH |
| Elevance Health Inc | COM | $9.5M | 3.2%Prev: 3.5% | 32,330 SH | Decreased+5,026 SH |
| Fair Isaac Corp | COM | $4.0M | 1.4% | 3,790 SH | New |
| GXO Logistics Inc | COM | $9.0M | 3.1%Prev: 2.6% | 173,951 SH | Increased-54,129 SH |
| ICON PLC | COM | $6.4M | 2.2%Prev: 1.7% | 57,624 SH | Increased+24,018 SH |
| Interactive Brokers Group Inc | COM | $6.9M | 2.4%Prev: 5.2% | 103,259 SH | Decreased-4,041 SH |
| JPMorgan Chase & Co | COM | $5.3M | 1.8% | 18,172 SH | New |
| Keysight Technologies Inc | COM | $10.9M | 3.7% | 38,713 SH | New |
| Mastercard Inc | COM | $12.5M | 4.3% | 25,102 SH | New |
| McKesson Corp | COM | $14.1M | 4.8%Prev: 5.1% | 16,310 SH | Decreased-9,568 SH |
| Moody's Corp | COM | $5.1M | 1.8% | 11,764 SH | New |
| NVIDIA Corp | COM | $14.7M | 5.0%Prev: 6.3% | 84,466 SH | Decreased-112,823 SH |
| ServiceNow Inc | COM | $6.1M | 2.1%Prev: 2.7% | 58,497 SH | Decreased+46,847 SH |
| Taiwan Semiconductor Manufactu | ADR | $25.1M | 8.6%Prev: 5.4% | 74,327 SH | Increased-35,865 SH |
| Tenable Holdings Inc | COM | $4.0M | 1.4%Prev: 3.2% | 234,661 SH | Decreased-80,648 SH |
| Trane Technologies PLC | COM | $8.6M | 2.9%Prev: 3.3% | 20,588 SH | Decreased-12,970 SH |
| Vail Resorts Inc | COM | $8.7M | 3.0% | 67,930 SH | New |
| Wells Fargo & Co | COM | $3.5M | 1.2% | 44,565 SH | New |
| Weyerhaeuser Co | COM | $10.0M | 3.4% | 410,130 SH | New |
| 13F-HR |
| 0001943822-26-000004 |
| $354.7M |
| View |
| Aug 5, 2025 | Q2 2025 | 13F-HR | 0001943822-25-000005 | $383.1M | View |
| May 5, 2026 | Q1 2026 | 13F-HR | 0001943822-26-000003 | $293.1M | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0001943822-25-000003 | $343.4M | View |