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CIK 0002109094 • 3 13F filings • Feb 6, 2026 – Aug 5, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $377K | 0.3%Prev: 0.3% | 1,649 SH | Decreased-89 SH |
| ADVANCED MICRO DEVICES INC | COM | $1.9M | 1.4%Prev: 3.3% | 8,652 SH | Decreased-146 SH |
| ALPHABET INC | CAP STK CL A | $253K | 0.2%Prev: 0.2% | 809 SH | Decreased-147 SH |
| ALPHABET INC | CAP STK CL C | $4.6M | 3.4%Prev: 3.5% | 14,675 SH | Decreased-275 SH |
| AMAZON COM INC | COM | $3.5M | 2.6%Prev: 2.5% | 15,072 SH | Decreased-1,269 SH |
| APPLE INC | COM | $7.2M | 5.4%Prev: 5.1% | 26,371 SH | Decreased-681 SH |
| APPLIED MATLS INC | COM | $2.4M | 1.8%Prev: 4.3% | 9,164 SH | Decreased-31 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $2.1M | 1.6% | 1,998 SH | New |
| AUTOMATIC DATA PROCESSING IN | COM | $367K | 0.3% | 1,425 SH | New |
| AVERY DENNISON CORP | COM | $243K | 0.2% | 1,335 SH | New |
| BANK AMERICA CORP | COM | $311K | 0.2% | 5,659 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.0M | 0.8% | 2,080 SH | New |
| BLACKROCK INC | COM | $538K | 0.4%Prev: 0.3% | 503 SH | Increased-29 SH |
| BLACKSTONE INC | COM | $289K | 0.2% | 1,874 SH | New |
| BOOKING HOLDINGS INC | COM | $223K | 0.2% | 42 SH | New |
| BROADCOM INC | COM | $2.2M | 1.6%Prev: 1.7% | 6,349 SH | Decreased-410 SH |
| CATERPILLAR INC | COM | $963K | 0.7%Prev: 1.1% | 1,681 SH | Decreased+104 SH |
| CHEVRON CORP NEW | COM | $273K | 0.2% | 1,793 SH | New |
| COSTCO WHSL CORP NEW | COM | $825K | 0.6% | 956 SH | New |
| CROWDSTRIKE HLDGS INC | CL A | $389K | 0.3%Prev: 0.5% | 829 SH | Decreased-215 SH |
| CSX CORP | COM | $514K | 0.4% | 14,172 SH | New |
| DISNEY WALT CO | COM | $443K | 0.3% | 3,892 SH | New |
| EA SERIES TRUST | ETF | $347K | 0.3%Prev: 1.3% | 10,799 SH | Decreased-14,218 SH |
| EXXON MOBIL CORP | COM | $401K | 0.3%Prev: 0.3% | 3,329 SH | Decreased-253 SH |
| FIRST TR EXCHANGE-TRADED FD | ETF | $3.0M | 2.3%Prev: 3.0% | 79,510 SH | Decreased-126,991 SH |
| FIRST TR EXCHNG TRADED FD VI | ETF | $22.3M | 16.7%Prev: 17.5% | 661,081 SH | Decreased-82,479 SH |
| GE AEROSPACE | COM NEW | $260K | 0.2% | 843 SH | New |
| GE VERNOVA INC | COM | $201K | 0.2%Prev: 0.2% | 308 SH | Decreased+15 SH |
| GOLDMAN SACHS GROUP INC | COM | $868K | 0.6%Prev: 0.6% | 988 SH | Decreased+34 SH |
| HOME DEPOT INC | COM | $879K | 0.7%Prev: 0.6% | 2,553 SH | Decreased-144 SH |
| HUMANA INC | COM | $343K | 0.3% | 1,339 SH | New |
| ILLINOIS TOOL WKS INC | COM | $702K | 0.5% | 2,850 SH | New |
| INNOVATOR ETFS TRUST | ETF | $16.8M | 12.6%Prev: 11.9% | 844,500 SH | Decreased-10,954 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $296K | 0.2% | 1,000 SH | New |
| INVESCO EXCH TRADED FD TR II | ETF | $362K | 0.3%Prev: 0.2% | 1,432 SH | Increased+575 SH |
| INVESCO EXCHANGE TRADED FD T | ETF | $305K | 0.2%Prev: 0.2% | 1,592 SH | Increased+162 SH |
| INVESCO QQQ TR | ETF | $542K | 0.4%Prev: 0.4% | 882 SH | Decreased+69 SH |
| ISHARES INC | ETF | $1.6M | 1.2%Prev: 1.4% | 21,730 SH | Decreased+162 SH |
| ISHARES TR | ETF | $2.4M | 1.8%Prev: 2.4% | 11,422 SH | Decreased-3,296 SH |
| J P MORGAN EXCHANGE TRADED F | ETF | $226K | 0.2%Prev: 0.1% | 3,893 SH | Increased+424 SH |
| JOHNSON & JOHNSON | COM | $1.2M | 0.9%Prev: 0.7% | 6,024 SH | Increased+1,687 SH |
| JPMORGAN CHASE & CO. | COM | $1.5M | 1.1% | 4,683 SH | New |
| KLA CORP | COM NEW | $229K | 0.2%Prev: 0.4% | 188 SH | Decreased-1,898 SH |
| LAM RESEARCH CORP | COM NEW | $1.4M | 1.0%Prev: 2.9% | 7,994 SH | Decreased-2,186 SH |
| LOCKHEED MARTIN CORP | COM | $263K | 0.2%Prev: 0.2% | 545 SH | Increased+60 SH |
| LOWES COS INC | COM | $409K | 0.3%Prev: 0.3% | 1,697 SH | Increased-146 SH |
| MARSH & MCLENNAN COS INC | COM | $426K | 0.3% | 2,295 SH | New |
| MARVELL TECHNOLOGY INC | COM | $333K | 0.2%Prev: 0.8% | 3,915 SH | Decreased-179 SH |
| MASTERCARD INCORPORATED | CL A | $730K | 0.5%Prev: 0.5% | 1,278 SH | Decreased-180 SH |
| META PLATFORMS INC | CL A | $2.9M | 2.2%Prev: 1.8% | 4,455 SH | Increased-483 SH |
| MICROSOFT CORP | COM | $7.7M | 5.7%Prev: 4.4% | 15,853 SH | Increased-2,003 SH |
| MORGAN STANLEY | COM | $792K | 0.6% | 4,461 SH | New |
| NETFLIX INC | COM | $1.5M | 1.2% | 16,396 SH | New |
| NIKE INC | CL B | $912K | 0.7% | 14,310 SH | New |
| NVIDIA CORPORATION | COM | $5.7M | 4.3%Prev: 4.2% | 30,711 SH | Decreased-1,285 SH |
| PHILIP MORRIS INTL INC | COM | $213K | 0.2% | 1,329 SH | New |
| ROCKWELL AUTOMATION INC | COM | $209K | 0.2%Prev: 0.2% | 537 SH | Decreased+47 SH |
| RTX CORPORATION | COM | $224K | 0.2% | 1,222 SH | New |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $349K | 0.3%Prev: 0.8% | 1,266 SH | Decreased-3 SH |
| SELECT SECTOR SPDR TR | ETF | $206K | 0.2% | 1,748 SH | New |
| SYNOPSYS INC | COM | $338K | 0.3%Prev: 0.3% | 720 SH | Decreased-178 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $524K | 0.4% | 1,726 SH | New |
| TESLA INC | COM | $1.7M | 1.3%Prev: 1.1% | 3,779 SH | Decreased-347 SH |
| TEXAS INSTRS INC | COM | $221K | 0.2% | 1,275 SH | New |
| UNITEDHEALTH GROUP INC | COM | $2.1M | 1.5%Prev: 0.3% | 6,221 SH | Increased+5,141 SH |
| VANGUARD STAR FDS | ETF | $310K | 0.2%Prev: 0.2% | 4,106 SH | Decreased |
| VANGUARD WORLD FD | ETF | $545K | 0.4%Prev: 0.4% | 4,505 SH | Decreased |
| VERTIV HOLDINGS CO | COM CL A | $367K | 0.3%Prev: 0.5% | 2,265 SH | Decreased-36 SH |
| VISA INC | COM CL A | $905K | 0.7%Prev: 0.7% | 2,579 SH | Decreased-341 SH |
| WALMART INC | COM | $1.2M | 0.9%Prev: 0.8% | 11,137 SH | Decreased+77 SH |
| WISDOMTREE TR | ETF | $15.4M | 11.5%Prev: 5.6% | 312,383 SH | Increased+139,396 SH |
| 13F-HR |
| 0002109094-26-000003 |
| $137.5M |
| View |