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CIK 0000946626 • 4 13F filings • Jan 22, 2026 – Oct 19, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | SHS CLASS A | $314K | 0.1% | 1,584 SH | |
| ADVANCED MICRO DEVICES INC | COM | $448K | 0.2% | 2,203 SH | |
| AGNICO EAGLE MINES LTD | COM | $216K | 0.1% | 1,066 SH | |
| ALPHABET INC | CAP STK CL A | $1.1M | 0.5% | 3,966 SH | |
| ALPHABET INC | CAP STK CL C | $2.0M | 0.8% | 6,845 SH | |
| AMAZON COM INC | COM | $2.7M | 1.1% | 13,168 SH | |
| AMERICAS GOLD AND SILVER COR | COM NEW | $104K | 0.0% | 20,000 SH | |
| AMETEK INC | COM | $235K | 0.1% | 1,097 SH | |
| AMGEN INC | COM | $282K | 0.1% | 801 SH | |
| APPLE INC | COM | $9.6M | 4.0% | 37,895 SH | |
| APPLIED MATLS INC | COM | $663K | 0.3% | 1,940 SH | |
| AT&T INC | COM | $255K | 0.1% | 8,796 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $384K | 0.2% | 802 SH | |
| BOEING CO | COM | $687K | 0.3% | 3,450 SH | |
| BROADCOM INC | COM | $554K | 0.2% | 1,790 SH | |
| CALAMOS CONV & HIGH INCOME F | COM SHS | $1.6M | 0.6% | 144,293 SH | |
| CALAMOS ETF TR | AUTOCALLABLE INC | $251K | 0.1% | 10,000 SH | |
| CALAMOS ETF TR | BITCN STRCT ALT | $263K | 0.1% | 10,783 SH | |
| CALAMOS ETF TR | CALAMOS BIT 80 S | $275K | 0.1% | 14,596 SH | |
| CALAMOS ETF TR | RUSSELL 2000 STR | $477K | 0.2% | 17,562 SH | |
| CALAMOS ETF TR | S&P 500 STRU FEB | $374K | 0.2% | 14,609 SH | |
| CANADIAN IMPERIAL BANK OF CO | COM | $258K | 0.1% | 2,721 SH | |
| CANOPY GROWTH CORPORATION | COM NEW | $10K | 0.0% | 10,017 SH | |
| CATERPILLAR INC | COM | $1.7M | 0.7% | 2,345 SH | |
| CHEVRON CORPORATION | COM | $2.3M | 1.0% | 11,273 SH | |
| CISCO SYS INC | COM | $329K | 0.1% | 4,244 SH | |
| COCA COLA CO | COM | $551K | 0.2% | 7,247 SH | |
| COSTCO WHOLESALE CORPORATION | COM | $259K | 0.1% | 260 SH | |
| DECKERS OUTDOOR CORP | COM | $548K | 0.2% | 5,473 SH | |
| DIREXION SHARES ETF TRUST | DAILY S&P OIL & | $41K | 0.0% | 10,000 SH | |
| DISNEY WALT CO | COM | $490K | 0.2% | 5,082 SH | |
| EATON VANCE FLOATING RATE IN | COM | $221K | 0.1% | 20,555 SH | |
| ELI LILLY & CO | COM | $228K | 0.1% | 248 SH | |
| EMERSON ELEC CO | COM | $228K | 0.1% | 1,740 SH | |
| ENDEAVOUR SILVER CORP | COM | $93K | 0.0% | 10,000 SH | |
| EXXON MOBIL CORP | COM | $1.9M | 0.8% | 11,149 SH | |
| FERRARI N V | COM | $720K | 0.3% | 2,126 SH | |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $427K | 0.2% | 7,241 SH | |
| FIRST TR EXCHANGE-TRADED FD | FT VEST TEC | $360K | 0.1% | 13,565 SH | |
| FORTUNA MNG CORP | COM NEW | $99K | 0.0% | 10,000 SH | |
| GLOBAL X FDS | NASDAQ 100 COVER | $196K | 0.1% | 11,416 SH | |
| GUGGENHEIM STRATEGIC OPPORTU | COM SBI | $260K | 0.1% | 23,572 SH | |
| HOME DEPOT INC | COM | $361K | 0.1% | 1,099 SH | |
| HONEYWELL INTL INC | COM | $290K | 0.1% | 1,284 SH | |
| INTEL CORP | COM | $458K | 0.2% | 10,383 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $1.3M | 0.5% | 5,227 SH | |
| INVESCO EXCH TRADED FD TR II | GLOBAL EX US HGH | $663K | 0.3% | 34,175 SH | |
| INVESCO EXCH TRADED FD TR II | S&P500 HDL VOL | $1.8M | 0.7% | 35,618 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $13.8M | 5.7% | 72,142 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $20.7M | 8.5% | 35,863 SH | |
| ISHARES SILVER TR | ISHARES | $506K | 0.2% | 7,420 SH | |
| ISHARES TR | 20 YR TR BD ETF | $5.9M | 2.5% | 68,528 SH | |
| ISHARES TR | CORE 1 5 YR USD | $2.3M | 0.9% | 46,848 SH | |
| ISHARES TR | CORE S&P MCP ETF | $10.0M | 4.1% | 147,995 SH | |
| ISHARES TR | ISHARES SEMICDTR | $918K | 0.4% | 2,793 SH | |
| ISHARES TR | PFD AND INCM SEC | $7.9M | 3.2% | 259,622 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $9.9M | 4.1% | 40,113 SH | |
| ISHARES TR | SELECT DIVID ETF | $9.8M | 4.0% | 64,782 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $1.6M | 0.6% | 30,631 SH | |
| JOHNSON & JOHNSON | COM | $1.1M | 0.5% | 4,562 SH | |
| JPMORGAN CHASE & CO | COM | $879K | 0.4% | 2,989 SH | |
| KLA CORP | COM NEW | $425K | 0.2% | 289 SH | |
| KOPIN CORP | COM | $133K | 0.1% | 59,000 SH | |
| LINDE PLC | SHS | $224K | 0.1% | 452 SH | |
| MCDONALDS CORP | COM | $328K | 0.1% | 1,056 SH | |
| MERCK & CO INC | COM | $302K | 0.1% | 2,512 SH | |
| META PLATFORMS INC | CL A | $2.1M | 0.9% | 3,623 SH | |
| MICROSOFT CORP | COM | $7.5M | 3.1% | 20,222 SH | |
| MP MATERIALS CORP | COM CL A | $292K | 0.1% | 6,050 SH | |
| NETFLIX INC. | COM | $1.2M | 0.5% | 12,370 SH | |
| NIOCORP DEVS LTD | COM NEW | $157K | 0.1% | 35,225 SH | |
| NVIDIA CORPORATION | COM | $6.6M | 2.7% | 37,802 SH | |
| OPENDOOR TECHNOLOGIES INC | COM | $140K | 0.1% | 30,000 SH | |
| ORACLE CORP | COM | $697K | 0.3% | 4,741 SH | |
| PACER FDS TR | METAURUS CAP 400 | $1.4M | 0.6% | 35,733 SH | |
| PEPSICO INC | COM | $327K | 0.1% | 2,103 SH | |
| PFIZER INC | COM | $229K | 0.1% | 8,149 SH | |
| PROCTER & GAMBLE CO | COM | $525K | 0.2% | 3,634 SH | |
| PROSHARES TR | PSHS ULTRA QQQ | $317K | 0.1% | 5,200 SH | |
| PROSHARES TR | ULTRAPRO QQQ | $338K | 0.1% | 8,100 SH | |
| PROSHARES TR II | ULSHT BLOOMB OIL | $250K | 0.1% | 30,000 SH | |
| QUALCOMM INC | COM | $377K | 0.2% | 2,928 SH | |
| ROPER TECHNOLOGIES INC | COM | $5.1M | 2.1% | 14,441 SH | |
| RTX CORPORATION | COM | $2.4M | 1.0% | 12,206 SH | |
| SALESFORCE INC | COM | $211K | 0.1% | 1,128 SH | |
| SIMPLIFY EXCHANGE TRADED FUN | VOLATILITY PREM | $711K | 0.3% | 46,373 SH | |
| SLB LIMITED | COM STK | $1.1M | 0.5% | 22,123 SH | |
| SPDR GOLD TR | GOLD SHS | $251K | 0.1% | 583 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $9.5M | 3.9% | 170,445 SH | |
| STARBUCKS CORP | COM | $2.3M | 0.9% | 25,362 SH | |
| STATE STR SPDR DOW JONES IND | UT SER 1 | $10.1M | 4.2% | 21,836 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $35.0M | 14.5% | 53,876 SH | |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $544K | 0.2% | 1,610 SH | |
| TESLA INC | COM | $264K | 0.1% | 709 SH | |
| TRAVELERS COMPANIES INC | COM | $263K | 0.1% | 900 SH | |
| UNITED STS OIL FD LP | UNITS | $1.6M | 0.7% | 125 SH | |
| VALERO ENERGY CORP | COM | $230K | 0.1% | 931 SH | |
| VANECK ETF TRUST | URANIUM AND NUCL | $1.4M | 0.6% | 10,457 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $673K | 0.3% | 1,127 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.1M | 0.8% | 6,391 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $6.4M | 2.6% | 32,485 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $2.3M | 0.9% | 28,881 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $8.2M | 3.4% | 55,564 SH | |
| VANGUARD WORLD FD | EXTENDED DUR | $1.4M | 0.6% | 21,897 SH | |
| VERIZON COMMUNICATIONS INC | COM | $678K | 0.3% | 13,511 SH | |
| VERTIV HOLDINGS CO | COM CL A | $981K | 0.4% | 3,914 SH | |
| WALMART INC | COM | $662K | 0.3% | 5,331 SH |
| 13F-HR |
| 0002085853-26-000739 |
| $270.2M |
| View |
| Apr 16, 2026 | Q1 2025 | 13F-HR | 0002085853-26-000383 | $242.3M | View |