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CIK 0001842665 • 8 13F filings • May 9, 2025 – Oct 21, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $685K | 0.1%Prev: 0.3% | 1,990 SH | Decreased-3,090 SH |
| ALPHABET INC | CAP STK CL C | $606K | 0.1%Prev: 0.1% | 1,779 SH | Increased-166 SH |
| AMAZON COM INC | COM | $428K | 0.1%Prev: 0.2% | 1,717 SH | Decreased-1,557 SH |
| APPLE INC | COM | $3.8M | 0.7%Prev: 0.7% | 11,473 SH | Increased-439 SH |
| BACKBLAZE INC | COM CL A | $17.7M | 3.1% | 1,266,421 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.5M | 0.3% | 2 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $351K | 0.1%Prev: 0.1% | 705 SH | Increased+241 SH |
| BROADCOM INC | COM | $383K | 0.1%Prev: 0.1% | 1,091 SH | Increased-10 SH |
| CATERPILLAR INC | COM | $430K | 0.1%Prev: 0.1% | 530 SH | Increased+29 SH |
| CUMMINS INC | COM | $545K | 0.1%Prev: 0.1% | 1,055 SH | Increased-18 SH |
| ELI LILLY & CO | COM | $942K | 0.2%Prev: 0.1% | 814 SH | Increased+166 SH |
| GE AEROSPACE | COM NEW | $460K | 0.1%Prev: 0.1% | 1,472 SH | Increased-24 SH |
| HUNTINGTON BANCSHARES INC | COM | $3.9M | 0.7% | 253,026 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | $1.5M | 0.3%Prev: 0.3% | 22,553 SH | Decreased-11,627 SH |
| INVESCO QQQ TR | UNIT SER 1 | $48.6M | 8.4%Prev: 13.7% | 65,747 SH | Decreased-33,811 SH |
| ISHARES TR | ESG MSCI KLD ETF | $946K | 0.2% | 6,469 SH | New |
| JPMORGAN CHASE & CO | COM | $348K | 0.1% | 1,052 SH | New |
| LEMONADE INC | COM | $37.5M | 6.5%Prev: 7.0% | 830,255 SH | Increased+254,349 SH |
| META PLATFORMS INC | CL A | $266K | 0.0%Prev: 0.1% | 367 SH | Decreased-33 SH |
| MICRON TECHNOLOGY INC | COM | $51.4M | 8.9% | 48,293 SH | New |
| MICROSOFT CORP | COM | $1.0M | 0.2%Prev: 0.3% | 1,990 SH | Decreased-345 SH |
| MODERNA INC | COM | $369K | 0.1% | 1,914 SH | New |
| NVIDIA CORPORATION | COM | $2.3M | 0.4%Prev: 2.4% | 9,985 SH | Decreased-46,096 SH |
| OSCAR HEALTH INC | CL A | $37.4M | 6.5%Prev: 1.7% | 1,211,825 SH | Increased+826,510 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $432K | 0.1% | 2,307 SH | New |
| ROUNDHILL ETF TRUST | MEMORY ETF | $13.5M | 2.3% | 223,206 SH | New |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | $99.4M | 17.2% | 658,587 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $25.2M | 4.4% | 33,070 SH | New |
| TESLA INC | COM | $148.1M | 25.7%Prev: 57.6% | 417,269 SH | Decreased-149,250 SH |
| UNUSUAL MACHS INC | COM SHS | $43.6M | 7.6% | 1,782,969 SH | New |
| UPSTART HLDGS INC | COM | $32.6M | 5.6%Prev: 2.4% | 1,416,483 SH | Increased+1,211,077 SH |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | $438K | 0.1% | 1,171 SH | New |
| 13F-HR |
| 0001085146-25-005868 |
| $437.4M |
| View |
| Aug 3, 2026 | Q2 2026 | 13F-HR | 0001842665-26-000005 | $617.4M | View |
| Jul 11, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003763 | $287.7M | View |
| Apr 28, 2026 | Q1 2026 | 13F-HR | 0001842665-26-000002 | $455.6M | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002873 | $195.4M | View |