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CIK 0002055804 • 7 13F filings • May 15, 2025 – Aug 14, 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 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | ABBV | $4.7M | 4.4% | 21,839 SH | New |
| ADOBE INC | ADBE | $1.6M | 1.4% | 6,410 SH | New |
| ADVANCED MICRO DEVIC | AMD | $379K | 0.4% | 1,864 SH | New |
| ALPHABET INC CLASS CLASS A | GOOGL | $6.9M | 6.4% | 24,112 SH | New |
| AMAZON.COM INC | AMZN | $1.6M | 1.5% | 7,692 SH | New |
| APPLE INC | AAPL | $10.4M | 9.6% | 40,852 SH | New |
| ARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS | ARM | $2.6M | 2.4% | 17,246 SH | New |
| BERKSHIRE HATHAWAY CLASS B | BRKB | $688K | 0.6% | 1,435 SH | New |
| BRISTOL MYERS SQUIBB CO | BMY | $361K | 0.3% | 5,958 SH | New |
| BROADCOM INC | AVGO | $23.0M | 21.4% | 74,438 SH | New |
| ECOLAB INC | ECL | $2.5M | 2.3% | 9,365 SH | New |
| EDWARDS LIFESCIENCES COR | EW | $3.5M | 3.3% | 44,056 SH | New |
| ELI LILLY AND CO | LLY | $228K | 0.2% | 248 SH | New |
| EQUINIX INC REIT | EQIX | $476K | 0.4% | 486 SH | New |
| EXPEDITORS INTL WASH INC CLASS CLASS A | EXPD | $239K | 0.2% | 1,670 SH | New |
| GILEAD SCIENCES INC | GILD | $380K | 0.4% | 2,730 SH | New |
| HILTON WORLDWIDE HLDGS I | HLT | $3.9M | 3.6% | 12,666 SH | New |
| IDEXX LABS INC | IDXX | $6.8M | 6.3% | 12,137 SH | New |
| INCYTE CORP | INCY | $1.7M | 1.6% | 18,490 SH | New |
| INTUITIVE SURGICAL INC | ISRG | $2.1M | 2.0% | 4,564 SH | New |
| IOVANCE BIOTHERAPEUTICS | IOVA | $208K | 0.2% | 59,143 SH | New |
| KINROSS GOLD CORP F | KGC | $1.3M | 1.2% | 41,903 SH | New |
| MARRIOTT INTL INC NEW CLASS CLASS A | MAR | $3.3M | 3.1% | 10,064 SH | New |
| META PLATFORMS INC CLASS CLASS A | META | $1.5M | 1.3% | 2,538 SH | New |
| MICROSOFT CORP | MSFT | $2.9M | 2.7% | 7,967 SH | New |
| NEXTERA ENERGY INC | NEE | $707K | 0.7% | 7,607 SH | New |
| NICE LTD F SPONSORED ADR 1 ADR REPS 1 ORD SHS | NICE | $2.9M | 2.7% | 26,641 SH | New |
| NVIDIA CORP | NVDA | $8.4M | 7.8% | 48,147 SH | New |
| PUBLIC SVC ENTERPRISE GR | PEG | $504K | 0.5% | 6,231 SH | New |
| ROPER TECHNOLOGIES INC | ROP | $4.1M | 3.8% | 11,682 SH | New |
| SKYWORKS SOLUTIONS INC | SWKS | $299K | 0.3% | 5,583 SH | New |
| SOUTHERN CO | SO | $204K | 0.2% | 2,113 SH | New |
| TRANSDIGM GROUP INC | TDG | $815K | 0.8% | 703 SH | New |
| VERIZON COMMUNICATIONS I | VZ | $234K | 0.2% | 4,653 SH | New |
| VERTIV HLDGS CO CLASS CLASS A | VRT | $4.4M | 4.1% | 17,554 SH | New |
| VISA INC CLASS CLASS A | V | $1.5M | 1.4% | 4,993 SH | New |
| ZEBRA TECHNOLOGIES CORP CLASS A | ZBRA | $291K | 0.3% | 1,390 SH | New |
| 13F-HR |
| 0001754960-25-000772 |
| $112.3M |
| View |
| Aug 14, 2026 | Q2 2026 | 13F-HR/A | 0001754960-26-000772 | $124.5M | View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000606 | $113.4M | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000279 | $107.8M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000304 | $90.8M | View |