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CIK 0001737917 • 3 13F filings • Feb 24, 2026 – Jul 27, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $665K | 0.7%Prev: 0.6% | 2,912 SH | Decreased-29 SH |
| ACCENTURE PLC IRELAND | SHS CLASS A | $1.4M | 1.4%Prev: 0.6% | 5,221 SH | Increased+55 SH |
| ALPHABET INC | CAP STK CL A | $4.6M | 4.5%Prev: 4.6% | 14,569 SH | Decreased-199 SH |
| AMAZON COM INC | COM | $1.9M | 1.8%Prev: 1.5% | 8,017 SH | Increased+991 SH |
| AMGEN INC | COM | $205K | 0.2%Prev: 0.2% | 626 SH | Decreased-3 SH |
| APPLE INC | COM | $4.1M | 4.0%Prev: 3.7% | 14,905 SH | Decreased+149 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $750K | 0.7% | 701 SH | New |
| BNY MELLON ETF TRUST II | DYNAMIC VALUE | $389K | 0.4%Prev: 0.7% | 13,407 SH | Decreased-9,734 SH |
| BROADCOM INC | COM | $15.1M | 14.9%Prev: 14.6% | 43,741 SH | Decreased-793 SH |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $1.6M | 1.6% | 36,655 SH | New |
| ELI LILLY & CO | COM | $436K | 0.4%Prev: 0.4% | 406 SH | Decreased+25 SH |
| FLEX LTD | ORD | $211K | 0.2% | 3,500 SH | New |
| ICON PLC | SHS | $574K | 0.6% | 3,152 SH | New |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $630K | 0.6%Prev: 2.9% | 5,278 SH | Decreased-15,271 SH |
| INVESCO QQQ TR | UNIT SER 1 | $307K | 0.3%Prev: 0.4% | 499 SH | Decreased-78 SH |
| JOHNSON & JOHNSON | COM | $345K | 0.3%Prev: 0.4% | 1,667 SH | Decreased-1 SH |
| JPMORGAN CHASE & CO. | COM | $818K | 0.8% | 2,538 SH | New |
| MARVELL TECHNOLOGY INC | COM | $500K | 0.5%Prev: 1.6% | 5,883 SH | Decreased-241 SH |
| MASTERCARD INCORPORATED | CL A | $3.9M | 3.8%Prev: 3.0% | 6,748 SH | Increased+59 SH |
| MCDONALDS CORP | COM | $1.7M | 1.6%Prev: 1.3% | 5,452 SH | Increased+12 SH |
| MICRON TECHNOLOGY INC | COM | $758K | 0.7%Prev: 2.6% | 2,654 SH | Decreased+45 SH |
| MICROSOFT CORP | COM | $3.3M | 3.3%Prev: 2.2% | 6,902 SH | Increased+82 SH |
| NVIDIA CORPORATION | COM | $28.4M | 27.8%Prev: 26.4% | 152,116 SH | Decreased-381 SH |
| PRECIGEN INC | COM | $443K | 0.4%Prev: 0.5% | 105,906 SH | Decreased+115 SH |
| SALESFORCE INC | COM | $1.3M | 1.3%Prev: 0.6% | 5,086 SH | Increased+335 SH |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $226K | 0.2% | 4,120 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET IND | $227K | 0.2% | 1,463 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $234K | 0.2% | 1,623 SH | New |
| SERVICENOW INC | COM | $2.2M | 2.1%Prev: 1.2% | 14,085 SH | Increased+169 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $3.6M | 3.6%Prev: 2.3% | 22,634 SH | Increased-281 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $4.2M | 4.1% | 6,169 SH | New |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $534K | 0.5%Prev: 1.4% | 1,483 SH | Decreased-1,029 SH |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $1.3M | 1.3%Prev: 1.6% | 2,906 SH | Decreased-19,395 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $410K | 0.4%Prev: 0.4% | 1,935 SH | Decreased-6 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $12.2M | 12.0%Prev: 11.1% | 29,656 SH | Decreased-115,790 SH |
| VISA INC | COM CL A | $2.5M | 2.4%Prev: 2.0% | 7,100 SH | Increased+228 SH |
| 13F-HR |
| 0001172661-26-001561 |
| $92.7M |
| View |