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CIK 0001131181 • 7 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $327K | 0.0%Prev: 0.0% | 1,430 SH | Decreased+17 SH |
| AIR PRODS & CHEMS INC | COM | $26.0M | 2.7%Prev: 1.7% | 105,054 SH | Increased+43,925 SH |
| ALLSTATE CORP | COM | $454K | 0.0%Prev: 0.0% | 2,180 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $31.0M | 3.2%Prev: 2.6% | 99,017 SH | Increased-7,221 SH |
| ALPHABET INC | CAP STK CL C | $79.6M | 8.1%Prev: 6.7% | 253,587 SH | Increased-15,764 SH |
| AMAZON COM INC | COM | $88.9M | 9.1%Prev: 8.7% | 384,948 SH | Increased-12,395 SH |
| AMERICAN EXPRESS CO | COM | $60.7M | 6.2%Prev: 6.3% | 164,011 SH | Decreased-21,027 SH |
| ANGEL STUDIOS INC | CL A COM | $766K | 0.1% | 163,926 SH | New |
| APPLE INC | COM | $75.5M | 7.7%Prev: 7.8% | 277,868 SH | Decreased-25,529 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $202K | 0.0% | 189 SH | New |
| AT&T INC | COM | $229K | 0.0%Prev: 0.0% | 9,238 SH | Decreased+117 SH |
| BANK AMERICA CORP | COM | $423K | 0.0%Prev: 0.0% | 7,685 SH | Increased+56 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $755K | 0.1%Prev: 0.1% | 1 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $95.8M | 9.8%Prev: 9.8% | 190,510 SH | Increased+353 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $312K | 0.0%Prev: 0.0% | 5,791 SH | Increased+31 SH |
| BROADCOM INC | COM | $1.1M | 0.1%Prev: 0.2% | 3,100 SH | Decreased-3,843 SH |
| CARRIER GLOBAL CORPORATION | COM | $698K | 0.1%Prev: 0.1% | 13,211 SH | Decreased |
| CATERPILLAR INC | COM | $2.6M | 0.3%Prev: 0.2% | 4,474 SH | Increased-14 SH |
| CATHAY GEN BANCORP | COM | $1.5M | 0.2%Prev: 0.2% | 31,125 SH | Increased |
| CHEVRON CORP NEW | COM | $700K | 0.1%Prev: 0.1% | 4,590 SH | Decreased-69 SH |
| CHUBB LIMITED | COM | $247K | 0.0%Prev: 0.0% | 790 SH | Increased+9 SH |
| CINCINNATI FINL CORP | COM | $202K | 0.0% | 1,238 SH | New |
| COMCAST CORP NEW | CL A | $268K | 0.0%Prev: 0.0% | 8,956 SH | Decreased+395 SH |
| COSTCO WHSL CORP NEW | COM | $1.5M | 0.1%Prev: 0.2% | 1,698 SH | Decreased-104 SH |
| CROWDSTRIKE HLDGS INC | CL A | $597K | 0.1%Prev: 0.1% | 1,274 SH | Decreased+42 SH |
| CUMMINS INC | COM | $281K | 0.0%Prev: 0.0% | 550 SH | Increased+2 SH |
| DEERE & CO | COM | $486K | 0.0%Prev: 0.0% | 1,043 SH | Increased+38 SH |
| DIREXION SHS ETF TR | DRX S&P500BULL | $372K | 0.0%Prev: 0.0% | 1,686 SH | Increased-61 SH |
| EATON CORP PLC | SHS | $1.9M | 0.2%Prev: 0.2% | 6,063 SH | Decreased+2 SH |
| ELI LILLY & CO | COM | $1.1M | 0.1%Prev: 0.1% | 1,063 SH | Increased-36 SH |
| EMERSON ELEC CO | COM | $1.1M | 0.1%Prev: 0.1% | 8,559 SH | Increased+4 SH |
| ETFS GOLD TR | PHYSCL GOLD SHS | $320K | 0.0%Prev: 0.0% | 7,790 SH | Decreased-1,188 SH |
| EXXON MOBIL CORP | COM | $1.1M | 0.1%Prev: 0.1% | 9,436 SH | Increased+483 SH |
| FRANCO NEV CORP | COM | $298K | 0.0%Prev: 0.0% | 1,437 SH | Decreased |
| FREEPORT-MCMORAN INC | CL B | $250K | 0.0%Prev: 0.0% | 4,926 SH | Increased-1,000 SH |
| GE AEROSPACE | COM NEW | $285K | 0.0%Prev: 0.0% | 925 SH | Decreased-176 SH |
| GE VERNOVA INC | COM | $205K | 0.0%Prev: 0.0% | 314 SH | Decreased-185 SH |
| HANCOCK WHITNEY CORPORATION | COM | $244K | 0.0%Prev: 0.0% | 3,828 SH | Increased |
| HEALTHEQUITY INC | COM | $637K | 0.1%Prev: 0.1% | 6,949 SH | Decreased-2,097 SH |
| HERSHEY CO | COM | $21.7M | 2.2%Prev: 2.3% | 119,482 SH | Decreased-2,317 SH |
| HOME DEPOT INC | COM | $675K | 0.1%Prev: 0.1% | 1,961 SH | Decreased-324 SH |
| INVESCO QQQ TR | UNIT SER 1 | $4.8M | 0.5%Prev: 1.1% | 7,748 SH | Decreased-42,433 SH |
| ISHARES SILVER TR | ISHARES | $253K | 0.0% | 3,930 SH | New |
| ISHARES TR | CORE S&P500 ETF | $422K | 0.0%Prev: 0.0% | 616 SH | Increased+197 SH |
| ISHARES TR | SELECT DIVID ETF | $213K | 0.0%Prev: 0.0% | 1,511 SH | Decreased |
| ISHARES TR | ULTRA SHORT DUR | $51.3M | 5.3%Prev: 4.4% | 1,014,919 SH | Increased+171,741 SH |
| JOHNSON & JOHNSON | COM | $14.1M | 1.4%Prev: 1.3% | 68,110 SH | Increased+29 SH |
| JPMORGAN CHASE & CO. | COM | $726K | 0.1%Prev: 0.1% | 2,252 SH | Decreased-102 SH |
| KIMBERLY-CLARK CORP | COM | $242K | 0.0%Prev: 0.0% | 2,400 SH | Decreased |
| MASTERCARD INCORPORATED | CL A | $1.3M | 0.1%Prev: 0.2% | 2,299 SH | Decreased-302 SH |
| MCDONALDS CORP | COM | $898K | 0.1%Prev: 0.1% | 2,940 SH | Decreased-46 SH |
| MERCK & CO INC | COM | $842K | 0.1%Prev: 0.1% | 7,997 SH | Increased+23 SH |
| META PLATFORMS INC | CL A | $75.7M | 7.8%Prev: 8.6% | 114,755 SH | Decreased-1,307 SH |
| MICROSOFT CORP | COM | $55.7M | 5.7%Prev: 6.1% | 115,242 SH | Decreased-645 SH |
| MICROVISION INC DEL | COM NEW | $22K | 0.0% | 26,230 SH | New |
| MORGAN STANLEY | COM NEW | $420K | 0.0%Prev: 0.0% | 2,367 SH | Increased+16 SH |
| NETFLIX INC | COM | $19.3M | 2.0%Prev: 2.6% | 206,192 SH | Decreased+184,720 SH |
| NEWMONT CORP | COM | $321K | 0.0%Prev: 0.0% | 3,211 SH | Increased |
| NVIDIA CORPORATION | COM | $74.7M | 7.6%Prev: 7.9% | 400,371 SH | Decreased-16,255 SH |
| ORACLE CORP | COM | $359K | 0.0%Prev: 0.1% | 1,842 SH | Decreased+20 SH |
| OTIS WORLDWIDE CORP | COM | $579K | 0.1%Prev: 0.1% | 6,630 SH | Decreased |
| PALANTIR TECHNOLOGIES INC | CL A | $15.6M | 1.6%Prev: 1.7% | 87,531 SH | Decreased-3,038 SH |
| PALO ALTO NETWORKS INC | COM | $15.2M | 1.6%Prev: 1.7% | 82,717 SH | Decreased-1,296 SH |
| PARKER-HANNIFIN CORP | COM | $268K | 0.0%Prev: 0.0% | 305 SH | Increased-15 SH |
| PDS BIOTECHNOLOGY CORP | COM | $58K | 0.0%Prev: 0.0% | 75,016 SH | Decreased |
| PEPSICO INC | COM | $725K | 0.1%Prev: 0.1% | 5,050 SH | Decreased-618 SH |
| PFIZER INC | COM | $277K | 0.0%Prev: 0.0% | 11,123 SH | Decreased-1,597 SH |
| PPG INDS INC | COM | $832K | 0.1%Prev: 0.1% | 8,117 SH | Decreased |
| PROCTER AND GAMBLE CO | COM | $1.8M | 0.2%Prev: 0.2% | 12,859 SH | Decreased-848 SH |
| REPUBLIC SVCS INC | COM | $310K | 0.0%Prev: 0.0% | 1,462 SH | Decreased-154 SH |
| RTX CORPORATION | COM | $28.2M | 2.9%Prev: 2.7% | 153,688 SH | Increased-7,191 SH |
| SALESFORCE INC | COM | $358K | 0.0%Prev: 0.0% | 1,353 SH | Increased+48 SH |
| SELECT SECTOR SPDR TR | STATE STREET CON | $388K | 0.0% | 3,250 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $292K | 0.0% | 1,889 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $538K | 0.1% | 3,736 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $410K | 0.0% | 9,595 SH | New |
| SEMPRA | COM | $265K | 0.0%Prev: 0.0% | 3,000 SH | Decreased |
| SNOWFLAKE INC | COM SHS | $1.4M | 0.1%Prev: 0.2% | 6,173 SH | Decreased-943 SH |
| SPDR GOLD TR | GOLD SHS | $851K | 0.1%Prev: 0.1% | 2,147 SH | Increased+115 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $5.2M | 0.5%Prev: 1.3% | 7,668 SH | Decreased-53,238 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $610K | 0.1% | 5,634 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $475K | 0.0%Prev: 0.0% | 1,564 SH | Increased-7 SH |
| TE CONNECTIVITY PLC | ORD SHS | $286K | 0.0%Prev: 0.0% | 1,256 SH | Increased+6 SH |
| TESLA INC | COM | $3.2M | 0.3%Prev: 0.3% | 7,225 SH | Decreased-196 SH |
| TPG INC | COM CL A | $223K | 0.0%Prev: 0.0% | 3,500 SH | Increased |
| TRIP COM GROUP LTD | ADS | $204K | 0.0%Prev: 0.0% | 2,830 SH | Decreased |
| UBER TECHNOLOGIES INC | COM | $37.1M | 3.8%Prev: 4.4% | 453,976 SH | Decreased+12,339 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $1.2M | 0.1%Prev: 0.3% | 3,300 SH | Decreased-21,117 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $2.6M | 0.3%Prev: 0.2% | 5,237 SH | Increased+720 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $445K | 0.0%Prev: 0.0% | 709 SH | Increased-769 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.1M | 0.1%Prev: 0.1% | 5,278 SH | Increased+78 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $4.9M | 0.5%Prev: 0.5% | 14,748 SH | Increased-20 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $305K | 0.0%Prev: 0.0% | 3,642 SH | Decreased-417 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $1.9M | 0.2%Prev: 0.1% | 32,045 SH | Increased+8,897 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $627K | 0.1% | 7,867 SH | New |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $16.2M | 1.7%Prev: 1.5% | 112,933 SH | Increased+10,957 SH |
| VISA INC | COM CL A | $24.5M | 2.5%Prev: 2.5% | 69,839 SH | Increased-576 SH |
| WALMART INC | COM | $3.8M | 0.4%Prev: 0.4% | 34,474 SH | Increased-1,435 SH |
| YUM BRANDS INC | COM | $332K | 0.0%Prev: 0.0% | 2,192 SH | Decreased-229 SH |
| 13F-HR |
| 0001131181-26-000003 |
| $1.03B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001085146-25-005094 | $897.3M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001131181-26-000002 | $946.7M | View |
| May 27, 2025 | Q1 2025 | 13F-HR/A | 0001085146-25-003400 | $725.5M | View |