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CIK 0002037081 • 1 13F filing • Jul 14, 2025 – Jul 14, 2025
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Past 1 quarter
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALLSTATE CORP | COM | $1.4M | 1.4% | 7,067 SH | |
| AMAZON COM INC | COM | $3.8M | 3.7% | 17,292 SH | |
| AMERICAN EXPRESS CO | COM | $1.4M | 1.4% | 4,538 SH | |
| APPLE INC | COM | $1.0M | 1.0% | 4,907 SH | |
| APPLOVIN CORP | COM CL A | $963K | 0.9% | 2,752 SH | |
| ARISTA NETWORKS INC | COM SHS | $533K | 0.5% | 5,207 SH | |
| BANK NEW YORK MELLON CORP | COM | $668K | 0.6% | 7,331 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $697K | 0.7% | 1,435 SH | |
| BROADCOM INC | COM | $3.6M | 3.5% | 13,205 SH | |
| CAMBRIA ETF TR | GLOBAL VALUE ETF | $1.2M | 1.2% | 44,038 SH | |
| COINBASE GLOBAL INC | COM CL A | $2.5M | 2.4% | 7,105 SH | |
| CROWDSTRIKE HLDGS INC | CL A | $1.1M | 1.1% | 2,242 SH | |
| DELL TECHNOLOGIES INC | CL C | $1.7M | 1.7% | 13,857 SH | |
| EA SERIES TRUST | ALPHA ARCH 1-3 | $4.5M | 4.4% | 39,789 SH | |
| EATON CORP PLC | SHS | $930K | 0.9% | 2,606 SH | |
| ELI LILLY & CO | COM | $2.0M | 2.0% | 2,606 SH | |
| EMCOR GROUP INC | COM | $1.5M | 1.4% | 2,733 SH | |
| EMERSON ELEC CO | COM | $950K | 0.9% | 7,128 SH | |
| EXPAND ENERGY CORPORATION | COM | $1.2M | 1.2% | 10,259 SH | |
| EXXON MOBIL CORP | COM | $661K | 0.6% | 6,129 SH | |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $272K | 0.3% | 8,539 SH | |
| FRANKLIN TEMPLETON ETF TR | INCOME FOCUS ETF | $629K | 0.6% | 23,165 SH | |
| FRANKLIN TEMPLETON ETF TR | SENIOR LOAN ETF | $1.7M | 1.7% | 72,007 SH | |
| GALLAGHER ARTHUR J & CO | COM | $622K | 0.6% | 1,944 SH | |
| GE VERNOVA INC | COM | $2.4M | 2.3% | 4,480 SH | |
| HARBOR ETF TRUST | HARBOR COMMODITY | $1.5M | 1.5% | 61,616 SH | |
| INTERCONTINENTAL EXCHANGE IN | COM | $964K | 0.9% | 5,255 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $407K | 0.4% | 1,382 SH | |
| INTUIT | COM | $2.5M | 2.4% | 3,198 SH | |
| INTUITIVE SURGICAL INC | COM NEW | $1.1M | 1.1% | 2,022 SH | |
| INVESCO ACTIVELY MANAGED EXC | VAR RATE INVT | $202K | 0.2% | 8,055 SH | |
| ISHARES TR | 0-3 MNTH TREASRY | $5.0M | 4.9% | 49,980 SH | |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $299K | 0.3% | 5,884 SH | |
| JPMORGAN CHASE & CO. | COM | $1.8M | 1.7% | 6,171 SH | |
| LEGG MASON ETF INVT | FRANKLIN US LOW | $1.6M | 1.6% | 40,882 SH | |
| MASTEC INC | COM | $1.6M | 1.5% | 9,239 SH | |
| MASTERCARD INCORPORATED | CL A | $1.3M | 1.2% | 2,257 SH | |
| META PLATFORMS INC | CL A | $2.2M | 2.1% | 2,984 SH | |
| MICROSOFT CORP | COM | $2.3M | 2.3% | 4,671 SH | |
| NETFLIX INC | COM | $2.4M | 2.3% | 1,775 SH | |
| NVIDIA CORPORATION | COM | $4.7M | 4.6% | 29,944 SH | |
| NXP SEMICONDUCTORS N V | COM | $250K | 0.2% | 1,137 SH | |
| PACER FDS TR | PAC ASSET FLTG | $1.7M | 1.7% | 36,072 SH | |
| PACER FDS TR | US SMALL CAP CAS | $1.1M | 1.1% | 28,854 SH | |
| PALO ALTO NETWORKS INC | COM | $1.8M | 1.7% | 8,699 SH | |
| PAYPAL HLDGS INC | COM | $1.8M | 1.8% | 24,629 SH | |
| PIMCO ETF TR | MULTISECTOR BD | $2.3M | 2.2% | 85,888 SH | |
| PLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | $310K | 0.3% | 16,923 SH | |
| PROGRESSIVE CORP | COM | $2.0M | 1.9% | 7,439 SH | |
| ROBINHOOD MKTS INC | COM CL A | $1.2M | 1.2% | 13,030 SH | |
| RTX CORPORATION | COM | $422K | 0.4% | 2,891 SH | |
| S&P GLOBAL INC | COM | $2.0M | 1.9% | 3,769 SH | |
| SALESFORCE INC | COM | $2.1M | 2.0% | 7,543 SH | |
| SERVICENOW INC | COM | $2.3M | 2.2% | 2,190 SH | |
| SPDR GOLD TR | GOLD SHS | $1.1M | 1.0% | 3,544 SH | |
| SPOTIFY TECHNOLOGY S A | SHS | $511K | 0.5% | 666 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $1.5M | 1.4% | 6,515 SH | |
| TESLA INC | COM | $1.5M | 1.4% | 4,585 SH | |
| UBER TECHNOLOGIES INC | COM | $2.8M | 2.7% | 29,530 SH | |
| VANECK BITCOIN ETF | SH BEN INT | $2.3M | 2.3% | 76,166 SH | |
| VANECK ETF TRUST | CLO ETF | $2.1M | 2.0% | 39,515 SH | |
| VANECK ETF TRUST | ENERGY INCME ET | $1.1M | 1.1% | 11,454 SH | |
| VISA INC | COM CL A | $1.8M | 1.7% | 5,027 SH | |
| WORKDAY INC | CL A | $1.1M | 1.0% | 4,464 SH |
Open a filing on Jive Data
| Filing Date | Quarter | Form | Accession | Portfolio | Filing |
|---|---|---|---|---|---|
| Jul 14, 2025 | Q2 2025 | 13F-HR | 0002037081-25-000003 | $102.9M | View |