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CIK 0001792430 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $9.3M | 7.6%Prev: 7.2% | 29,699 SH | Increased-7,280 SH |
| AMERICAN EXPRESS CO | COM | $4.4M | 3.6%Prev: 3.3% | 11,879 SH | Increased-527 SH |
| APPLE INC | COM | $7.3M | 5.9%Prev: 5.4% | 26,715 SH | Increased+157 SH |
| APPLIED MATLS INC | COM | $4.0M | 3.2%Prev: 2.6% | 15,430 SH | Increased-771 SH |
| ASML HOLDING N V | NY REGISTRY SHS | $8.5M | 7.0%Prev: 6.4% | 7,957 SH | Increased-294 SH |
| CADENCE DESIGN SYSTEM INC | COM | $691K | 0.6%Prev: 2.9% | 2,212 SH | Decreased-8,056 SH |
| COSTCO WHSL CORP NEW | COM | $620K | 0.5%Prev: 0.5% | 719 SH | Decreased-2 SH |
| CUMMINS INC | COM | $4.0M | 3.3%Prev: 3.6% | 7,791 SH | Decreased-2,744 SH |
| DEERE & CO | COM | $6.2M | 5.1%Prev: 4.0% | 13,336 SH | Increased+2,272 SH |
| ELI LILLY & CO | COM | $1.2M | 1.0%Prev: 0.7% | 1,134 SH | Increased-22 SH |
| FAIR ISAAC CORP | COM | $719K | 0.6%Prev: 0.5% | 425 SH | Increased-2 SH |
| GE AEROSPACE | COM NEW | $863K | 0.7%Prev: 0.7% | 2,802 SH | Increased-9 SH |
| HENRY JACK & ASSOC INC | COM | $4.4M | 3.6% | 24,264 SH | New |
| INTUIT | COM | $4.4M | 3.6%Prev: 3.0% | 6,575 SH | Increased+1,002 SH |
| INTUITIVE SURGICAL INC | COM NEW | $744K | 0.6%Prev: 0.5% | 1,314 SH | Increased-4 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $220K | 0.2%Prev: 0.2% | 1,149 SH | Decreased-249 SH |
| ISHARES TR | CORE S&P500 ETF | $1.0M | 0.9%Prev: 0.8% | 1,524 SH | Increased |
| JPMORGAN CHASE & CO. | COM | $650K | 0.5%Prev: 0.5% | 2,016 SH | Increased |
| KLA CORP | COM NEW | $1.6M | 1.3%Prev: 1.2% | 1,342 SH | Increased-3 SH |
| LAM RESEARCH CORP | COM NEW | $890K | 0.7%Prev: 0.6% | 5,198 SH | Increased |
| MASTERCARD INCORPORATED | CL A | $6.5M | 5.3%Prev: 5.4% | 11,419 SH | Decreased-402 SH |
| MERCK & CO INC | COM | $1.1M | 0.9%Prev: 0.8% | 10,220 SH | Increased-1,019 SH |
| MICROSOFT CORP | COM | $6.5M | 5.3%Prev: 5.8% | 13,510 SH | Decreased-525 SH |
| NETFLIX INC | COM | $505K | 0.4%Prev: 0.5% | 5,390 SH | Decreased+4,845 SH |
| NOVO-NORDISK A S | ADR | $1.5M | 1.2%Prev: 1.6% | 29,340 SH | Decreased-7,669 SH |
| NVIDIA CORPORATION | COM | $8.5M | 7.0%Prev: 8.9% | 45,540 SH | Decreased-13,881 SH |
| OLD DOMINION FREIGHT LINE IN | COM | $5.2M | 4.2%Prev: 2.5% | 32,991 SH | Increased+10,336 SH |
| RLI CORP | COM | $6.3M | 5.2%Prev: 4.8% | 98,434 SH | Increased+6,625 SH |
| ROPER TECHNOLOGIES INC | COM | $574K | 0.5%Prev: 0.5% | 1,290 SH | Decreased-5 SH |
| S&P GLOBAL INC | COM | $6.5M | 5.4%Prev: 2.9% | 12,533 SH | Increased+5,002 SH |
| SALESFORCE INC | COM | $708K | 0.6%Prev: 0.5% | 2,673 SH | Increased-12 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $8.1M | 6.6%Prev: 6.5% | 11,900 SH | Decreased-300 SH |
| STEEL DYNAMICS INC | COM | $4.4M | 3.6%Prev: 3.0% | 25,829 SH | Increased-806 SH |
| TEXAS INSTRS INC | COM | $3.2M | 2.7%Prev: 2.9% | 18,733 SH | Decreased-1,078 SH |
| TRANE TECHNOLOGIES PLC | SHS | $78K | 0.1%Prev: 0.1% | 200 SH | Decreased |
| UNITED RENTALS INC | COM | $704K | 0.6%Prev: 0.7% | 870 SH | Decreased-2 SH |
| 13F-HR |
| 0001493152-26-038313 |
| $138.7M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001493152-25-011980 | $103.2M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001493152-26-023725 | $122.1M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001641172-25-010905 | $94.5M | View |