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CIK 0002095972 • 4 13F filings • Nov 7, 2025 – Aug 7, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $1.7M | 1.5% | 7,746 SH | |
| ALPHABET INC | CAP STK CL A | $10.1M | 9.2% | 34,981 SH | |
| AMAZON COM INC | COM | $4.3M | 3.9% | 20,536 SH | |
| AMGEN INC | COM | $411K | 0.4% | 1,168 SH | |
| APPLIED MATLS INC | COM | $239K | 0.2% | 700 SH | |
| ARBOR REALTY TRUST INC | COM | $1.4M | 1.3% | 178,689 SH | |
| ARGAN INC | COM | $490K | 0.4% | 899 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $4.0M | 3.7% | 8,344 SH | |
| BOEING CO | COM | $1.9M | 1.7% | 9,561 SH | |
| BRISTOL-MYERS SQUIBB CO | COM | $509K | 0.5% | 8,398 SH | |
| CECO ENVIRONMENTAL CORP | COM | $616K | 0.6% | 10,343 SH | |
| CIENA CORP | COM NEW | $1.1M | 1.1% | 2,962 SH | |
| CLOUDFLARE INC | CL A COM | $1.4M | 1.3% | 6,721 SH | |
| CONSTELLATION ENERGY CORP | COM | $1.9M | 1.8% | 6,964 SH | |
| CRISPR THERAPEUTICS AG | NAMEN AKT | $751K | 0.7% | 15,789 SH | |
| CUMMINS INC | COM | $242K | 0.2% | 450 SH | |
| DOMINION ENERGY INC | COM | $2.5M | 2.3% | 40,191 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $562K | 0.5% | 4,294 SH | |
| EATON CORP PLC | SHS | $466K | 0.4% | 1,303 SH | |
| EGAIN CORP | COM NEW | $1.1M | 1.1% | 144,962 SH | |
| ESCO TECHNOLOGIES INC | COM | $305K | 0.3% | 1,085 SH | |
| FASTENAL CO | COM | $474K | 0.4% | 10,217 SH | |
| GENERAL DYNAMICS CORP | COM | $1.0M | 0.9% | 2,930 SH | |
| GLOBAL X FDS | GLOBAL X URANIUM | $247K | 0.2% | 5,094 SH | |
| GLOBALSTAR INC | COM NEW | $307K | 0.3% | 4,628 SH | |
| IRIDIUM COMMUNICATIONS INC | COM | $201K | 0.2% | 7,261 SH | |
| ISHARES TR | 0-3 MNTH TREASRY | $10.9M | 10.0% | 108,362 SH | |
| ISHARES TR | CORE S&P MCP ETF | $207K | 0.2% | 3,070 SH | |
| ISHARES TR | CORE S&P SCP ETF | $1.8M | 1.6% | 14,081 SH | |
| ISHARES TR | CORE S&P500 ETF | $832K | 0.8% | 1,273 SH | |
| ISHARES TR | CYBERSECURITY | $1.1M | 1.0% | 25,954 SH | |
| ISHARES TR | EAFE VALUE ETF | $1.3M | 1.2% | 18,094 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $534K | 0.5% | 2,154 SH | |
| MICROSOFT CORP | COM | $1.2M | 1.1% | 3,196 SH | |
| NIAGEN BIOSCIENCE INC | COM NEW | $44K | 0.0% | 10,000 SH | |
| NVIDIA CORPORATION | COM | $7.0M | 6.5% | 40,383 SH | |
| PALO ALTO NETWORKS INC | COM | $456K | 0.4% | 2,843 SH | |
| PFIZER INC | COM | $3.0M | 2.8% | 108,463 SH | |
| POWELL INDS INC | COM | $625K | 0.6% | 1,156 SH | |
| POWER SOLUTIONS INTL INC | COM NEW | $581K | 0.5% | 9,549 SH | |
| PRIMORIS SVCS CORP | COM | $338K | 0.3% | 2,363 SH | |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $1.6M | 1.5% | 35,422 SH | |
| SPDR GOLD TR | GOLD SHS | $2.3M | 2.1% | 5,241 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $9.9M | 9.1% | 101,040 SH | |
| SUPER MICRO COMPUTER INC | COM NEW | $1.1M | 1.0% | 47,046 SH | |
| UNITEDHEALTH GROUP INC | COM | $1.4M | 1.3% | 5,063 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $8.1M | 7.5% | 18,583 SH | |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $2.1M | 1.9% | 8,114 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.2M | 1.1% | 13,655 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.1M | 1.9% | 6,399 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $249K | 0.2% | 1,270 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $2.3M | 2.1% | 38,270 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $4.2M | 3.8% | 71,569 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.3M | 1.2% | 19,811 SH | |
| VANGUARD WORLD FD | MEGA GRWTH IND | $1.2M | 1.1% | 3,250 SH | |
| WALMART INC | COM | $1.4M | 1.3% | 11,340 SH | |
| WILLDAN GROUP INC | COM | $336K | 0.3% | 4,384 SH |
| 13F-HR |
| 0002095972-26-000003 |
| $124.7M |
| View |
| May 1, 2026 | Q1 2026 | 13F-HR | 0002095972-26-000002 | $108.9M | View |