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CIK 0002051613 • 6 13F filings • Apr 25, 2025 – Jul 21, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $428K | 0.2%Prev: 0.2% | 1,700 SH | Increased-100 SH |
| ALPHABET INC | CAP STK CL C | $308K | 0.1% | 873 SH | New |
| AMAZON COM INC | COM | $794K | 0.3% | 3,330 SH | New |
| ANGEL STUDIOS INC. | CL A COM | $220K | 0.1% | 60,000 SH | New |
| APPLE INC | COM | $933K | 0.4%Prev: 0.4% | 3,225 SH | Increased-137 SH |
| ARCHER DANIELS MIDLAND CO | COM | $2.4M | 1.0% | 31,880 SH | New |
| ARISTA NETWORKS INC | COM SHS | $357K | 0.1% | 2,100 SH | New |
| BORGWARNER INC | COM | $1.6M | 0.6% | 23,450 SH | New |
| BRIDGER AEROSPACE GRP HLDGS | COM | $323K | 0.1% | 168,366 SH | New |
| BROADCOM INC | COM | $227K | 0.1% | 601 SH | New |
| BWX TECHNOLOGIES INC | COM | $7.7M | 3.1%Prev: 2.8% | 39,418 SH | Increased+3,688 SH |
| CATERPILLAR INC | COM | $2.5M | 1.0% | 2,350 SH | New |
| CHENIERE ENERGY INC | COM NEW | $4.0M | 1.6% | 16,710 SH | New |
| CIENA CORP | COM NEW | $343K | 0.1% | 700 SH | New |
| CORNING INC | COM | $2.3M | 1.0% | 9,200 SH | New |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | $4.3M | 1.8% | 15,957 SH | New |
| DELL TECHNOLOGIES INC | CL C | $13.7M | 5.6% | 31,639 SH | New |
| DRAGANFLY INC. | COM | $1.7M | 0.7% | 315,657 SH | New |
| DUKE ENERGY CORP NEW | COM NEW | $221K | 0.1% | 1,748 SH | New |
| ELI LILLY & CO | COM | $300K | 0.1% | 250 SH | New |
| EMCOR GROUP INC | COM | $664K | 0.3% | 800 SH | New |
| EXXON MOBIL CORP | COM | $2.7M | 1.1%Prev: 4.2% | 19,894 SH | Decreased-51,705 SH |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | $949K | 0.4% | 4,000 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $236K | 0.1% | 838 SH | New |
| INTUITIVE SURGICAL INC | COM NEW | $5.3M | 2.1% | 13,268 SH | New |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $3.2M | 1.3% | 10,480 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $10.4M | 4.2% | 14,083 SH | New |
| ISHARES TR | ISHARES SEMICDTR | $256K | 0.1% | 399 SH | New |
| JOHNSON & JOHNSON | COM | $575K | 0.2%Prev: 0.2% | 2,263 SH | Increased+363 SH |
| KLA CORP | COM NEW | $302K | 0.1% | 1,000 SH | New |
| LEONARDO DRS INC | COM | $472K | 0.2% | 11,066 SH | New |
| LUMENTUM HLDGS INC | COM | $2.7M | 1.1% | 3,166 SH | New |
| MCKESSON CORP | COM | $416K | 0.2%Prev: 0.2% | 550 SH | Increased |
| META PLATFORMS INC | CL A | $309K | 0.1% | 549 SH | New |
| MICRON TECHNOLOGY INC | COM | $1.8M | 0.7% | 1,525 SH | New |
| MICROSOFT CORP | COM | $314K | 0.1% | 843 SH | New |
| NETFLIX INC. | COM | $4.2M | 1.7% | 59,050 SH | New |
| NEWSMAX INC | COM SHS CLASS B | $352K | 0.1% | 42,500 SH | New |
| NOKIA CORP | SPONSORED ADR | $1.6M | 0.7% | 123,540 SH | New |
| NRG ENERGY INC | COM NEW | $1.6M | 0.6% | 10,725 SH | New |
| NVIDIA CORPORATION | COM | $96.3M | 39.2% | 481,219 SH | New |
| OUTDOOR HOLDING CO | COM | $23K | 0.0% | 10,000 SH | New |
| PALANTIR TECHNOLOGIES INC | CL A | $17.4M | 7.1% | 149,355 SH | New |
| PLUG PWR INC | COM NEW | $1.4M | 0.6% | 500,000 SH | New |
| PROCTER & GAMBLE CO | COM | $271K | 0.1%Prev: 0.1% | 1,850 SH | Increased+450 SH |
| RECURSION PHARMACEUTICALS IN | CL A | $272K | 0.1% | 74,000 SH | New |
| RED CAT HLDGS INC | COM | $304K | 0.1%Prev: 0.1% | 28,500 SH | Increased+5,500 SH |
| RTX CORPORATION | COM | $2.8M | 1.2% | 15,017 SH | New |
| SAMSARA INC | COM CL A | $1.0M | 0.4% | 30,900 SH | New |
| SOLSTICE ADVANCED MATLS INC | COM SHS | $2.2M | 0.9% | 25,317 SH | New |
| SOMNIGROUP INTERNATIONAL INC | COM | $1.4M | 0.6% | 17,532 SH | New |
| SOUNDHOUND AI INC | CLASS A COM | $1.6M | 0.7% | 254,000 SH | New |
| SPDR GOLD TR | GOLD SHS | $348K | 0.1% | 945 SH | New |
| THE TRADE DESK INC | COM CL A | $1.0M | 0.4% | 57,250 SH | New |
| UNITED STATES ANTIMONY CORP | COM | $443K | 0.2% | 61,000 SH | New |
| UNUSUAL MACHS INC | COM SHS | $1.3M | 0.5% | 60,000 SH | New |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | $340K | 0.1% | 2,607 SH | New |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 GRTH | $6.2M | 2.5% | 40,429 SH | New |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | $910K | 0.4% | 6,617 SH | New |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $7.2M | 2.9% | 23,527 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $974K | 0.4% | 12,084 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.0M | 1.2% | 4,370 SH | New |
| VERTIV HOLDINGS CO | COM CL A | $9.5M | 3.9% | 28,429 SH | New |
| WEC ENERGY GROUP INC | COM | $2.6M | 1.1% | 22,217 SH | New |
| WESTERN DIGITAL CORP | COM | $3.8M | 1.6% | 6,000 SH | New |
| 13F-HR |
| 0002051613-25-000008 |
| $213.7M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0002051613-26-000004 | $245.7M | View |
| Jul 14, 2025 | Q2 2025 | 13F-HR | 0002051613-25-000003 | $184.4M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0002051613-26-000002 | $211.7M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0002051613-25-000002 | $138.2M | View |