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CIK 0001781948 • 6 13F filings • May 14, 2025 – Jul 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALTSHARES TRUST | MERGER ARBITRAGE | $5.2M | 3.2%Prev: 3.1% | 179,800 SH | Increased+4,813 SH |
| AMAZON COM INC | COM | $1.9M | 1.1%Prev: 1.1% | 8,197 SH | Increased-115 SH |
| APPLE INC | COM | $3.0M | 1.8%Prev: 1.7% | 10,972 SH | Increased-204 SH |
| AUTOLIV INC | COM | $767K | 0.5%Prev: 0.5% | 6,461 SH | Decreased-43 SH |
| BANCORP INC DEL | COM | $904K | 0.5%Prev: 0.6% | 13,382 SH | Decreased-305 SH |
| BARCLAYS BANK PLC | DJUBS CMDT ETN36 | $7.7M | 4.7%Prev: 4.4% | 205,704 SH | Increased+3,177 SH |
| BARRICK MNG CORP | COM SHS | $1.6M | 1.0%Prev: 0.9% | 36,995 SH | Increased-8,144 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.6M | 0.9%Prev: 1.0% | 3,118 SH | Decreased-39 SH |
| COPA HOLDINGS SA | CL A | $971K | 0.6%Prev: 0.6% | 8,050 SH | Increased+130 SH |
| COREBRIDGE FINL INC | COM | $766K | 0.5%Prev: 0.5% | 25,404 SH | Decreased-152 SH |
| DONALDSON INC | COM | $274K | 0.2% | 3,092 SH | New |
| ELI LILLY & CO | COM | $296K | 0.2%Prev: 0.1% | 275 SH | Increased-25 SH |
| EVERCORE INC | CLASS A | $1.1M | 0.7%Prev: 0.7% | 3,217 SH | Decreased-29 SH |
| FIRST SOLAR INC | COM | $1.3M | 0.8%Prev: 0.7% | 4,818 SH | Increased-127 SH |
| FISERV INC | COM | $460K | 0.3%Prev: 0.5% | 6,844 SH | Decreased |
| GLOBAL X FDS | GLOBAL X COPPER | $11.7M | 7.1%Prev: 7.3% | 163,624 SH | Decreased-34,591 SH |
| INTEL CORP | COM | $1.0M | 0.6%Prev: 0.6% | 28,317 SH | Increased-1,115 SH |
| INVESCO EXCH TRADED FD TR II | S&P INTL MOMNT | $6.6M | 4.0%Prev: 3.9% | 118,914 SH | Increased+520 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL DIS | $7.4M | 4.5%Prev: 4.5% | 130,086 SH | Increased+2,311 SH |
| INVESCO QQQ TR | UNIT SER 1 | $15.2M | 9.2%Prev: 9.1% | 24,738 SH | Increased+103 SH |
| ISHARES GOLD TR | ISHARES NEW | $15.8M | 9.6%Prev: 9.7% | 194,556 SH | Decreased-23,486 SH |
| ISHARES TR | ISHARES SEMICDTR | $14.6M | 8.9%Prev: 8.6% | 48,559 SH | Increased-3,458 SH |
| ISHARES TR | U.S. INSRNCE ETF | $7.4M | 4.5%Prev: 4.3% | 54,560 SH | Increased+2,524 SH |
| JPMORGAN CHASE & CO. | COM | $278K | 0.2%Prev: 0.2% | 863 SH | Increased |
| MANAGED PORTFOLIO SERIES | LEUTHOLD CORE ET | $9.4M | 5.7%Prev: 5.9% | 248,002 SH | Decreased-7,158 SH |
| MODINE MFG CO | COM | $1.3M | 0.8%Prev: 0.8% | 9,602 SH | Decreased-78 SH |
| NEXTERA ENERGY INC | COM | $253K | 0.2%Prev: 0.1% | 3,149 SH | Increased |
| NMI HLDGS INC | COM | $761K | 0.5%Prev: 0.4% | 18,665 SH | Increased-35 SH |
| PAN AMERN SILVER CORP | COM | $1.5M | 0.9%Prev: 0.8% | 28,623 SH | Increased-3,097 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $10.4M | 6.3%Prev: 6.2% | 382,396 SH | Increased+26 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $763K | 0.5%Prev: 0.5% | 23,397 SH | Decreased-1,167 SH |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $2.0M | 1.2% | 43,974 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $12.1M | 7.3% | 145,618 SH | New |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | $9.6M | 5.8%Prev: 5.6% | 97,791 SH | Increased+1,175 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $8.6M | 5.2%Prev: 5.3% | 29,534 SH | Decreased+144 SH |
| VISA INC | COM CL A | $652K | 0.4% | 1,859 SH | New |
| 13F-HR |
| 0001781948-26-000003 |
| $176.0M |
| View |
| Jul 16, 2025 | Q2 2025 | 13F-HR | 0001781948-25-000004 | $150.5M | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0001781948-26-000002 | $155.1M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001781948-25-000003 | $136.1M | View |