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CIK 0002009224 • 6 13F filings • May 13, 2025 – Aug 12, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $7.1M | 2.6% | 22,630 SH | New |
| AMAZON COM INC | COM | $5.3M | 2.0% | 23,026 SH | New |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $12.1M | 4.5%Prev: 7.7% | 228,434 SH | Decreased-208,074 SH |
| IPG PHOTONICS CORP | COM | $7.7M | 2.9%Prev: 3.1% | 108,085 SH | Decreased-11,255 SH |
| KORNIT DIGITAL LTD | SHS | $10.0M | 3.7%Prev: 3.1% | 693,598 SH | Increased+7,648 SH |
| KRANESHARES TRUST | CSI CHI INTERNET | $6.7M | 2.5%Prev: 3.1% | 197,414 SH | Decreased-29,216 SH |
| MARVELL TECHNOLOGY INC | COM | $8.5M | 3.2%Prev: 3.0% | 99,857 SH | Decreased-8,515 SH |
| MASTERCRAFT BOAT HLDGS INC | COM | $4.0M | 1.5%Prev: 1.4% | 212,361 SH | Decreased+10,550 SH |
| MICROCHIP TECHNOLOGY INC. | COM | $5.2M | 1.9% | 82,086 SH | New |
| NOVO-NORDISK A S | ADR | $7.2M | 2.7%Prev: 2.6% | 141,487 SH | Decreased |
| PIMCO ETF TR | MULTISECTOR BD | $12.1M | 4.5%Prev: 5.4% | 454,493 SH | Decreased-150,696 SH |
| SECURITY NATL FINL CORP | CL A NEW | $6.5M | 2.4%Prev: 2.1% | 718,033 SH | Increased-11,717 SH |
| SONY GROUP CORP | SPONSORED ADR | $755K | 0.3%Prev: 0.4% | 29,509 SH | Decreased-10,676 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $10.2M | 3.8% | 83,738 SH | New |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | $10.3M | 3.8%Prev: 3.5% | 40,217 SH | Decreased-865 SH |
| TEXAS INSTRS INC | COM | $4.3M | 1.6%Prev: 1.2% | 25,062 SH | Increased+6,059 SH |
| UNIVERSAL DISPLAY CORP | COM | $8.7M | 3.2%Prev: 3.5% | 74,552 SH | Decreased+1,510 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $113.3M | 42.1%Prev: 42.5% | 337,826 SH | Decreased-52,821 SH |
| WESTERN ALLIANCE BANCORP | COM | $9.2M | 3.4%Prev: 3.3% | 108,880 SH | Decreased-7,452 SH |
| WHIRLPOOL CORP | COM | $3.8M | 1.4%Prev: 1.4% | 52,022 SH | Decreased |
| WINNEBAGO INDS INC | COM | $5.9M | 2.2%Prev: 1.9% | 146,629 SH | Increased-23,308 SH |
| XPEL INC | COM | $10.0M | 3.7%Prev: 2.8% | 199,505 SH | Increased-54,608 SH |
| 13F-HR |
| 0001213900-26-088051 |
| $293.1M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001213900-25-075933 | $301.8M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001213900-26-056183 | $254.0M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001213900-25-042188 | $301.7M | View |