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CIK 0002009224 • 6 13F filings • May 13, 2025 – Aug 12, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $28.2M | 9.4%Prev: 4.5% | 534,508 SH | Increased+314,524 SH |
| COHERENT CORP | COM | $11.0M | 3.6% | 123,479 SH | New |
| COMERICA INC | COM | $7.8M | 2.6% | 129,898 SH | New |
| IPG PHOTONICS CORP | COM | $6.6M | 2.2% | 95,822 SH | New |
| KORNIT DIGITAL LTD | SHS | $12.6M | 4.2% | 634,075 SH | New |
| KRANESHARES TRUST | CSI CHI INTERNET | $7.8M | 2.6%Prev: 2.6% | 226,630 SH | Increased-4,734 SH |
| MARVELL TECHNOLOGY INC | COM | $7.5M | 2.5% | 97,215 SH | New |
| MASTERCRAFT BOAT HLDGS INC | COM | $3.5M | 1.2% | 188,880 SH | New |
| NOVO-NORDISK A S | ADR | $9.8M | 3.2% | 141,487 SH | New |
| OWENS & MINOR INC NEW | COM | $3.4M | 1.1% | 368,988 SH | New |
| PIMCO ETF TR | MULTISECTOR BD | $15.9M | 5.3%Prev: 4.5% | 600,189 SH | Increased+162,496 SH |
| SECURITY NATL FINL CORP | CL A NEW | $7.3M | 2.4% | 738,117 SH | New |
| SONY GROUP CORP | SPONSORED ADR | $2.8M | 0.9% | 106,899 SH | New |
| SPDR SERIES TRUST | S&P BIOTECH | $11.9M | 3.9% | 142,966 SH | New |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | $9.7M | 3.2% | 40,064 SH | New |
| UNIVERSAL DISPLAY CORP | COM | $8.6M | 2.9% | 55,788 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $122.3M | 40.5%Prev: 42.6% | 401,138 SH | Increased+64,242 SH |
| WESTERN ALLIANCE BANCORP | COM | $7.7M | 2.6%Prev: 2.8% | 98,783 SH | Increased+108 SH |
| WHIRLPOOL CORP | COM | $5.3M | 1.7% | 52,022 SH | New |
| WINNEBAGO INDS INC | COM | $4.9M | 1.6% | 169,937 SH | New |
| XPEL INC | COM | $7.2M | 2.4%Prev: 3.3% | 200,576 SH | Decreased+9,912 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 |