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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 | $23.2M | 7.7%Prev: 3.7% | 436,508 SH | Increased+229,124 SH |
| COHERENT CORP | COM | $4.7M | 1.6% | 43,884 SH | New |
| COMERICA INC | COM | $5.3M | 1.8% | 77,099 SH | New |
| IPG PHOTONICS CORP | COM | $9.5M | 3.1% | 119,340 SH | New |
| KORNIT DIGITAL LTD | SHS | $9.3M | 3.1% | 685,950 SH | New |
| KRANESHARES TRUST | CSI CHI INTERNET | $9.5M | 3.1%Prev: 1.9% | 226,630 SH | Increased-4,734 SH |
| MARVELL TECHNOLOGY INC | COM | $9.1M | 3.0% | 108,372 SH | New |
| MASTERCRAFT BOAT HLDGS INC | COM | $4.3M | 1.4% | 201,811 SH | New |
| NOVO-NORDISK A S | ADR | $7.9M | 2.6% | 141,487 SH | New |
| OWENS & MINOR INC NEW | COM | $2.4M | 0.8% | 495,832 SH | New |
| PIMCO ETF TR | MULTISECTOR BD | $16.2M | 5.4%Prev: 3.7% | 605,189 SH | Increased+192,596 SH |
| SECURITY NATL FINL CORP | CL A NEW | $6.3M | 2.1% | 729,750 SH | New |
| SONY GROUP CORP | SPONSORED ADR | $1.2M | 0.4% | 40,185 SH | New |
| SPDR SERIES TRUST | S&P BIOTECH | $12.0M | 4.0% | 119,540 SH | New |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | $10.6M | 3.5% | 41,082 SH | New |
| TEXAS INSTRS INC | COM | $3.5M | 1.2% | 19,003 SH | New |
| UNIVERSAL DISPLAY CORP | COM | $10.5M | 3.5% | 73,042 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $128.6M | 42.5%Prev: 42.8% | 390,647 SH | Increased+51,311 SH |
| WESTERN ALLIANCE BANCORP | COM | $10.1M | 3.3%Prev: 2.2% | 116,332 SH | Increased+38,422 SH |
| WHIRLPOOL CORP | COM | $4.1M | 1.4% | 52,022 SH | New |
| WINNEBAGO INDS INC | COM | $5.7M | 1.9% | 169,937 SH | New |
| XPEL INC | COM | $8.4M | 2.8%Prev: 3.4% | 254,113 SH | Decreased+51,103 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 |