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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 | $6.5M | 2.6% | 22,630 SH | New |
| AMAZON.COM INC | COM | $5.6M | 2.2% | 26,807 SH | New |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $11.4M | 4.5%Prev: 20.8% | 219,984 SH | Decreased-977,886 SH |
| IPG PHOTONICS CORPORATION | COM | $8.0M | 3.1% | 69,656 SH | New |
| KORNIT DIGITAL LTD. | SHS | $10.2M | 4.0% | 693,598 SH | New |
| KRANESHARES TRUST | CSI CHI INTERNET | $6.6M | 2.6%Prev: 2.6% | 231,364 SH | Decreased+5,631 SH |
| MARVELL TECHNOLOGY, INC. | COM | $9.9M | 3.9% | 99,857 SH | New |
| MASTERCRAFT BOAT HOLDINGS INC | COM | $4.5M | 1.8% | 219,363 SH | New |
| MICROCHIP TECHNOLOGY INCORPORATED | COM | $7.0M | 2.8% | 108,315 SH | New |
| NOVO-NORDISK A/S | ADR | $2.3M | 0.9% | 59,930 SH | New |
| PIMCO ETF TR | MULTISECTOR BD | $11.5M | 4.5%Prev: 1.0% | 437,693 SH | Increased+325,192 SH |
| SECURITY NATIONAL FINL CORP | CL A NEW | $6.8M | 2.7% | 717,508 SH | New |
| SONY GROUP CORPORATION | SPONSORED ADR | $611K | 0.2% | 29,509 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $9.4M | 3.7% | 73,760 SH | New |
| TAKE TWO INTERACTIVE SOFTWARE INC | COM | $9.6M | 3.8% | 48,748 SH | New |
| TEXAS INSTRUMENTS INC. | COM | $5.9M | 2.3% | 30,299 SH | New |
| UNIVERSAL DISPLAY CORPORATION | COM | $6.8M | 2.7% | 74,552 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $108.1M | 42.6%Prev: 37.8% | 336,896 SH | Decreased-77,655 SH |
| WESTERN ALLIANCE BANCORP | COM | $7.0M | 2.8%Prev: 2.5% | 98,675 SH | Decreased-108 SH |
| WHIRLPOOL CORP. | COM | $3.2M | 1.2% | 58,857 SH | New |
| WINNEBAGO INDUSTRIES INC | COM | $4.8M | 1.9% | 153,707 SH | New |
| XPEL INC | COM | $8.4M | 3.3%Prev: 1.6% | 190,664 SH | Increased+25,153 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 |