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CIK 0002118318 • 2 13F filings • May 12, 2026 – Aug 4, 2026
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $261K | 0.2% | 1,201 SH | |
| AIR PRODUCTS AND CHEMICALS I | COM | $432K | 0.3% | 1,487 SH | |
| ALPHABET INC | CAP STK CL A | $751K | 0.6% | 2,612 SH | |
| ALPHABET INC | CAP STK CL C | $589K | 0.4% | 2,052 SH | |
| AMAZON COM INC | COM | $1.3M | 1.0% | 6,226 SH | |
| AMPHENOL CORP | CL A | $257K | 0.2% | 2,036 SH | |
| ANALOG DEVICES INC | COM | $349K | 0.3% | 1,097 SH | |
| APPLE INC | COM | $2.4M | 1.8% | 9,270 SH | |
| ARDELYX INC | COM | $169K | 0.1% | 28,229 SH | |
| ARISTA NETWORKS INC | COM SHS | $433K | 0.3% | 3,523 SH | |
| BEST BUY INC | COM | $268K | 0.2% | 4,168 SH | |
| BOSTON SCIENTIFIC CORP | COM | $206K | 0.2% | 3,280 SH | |
| BROADCOM INC | COM | $950K | 0.7% | 3,070 SH | |
| CATERPILLAR INC | COM | $290K | 0.2% | 409 SH | |
| CHUBB LTD SWITZ | COM | $520K | 0.4% | 1,596 SH | |
| CIENA CORP | COM NEW | $415K | 0.3% | 1,068 SH | |
| CME GROUP INC | COM | $483K | 0.4% | 1,634 SH | |
| COMCAST CORP NEW | CL A | $284K | 0.2% | 9,894 SH | |
| CORPAY INC | COM SHS | $273K | 0.2% | 938 SH | |
| COSTCO WHOLESALE CORPORATION | COM | $786K | 0.6% | 788 SH | |
| CUMMINS INC | COM | $224K | 0.2% | 415 SH | |
| DARDEN RESTAURANTS INC | COM | $329K | 0.2% | 1,680 SH | |
| DYCOM INDS INC | COM | $841K | 0.6% | 2,482 SH | |
| EATON CORP PLC | SHS | $832K | 0.6% | 2,327 SH | |
| GARRETT MOTION INC | COM | $363K | 0.3% | 20,000 SH | |
| GENCO SHIPPING & TRADING LTD | SHS | $501K | 0.4% | 22,221 SH | |
| GOLDMAN SACHS GROUP INC | COM | $247K | 0.2% | 292 SH | |
| HOME DEPOT INC | COM | $381K | 0.3% | 1,159 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $718K | 0.5% | 2,960 SH | |
| INTUITIVE SURGICAL INC | COM NEW | $326K | 0.2% | 708 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $263K | 0.2% | 1,373 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $462K | 0.3% | 800 SH | |
| ISHARES TR | 1 3 YR TREAS BD | $3.4M | 2.6% | 41,566 SH | |
| ISHARES TR | 3 7 YR TREAS BD | $1.4M | 1.0% | 11,483 SH | |
| ISHARES TR | 7-10 YR TRSY BD | $839K | 0.6% | 8,794 SH | |
| ISHARES TR | ISHARES BIOTECH | $206K | 0.2% | 1,217 SH | |
| ISHARES TR | ISHS 1-5YR INVS | $2.7M | 2.0% | 52,059 SH | |
| ISHARES TR | ISHS 5-10YR INVT | $1.7M | 1.2% | 31,260 SH | |
| ISHARES TR | MBS ETF | $850K | 0.6% | 8,952 SH | |
| ISHARES TR | TRUST ISHARE 0-1 | $1.7M | 1.3% | 15,605 SH | |
| ISHARES TR | U.S. REAL ES ETF | $409K | 0.3% | 4,329 SH | |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $834K | 0.6% | 16,567 SH | |
| JOHNSON & JOHNSON | COM | $530K | 0.4% | 2,168 SH | |
| JOHNSON CONTROLS INTERNATION | SHS | $498K | 0.4% | 3,801 SH | |
| JPMORGAN CHASE & CO | COM | $859K | 0.6% | 2,921 SH | |
| LAM RESEARCH CORP | COM NEW | $309K | 0.2% | 1,447 SH | |
| LUMENTUM HLDGS INC | COM | $225K | 0.2% | 320 SH | |
| MARATHON PETE CORP | COM | $755K | 0.6% | 3,092 SH | |
| MEDTRONIC PLC | SHS | $301K | 0.2% | 3,469 SH | |
| META PLATFORMS INC | CL A | $359K | 0.3% | 628 SH | |
| MICROSOFT CORP | COM | $1.8M | 1.3% | 4,794 SH | |
| MOTOROLA SOLUTIONS INC | COM NEW | $438K | 0.3% | 1,010 SH | |
| NEOS ETF TRUST | NEOS S&P 500 HI | $2.5M | 1.9% | 50,660 SH | |
| NETFLIX INC. | COM | $317K | 0.2% | 3,298 SH | |
| NEXTERA ENERGY INC | COM | $584K | 0.4% | 6,290 SH | |
| NVIDIA CORPORATION | COM | $3.3M | 2.4% | 18,646 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $208K | 0.2% | 1,419 SH | |
| PROSHARES TR | S&P 500 DV ARIST | $278K | 0.2% | 2,622 SH | |
| REALTY INCOME CORP | COM | $291K | 0.2% | 4,750 SH | |
| REDDIT INC | CL A | $374K | 0.3% | 2,775 SH | |
| RTX CORPORATION | COM | $360K | 0.3% | 1,867 SH | |
| SALESFORCE INC | COM | $215K | 0.2% | 1,154 SH | |
| SELECT SECTOR SPDR TR | STATE STREET COM | $3.7M | 2.8% | 33,458 SH | |
| SELECT SECTOR SPDR TR | STATE STREET CON | $7.1M | 5.3% | 74,837 SH | |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $968K | 0.7% | 15,798 SH | |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $5.3M | 4.0% | 107,089 SH | |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $3.9M | 2.9% | 26,822 SH | |
| SELECT SECTOR SPDR TR | STATE STREET IND | $5.0M | 3.7% | 30,771 SH | |
| SELECT SECTOR SPDR TR | STATE STREET MAT | $2.2M | 1.7% | 44,739 SH | |
| SELECT SECTOR SPDR TR | STATE STREET REA | $2.2M | 1.7% | 54,993 SH | |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $13.4M | 10.0% | 100,723 SH | |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $962K | 0.7% | 20,971 SH | |
| SERVICENOW INC | COM | $298K | 0.2% | 2,850 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $6.0M | 4.5% | 164,380 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $505K | 0.4% | 777 SH | |
| UNION PAC CORP | COM | $411K | 0.3% | 1,692 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $6.8M | 5.1% | 15,595 SH | |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $858K | 0.6% | 3,333 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $889K | 0.7% | 4,826 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $890K | 0.7% | 4,096 SH | |
| VANGUARD INDEX FDS | SML CP GRW ETF | $885K | 0.7% | 2,928 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $11.8M | 8.8% | 60,102 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $5.9M | 4.4% | 27,449 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $4.2M | 3.2% | 28,413 SH | |
| VANGUARD WORLD FD | INDUSTRIAL ETF | $358K | 0.3% | 1,148 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $692K | 0.5% | 992 SH | |
| VERIZON COMMUNICATIONS INC | COM | $787K | 0.6% | 15,670 SH | |
| VERTIV HOLDINGS CO | COM CL A | $920K | 0.7% | 3,672 SH | |
| WALMART INC | COM | $830K | 0.6% | 6,680 SH | |
| WISDOMTREE TR | US QTLY DIV GRT | $289K | 0.2% | 3,290 SH |