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CIK 0001730467 • 4 13F filings • May 14, 2025 – Feb 17, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMC NETWORKS INC | CL A | $326K | 0.1% | 34,196 SH | New |
| BECTON DICKINSON & CO | COM | $20.8M | 3.5%Prev: 3.3% | 107,312 SH | Decreased-48,818 SH |
| BLOOMIN BRANDS INC | COM | $301K | 0.1%Prev: 0.1% | 48,807 SH | Decreased-1,469 SH |
| CARDINAL HEALTH INC | COM | $23.2M | 3.9%Prev: 4.0% | 112,717 SH | Decreased-8,373 SH |
| CHEMED CORP NEW | COM | $19.9M | 3.4%Prev: 2.4% | 46,472 SH | Increased+9,373 SH |
| CISCO SYS INC | COM | $20.9M | 3.6%Prev: 5.2% | 271,873 SH | Decreased-47,351 SH |
| COLUMBIA BKG SYS INC | COM | $11.6M | 2.0%Prev: 2.5% | 414,492 SH | Decreased-154,691 SH |
| COMMUNITY TR BANCORP INC | COM | $15.8M | 2.7%Prev: 3.0% | 280,318 SH | Decreased-20,186 SH |
| CORE NATURAL RESOURCES INC | COM SHS | $393K | 0.1%Prev: 0.1% | 4,437 SH | Decreased-1,823 SH |
| CVB FINL CORP | COM | $3.5M | 0.6% | 190,364 SH | New |
| DELEK US HLDGS INC NEW | COM | $11.1M | 1.9%Prev: 1.7% | 373,769 SH | Decreased+127,272 SH |
| DISNEY WALT CO | COM | $17.8M | 3.0%Prev: 3.1% | 156,888 SH | Decreased-74,162 SH |
| DOLBY LABORATORIES INC | COM CL A | $22.3M | 3.8% | 347,520 SH | New |
| DOUGLAS ELLIMAN INC | COM | $372K | 0.1%Prev: 0.0% | 156,829 SH | Increased-4,609 SH |
| EBAY INC. | COM | $12.0M | 2.0%Prev: 2.3% | 138,088 SH | Decreased-10,273 SH |
| EVERTEC INC | COM | $12.6M | 2.1%Prev: 2.2% | 434,427 SH | Decreased-150,258 SH |
| EVERUS CONSTR GROUP | COM | $15.7M | 2.7%Prev: 2.6% | 183,330 SH | Decreased+67,893 SH |
| GLACIER BANCORP INC NEW | COM | $16.4M | 2.8%Prev: 2.3% | 372,472 SH | Decreased+45,069 SH |
| GLOBAL MED REIT INC | COM NEW | $496K | 0.1% | 14,694 SH | New |
| GLOBAL PMTS INC | COM | $21.7M | 3.7%Prev: 3.3% | 280,146 SH | Decreased-46,687 SH |
| GREEN PLAINS INC | COM | $10.1M | 1.7% | 1,034,511 SH | New |
| HANCOCK WHITNEY CORPORATION | COM | $402K | 0.1%Prev: 0.1% | 6,307 SH | Decreased-576 SH |
| HENRY SCHEIN INC | COM | $28.0M | 4.8% | 370,103 SH | New |
| HNI CORP | COM | $24.1M | 4.1%Prev: 3.0% | 573,994 SH | Increased+37,322 SH |
| IES HLDGS INC | COM | $453K | 0.1% | 1,164 SH | New |
| JOHNSON & JOHNSON | COM | $20.0M | 3.4%Prev: 2.3% | 96,498 SH | Increased+30,407 SH |
| KEURIG DR PEPPER INC | COM | $22.4M | 3.8%Prev: 4.9% | 800,492 SH | Decreased-297,712 SH |
| KORNIT DIGITAL LTD | SHS | $440K | 0.1%Prev: 0.1% | 30,588 SH | Decreased-5,481 SH |
| MSC INDL DIRECT INC | CL A | $410K | 0.1%Prev: 2.6% | 4,876 SH | Decreased-156,541 SH |
| NCR ATLEOS CORPORATION | COM SHS | $23.7M | 4.0% | 621,534 SH | New |
| NIKE INC | CL B | $17.0M | 2.9%Prev: 2.1% | 266,620 SH | Increased-97,269 SH |
| OPENLANE INC | COM | $18.3M | 3.1%Prev: 3.8% | 613,398 SH | Decreased-55,308 SH |
| PERDOCEO ED CORP | COM | $19.2M | 3.3% | 653,257 SH | New |
| REYNOLDS CONSUMER PRODS INC | COM | $18.7M | 3.2%Prev: 2.1% | 817,856 SH | Increased+262,143 SH |
| ROCKET COS INC | COM CL A | $24.3M | 4.1%Prev: 3.6% | 1,256,858 SH | Decreased-383,133 SH |
| RTX CORPORATION | COM | $20.8M | 3.5%Prev: 3.0% | 113,402 SH | Decreased-1,159 SH |
| SOLVENTUM CORP | COM SHS | $24.5M | 4.2%Prev: 4.6% | 308,680 SH | Decreased-124,448 SH |
| SYSCO CORP | COM | $14.4M | 2.4% | 195,014 SH | New |
| THERMON GROUP HLDGS INC | COM | $16.0M | 2.7% | 430,230 SH | New |
| UNITED PARCEL SERVICE INC | CL B | $17.3M | 2.9% | 174,524 SH | New |
| WARNER BROS DISCOVERY INC | COM SER A | $6.5M | 1.1% | 225,305 SH | New |
| WEX INC | COM | $14.2M | 2.4%Prev: 2.5% | 95,326 SH | Decreased-31,736 SH |
| 13F-HR |
| 0001730467-25-000004 |
| $524.5M |
| View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001730467-26-000004 | $600.4M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001730467-25-000003 | $486.1M | View |