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CIK 0002111919 • 3 13F filings • Feb 18, 2026 – Aug 3, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CLASS C CAPITAL STOCK | $10.6M | 4.8%Prev: 3.8% | 33,770 SH | Increased+12,452 SH |
| AMAZON.COM INC | COMMON STOCK | $20.5M | 9.2%Prev: 10.8% | 88,635 SH | Decreased-581 SH |
| BROWN & BROWN INC | COMMON STOCK | $8.0M | 3.6%Prev: 2.9% | 101,000 SH | Increased+11,775 SH |
| CANADIAN PACIFIC KANSAS CITY LTD | COMMON STOCK | $16.9M | 7.6% | 228,960 SH | New |
| DANAHER CORP | COMMON STOCK | $13.5M | 6.1%Prev: 5.0% | 58,965 SH | Increased+6,874 SH |
| ISHARES 0-3 MONTH TREASURY ETF | ETF | $100 | 0.0% | 1 SH | New |
| KKR & CO INC | COMMON STOCK | $11.0M | 5.0%Prev: 3.5% | 86,290 SH | Increased+10,060 SH |
| LPL FINANCIAL HOLDINGS INC | COMMON STOCK | $14.6M | 6.6%Prev: 5.7% | 40,795 SH | Increased+1,085 SH |
| MASTERCARD INC | CLASS A COMMON STOCK | $22.1M | 10.0%Prev: 5.5% | 38,669 SH | Increased+17,435 SH |
| MICROSOFT CORP | COMMON STOCK | $19.3M | 8.7%Prev: 7.2% | 39,995 SH | Increased+1,885 SH |
| NVIDIA CORP | COMMON STOCK | $4.0M | 1.8% | 21,660 SH | New |
| S&P GLOBAL INC | COMMON STOCK | $20.1M | 9.1%Prev: 8.1% | 38,415 SH | Increased-968 SH |
| SPDR S&P 500 ETF TRUST | OPTION (PUT) | $3K | 0.0% | 10 SH | New |
| TAIWAN SEMICONDUCTOR MFG CO LTD | SPONSORED ADR | $11.0M | 5.0% | 36,160 SH | New |
| THERMO FISHER SCIENTIFIC INC | COMMON STOCK | $10.9M | 4.9%Prev: 4.2% | 18,765 SH | Increased+2,188 SH |
| UBER TECHNOLOGIES INC | COMMON STOCK | $16.4M | 7.4%Prev: 6.5% | 200,610 SH | Increased+23,387 SH |
| VISA INC | CLASS A COMMON STOCK | $13.8M | 6.2%Prev: 6.0% | 39,225 SH | Increased+4,573 SH |
| YUM! BRANDS INC | COMMON STOCK | $8.9M | 4.0%Prev: 4.2% | 59,060 SH | Increased+6,885 SH |
| 13F-HR |
| 0002111919-26-000003 |
| $199.8M |
| View |