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CIK 0002115416 • 4 13F filings • Mar 3, 2026 – Oct 20, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $1.7M | 1.6%Prev: 1.1% | 4,776 SH | Increased-402 SH |
| ALPHABET INC | CAP STK CL A | $3.0M | 3.0%Prev: 2.9% | 9,719 SH | Decreased-233 SH |
| ALPHABET INC | CAP STK CL C | $491K | 0.5%Prev: 0.5% | 1,565 SH | Decreased |
| AMAZON COM INC | COM | $249K | 0.2%Prev: 0.3% | 1,080 SH | Decreased-278 SH |
| AMERICAN EXPRESS CO | COM | $634K | 0.6%Prev: 0.5% | 1,713 SH | Increased-50 SH |
| AMPHENOL CORP NEW | CL A | $5.2M | 5.1% | 38,409 SH | New |
| ANALOG DEVICES INC | COM | $3.3M | 3.3%Prev: 4.1% | 12,311 SH | Decreased+199 SH |
| APPLE INC | COM | $6.5M | 6.3%Prev: 7.6% | 23,796 SH | Decreased-3,137 SH |
| APPLIED MATLS INC | COM | $7.7M | 7.5%Prev: 11.7% | 29,777 SH | Decreased+2,694 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.2M | 1.2%Prev: 1.5% | 2,479 SH | Decreased-1,095 SH |
| BLACKROCK INC | COM | $2.3M | 2.2%Prev: 1.9% | 2,131 SH | Decreased-40 SH |
| BLACKSTONE INC | COM | $252K | 0.2%Prev: 0.2% | 1,633 SH | Increased-215 SH |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | $829K | 0.8%Prev: 0.7% | 15,820 SH | Increased-2,749 SH |
| BROOKFIELD CORP | CL A LTD VT SH | $5.3M | 5.2%Prev: 3.7% | 115,706 SH | Increased-3,427 SH |
| CARMAX INC | COM | $1.6M | 1.6%Prev: 2.1% | 42,051 SH | Decreased-3,347 SH |
| CME GROUP INC | COM | $220K | 0.2%Prev: 0.2% | 807 SH | Increased |
| DISNEY WALT CO | COM | $1.8M | 1.8%Prev: 1.5% | 16,084 SH | Increased-468 SH |
| DUPONT DE NEMOURS INC | COM | $1.1M | 1.1% | 28,377 SH | New |
| EAST WEST BANCORP INC | COM | $4.4M | 4.3%Prev: 4.1% | 39,039 SH | Decreased-307 SH |
| EXPEDITORS INTL WASH INC | COM | $2.4M | 2.4%Prev: 2.5% | 16,321 SH | Decreased+39 SH |
| FACTSET RESH SYS INC | COM | $304K | 0.3%Prev: 0.3% | 1,047 SH | Decreased-319 SH |
| FIRSTCASH HOLDINGS INC | COM | $2.2M | 2.2%Prev: 2.5% | 13,929 SH | Decreased-18 SH |
| ILLINOIS TOOL WKS INC | COM | $571K | 0.6%Prev: 0.5% | 2,317 SH | Decreased-110 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $2.0M | 1.9% | 19,710 SH | New |
| ISHARES TR | ESG AW MSCI EAFE | $221K | 0.2%Prev: 0.2% | 2,321 SH | Decreased |
| JOHNSON & JOHNSON | COM | $1.8M | 1.7%Prev: 2.0% | 8,657 SH | Decreased-113 SH |
| JONES LANG LASALLE INC | COM | $6.0M | 5.8%Prev: 4.6% | 17,728 SH | Increased-101 SH |
| JPMORGAN CHASE & CO. | COM | $2.6M | 2.5% | 7,991 SH | New |
| LINCOLN ELEC HLDGS INC | COM | $2.5M | 2.4%Prev: 2.4% | 10,300 SH | Decreased-278 SH |
| MASTERCARD INCORPORATED | CL A | $5.5M | 5.4%Prev: 4.9% | 9,650 SH | Decreased-770 SH |
| MCDONALDS CORP | COM | $2.3M | 2.3%Prev: 1.6% | 7,561 SH | Increased-437 SH |
| MICROSOFT CORP | COM | $323K | 0.3%Prev: 0.5% | 667 SH | Decreased-435 SH |
| MSCI INC | COM | $2.1M | 2.1%Prev: 1.7% | 3,713 SH | Increased-71 SH |
| NEXTERA ENERGY INC | COM | $2.1M | 2.0%Prev: 1.7% | 25,969 SH | Increased-913 SH |
| OLD REP INTL CORP | COM | $2.8M | 2.7%Prev: 2.0% | 60,904 SH | Increased-2,692 SH |
| PFIZER INC | COM | $1.2M | 1.2%Prev: 1.2% | 48,310 SH | Decreased-3,084 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $577K | 0.6%Prev: 0.4% | 5,750 SH | Increased+840 SH |
| QNITY ELECTRONICS INC | COMMON STOCK | $1.1M | 1.0%Prev: 1.6% | 12,962 SH | Decreased-1,776 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $1.7M | 1.7%Prev: 1.8% | 10,778 SH | Decreased-3,230 SH |
| STRYKER CORPORATION | COM | $3.8M | 3.7%Prev: 2.8% | 10,851 SH | Increased-1,324 SH |
| SYNOPSYS INC | COM | $2.9M | 2.8%Prev: 2.4% | 6,082 SH | Increased-467 SH |
| VAIL RESORTS INC | COM | $1.1M | 1.0%Prev: 1.1% | 8,060 SH | Decreased-1,490 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $272K | 0.3%Prev: 0.3% | 1,301 SH | Decreased |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.1M | 1.0%Prev: 1.0% | 4,804 SH | Decreased-432 SH |
| VERISK ANALYTICS INC | COM | $2.8M | 2.7%Prev: 2.0% | 12,438 SH | Increased-1,412 SH |
| WASTE MGMT INC DEL | COM | $242K | 0.2%Prev: 0.2% | 1,102 SH | Increased+2 SH |
| WISDOMTREE TR | EMG MKTS SMCAP | $2.4M | 2.4%Prev: 2.4% | 42,356 SH | Decreased-2,912 SH |
| 13F-HR |
| 0001754960-26-000485 |
| $125.8M |
| View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000230 | $106.1M | View |