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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 | $1.2M | 1.1% | 5,178 SH | New |
| ALPHABET INC | CAP STK CL A | $3.4M | 2.9% | 9,952 SH | New |
| ALPHABET INC | CAP STK CL C | $533K | 0.5% | 1,565 SH | New |
| AMAZON COM INC | COM | $338K | 0.3% | 1,358 SH | New |
| AMERICAN EXPRESS CO | COM | $536K | 0.5% | 1,763 SH | New |
| AMPHENOL CORP | CL A | $6.5M | 5.5% | 76,694 SH | New |
| ANALOG DEVICES INC | COM | $4.8M | 4.1% | 12,112 SH | New |
| APPLE INC | COM | $9.0M | 7.6% | 26,933 SH | New |
| APPLIED MATLS INC | COM | $13.8M | 11.7% | 27,083 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.8M | 1.5% | 3,574 SH | New |
| BLACKROCK INC | COM | $2.3M | 1.9% | 2,171 SH | New |
| BLACKSTONE INC | COM | $207K | 0.2% | 1,848 SH | New |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | $828K | 0.7% | 18,569 SH | New |
| BROOKFIELD CORP | CL A LTD VT SH | $4.3M | 3.7% | 119,133 SH | New |
| CARMAX INC | COM | $2.5M | 2.1% | 45,398 SH | New |
| CME GROUP INC | COM | $211K | 0.2% | 807 SH | New |
| DISNEY WALT CO | COM | $1.7M | 1.5% | 16,552 SH | New |
| DUPONT DE NEMOURS INC | COMMON STOCK | $1.3M | 1.1% | 9,840 SH | New |
| EAST WEST BANCORP INC | COM | $4.9M | 4.1% | 39,346 SH | New |
| EXPEDITORS INTL WASH INC | COM | $3.0M | 2.5% | 16,282 SH | New |
| FACTSET RESH SYS INC | COM | $369K | 0.3% | 1,366 SH | New |
| FIRSTCASH HOLDINGS INC | COM | $2.9M | 2.5% | 13,947 SH | New |
| FORTINET INC | COM | $434K | 0.4% | 2,430 SH | New |
| ILLINOIS TOOL WKS INC | COM | $624K | 0.5% | 2,427 SH | New |
| ISHARES TR | 0-3 MTH TREASURY | $1.5M | 1.2% | 14,478 SH | New |
| ISHARES TR | ESG AW MSCI EAFE | $239K | 0.2% | 2,321 SH | New |
| JOHNSON & JOHNSON | COM | $2.3M | 2.0% | 8,770 SH | New |
| JONES LANG LASALLE INC | COM | $5.4M | 4.6% | 17,829 SH | New |
| JPMORGAN CHASE & CO | COM | $2.7M | 2.3% | 8,037 SH | New |
| LINCOLN ELEC HLDGS INC | COM | $2.8M | 2.4% | 10,578 SH | New |
| MASTERCARD INCORPORATED | CL A | $5.7M | 4.9% | 10,420 SH | New |
| MCDONALDS CORP | COM | $1.8M | 1.6% | 7,998 SH | New |
| MICROSOFT CORP | COM | $565K | 0.5% | 1,102 SH | New |
| MSCI INC | COM | $2.0M | 1.7% | 3,784 SH | New |
| NEXTERA ENERGY INC | COM | $2.0M | 1.7% | 26,882 SH | New |
| OLD REP INTL CORP | COM | $2.4M | 2.0% | 63,596 SH | New |
| PFIZER INC | COM | $1.5M | 1.2% | 51,394 SH | New |
| PIMCO ETF TR | ENHAN SHRT MA AC | $494K | 0.4% | 4,910 SH | New |
| QNITY ELECTRONICS INC | COMMON STOCK | $1.9M | 1.6% | 14,738 SH | New |
| SHOPIFY INC | CL A SUB VTG SHS | $2.1M | 1.8% | 14,008 SH | New |
| STRYKER CORPORATION | COM | $3.4M | 2.8% | 12,175 SH | New |
| SYNOPSYS INC | COM | $2.8M | 2.4% | 6,549 SH | New |
| TESLA INC | COM | $380K | 0.3% | 1,070 SH | New |
| VAIL RESORTS INC | COM | $1.3M | 1.1% | 9,550 SH | New |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $301K | 0.3% | 1,301 SH | New |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | $247K | 0.2% | 661 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.2M | 1.0% | 5,236 SH | New |
| VERISK ANALYTICS INC | COM | $2.3M | 2.0% | 13,850 SH | New |
| WASTE MGMT INC DEL | COM | $224K | 0.2% | 1,100 SH | New |
| WISDOMTREE TR | EMG MKTS SMCAP | $2.9M | 2.4% | 45,268 SH | New |
| 13F-HR |
| 0001754960-26-000485 |
| $125.8M |
| View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000230 | $106.1M | View |