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CIK 0000869179 • 6 13F filings • May 9, 2025 – Aug 10, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $1.8M | 1.3%Prev: 1.0% | 8,500 SH | Increased |
| ALBEMARLE CORP | COM | $1.7M | 1.2%Prev: 0.7% | 12,000 SH | Increased |
| ALPHABET INC | COM | $10.7M | 7.6%Prev: 5.8% | 34,000 SH | Increased |
| AMAZON COM INC | COM | $10.7M | 7.7%Prev: 7.1% | 46,500 SH | Increased |
| APA CORPORATION | COM | $1.0M | 0.7%Prev: 0.7% | 42,000 SH | Increased |
| APPLE INC | COM | $4.9M | 3.5%Prev: 3.2% | 18,000 SH | Increased |
| APPLOVIN CORP | COM | $1.5M | 1.1%Prev: 1.1% | 2,200 SH | Decreased |
| BROADCOM INC | COM | $2.6M | 1.8%Prev: 1.7% | 7,400 SH | Increased |
| BWX TECHNOLOGIES INC | COM | $1.2M | 0.9%Prev: 0.9% | 7,000 SH | Decreased |
| CARDINAL HEALTH INC | COM | $1.0M | 0.7% | 5,000 SH | New |
| CHIPOTLE MEXICAN GRILL INC | COM | $1.3M | 1.0% | 36,000 SH | New |
| CISCO SYS INC | COM | $1.1M | 0.8%Prev: 0.7% | 14,000 SH | Increased |
| CLEVELAND-CLIFFS INC NEW | COM | $1.1M | 0.8% | 80,000 SH | New |
| CONSTELLATION ENERGY CORP | COM | $1.4M | 1.0%Prev: 0.9% | 4,000 SH | Increased |
| CROWDSTRIKE HLDGS INC | COM | $1.3M | 1.0%Prev: 0.7% | 2,850 SH | Increased+850 SH |
| DISNEY WALT CO | COM | $1.6M | 1.1%Prev: 1.1% | 13,800 SH | Decreased |
| DOORDASH INC | COM | $1.0M | 0.7%Prev: 0.9% | 4,500 SH | Decreased |
| EPAM SYS INC | COM | $1.1M | 0.8% | 5,400 SH | New |
| EXPEDIA GROUP INC | COM | $1.4M | 1.0%Prev: 0.7% | 5,000 SH | Increased |
| GE AEROSPACE | COM | $1.5M | 1.1% | 5,000 SH | New |
| GE VERNOVA INC | COM | $1.0M | 0.7% | 1,600 SH | New |
| GILEAD SCIENCES INC | COM | $1.6M | 1.2%Prev: 0.8% | 13,300 SH | Increased+3,300 SH |
| GOLDMAN SACHS GROUP INC | COM | $1.3M | 0.9%Prev: 1.4% | 1,500 SH | Decreased-1,000 SH |
| HALLIBURTON CO | COM | $1.1M | 0.8% | 38,000 SH | New |
| ILLUMINA INC | COM | $1.1M | 0.8%Prev: 0.6% | 8,500 SH | Increased |
| INTERACTIVE BROKERS GROUP IN | COM | $1.3M | 0.9%Prev: 1.0% | 20,000 SH | Decreased |
| JPMORGAN CHASE & CO. | COM | $5.8M | 4.2% | 18,000 SH | New |
| KRATOS DEFENSE & SEC SOLUTIO | COM | $987K | 0.7% | 13,000 SH | New |
| LULULEMON ATHLETICA INC | COM | $1.0M | 0.7% | 5,000 SH | New |
| MARATHON PETE CORP | COM | $846K | 0.6%Prev: 0.7% | 5,200 SH | Decreased |
| MASTERCARD INCORPORATED | COM | $1.3M | 0.9%Prev: 0.9% | 2,200 SH | Increased |
| META PLATFORMS INC | COM | $4.1M | 2.9%Prev: 3.2% | 6,200 SH | Decreased |
| MICROSOFT CORP | COM | $5.6M | 4.0%Prev: 4.2% | 11,500 SH | Decreased |
| NETFLIX INC | COM | $2.0M | 1.4%Prev: 2.4% | 21,500 SH | Decreased+18,600 SH |
| NUCOR CORP | COM | $1.7M | 1.2%Prev: 1.0% | 10,500 SH | Increased |
| NVIDIA CORPORATION | COM | $6.5M | 4.7%Prev: 4.6% | 35,000 SH | Decreased |
| PALANTIR TECHNOLOGIES INC | COM | $4.8M | 3.5%Prev: 4.4% | 27,200 SH | Decreased-7,000 SH |
| PHILLIPS 66 | COM | $1.3M | 0.9%Prev: 1.0% | 10,100 SH | Decreased |
| QUALCOMM INC | COM | $1.3M | 0.9% | 7,700 SH | New |
| REGENERON PHARMACEUTICALS | COM | $1.6M | 1.1% | 2,060 SH | New |
| ROBINHOOD MKTS INC | COM | $3.1M | 2.2%Prev: 2.7% | 27,000 SH | Decreased |
| ROCKWELL AUTOMATION INC | COM | $1.1M | 0.8%Prev: 0.7% | 2,800 SH | Increased |
| ROKU INC | COM | $1.6M | 1.2%Prev: 1.1% | 15,000 SH | Increased |
| ROYAL CARIBBEAN GROUP | COM | $1.1M | 0.8%Prev: 1.4% | 3,800 SH | Decreased-2,200 SH |
| ROYALTY PHARMA PLC | COM | $1.2M | 0.8%Prev: 0.7% | 30,000 SH | Increased |
| RTX CORPORATION | COM | $1.7M | 1.2%Prev: 1.1% | 9,000 SH | Increased |
| SHOPIFY INC | COM | $1.5M | 1.1%Prev: 0.7% | 9,600 SH | Increased+2,600 SH |
| SKYWORKS SOLUTIONS INC | COM | $824K | 0.6% | 13,000 SH | New |
| SOFI TECHNOLOGIES INC | COM | $838K | 0.6% | 32,000 SH | New |
| SPDR S&P 500 ETF TR | ETF | $13.0M | 9.3%Prev: 9.3% | 19,000 SH | Decreased-1,000 SH |
| TESLA INC | COM | $3.1M | 2.3%Prev: 2.2% | 7,000 SH | Increased |
| THERMO FISHER SCIENTIFIC INC | COM | $1.0M | 0.7% | 1,800 SH | New |
| TJX COS INC NEW | COM | $1.4M | 1.0% | 9,000 SH | New |
| TOAST INC | COM | $994K | 0.7% | 28,000 SH | New |
| UNITEDHEALTH GROUP INC | COM | $1.5M | 1.0%Prev: 1.1% | 4,400 SH | Decreased |
| VANGUARD INDEX FDS | ETF | $8.5M | 6.1%Prev: 5.8% | 13,500 SH | Increased |
| WALMART INC | COM | $1.0M | 0.7%Prev: 1.1% | 9,000 SH | Decreased-6,000 SH |
| 13F-HR |
| 0000869179-26-000007 |
| $148.4M |
| View |
| Aug 8, 2025 | Q2 2025 | 13F-HR | 0000869179-25-000008 | $137.6M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0000869179-26-000005 | $129.0M | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0000869179-25-000004 | $113.0M | View |