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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 | $1.2M | 0.9%Prev: 1.3% | 8,500 SH | Decreased |
| AIRBNB INC | COM | $794K | 0.6% | 6,000 SH | New |
| ALPHABET INC | COM | $6.0M | 4.4%Prev: 7.6% | 34,000 SH | Decreased |
| AMAZON COM INC | COM | $11.3M | 8.2%Prev: 7.5% | 51,500 SH | Increased+5,000 SH |
| AMERICAN INTL GROUP INC | COM | $1.1M | 0.8% | 13,000 SH | New |
| APPLE INC | COM | $5.0M | 3.7%Prev: 3.5% | 24,500 SH | Increased+6,500 SH |
| BOEING CO | COM | $1.8M | 1.3% | 8,400 SH | New |
| BROADCOM INC | COM | $1.7M | 1.2%Prev: 1.8% | 6,000 SH | Decreased-1,400 SH |
| CHIPOTLE MEXICAN GRILL INC | COM | $955K | 0.7% | 17,000 SH | New |
| CISCO SYS INC | COM | $971K | 0.7%Prev: 0.8% | 14,000 SH | Decreased |
| COINBASE GLOBAL INC | COM | $1.3M | 1.0% | 3,800 SH | New |
| CONSTELLATION ENERGY CORP | COM | $1.3M | 0.9% | 4,000 SH | New |
| COSTCO WHSL CORP NEW | COM | $4.5M | 3.2% | 4,500 SH | New |
| CROWDSTRIKE HLDGS INC | COM | $1.6M | 1.2% | 3,200 SH | New |
| DISNEY WALT CO | COM | $2.5M | 1.8%Prev: 1.0% | 20,500 SH | Increased+6,700 SH |
| DOLLAR TREE INC | COM | $1.1M | 0.8% | 11,000 SH | New |
| DOORDASH INC | COM | $1.1M | 0.8% | 4,500 SH | New |
| DUTCH BROS INC | COM | $820K | 0.6% | 12,000 SH | New |
| EXPEDIA GROUP INC | COM | $843K | 0.6% | 5,000 SH | New |
| GENERAL ELECTRIC CO | COM | $1.3M | 0.9% | 5,000 SH | New |
| GILEAD SCIENCES INC | COM | $1.1M | 0.8%Prev: 1.4% | 10,000 SH | Decreased-3,300 SH |
| GOLDMAN SACHS GROUP INC | COM | $1.8M | 1.3%Prev: 1.0% | 2,500 SH | Increased+1,000 SH |
| HOWMET AEROSPACE INC | COM | $1.2M | 0.9% | 6,500 SH | New |
| INTERACTIVE BROKERS GROUP IN | COM | $1.1M | 0.8%Prev: 1.0% | 20,000 SH | Decreased |
| INTUITIVE SURGICAL INC | COM | $924K | 0.7% | 1,700 SH | New |
| JPMORGAN CHASE & CO | COM | $6.8M | 4.9% | 23,500 SH | New |
| MASTERCARD INCORPORATED | COM | $1.2M | 0.9% | 2,200 SH | New |
| MERCADOLIBRE INC | COM | $915K | 0.7% | 350 SH | New |
| META PLATFORMS INC | COM | $4.6M | 3.3%Prev: 2.3% | 6,200 SH | Increased+1,000 SH |
| MICROSOFT CORP | COM | $5.7M | 4.2%Prev: 2.3% | 11,500 SH | Increased+3,500 SH |
| NETFLIX INC | COM | $5.9M | 4.3%Prev: 1.8% | 4,400 SH | Increased-19,600 SH |
| NVIDIA CORPORATION | COM | $6.3M | 4.6%Prev: 4.1% | 40,000 SH | Increased+10,000 SH |
| ORACLE CORP | COM | $1.5M | 1.1% | 7,000 SH | New |
| PALANTIR TECHNOLOGIES INC | COM | $5.9M | 4.3%Prev: 2.5% | 43,000 SH | Increased+20,800 SH |
| ROBINHOOD MKTS INC | COM | $2.5M | 1.8%Prev: 1.4% | 27,000 SH | Increased+500 SH |
| ROCKWELL AUTOMATION INC | COM | $930K | 0.7%Prev: 0.8% | 2,800 SH | Decreased |
| ROKU INC | COM | $1.3M | 1.0%Prev: 1.1% | 15,000 SH | Decreased |
| ROYAL CARIBBEAN GROUP | COM | $1.9M | 1.4% | 6,000 SH | New |
| ROYALTY PHARMA PLC | COM | $1.1M | 0.8%Prev: 1.1% | 30,000 SH | Decreased |
| RTX CORPORATION | COM | $1.3M | 1.0%Prev: 1.3% | 9,000 SH | Decreased |
| SERVICENOW INC | COM | $1.1M | 0.8% | 1,100 SH | New |
| SNOWFLAKE INC | COM | $1.0M | 0.7% | 4,500 SH | New |
| SPDR S&P 500 ETF TR | ETF | $13.2M | 9.6%Prev: 9.1% | 21,300 SH | Increased+3,300 SH |
| SPOTIFY TECHNOLOGY S A | COM | $2.2M | 1.6% | 2,900 SH | New |
| TESLA INC | COM | $2.2M | 1.6%Prev: 2.0% | 7,000 SH | Decreased |
| TJX COS INC NEW | COM | $988K | 0.7%Prev: 1.1% | 8,000 SH | Decreased-1,000 SH |
| UBER TECHNOLOGIES INC | COM | $1.4M | 1.0% | 14,800 SH | New |
| VANGUARD INDEX FDS | ETF | $7.7M | 5.6%Prev: 6.3% | 13,500 SH | Decreased |
| VERISIGN INC | COM | $1.3M | 0.9% | 4,500 SH | New |
| VISA INC | COM | $852K | 0.6% | 2,400 SH | New |
| VISTRA CORP | COM | $1.7M | 1.3% | 9,000 SH | New |
| WALMART INC | COM | $1.5M | 1.1%Prev: 0.8% | 15,000 SH | Increased+7,000 SH |
| WILLIAMS COS INC | COM | $1.3M | 0.9% | 20,000 SH | New |
| 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 |