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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 | $1.4M | 1.0%Prev: 3.3% | 8,500 SH | Decreased |
| ALBEMARLE CORP | COM | $973K | 0.7% | 12,000 SH | New |
| ALPHABET INC | COM | $8.3M | 5.8%Prev: 8.1% | 34,000 SH | Decreased |
| AMAZON COM INC | COM | $10.2M | 7.1%Prev: 7.5% | 46,500 SH | Decreased |
| APA CORPORATION | COM | $1.0M | 0.7% | 42,000 SH | New |
| APPLE INC | COM | $4.6M | 3.2%Prev: 3.5% | 18,000 SH | Decreased |
| APPLOVIN CORP | COM | $1.6M | 1.1% | 2,200 SH | New |
| BOEING CO | COM | $1.4M | 1.0% | 6,600 SH | New |
| BROADCOM INC | COM | $2.4M | 1.7%Prev: 1.3% | 7,400 SH | Increased+2,400 SH |
| BWX TECHNOLOGIES INC | COM | $1.3M | 0.9% | 7,000 SH | New |
| CISCO SYS INC | COM | $958K | 0.7%Prev: 1.1% | 14,000 SH | Decreased |
| COINBASE GLOBAL INC | COM | $1.3M | 0.9% | 3,800 SH | New |
| CONSTELLATION ENERGY CORP | COM | $1.3M | 0.9% | 4,000 SH | New |
| COREWEAVE INC | COM | $1.0M | 0.7%Prev: 0.6% | 7,500 SH | Increased-1,000 SH |
| COSTCO WHSL CORP NEW | COM | $1.5M | 1.0% | 1,600 SH | New |
| CROWDSTRIKE HLDGS INC | COM | $981K | 0.7%Prev: 1.2% | 2,000 SH | Decreased-300 SH |
| DISNEY WALT CO | COM | $1.6M | 1.1%Prev: 0.9% | 13,800 SH | Increased |
| DOORDASH INC | COM | $1.2M | 0.9%Prev: 0.7% | 4,500 SH | Increased-1,000 SH |
| EXPEDIA GROUP INC | COM | $1.1M | 0.7% | 5,000 SH | New |
| GENERAL ELECTRIC CO | COM | $1.5M | 1.1% | 5,000 SH | New |
| GILEAD SCIENCES INC | COM | $1.1M | 0.8% | 10,000 SH | New |
| GOLDMAN SACHS GROUP INC | COM | $2.0M | 1.4%Prev: 1.0% | 2,500 SH | Increased+1,000 SH |
| ILLUMINA INC | COM | $807K | 0.6%Prev: 1.0% | 8,500 SH | Decreased |
| INTERACTIVE BROKERS GROUP IN | COM | $1.4M | 1.0%Prev: 1.2% | 20,000 SH | Decreased |
| JPMORGAN CHASE & CO | COM | $7.4M | 5.2%Prev: 3.3% | 23,500 SH | Increased+8,500 SH |
| LENNAR CORP | COM | $945K | 0.7% | 7,500 SH | New |
| MARATHON PETE CORP | COM | $1.0M | 0.7% | 5,200 SH | New |
| MASTERCARD INCORPORATED | COM | $1.3M | 0.9% | 2,200 SH | New |
| MERCADOLIBRE INC | COM | $818K | 0.6% | 350 SH | New |
| META PLATFORMS INC | COM | $4.6M | 3.2%Prev: 2.0% | 6,200 SH | Increased+1,000 SH |
| MICROSOFT CORP | COM | $6.0M | 4.2%Prev: 1.5% | 11,500 SH | Increased+5,500 SH |
| MP MATERIALS CORP | COM | $1.0M | 0.7%Prev: 0.8% | 15,000 SH | Decreased-5,000 SH |
| NETFLIX INC | COM | $3.5M | 2.4% | 2,900 SH | New |
| NIKE INC | COM | $767K | 0.5% | 11,000 SH | New |
| NUCOR CORP | COM | $1.4M | 1.0%Prev: 1.6% | 10,500 SH | Decreased |
| NVIDIA CORPORATION | COM | $6.5M | 4.6%Prev: 4.0% | 35,000 SH | Increased+5,000 SH |
| ORACLE CORP | COM | $1.5M | 1.1% | 5,500 SH | New |
| PALANTIR TECHNOLOGIES INC | COM | $6.2M | 4.4%Prev: 0.9% | 34,200 SH | Increased+22,200 SH |
| PHILLIPS 66 | COM | $1.4M | 1.0% | 10,100 SH | New |
| ROBINHOOD MKTS INC | COM | $3.9M | 2.7%Prev: 1.9% | 27,000 SH | Increased-700 SH |
| ROBLOX CORP | COM | $970K | 0.7% | 7,000 SH | New |
| ROCKWELL AUTOMATION INC | COM | $979K | 0.7%Prev: 0.9% | 2,800 SH | Decreased |
| ROKU INC | COM | $1.5M | 1.1%Prev: 1.4% | 15,000 SH | Decreased |
| ROYAL CARIBBEAN GROUP | COM | $1.9M | 1.4% | 6,000 SH | New |
| ROYALTY PHARMA PLC | COM | $1.1M | 0.7%Prev: 1.1% | 30,000 SH | Decreased |
| RTX CORPORATION | COM | $1.5M | 1.1% | 9,000 SH | New |
| SHOPIFY INC | COM | $1.0M | 0.7%Prev: 1.1% | 7,000 SH | Decreased-7,400 SH |
| SNAP INC | COM | $771K | 0.5% | 100,000 SH | New |
| SPDR S&P 500 ETF TR | ETF | $13.3M | 9.3% | 20,000 SH | New |
| SPOTIFY TECHNOLOGY S A | COM | $1.8M | 1.3% | 2,600 SH | New |
| TESLA INC | COM | $3.1M | 2.2%Prev: 2.0% | 7,000 SH | Increased |
| UBER TECHNOLOGIES INC | COM | $1.6M | 1.1%Prev: 0.6% | 16,500 SH | Increased+3,500 SH |
| UNITEDHEALTH GROUP INC | COM | $1.5M | 1.1% | 4,400 SH | New |
| VANGUARD INDEX FDS | ETF | $8.3M | 5.8%Prev: 6.2% | 13,500 SH | Decreased |
| VERISIGN INC | COM | $1.1M | 0.7% | 3,800 SH | New |
| VISTRA CORP | COM | $1.8M | 1.2% | 9,000 SH | New |
| WALMART INC | COM | $1.5M | 1.1% | 15,000 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 |