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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 | $1.7M | 1.3% | 8,500 SH | New |
| AIR PRODS & CHEMS INC | COM | $1.0M | 0.8% | 3,500 SH | New |
| ALBEMARLE CORP | COM | $2.2M | 1.7% | 12,000 SH | New |
| ALIBABA GROUP HLDG LTD | COM | $941K | 0.7% | 7,500 SH | New |
| ALPHABET INC | COM | $9.8M | 7.6%Prev: 7.0% | 34,000 SH | Increased-17,000 SH |
| AMAZON COM INC | COM | $9.7M | 7.5%Prev: 8.7% | 46,500 SH | Decreased-5,000 SH |
| Amcor PLC | COM | $994K | 0.8% | 25,000 SH | New |
| APA CORPORATION | COM | $1.8M | 1.4% | 42,000 SH | New |
| APPLE INC | COM | $4.6M | 3.5%Prev: 4.8% | 18,000 SH | Decreased-6,500 SH |
| ASML HOLDING N V | COM | $1.1M | 0.8% | 800 SH | New |
| BAIDU INC | COM | $847K | 0.7% | 7,600 SH | New |
| BROADCOM INC | COM | $2.3M | 1.8%Prev: 0.7% | 7,400 SH | Increased+2,400 SH |
| BWX TECHNOLOGIES INC | COM | $1.4M | 1.1% | 7,000 SH | New |
| CARDINAL HEALTH INC | COM | $1.1M | 0.8% | 5,000 SH | New |
| CATERPILLAR INC | COM | $992K | 0.8% | 1,400 SH | New |
| CISCO SYS INC | COM | $1.1M | 0.8%Prev: 0.8% | 14,000 SH | Increased |
| CORNING INC | COM | $1.5M | 1.2% | 11,000 SH | New |
| DECKERS OUTDOOR CORP | COM | $1.0M | 0.8% | 10,000 SH | New |
| DISNEY WALT CO | COM | $1.3M | 1.0%Prev: 1.6% | 13,800 SH | Decreased-4,700 SH |
| ECHOSTAR CORP | COM | $937K | 0.7% | 8,000 SH | New |
| EXXON MOBIL CORP | COM | $1.9M | 1.5% | 11,300 SH | New |
| GE AEROSPACE | COM | $1.4M | 1.1% | 5,000 SH | New |
| GE VERNOVA INC | COM | $1.4M | 1.1% | 1,600 SH | New |
| GILEAD SCIENCES INC | COM | $1.9M | 1.4%Prev: 1.0% | 13,300 SH | Increased+3,300 SH |
| GOLDMAN SACHS GROUP INC | COM | $1.3M | 1.0%Prev: 1.2% | 1,500 SH | Decreased-1,000 SH |
| HALLIBURTON CO | COM | $1.5M | 1.1% | 38,000 SH | New |
| ILLUMINA INC | COM | $1.0M | 0.8% | 8,500 SH | New |
| INTERACTIVE BROKERS GROUP IN | COM | $1.3M | 1.0% | 20,000 SH | New |
| JABIL INC | COM | $1.1M | 0.8% | 4,000 SH | New |
| JPMORGAN CHASE & CO. | COM | $4.4M | 3.4% | 15,000 SH | New |
| Lam Research Corporation | COM | $897K | 0.7% | 4,200 SH | New |
| MARATHON PETE CORP | COM | $1.3M | 1.0% | 5,200 SH | New |
| META PLATFORMS INC | COM | $3.0M | 2.3%Prev: 2.7% | 5,200 SH | Decreased |
| MICRON TECHNOLOGY INC | COM | $1.3M | 1.0% | 3,700 SH | New |
| MICROSOFT CORP | COM | $3.0M | 2.3%Prev: 3.8% | 8,000 SH | Decreased-3,500 SH |
| NETAPP INC | COM | $922K | 0.7% | 9,000 SH | New |
| NETFLIX INC | COM | $2.3M | 1.8%Prev: 3.6% | 24,000 SH | Decreased+19,600 SH |
| NUCOR CORP | COM | $1.8M | 1.4% | 10,500 SH | New |
| NVIDIA CORPORATION | COM | $5.2M | 4.1%Prev: 3.8% | 30,000 SH | Increased-10,000 SH |
| PALANTIR TECHNOLOGIES INC | COM | $3.2M | 2.5%Prev: 3.2% | 22,200 SH | Decreased-20,800 SH |
| PHILLIPS 66 | COM | $1.8M | 1.4% | 10,100 SH | New |
| QXO INC | COM | $1.0M | 0.8% | 53,000 SH | New |
| REGENERON PHARMACEUTICALS | COM | $1.6M | 1.2% | 2,060 SH | New |
| ROBINHOOD MKTS INC | COM | $1.8M | 1.4%Prev: 0.8% | 26,500 SH | Increased+4,500 SH |
| ROCKWELL AUTOMATION INC | COM | $1.0M | 0.8%Prev: 0.6% | 2,800 SH | Increased |
| ROKU INC | COM | $1.4M | 1.1%Prev: 0.6% | 15,000 SH | Increased+5,000 SH |
| ROYALTY PHARMA PLC | COM | $1.4M | 1.1% | 30,000 SH | New |
| RTX CORPORATION | COM | $1.7M | 1.3%Prev: 1.1% | 9,000 SH | Increased |
| SCHLUMBERGER LTD | COM | $1.4M | 1.1% | 28,000 SH | New |
| SHOPIFY INC | COM | $1.3M | 1.0% | 11,100 SH | New |
| SPDR S&P 500 ETF TR | ETF | $11.7M | 9.1%Prev: 10.5% | 18,000 SH | Decreased-3,300 SH |
| STARBUCKS CORP | COM | $1.3M | 1.0% | 14,000 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | COM | $1.0M | 0.8% | 3,100 SH | New |
| TARGET CORP | COM | $1.0M | 0.8% | 8,500 SH | New |
| TESLA INC | COM | $2.6M | 2.0%Prev: 1.4% | 7,000 SH | Increased+1,000 SH |
| TJX COS INC NEW | COM | $1.4M | 1.1%Prev: 0.9% | 9,000 SH | Increased+1,000 SH |
| VANGUARD INDEX FDS | ETF | $8.1M | 6.3%Prev: 6.1% | 13,500 SH | Increased |
| WALMART INC | COM | $994K | 0.8%Prev: 1.2% | 8,000 SH | Decreased-7,000 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 |