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CIK 0001512611 • 6 13F filings • May 6, 2025 – Jul 24, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $510K | 0.1%Prev: 0.1% | 4,070 SH | Decreased-65 SH |
| ABBVIE INC | COM | $5.3M | 0.6%Prev: 0.6% | 22,992 SH | Decreased-421 SH |
| ADOBE INC | COM | $995K | 0.1%Prev: 0.3% | 2,842 SH | Decreased-4,111 SH |
| AGNICO EAGLE MINES LTD | COM | $9.6M | 1.1%Prev: 1.1% | 56,519 SH | Decreased-759 SH |
| AIRBNB INC | COM CL A | $579K | 0.1%Prev: 0.1% | 4,263 SH | Increased-350 SH |
| ALPHABET INC | CAP STK CL A | $1.8M | 0.2%Prev: 0.2% | 5,908 SH | Increased+323 SH |
| ALPHABET INC | CAP STK CL C | $24.9M | 2.9%Prev: 2.4% | 79,214 SH | Increased-2,936 SH |
| AMAZON COM INC | COM | $13.8M | 1.6%Prev: 1.6% | 59,783 SH | Increased-1,589 SH |
| AMGEN INC | COM | $4.8M | 0.6%Prev: 0.5% | 14,526 SH | Increased-389 SH |
| APPLE INC | COM | $26.1M | 3.1%Prev: 2.9% | 95,940 SH | Increased-667 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.2M | 0.4%Prev: 0.4% | 6,365 SH | Increased+69 SH |
| BOOKING HOLDINGS INC | COM | $5.9M | 0.7%Prev: 0.7% | 1,099 SH | Decreased-27 SH |
| BOSTON SCIENTIFIC CORP | COM | $2.5M | 0.3%Prev: 0.3% | 26,016 SH | Decreased+92 SH |
| BROADCOM INC | COM | $521K | 0.1%Prev: 0.1% | 1,506 SH | Increased-1 SH |
| CARIBOU BIOSCIENCES INC | COM | $93K | 0.0%Prev: 0.0% | 58,685 SH | Decreased-26,335 SH |
| CATERPILLAR INC | COM | $308K | 0.0%Prev: 0.0% | 538 SH | Increased+37 SH |
| CHEVRON CORP NEW | COM | $4.3M | 0.5%Prev: 0.5% | 28,505 SH | Decreased-649 SH |
| CHUBB LIMITED | COM | $3.2M | 0.4%Prev: 0.3% | 10,099 SH | Increased-103 SH |
| CISCO SYS INC | COM | $10.4M | 1.2%Prev: 1.1% | 135,543 SH | Increased+1,863 SH |
| COCA COLA CO | COM | $2.6M | 0.3%Prev: 0.3% | 37,032 SH | Increased+818 SH |
| COLUMBIA ETF TR II | EM CORE EX ETF | $6.1M | 0.7%Prev: 0.7% | 159,893 SH | Increased+9,553 SH |
| COSTCO WHSL CORP NEW | COM | $8.4M | 1.0%Prev: 1.1% | 9,784 SH | Decreased-343 SH |
| DANAHER CORPORATION | COM | $220K | 0.0% | 959 SH | New |
| DELL TECHNOLOGIES INC | CL C | $257K | 0.0%Prev: 0.0% | 2,043 SH | Decreased |
| DISNEY WALT CO | COM | $4.2M | 0.5%Prev: 0.5% | 36,827 SH | Increased+1,465 SH |
| ELI LILLY & CO | COM | $5.0M | 0.6%Prev: 0.4% | 4,650 SH | Increased-47 SH |
| EMERSON ELEC CO | COM | $3.4M | 0.4%Prev: 0.4% | 25,263 SH | Increased-285 SH |
| ENVIRI CORP | COM | $517K | 0.1%Prev: 0.0% | 28,825 SH | Increased |
| EXXON MOBIL CORP | COM | $5.9M | 0.7%Prev: 0.7% | 49,285 SH | Increased+52 SH |
| GALLAGHER ARTHUR J & CO | COM | $3.4M | 0.4%Prev: 0.5% | 13,087 SH | Decreased-256 SH |
| GLOBAL X FDS | US PFD ETF | $538K | 0.1%Prev: 0.1% | 28,442 SH | Decreased-2,649 SH |
| GOLDMAN SACHS GROUP INC | COM | $384K | 0.0%Prev: 0.0% | 437 SH | Increased |
| HOME DEPOT INC | COM | $3.1M | 0.4%Prev: 0.4% | 9,105 SH | Decreased-180 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $392K | 0.0%Prev: 0.0% | 1,322 SH | Decreased-156 SH |
| INTUIT | COM | $1.1M | 0.1%Prev: 0.1% | 1,665 SH | Decreased-2 SH |
| INTUITIVE SURGICAL INC | COM NEW | $4.0M | 0.5%Prev: 0.4% | 7,118 SH | Increased+215 SH |
| INVESCO QQQ TR | UNIT SER 1 | $999K | 0.1%Prev: 0.1% | 1,627 SH | Decreased-71 SH |
| ISHARES INC | MSCI EMRG CHN | $9.4M | 1.1%Prev: 1.1% | 129,229 SH | Increased-4,365 SH |
| ISHARES TR | CORE S&P MCP ETF | $330K | 0.0%Prev: 0.0% | 5,005 SH | Increased |
| ISHARES TR | CORE S&P SCP ETF | $1.1M | 0.1%Prev: 0.1% | 9,186 SH | Decreased-599 SH |
| ISHARES TR | CORE S&P500 ETF | $9.4M | 1.1%Prev: 1.1% | 13,674 SH | Increased-85 SH |
| ISHARES TR | CYBERSECURITY | $4.5M | 0.5%Prev: 0.6% | 94,266 SH | Decreased+1,439 SH |
| ISHARES TR | GL CLEAN ENE ETF | $281K | 0.0%Prev: 0.0% | 17,075 SH | Increased+585 SH |
| ISHARES TR | ISHS 1-5YR INVS | $34.9M | 4.1%Prev: 3.6% | 660,602 SH | Increased+86,242 SH |
| ISHARES TR | RUS 2000 GRW ETF | $404K | 0.0%Prev: 0.0% | 1,250 SH | Increased |
| ISHARES TR | RUSSELL 2000 ETF | $204K | 0.0%Prev: 0.0% | 830 SH | Increased |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $1.8M | 0.2%Prev: 0.3% | 31,310 SH | Decreased-5,491 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $1.1M | 0.1%Prev: 0.1% | 21,085 SH | Decreased-1,027 SH |
| JOHNSON & JOHNSON | COM | $1.1M | 0.1%Prev: 0.1% | 5,156 SH | Increased-166 SH |
| JPMORGAN CHASE & CO. | COM | $14.0M | 1.6%Prev: 1.7% | 43,520 SH | Increased-471 SH |
| LAM RESEARCH CORP | COM NEW | $494K | 0.1%Prev: 0.1% | 2,885 SH | Decreased-1,105 SH |
| LINDE PLC | SHS | $3.8M | 0.4%Prev: 0.5% | 8,849 SH | Decreased-34 SH |
| MASCO CORP | COM | $2.4M | 0.3%Prev: 0.3% | 37,772 SH | Decreased-744 SH |
| MCDONALDS CORP | COM | $367K | 0.0%Prev: 0.0% | 1,202 SH | Increased+52 SH |
| MERCK & CO INC | COM | $426K | 0.0%Prev: 0.0% | 4,045 SH | Increased-613 SH |
| META PLATFORMS INC | CL A | $1.2M | 0.1%Prev: 0.2% | 1,769 SH | Decreased-83 SH |
| MICROSOFT CORP | COM | $33.2M | 3.9%Prev: 4.3% | 68,627 SH | Decreased-1,457 SH |
| NETFLIX INC | COM | $2.4M | 0.3% | 26,042 SH | New |
| NEWMONT CORP | COM | $294K | 0.0%Prev: 0.0% | 2,949 SH | Decreased-1,000 SH |
| NUCOR CORP | COM | $592K | 0.1%Prev: 0.1% | 3,632 SH | Increased+500 SH |
| NVIDIA CORPORATION | COM | $298.5M | 34.9%Prev: 35.5% | 1,600,451 SH | Increased+1,162 SH |
| ORACLE CORP | COM | $2.0M | 0.2%Prev: 0.4% | 10,286 SH | Decreased-167 SH |
| PALO ALTO NETWORKS INC | COM | $429K | 0.1%Prev: 0.1% | 2,328 SH | Decreased-270 SH |
| PARKER-HANNIFIN CORP | COM | $338K | 0.0%Prev: 0.0% | 385 SH | Increased |
| PHILIP MORRIS INTL INC | COM | $383K | 0.0%Prev: 0.0% | 2,388 SH | Increased+678 SH |
| PROCTER AND GAMBLE CO | COM | $6.9M | 0.8%Prev: 0.9% | 47,809 SH | Decreased-864 SH |
| PURE STORAGE INC | CL A | $421K | 0.0%Prev: 0.1% | 6,286 SH | Decreased-700 SH |
| QUALCOMM INC | COM | $8.4M | 1.0%Prev: 1.0% | 48,844 SH | Increased-147 SH |
| ROPER TECHNOLOGIES INC | COM | $4.3M | 0.5%Prev: 0.6% | 9,589 SH | Decreased-23 SH |
| S&P GLOBAL INC | COM | $5.2M | 0.6%Prev: 0.6% | 9,874 SH | Increased-58 SH |
| SALESFORCE INC | COM | $2.3M | 0.3%Prev: 0.2% | 8,581 SH | Increased-134 SH |
| SCHWAB CHARLES CORP | COM | $3.8M | 0.4%Prev: 0.4% | 38,369 SH | Increased-640 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $3.0M | 0.3%Prev: 0.4% | 124,032 SH | Decreased-5,546 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $557K | 0.1%Prev: 0.1% | 22,872 SH | Decreased-979 SH |
| SELECT SECTOR SPDR TR | STATE STREET COM | $3.9M | 0.5% | 32,754 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET CON | $5.8M | 0.7% | 58,563 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $1.6M | 0.2% | 36,388 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $5.1M | 0.6% | 92,981 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $4.1M | 0.5% | 26,343 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET IND | $20.0M | 2.3% | 129,065 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET MAT | $1.4M | 0.2% | 30,870 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET REA | $4.1M | 0.5% | 101,769 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $23.5M | 2.7% | 163,088 SH | New |
| SHELL PLC | SPON ADS | $2.6M | 0.3%Prev: 0.3% | 35,270 SH | Increased+233 SH |
| SPDR GOLD TR | GOLD SHS | $3.0M | 0.4%Prev: 0.3% | 7,658 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $10.3M | 1.2%Prev: 1.2% | 15,048 SH | Decreased-528 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $25.5M | 3.0% | 867,256 SH | New |
| STRYKER CORPORATION | COM | $5.6M | 0.7%Prev: 0.7% | 16,029 SH | Decreased-291 SH |
| TE CONNECTIVITY PLC | ORD SHS | $3.6M | 0.4%Prev: 0.4% | 15,758 SH | Increased+193 SH |
| TESLA INC | COM | $362K | 0.0%Prev: 0.0% | 806 SH | Increased+110 SH |
| TEXAS PACIFIC LAND CORPORATI | COM | $1.1M | 0.1%Prev: 0.1% | 3,903 SH | Decreased+2,602 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $4.1M | 0.5%Prev: 0.4% | 7,139 SH | Increased-182 SH |
| TJX COS INC NEW | COM | $7.1M | 0.8%Prev: 0.8% | 45,909 SH | Increased-159 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $748K | 0.1%Prev: 0.1% | 1,533 SH | Increased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $490K | 0.1%Prev: 0.1% | 782 SH | Decreased-80 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $16.2M | 1.9%Prev: 1.9% | 62,859 SH | Increased-356 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $8.5M | 1.0%Prev: 1.0% | 157,399 SH | Decreased+1,029 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $359K | 0.0%Prev: 0.0% | 2,951 SH | Increased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $40.2M | 4.7%Prev: 4.5% | 643,177 SH | Increased+10,078 SH |
| VANGUARD WORLD FD | UTILITIES ETF | $11.4M | 1.3%Prev: 1.4% | 61,406 SH | Decreased+888 SH |
| VERIZON COMMUNICATIONS INC | COM | $271K | 0.0%Prev: 0.3% | 6,657 SH | Decreased-54,829 SH |
| VISA INC | COM CL A | $10.7M | 1.3%Prev: 1.3% | 30,522 SH | Increased-285 SH |
| WALMART INC | COM | $567K | 0.1%Prev: 0.1% | 5,093 SH | Increased |
| WISDOMTREE TR | US HIGH DIVIDEND | $479K | 0.1%Prev: 0.1% | 4,700 SH | Decreased-245 SH |
| XYLEM INC | COM | $2.7M | 0.3%Prev: 0.4% | 20,178 SH | Decreased-258 SH |
| 13F-HR |
| 0001512611-26-000004 |
| $911.6M |
| View |
| Jul 23, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004113 | $756.5M | View |
| May 7, 2026 | Q1 2026 | 13F-HR | 0001512611-26-000002 | $819.2M | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002617 | $579.0M | View |