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CIK 0002150170 • 4 13F filings • Aug 14, 2026 – Oct 21, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABORATORIES | COM | $646K | 0.6% | 6,294 SH | |
| AGNICO EAGLE MINES LTD | COM | $647K | 0.6% | 3,187 SH | |
| ALBEMARLE CORP | COM | $718K | 0.7% | 4,000 SH | |
| ALPHABET INC | CAP STK CL A | $8.8M | 8.1% | 30,637 SH | |
| ALPHABET INC | CAP STK CL C | $2.4M | 2.2% | 8,302 SH | |
| AMAZON COM INC | COM | $2.5M | 2.3% | 12,207 SH | |
| ANGLOGOLD ASHANTI PLC | COM SHS | $1.4M | 1.3% | 14,492 SH | |
| APPLE INC | COM | $4.9M | 4.5% | 19,498 SH | |
| ATI INC | COM | $757K | 0.7% | 5,204 SH | |
| AURA MINERALS INC | SHS NEW | $318K | 0.3% | 3,900 SH | |
| AUTOMATIC DATA PROCESSING IN | COM | $391K | 0.4% | 1,919 SH | |
| BARCLAYS PLC | ADR | $487K | 0.4% | 23,000 SH | |
| BARRICK MNG CORP | COM SHS | $207K | 0.2% | 5,071 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $946K | 0.9% | 1,975 SH | |
| BLACK HILLS CORP | COM | $534K | 0.5% | 7,700 SH | |
| BRIGHTSPRING HEALTH SVCS INC | COM | $258K | 0.2% | 6,060 SH | |
| BROADCOM INC | COM | $2.2M | 2.1% | 7,254 SH | |
| CATERPILLAR INC | COM | $924K | 0.8% | 1,304 SH | |
| CBOE GLOBAL MKTS INC | COM | $202K | 0.2% | 718 SH | |
| CHEVRON CORPORATION | COM | $667K | 0.6% | 3,226 SH | |
| CITIZENS FINL GROUP INC | COM | $293K | 0.3% | 4,881 SH | |
| COCA COLA CO | COM | $550K | 0.5% | 7,231 SH | |
| COEUR MNG INC | COM NEW | $982K | 0.9% | 52,327 SH | |
| COHERENT CORP | COM | $1.8M | 1.6% | 7,491 SH | |
| COLGATE PALMOLIVE CO | COM | $436K | 0.4% | 5,116 SH | |
| CONSTELLATION ENERGY CORP | COM | $741K | 0.7% | 2,652 SH | |
| CORNING INC | COM | $3.7M | 3.4% | 27,165 SH | |
| COSTCO WHOLESALE CORPORATION | COM | $764K | 0.7% | 765 SH | |
| DARLING INGREDIENTS INC | COM | $260K | 0.2% | 4,210 SH | |
| DELL TECHNOLOGIES INC | CL C | $281K | 0.3% | 1,711 SH | |
| DEUTSCHE BK AG | NAMEN AKT | $387K | 0.4% | 13,000 SH | |
| DISNEY WALT CO | COM | $424K | 0.4% | 4,400 SH | |
| DOMINION ENERGY INC | COM | $319K | 0.3% | 5,162 SH | |
| DRDGOLD LIMITED | SPON ADR REPSTG | $279K | 0.3% | 9,500 SH | |
| EDISON INTL | COM | $438K | 0.4% | 5,989 SH | |
| EDWARDS LIFESCIENCES CORP | COM | $320K | 0.3% | 4,000 SH | |
| ELI LILLY & CO | COM | $235K | 0.2% | 255 SH | |
| EMERSON ELEC CO | COM | $2.0M | 1.8% | 15,304 SH | |
| EQT CORP | COM | $883K | 0.8% | 13,868 SH | |
| ERO COPPER CORP | COM | $1.7M | 1.5% | 61,935 SH | |
| EXXON MOBIL CORP | COM | $1.1M | 1.0% | 6,572 SH | |
| FIRST AMERN FINL CORP | COM | $262K | 0.2% | 4,342 SH | |
| FIVE BELOW INC | COM | $264K | 0.2% | 1,154 SH | |
| FLEXTRONICS INTL LTD | ORD | $262K | 0.2% | 4,000 SH | |
| GE VERNOVA INC | COM | $2.1M | 2.0% | 2,443 SH | |
| GLOBAL X FDS | DEFENSE TECH ETF | $1.5M | 1.4% | 21,090 SH | |
| GOLD COM INC | COM | $370K | 0.3% | 9,220 SH | |
| GOLD FIELDS LTD | SPONSORED ADR | $1.3M | 1.2% | 29,593 SH | |
| HARMONY GOLD MNG LTD | SPONSORED ADR | $354K | 0.3% | 23,050 SH | |
| HARTFORD INSURANCE GROUP INC | COM | $300K | 0.3% | 2,220 SH | |
| HOME DEPOT INC | COM | $510K | 0.5% | 1,550 SH | |
| HONEYWELL INTL INC | COM | $2.1M | 2.0% | 9,450 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $726K | 0.7% | 2,995 SH | |
| IPG PHOTONICS CORP | COM | $1.1M | 1.0% | 9,300 SH | |
| JOHNSON & JOHNSON | COM | $2.2M | 2.0% | 8,849 SH | |
| JPMORGAN CHASE & CO | COM | $1.2M | 1.1% | 4,210 SH | |
| KONTOOR BRANDS INC | COM | $288K | 0.3% | 4,100 SH | |
| MASTERCARD INCORPORATED | CL A | $478K | 0.4% | 957 SH | |
| MCDONALDS CORP | COM | $508K | 0.5% | 1,633 SH | |
| MEDTRONIC PLC | SHS | $2.3M | 2.1% | 26,350 SH | |
| MERCK & CO INC | COM | $2.9M | 2.6% | 24,009 SH | |
| MICRON TECHNOLOGY INC | COM | $4.9M | 4.5% | 14,445 SH | |
| MORGAN STANLEY | COM NEW | $847K | 0.8% | 5,149 SH | |
| MP MATERIALS CORP | COM CL A | $2.1M | 1.9% | 43,493 SH | |
| MUELLER INDS INC | COM | $1.6M | 1.4% | 14,002 SH | |
| NETFLIX INC. | COM | $242K | 0.2% | 2,522 SH | |
| NEWMONT CORP | COM | $1.1M | 1.0% | 10,438 SH | |
| NORTHWEST NAT HLDG CO | COM | $319K | 0.3% | 6,000 SH | |
| NOVO-NORDISK A S | ADR | $240K | 0.2% | 6,538 SH | |
| NVIDIA CORPORATION | COM | $4.5M | 4.1% | 25,592 SH | |
| ONEOK INC NEW | COM | $1.7M | 1.5% | 18,530 SH | |
| ORACLE CORP | COM | $1.2M | 1.1% | 8,022 SH | |
| PAN AMERN SILVER CORP | COM | $610K | 0.6% | 11,175 SH | |
| PEPSICO INC | COM | $2.7M | 2.4% | 17,139 SH | |
| PFIZER INC | COM | $395K | 0.4% | 14,076 SH | |
| PG&E CORP | COM | $258K | 0.2% | 14,700 SH | |
| PHILLIPS 66 | COM | $1.6M | 1.5% | 8,981 SH | |
| PROCTER & GAMBLE CO | COM | $602K | 0.6% | 4,168 SH | |
| PUTNAM MUN OPPORTUNITIES TR | SH BEN INT | $103K | 0.1% | 10,000 SH | |
| QUALCOMM INC | COM | $1.2M | 1.1% | 8,977 SH | |
| SMITHFIELD FOODS INC | COM | $267K | 0.2% | 9,550 SH | |
| SOLSTICE ADVANCED MATLS INC | COM SHS | $558K | 0.5% | 7,323 SH | |
| STARBUCKS CORP | COM | $417K | 0.4% | 4,654 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $276K | 0.3% | 424 SH | |
| STRYKER CORPORATION | COM | $2.7M | 2.5% | 8,313 SH | |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $426K | 0.4% | 1,261 SH | |
| TESLA INC | COM | $267K | 0.2% | 719 SH | |
| UBER TECHNOLOGIES INC | COM | $481K | 0.4% | 6,690 SH | |
| UNION PAC CORP | COM | $466K | 0.4% | 1,923 SH | |
| UNITED PARCEL SVCS INC | CL B | $220K | 0.2% | 2,233 SH | |
| UNITED RENTALS INC | COM | $783K | 0.7% | 1,075 SH | |
| VANECK ETF TRUST | GOLD MINERS ETF | $1.2M | 1.1% | 12,972 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $240K | 0.2% | 550 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $231K | 0.2% | 386 SH | |
| VERTIV HOLDINGS CO | COM CL A | $2.3M | 2.1% | 9,052 SH | |
| VISA INC | COM CL A | $482K | 0.4% | 1,597 SH | |
| WALMART INC | COM | $1.4M | 1.3% | 11,571 SH | |
| WASTE MGMT INC DEL | COM | $1.5M | 1.4% | 6,703 SH |
| 13F-HR |
| 0002150170-26-000003 |
| $144.1M |
| View |
| Aug 14, 2026 | Q1 2026 | 13F-HR | 0002150170-26-000002 | $109.3M | View |