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CIK 0001988307 • 3 13F filings • May 15, 2026 – Aug 7, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICA MOVIL SAB DE CV | SPON ADS RP CL B | $970K | 1.0% | 46,921 SH | New |
| ANGLOGOLD ASHANTI PLC | COM SHS | $1.3M | 1.3% | 15,630 SH | New |
| APPLE INC | COM | $368K | 0.4% | 1,355 SH | New |
| ASML HOLDING N V | N Y REGISTRY SHS | $1.1M | 1.1% | 1,074 SH | New |
| ATOUR LIFESTYLE HLDGS LTD | SPONSORED ADS | $776K | 0.8% | 19,690 SH | New |
| BANCO BILBAO VIZCAYA ARGENTA | SPONSORED ADR | $964K | 1.0% | 41,349 SH | New |
| BANCO MACRO SA | SPON ADR B | $907K | 0.9% | 10,063 SH | New |
| BANK OF NT BUTTERFIELD&SON L | SHS NEW | $963K | 1.0% | 19,321 SH | New |
| BLACKROCK FLOATING RATE INCO | COM | $442K | 0.4% | 37,507 SH | New |
| BRISTOL-MYERS SQUIBB CO | COM | $789K | 0.8% | 14,634 SH | New |
| CAL MAINE FOODS INC | COM NEW | $744K | 0.7% | 9,354 SH | New |
| CARETRUST REIT INC | COM | $782K | 0.8% | 21,618 SH | New |
| CATALYST PHARMACEUTICALS INC | COM | $826K | 0.8% | 35,400 SH | New |
| CENOVUS ENERGY INC | COM | $823K | 0.8% | 48,653 SH | New |
| COMFORT SYS USA INC | COM | $1.5M | 1.5% | 1,604 SH | New |
| COMPANHIA DE SANEAMENTO BASI | SPONSORED ADR | $1.0M | 1.0% | 44,013 SH | New |
| COTERRA ENERGY INC | COM | $539K | 0.5% | 20,495 SH | New |
| DHT HOLDINGS INC | SHS NEW | $736K | 0.7% | 60,285 SH | New |
| DLOCAL LTD | CLASS A COM | $954K | 0.9% | 67,434 SH | New |
| DONEGAL GROUP INC | CL A | $876K | 0.9% | 43,827 SH | New |
| EVEREST GROUP LTD | COM | $695K | 0.7% | 2,049 SH | New |
| EVERQUOTE INC | COM CL A | $882K | 0.9% | 32,649 SH | New |
| EXELIXIS INC | COM | $670K | 0.7% | 15,287 SH | New |
| FINVOLUTION GROUP | SPONSORED ADS | $395K | 0.4% | 75,523 SH | New |
| FIRST BANCORP P R | COM NEW | $778K | 0.8% | 37,537 SH | New |
| GLOBAL SHIP LEASE INC NEW | COM CL A | $1.0M | 1.0% | 29,240 SH | New |
| GLOBAL X FDS | GLBL X MLP ETF | $1.3M | 1.3% | 27,786 SH | New |
| GLOBAL X FDS | MSCI GREECE ETF | $2.2M | 2.2% | 33,076 SH | New |
| GOLD FIELDS LTD | SPONSORED ADR | $1.8M | 1.8% | 41,328 SH | New |
| HALOZYME THERAPEUTICS INC | COM | $691K | 0.7% | 10,267 SH | New |
| HARMONY BIOSCIENCES HLDGS IN | COM | $696K | 0.7% | 18,610 SH | New |
| HARMONY GOLD MINING CO LTD | SPONSORED ADR | $1.3M | 1.3% | 66,004 SH | New |
| HCI GROUP INC | COM | $850K | 0.8% | 4,435 SH | New |
| HF SINCLAIR CORP | COM | $757K | 0.7% | 16,423 SH | New |
| HNI CORP | COM | $737K | 0.7% | 17,520 SH | New |
| INTERCORP FINL SVCS INC | SHS | $853K | 0.8% | 20,129 SH | New |
| INVESCO EXCH TRADED FD TR II | INTL CORP BD | $892K | 0.9% | 37,337 SH | New |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | $442K | 0.4% | 21,051 SH | New |
| INVESCO EXCH TRADED FD TR II | VAR RATE PFD | $462K | 0.5% | 19,008 SH | New |
| ISHARES INC | MSCI AUSTRIA ETF | $464K | 0.5% | 13,088 SH | New |
| ISHARES INC | MSCI BRAZIL ETF | $410K | 0.4% | 12,919 SH | New |
| ISHARES INC | MSCI ITALY ETF | $446K | 0.4% | 8,206 SH | New |
| ISHARES INC | MSCI MEXICO ETF | $3.1M | 3.1% | 44,972 SH | New |
| ISHARES INC | MSCI SPAIN ETF | $2.7M | 2.7% | 50,644 SH | New |
| ISHARES INC | MSCI STH KOR ETF | $3.3M | 3.2% | 33,531 SH | New |
| ISHARES SILVER TR | ISHARES | $1.4M | 1.4% | 22,507 SH | New |
| ISHARES TR | CORE US AGGBD ET | $675K | 0.7% | 6,761 SH | New |
| ISHARES TR | GL CLEAN ENE ETF | $1.8M | 1.7% | 107,147 SH | New |
| ISHARES TR | IBOXX HI YD ETF | $440K | 0.4% | 5,459 SH | New |
| ISHARES TR | IBOXX INV CP ETF | $426K | 0.4% | 3,866 SH | New |
| ISHARES TR | ISHARES BIOTECH | $438K | 0.4% | 2,594 SH | New |
| ISHARES TR | JPMORGAN USD EMG | $441K | 0.4% | 4,577 SH | New |
| ISHARES TR | MSCI POLAND ETF | $2.2M | 2.2% | 63,766 SH | New |
| ITURAN LOCATION AND CONTROL | SHS | $935K | 0.9% | 21,745 SH | New |
| KASPI KZ JSC | SPONSORED ADS | $552K | 0.5% | 7,066 SH | New |
| KOREA ELEC PWR CORP | SPONSORED ADR | $960K | 1.0% | 58,183 SH | New |
| LATAM AIRLINES GROUP SA | SPONSORED ADR | $1.0M | 1.0% | 19,224 SH | New |
| LAUREATE EDUCATION INC | COMMON STOCK | $1.1M | 1.1% | 33,435 SH | New |
| MILLICOM INTL CELLULAR S A | COM STK | $1.1M | 1.1% | 19,575 SH | New |
| MONOLITHIC PWR SYS INC | COM | $1.1M | 1.1% | 1,198 SH | New |
| NERDWALLET INC | COM CL A | $788K | 0.8% | 58,129 SH | New |
| NETEASE INC | SPONSORED ADS | $828K | 0.8% | 6,015 SH | New |
| NEWMONT CORP | COM | $950K | 0.9% | 9,514 SH | New |
| NORTHRIM BANCORP INC | COM | $973K | 1.0% | 36,575 SH | New |
| NVIDIA CORPORATION | COM | $1.2M | 1.2% | 6,244 SH | New |
| OPERA LTD | SPONSORED ADS | $671K | 0.7% | 47,357 SH | New |
| PETROLEO BRASILEIRO SA PETRO | SPONSORED ADR | $715K | 0.7% | 60,369 SH | New |
| POPULAR INC | COM NEW | $964K | 1.0% | 7,739 SH | New |
| POSTAL REALTY TRUST INC | CL A | $916K | 0.9% | 56,733 SH | New |
| PRIMORIS SVCS CORP | COM | $779K | 0.8% | 6,276 SH | New |
| PROSHARES TR | INVT INT RT HG | $435K | 0.4% | 5,552 SH | New |
| QFIN HOLDINGS INC | AMERICAN DEP | $489K | 0.5% | 25,395 SH | New |
| RAYONIER INC | COM | $691K | 0.7% | 31,903 SH | New |
| RED ROCK RESORTS INC | CL A | $924K | 0.9% | 14,912 SH | New |
| RILEY EXPLORATION PERMIAN IN | COM | $672K | 0.7% | 25,450 SH | New |
| RYANAIR HOLDINGS PLC | SPONSORED ADR | $882K | 0.9% | 12,216 SH | New |
| SANDRIDGE ENERGY INC | COM NEW | $868K | 0.9% | 60,186 SH | New |
| SIGA TECHNOLOGIES INC | COM | $523K | 0.5% | 85,553 SH | New |
| SPDR GOLD TR | GOLD SHS | $4.1M | 4.1% | 10,448 SH | New |
| SPDR SERIES TRUST | BLOOMBERG INTL T | $2.2M | 2.2% | 96,860 SH | New |
| SPDR SERIES TRUST | FTSE INT GVT ETF | $446K | 0.4% | 11,330 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $1.8M | 1.8% | 20,099 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $1.1M | 1.1% | 3,513 SH | New |
| TARGA RES CORP | COM | $897K | 0.9% | 4,861 SH | New |
| TRAVEL PLUS LEISURE CO | COM | $915K | 0.9% | 12,976 SH | New |
| UNIVERSAL INS HLDGS INC | COM | $890K | 0.9% | 26,322 SH | New |
| VALLEY NATL BANCORP | COM | $920K | 0.9% | 78,749 SH | New |
| VANECK ETF TRUST | EMERGING MRKT HI | $442K | 0.4% | 22,234 SH | New |
| VANECK ETF TRUST | GOLD MINERS ETF | $4.9M | 4.9% | 57,335 SH | New |
| VANECK ETF TRUST | INTERNATIONAL HI | $443K | 0.4% | 20,151 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $443K | 0.4% | 5,979 SH | New |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $1.1M | 1.1% | 22,065 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $262K | 0.3% | 782 SH | New |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $227K | 0.2% | 1,610 SH | New |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $2.6M | 2.6% | 53,060 SH | New |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $441K | 0.4% | 5,262 SH | New |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $530K | 0.5% | 11,251 SH | New |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $869K | 0.9% | 10,898 SH | New |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | $436K | 0.4% | 6,473 SH | New |
| XP INC | CL A | $746K | 0.7% | 45,576 SH | New |
| 13F-HR |
| 0001988307-26-000002 |
| $151.8M |
| View |