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CIK 0002014209 • 8 13F filings • Apr 30, 2025 – Oct 16, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $3.1M | 2.6% | 19,991 SH | |
| ALPHABET INC | CAP STK CL C | $3.1M | 2.6% | 19,879 SH | |
| AMAZON COM INC | COM | $6.8M | 5.8% | 35,554 SH | |
| AMGEN INC | COM | $2.6M | 2.2% | 8,412 SH | |
| APPLE INC | COM | $8.8M | 7.5% | 39,548 SH | |
| APPLIED MATLS INC | COM | $2.5M | 2.2% | 17,409 SH | |
| BANK AMERICA CORP | COM | $3.2M | 2.8% | 77,464 SH | |
| CHEVRON CORP NEW | COM | $1.5M | 1.3% | 8,972 SH | |
| CITIGROUP INC | COM NEW | $2.5M | 2.2% | 35,859 SH | |
| COSTCO WHSL CORP NEW | COM | $4.4M | 3.7% | 4,629 SH | |
| CROWDSTRIKE HLDGS INC | CL A | $3.7M | 3.2% | 10,515 SH | |
| EMERSON ELEC CO | COM | $1.8M | 1.5% | 16,309 SH | |
| EOG RES INC | COM | $1.4M | 1.2% | 11,231 SH | |
| FEDEX CORP | COM | $4.1M | 3.5% | 16,737 SH | |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $2.4M | 2.1% | 79,309 SH | |
| GENERAL DYNAMICS CORP | COM | $1.8M | 1.6% | 6,769 SH | |
| ISHARES TR | RUS MD CP GR ETF | $3.0M | 2.5% | 25,396 SH | |
| ISHARES TR | RUS MDCP VAL ETF | $6.4M | 5.4% | 50,777 SH | |
| ISHARES TR | RUS TP200 GR ETF | $6.8M | 5.8% | 32,337 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $3.5M | 3.0% | 17,392 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $1.2M | 1.0% | 12,851 SH | |
| ISHARES TR | S&P 500 VAL ETF | $854K | 0.7% | 4,480 SH | |
| JPMORGAN CHASE & CO. | COM | $4.5M | 3.8% | 18,394 SH | |
| MASTERCARD INCORPORATED | CL A | $5.3M | 4.5% | 9,633 SH | |
| MERCK & CO INC | COM | $1.4M | 1.2% | 15,322 SH | |
| META PLATFORMS INC | CL A | $1.5M | 1.3% | 2,563 SH | |
| NVIDIA CORPORATION | COM | $13.5M | 11.5% | 124,269 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $1.8M | 1.5% | 21,428 SH | |
| PEPSICO INC | COM | $739K | 0.6% | 4,931 SH | |
| QUALCOMM INC | COM | $3.0M | 2.6% | 19,715 SH | |
| RTX CORPORATION | COM | $3.0M | 2.5% | 22,369 SH | |
| SALESFORCE INC | COM | $2.5M | 2.1% | 9,325 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $350K | 0.3% | 625 SH | |
| THERMO FISHER SCIENTIFIC INC | COM | $3.0M | 2.6% | 6,107 SH | |
| ULTA BEAUTY INC | COM | $1.3M | 1.1% | 3,683 SH |
| 13F-HR |
| 0001214659-25-015846 |
| $139.5M |
| View |
| Jul 15, 2026 | Q2 2026 | 13F-HR/A | 0001214659-26-008578 | $168.8M | View |
| Jul 16, 2025 | Q2 2025 | 13F-HR | 0001214659-25-010460 | $126.6M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001214659-26-005982 | $147.3M | View |
| Apr 30, 2025 | Q1 2025 | 13F-HR | 0001214659-25-006705 | $117.5M | View |