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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 | $3.5M | 2.8%Prev: 4.0% | 20,015 SH | Decreased-296 SH |
| ALPHABET INC | CAP STK CL C | $3.5M | 2.8%Prev: 4.0% | 19,881 SH | Decreased-472 SH |
| AMAZON COM INC | COM | $7.8M | 6.1%Prev: 5.3% | 35,467 SH | Decreased-2,348 SH |
| AMGEN INC | COM | $2.9M | 2.3%Prev: 2.6% | 10,346 SH | Decreased-376 SH |
| APPLE INC | COM | $7.9M | 6.3%Prev: 6.9% | 38,605 SH | Decreased-1,382 SH |
| APPLIED MATLS INC | COM | $3.2M | 2.5%Prev: 4.2% | 17,436 SH | Decreased-835 SH |
| BANK AMERICA CORP | COM | $3.7M | 2.9%Prev: 2.6% | 77,485 SH | Decreased-1,225 SH |
| CHEVRON CORP NEW | COM | $1.4M | 1.1% | 9,785 SH | New |
| CITIGROUP INC | COM NEW | $3.1M | 2.4%Prev: 2.8% | 35,895 SH | Decreased-950 SH |
| COSTCO WHSL CORP NEW | COM | $4.7M | 3.7% | 4,724 SH | New |
| CROWDSTRIKE HLDGS INC | CL A | $5.4M | 4.3%Prev: 3.1% | 10,626 SH | Increased-907 SH |
| EMERSON ELEC CO | COM | $2.4M | 1.9%Prev: 1.7% | 17,959 SH | Decreased-1,024 SH |
| EOG RES INC | COM | $1.4M | 1.1%Prev: 1.3% | 11,596 SH | Decreased-1,361 SH |
| FEDEX CORP | COM | $3.6M | 2.9%Prev: 3.6% | 15,889 SH | Decreased+898 SH |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $2.5M | 1.9%Prev: 1.8% | 77,638 SH | Decreased+232 SH |
| GENERAL DYNAMICS CORP | COM | $2.1M | 1.6%Prev: 1.7% | 7,078 SH | Decreased-422 SH |
| ISHARES TR | RUS MD CP GR ETF | $3.5M | 2.8%Prev: 3.0% | 25,169 SH | Decreased-9,698 SH |
| ISHARES TR | RUS MDCP VAL ETF | $6.7M | 5.3%Prev: 4.5% | 50,861 SH | Increased+4,963 SH |
| ISHARES TR | RUS TP200 GR ETF | $7.7M | 6.1%Prev: 5.4% | 31,139 SH | Decreased-763 SH |
| ISHARES TR | S&P 500 GRWT ETF | $1.4M | 1.1%Prev: 0.7% | 12,553 SH | Increased+3,959 SH |
| ISHARES TR | S&P 500 VAL ETF | $874K | 0.7%Prev: 0.3% | 4,473 SH | Increased+2,653 SH |
| JPMORGAN CHASE & CO. | COM | $5.4M | 4.3% | 18,668 SH | New |
| MASTERCARD INCORPORATED | CL A | $5.6M | 4.4%Prev: 3.3% | 9,905 SH | Increased+42 SH |
| MERCK & CO INC | COM | $1.1M | 0.9%Prev: 1.3% | 13,839 SH | Decreased-2,034 SH |
| META PLATFORMS INC | CL A | $2.0M | 1.6%Prev: 1.2% | 2,742 SH | Increased-331 SH |
| NVIDIA CORPORATION | COM | $16.2M | 12.8%Prev: 12.5% | 102,616 SH | Decreased-2,990 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $3.1M | 2.4%Prev: 2.7% | 22,686 SH | Decreased-4,024 SH |
| PEPSICO INC | COM | $624K | 0.5%Prev: 0.5% | 4,722 SH | Decreased-316 SH |
| QUALCOMM INC | COM | $3.2M | 2.5% | 20,192 SH | New |
| RTX CORPORATION | COM | $3.2M | 2.6%Prev: 2.8% | 22,220 SH | Decreased+827 SH |
| SALESFORCE INC | COM | $2.7M | 2.1%Prev: 0.8% | 9,890 SH | Increased+3,921 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $2.5M | 2.0%Prev: 2.2% | 6,287 SH | Decreased-260 SH |
| ULTA BEAUTY INC | COM | $1.7M | 1.4%Prev: 1.4% | 3,687 SH | Decreased-242 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 |