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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 | $4.8M | 3.5%Prev: 4.3% | 19,829 SH | Decreased-626 SH |
| ALPHABET INC | CAP STK CL C | $4.8M | 3.5%Prev: 4.3% | 19,759 SH | Decreased-742 SH |
| AMAZON COM INC | COM | $7.9M | 5.6%Prev: 5.5% | 35,763 SH | Decreased-2,884 SH |
| AMGEN INC | COM | $3.0M | 2.1%Prev: 2.4% | 10,592 SH | Decreased-384 SH |
| APPLE INC | COM | $9.8M | 7.0%Prev: 6.9% | 38,522 SH | Decreased-1,577 SH |
| APPLIED MATLS INC | COM | $3.8M | 2.7%Prev: 7.3% | 18,328 SH | Decreased+1,284 SH |
| BANK AMERICA CORP | COM | $3.9M | 2.8% | 76,416 SH | New |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $516K | 0.4% | 11,759 SH | New |
| CHEVRON CORP NEW | COM | $1.7M | 1.2% | 11,066 SH | New |
| CITIGROUP INC | COM NEW | $3.6M | 2.6%Prev: 2.9% | 35,327 SH | Decreased+616 SH |
| COSTCO WHSL CORP NEW | COM | $4.4M | 3.2% | 4,765 SH | New |
| CROWDSTRIKE HLDGS INC | CL A | $5.3M | 3.8%Prev: 4.4% | 10,824 SH | Decreased+994 SH |
| EMERSON ELEC CO | COM | $2.4M | 1.7%Prev: 1.6% | 18,360 SH | Decreased-236 SH |
| EOG RES INC | COM | $1.4M | 1.0%Prev: 0.9% | 12,043 SH | Decreased-173 SH |
| FEDEX CORP | COM | $3.5M | 2.5%Prev: 2.4% | 14,867 SH | Decreased+1,724 SH |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $2.6M | 1.9%Prev: 1.8% | 77,223 SH | Decreased+3,429 SH |
| GENERAL DYNAMICS CORP | COM | $2.4M | 1.7%Prev: 1.6% | 7,144 SH | Decreased-509 SH |
| ISHARES TR | RUS MD CP GR ETF | $4.5M | 3.2%Prev: 3.1% | 31,460 SH | Decreased-4,521 SH |
| ISHARES TR | RUS MDCP VAL ETF | $6.2M | 4.5%Prev: 4.5% | 44,696 SH | Decreased-1,782 SH |
| ISHARES TR | RUS TP200 GR ETF | $8.4M | 6.0%Prev: 5.3% | 30,804 SH | Decreased-178 SH |
| ISHARES TR | S&P 500 GRWT ETF | $1.0M | 0.7%Prev: 0.7% | 8,355 SH | Decreased-185 SH |
| ISHARES TR | S&P 500 VAL ETF | $447K | 0.3%Prev: 0.2% | 2,164 SH | Increased+486 SH |
| JPMORGAN CHASE & CO. | COM | $5.9M | 4.2% | 18,789 SH | New |
| MASTERCARD INCORPORATED | CL A | $5.5M | 3.9%Prev: 2.3% | 9,584 SH | Increased+1,963 SH |
| MERCK & CO INC | COM | $1.2M | 0.8%Prev: 1.2% | 13,817 SH | Decreased-2,590 SH |
| META PLATFORMS INC | CL A | $2.1M | 1.5%Prev: 1.0% | 2,805 SH | Increased-246 SH |
| NVIDIA CORPORATION | COM | $18.9M | 13.6%Prev: 12.8% | 101,468 SH | Decreased-6,240 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $4.1M | 3.0%Prev: 1.9% | 22,700 SH | Increased-5,215 SH |
| PEPSICO INC | COM | $675K | 0.5%Prev: 0.4% | 4,810 SH | Decreased-612 SH |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | $436K | 0.3%Prev: 0.4% | 10,214 SH | Decreased-4,272 SH |
| QUALCOMM INC | COM | $3.4M | 2.4% | 20,166 SH | New |
| RTX CORPORATION | COM | $3.6M | 2.6%Prev: 2.2% | 21,508 SH | Decreased+1,630 SH |
| SALESFORCE INC | COM | $2.1M | 1.5% | 8,865 SH | New |
| THERMO FISHER SCIENTIFIC INC | COM | $3.2M | 2.3%Prev: 1.8% | 6,551 SH | Increased+645 SH |
| ULTA BEAUTY INC | COM | $2.0M | 1.5%Prev: 1.1% | 3,739 SH | Increased-415 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 |