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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 | $6.3M | 4.2%Prev: 3.5% | 20,182 SH | Increased+353 SH |
| ALPHABET INC | CAP STK CL C | $6.3M | 4.2%Prev: 3.5% | 20,183 SH | Increased+424 SH |
| AMAZON COM INC | COM | $8.6M | 5.7%Prev: 5.6% | 37,382 SH | Increased+1,619 SH |
| AMGEN INC | COM | $3.5M | 2.3%Prev: 2.1% | 10,755 SH | Increased+163 SH |
| APPLE INC | COM | $10.8M | 7.1%Prev: 7.0% | 39,880 SH | Increased+1,358 SH |
| APPLIED MATLS INC | COM | $4.7M | 3.1%Prev: 2.7% | 18,247 SH | Increased-81 SH |
| BANK AMERICA CORP | COM | $4.3M | 2.8%Prev: 2.8% | 77,906 SH | Increased+1,490 SH |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $616K | 0.4%Prev: 0.4% | 13,860 SH | Increased+2,101 SH |
| CHEVRON CORP NEW | COM | $1.8M | 1.2%Prev: 1.2% | 11,528 SH | Increased+462 SH |
| CITIGROUP INC | COM NEW | $4.3M | 2.8%Prev: 2.6% | 36,739 SH | Increased+1,412 SH |
| COSTCO WHSL CORP NEW | COM | $4.3M | 2.8%Prev: 3.2% | 4,963 SH | Decreased+198 SH |
| CROWDSTRIKE HLDGS INC | CL A | $5.3M | 3.5%Prev: 3.8% | 11,230 SH | Decreased+406 SH |
| EMERSON ELEC CO | COM | $2.5M | 1.7%Prev: 1.7% | 18,989 SH | Increased+629 SH |
| EOG RES INC | COM | $1.3M | 0.9%Prev: 1.0% | 12,524 SH | Decreased+481 SH |
| FEDEX CORP | COM | $4.3M | 2.9%Prev: 2.5% | 14,988 SH | Increased+121 SH |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $2.7M | 1.8%Prev: 1.9% | 79,229 SH | Increased+2,006 SH |
| GENERAL DYNAMICS CORP | COM | $2.5M | 1.6%Prev: 1.7% | 7,395 SH | Increased+251 SH |
| ISHARES TR | RUS MD CP GR ETF | $4.6M | 3.0%Prev: 3.2% | 33,687 SH | Increased+2,227 SH |
| ISHARES TR | RUS MDCP VAL ETF | $6.5M | 4.3%Prev: 4.5% | 45,957 SH | Increased+1,261 SH |
| ISHARES TR | RUS TP200 GR ETF | $8.8M | 5.8%Prev: 6.0% | 31,762 SH | Increased+958 SH |
| ISHARES TR | S&P 500 GRWT ETF | $1.0M | 0.7%Prev: 0.7% | 8,212 SH | Increased-143 SH |
| ISHARES TR | S&P 500 VAL ETF | $392K | 0.3%Prev: 0.3% | 1,850 SH | Decreased-314 SH |
| JPMORGAN CHASE & CO. | COM | $6.1M | 4.0%Prev: 4.2% | 18,866 SH | Increased+77 SH |
| MASTERCARD INCORPORATED | CL A | $5.7M | 3.7%Prev: 3.9% | 9,904 SH | Increased+320 SH |
| MERCK & CO INC | COM | $1.7M | 1.1%Prev: 0.8% | 15,805 SH | Increased+1,988 SH |
| META PLATFORMS INC | CL A | $1.9M | 1.3%Prev: 1.5% | 2,947 SH | Decreased+142 SH |
| NVIDIA CORPORATION | COM | $19.6M | 12.9%Prev: 13.6% | 104,900 SH | Increased+3,432 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $4.2M | 2.8%Prev: 3.0% | 23,632 SH | Increased+932 SH |
| PEPSICO INC | COM | $719K | 0.5%Prev: 0.5% | 5,012 SH | Increased+202 SH |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | $575K | 0.4%Prev: 0.3% | 12,618 SH | Increased+2,404 SH |
| QUALCOMM INC | COM | $3.6M | 2.3%Prev: 2.4% | 20,803 SH | Increased+637 SH |
| RTX CORPORATION | COM | $3.9M | 2.6%Prev: 2.6% | 21,438 SH | Increased-70 SH |
| SALESFORCE INC | COM | $2.1M | 1.4%Prev: 1.5% | 7,956 SH | Increased-909 SH |
| THERMO FISHER SCIENTIFIC | COM | $3.8M | 2.5% | 6,535 SH | New |
| ULTA BEAUTY INC | COM | $2.4M | 1.6%Prev: 1.5% | 3,906 SH | Increased+167 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 |