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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 | $5.8M | 4.0%Prev: 2.6% | 20,311 SH | Increased+320 SH |
| ALPHABET INC | CAP STK CL C | $5.8M | 4.0%Prev: 2.6% | 20,353 SH | Increased+474 SH |
| AMAZON COM INC | COM | $7.9M | 5.3%Prev: 5.8% | 37,815 SH | Increased+2,261 SH |
| AMGEN INC | COM | $3.8M | 2.6%Prev: 2.2% | 10,722 SH | Increased+2,310 SH |
| APPLE INC | COM | $10.1M | 6.9%Prev: 7.5% | 39,987 SH | Increased+439 SH |
| APPLIED MATLS INC | COM | $6.2M | 4.2%Prev: 2.2% | 18,271 SH | Increased+862 SH |
| BANK AMERICA CORP | COM | $3.8M | 2.6%Prev: 2.8% | 78,710 SH | Increased+1,246 SH |
| BROADCOM INC | COM | $3.1M | 2.1% | 9,920 SH | New |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $616K | 0.4% | 15,337 SH | New |
| CHEVRON CORPORATION | COM | $2.5M | 1.7% | 12,056 SH | New |
| CITIGROUP INC | COM NEW | $4.2M | 2.8%Prev: 2.2% | 36,845 SH | Increased+986 SH |
| COSTCO WHOLESALE CORPORATION | COM | $5.0M | 3.4% | 4,999 SH | New |
| CROWDSTRIKE HLDGS INC | CL A | $4.5M | 3.1%Prev: 3.2% | 11,533 SH | Increased+1,018 SH |
| EMERSON ELEC CO | COM | $2.5M | 1.7%Prev: 1.5% | 18,983 SH | Increased+2,674 SH |
| EOG RES INC | COM | $1.9M | 1.3%Prev: 1.2% | 12,957 SH | Increased+1,726 SH |
| FEDEX CORP | COM | $5.3M | 3.6%Prev: 3.5% | 14,991 SH | Increased-1,746 SH |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $2.7M | 1.8%Prev: 2.1% | 77,406 SH | Increased-1,903 SH |
| GENERAL DYNAMICS CORP | COM | $2.6M | 1.7%Prev: 1.6% | 7,500 SH | Increased+731 SH |
| ISHARES TR | RUS MD CP GR ETF | $4.5M | 3.0%Prev: 2.5% | 34,867 SH | Increased+9,471 SH |
| ISHARES TR | RUS MDCP VAL ETF | $6.7M | 4.5%Prev: 5.4% | 45,898 SH | Increased-4,879 SH |
| ISHARES TR | RUS TP200 GR ETF | $7.9M | 5.4%Prev: 5.8% | 31,902 SH | Increased-435 SH |
| ISHARES TR | S&P 500 GRWT ETF | $972K | 0.7%Prev: 1.0% | 8,594 SH | Decreased-4,257 SH |
| ISHARES TR | S&P 500 VAL ETF | $384K | 0.3%Prev: 0.7% | 1,820 SH | Decreased-2,660 SH |
| JPMORGAN CHASE & CO | COM | $5.6M | 3.8% | 19,028 SH | New |
| MASTERCARD INCORPORATED | CL A | $4.9M | 3.3%Prev: 4.5% | 9,863 SH | Decreased+230 SH |
| MERCK & CO INC | COM | $1.9M | 1.3%Prev: 1.2% | 15,873 SH | Increased+551 SH |
| META PLATFORMS INC | CL A | $1.8M | 1.2%Prev: 1.3% | 3,073 SH | Increased+510 SH |
| NVIDIA CORPORATION | COM | $18.4M | 12.5%Prev: 11.5% | 105,606 SH | Increased-18,663 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $3.9M | 2.7%Prev: 1.5% | 26,710 SH | Increased+5,282 SH |
| PEPSICO INC | COM | $782K | 0.5%Prev: 0.6% | 5,038 SH | Increased+107 SH |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | $625K | 0.4% | 13,475 SH | New |
| RTX CORPORATION | COM | $4.1M | 2.8%Prev: 2.5% | 21,393 SH | Increased-976 SH |
| SALESFORCE INC | COM | $1.1M | 0.8%Prev: 2.1% | 5,969 SH | Decreased-3,356 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $3.2M | 2.2%Prev: 2.6% | 6,547 SH | Increased+440 SH |
| ULTA BEAUTY INC | COM | $2.1M | 1.4%Prev: 1.1% | 3,929 SH | Increased+246 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 |