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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 | $7.3M | 4.3%Prev: 2.8% | 20,455 SH | Increased+440 SH |
| ALPHABET INC | CAP STK CL C | $7.2M | 4.3%Prev: 2.8% | 20,501 SH | Increased+620 SH |
| AMAZON COM INC | COM | $9.2M | 5.5%Prev: 6.1% | 38,647 SH | Increased+3,180 SH |
| AMGEN INC | COM | $4.0M | 2.4%Prev: 2.3% | 10,976 SH | Increased+630 SH |
| APPLE INC | COM | $11.6M | 6.9%Prev: 6.3% | 40,099 SH | Increased+1,494 SH |
| APPLIED MATLS INC | COM | $12.3M | 7.3%Prev: 2.5% | 17,044 SH | Increased-392 SH |
| BANK OF AMER CORP | COM | $4.5M | 2.7% | 78,518 SH | New |
| BROADCOM INC | COM | $3.9M | 2.3% | 10,354 SH | New |
| CAPITAL GROUP GROWTH ETF | SHS CREAT UNIT | $750K | 0.4% | 15,880 SH | New |
| CHEVRON CORPORATION | COM | $1.9M | 1.1% | 11,444 SH | New |
| CITIGROUP INC | COM NEW | $4.9M | 2.9%Prev: 2.4% | 34,711 SH | Increased-1,184 SH |
| COSTCO WHOLESALE CORPORATION | COM | $4.7M | 2.8% | 5,006 SH | New |
| CROWDSTRIKE HLDGS INC | CL A | $7.5M | 4.4%Prev: 4.3% | 9,830 SH | Increased-796 SH |
| EMERSON ELEC CO | COM | $2.7M | 1.6%Prev: 1.9% | 18,596 SH | Increased+637 SH |
| EOG RES INC | COM | $1.6M | 0.9%Prev: 1.1% | 12,216 SH | Increased+620 SH |
| FEDEX CORP | COM | $4.1M | 2.4%Prev: 2.9% | 13,143 SH | Increased-2,746 SH |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $3.0M | 1.8%Prev: 1.9% | 73,794 SH | Increased-3,844 SH |
| GE VERNOVA INC | COM | $2.7M | 1.6% | 2,297 SH | New |
| GENERAL DYNAMICS CORP | COM | $2.7M | 1.6%Prev: 1.6% | 7,653 SH | Increased+575 SH |
| ISHARES TR | RUS MD CP GR ETF | $5.3M | 3.1%Prev: 2.8% | 35,981 SH | Increased+10,812 SH |
| ISHARES TR | RUS MDCP VAL ETF | $7.7M | 4.5%Prev: 5.3% | 46,478 SH | Increased-4,383 SH |
| ISHARES TR | RUS TP200 GR ETF | $9.0M | 5.3%Prev: 6.1% | 30,982 SH | Increased-157 SH |
| ISHARES TR | S&P 500 GRWT ETF | $1.2M | 0.7%Prev: 1.1% | 8,540 SH | Decreased-4,013 SH |
| ISHARES TR | S&P 500 VAL ETF | $381K | 0.2%Prev: 0.7% | 1,678 SH | Decreased-2,795 SH |
| JPMORGAN CHASE & CO | COM | $6.2M | 3.7% | 19,030 SH | New |
| MASTERCARD INCORPORATED | CL A | $3.9M | 2.3%Prev: 4.4% | 7,621 SH | Decreased-2,284 SH |
| MERCK & CO INC | COM | $2.1M | 1.2%Prev: 0.9% | 16,407 SH | Increased+2,568 SH |
| META PLATFORMS INC | CL A | $1.7M | 1.0%Prev: 1.6% | 3,051 SH | Decreased+309 SH |
| NVIDIA CORPORATION | COM | $21.6M | 12.8%Prev: 12.8% | 107,708 SH | Increased+5,092 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $3.3M | 1.9%Prev: 2.4% | 27,915 SH | Increased+5,229 SH |
| PEPSICO INC | COM | $734K | 0.4%Prev: 0.5% | 5,422 SH | Increased+700 SH |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | $738K | 0.4% | 14,486 SH | New |
| RTX CORPORATION | COM | $3.8M | 2.2%Prev: 2.6% | 19,878 SH | Increased-2,342 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $3.0M | 1.8%Prev: 2.0% | 5,906 SH | Increased-381 SH |
| ULTA BEAUTY INC | COM | $1.9M | 1.1%Prev: 1.4% | 4,154 SH | Increased+467 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 |