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CIK 0001844147 • 6 13F filings • Apr 16, 2025 – Jul 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES | COM | $1K | 1.7% | 13,450 SH | |
| BLOOMIN' BRANDS INC | COM | $1K | 1.6% | 179,700 SH | |
| FINANCIAL SELECT SECTOR SPDR | ETF | $3K | 3.1% | 50,300 SH | |
| FIRST TRUST NASDAQ CYBERSECU | ETF | $504 | 0.6% | 8,000 SH | |
| FOUR CORNERS PROPERTY TRUST | COM | $3K | 4.0% | 110,100 SH | |
| GRAYSCALE ETHEREUM TRUST ETF | ETF | $4K | 5.3% | 278,500 SH | |
| GRAYSCALE ETHERM MINI TR ETF | ETF | $582 | 0.7% | 33,800 SH | |
| INDUSTRIAL SELECT SECT SPDR | ETF | $5K | 6.0% | 36,500 SH | |
| INVESCO QQQ TRUST SERIES 1 | ETF | $19K | 24.0% | 40,780 SH | |
| INVESCO S&P 500 EQUAL WEIGHT | ETF | $4K | 4.5% | 20,950 SH | |
| ISHARES NASDAQ BIOTECHNOLOGY | ETF | $3K | 3.4% | 21,500 SH | |
| KRANESHARES CSI CHINA INTERN | ETF | $6K | 7.6% | 174,750 SH | |
| MICROSOFT CORP | COM | $225 | 0.3% | 600 SH | |
| NEXGEN ENERGY LTD | COM | $3K | 4.1% | 722,600 SH | |
| SPDR GOLD SHARES | ETF | $4K | 4.7% | 12,900 SH | |
| SPROTT PHYSICAL URANIUM TR | ETF | $9K | 11.6% | 648,300 SH | |
| ST JOE CO/THE | COM | $2K | 3.0% | 51,200 SH | |
| UTILITIES SELECT SECTOR SPDR | ETF | $3K | 3.2% | 32,150 SH | |
| VALARIS LTD | COM | $2K | 2.5% | 49,900 SH | |
| VANECK SEMICONDUCTOR ETF | ETF | $6K | 8.0% | 30,350 SH |
| 13F-HR |
| 0001844147-25-000005 |
| $192K |
| View |
| Jul 20, 2026 | Q2 2026 | 13F-HR | 0001844147-26-000003 | $143K | View |
| Jul 23, 2025 | Q2 2025 | 13F-HR | 0001844147-25-000003 | $96K | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0001844147-26-000002 | $108K | View |
| Apr 16, 2025 | Q1 2025 | 13F-HR | 0001844147-25-000002 | $80K | View |