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CIK 0001173889 • 7 13F filings • Apr 18, 2025 – Oct 20, 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 | |||||
|---|---|---|---|---|---|
| AAPL | CS | $31K | 13.1%Prev: 17.4% | 122,529 SH | Decreased+9,048 SH |
| AMZN | CS | $31K | 12.9%Prev: 17.1% | 140,481 SH | Decreased+4,708 SH |
| COST | CS | $2K | 0.7%Prev: 0.7% | 1,693 SH | Increased+311 SH |
| GOOG | CS | $25K | 10.4%Prev: 17.9% | 102,126 SH | Decreased+6,591 SH |
| JPM | CS | $297 | 0.1% | 940 SH | New |
| MA | CS | $3K | 1.2%Prev: 1.0% | 4,938 SH | Increased+1,280 SH |
| MKL | CS | $478 | 0.2%Prev: 0.3% | 250 SH | Decreased |
| MSFT | CS | $114K | 47.8%Prev: 38.9% | 220,257 SH | Increased+23,018 SH |
| NVDA | CS | $253 | 0.1%Prev: 0.3% | 1,355 SH | Decreased-1,500 SH |
| ORCL | CS | $24K | 10.0%Prev: 0.7% | 84,417 SH | Increased+75,907 SH |
| PANW | CS | $5K | 2.1% | 24,270 SH | New |
| V | CS | $4K | 1.5%Prev: 1.6% | 10,270 SH | Increased+1,715 SH |
| 13F-HR |
| 0001493152-25-018673 |
| $239K |
| View |
| Jul 16, 2026 | Q2 2026 | 13F-HR | 0001493152-26-033483 | $189K | View |
| Jul 30, 2025 | Q2 2025 | 13F-HR | 0001641172-25-021528 | $219K | View |
| Apr 16, 2026 | Q1 2026 | 13F-HR | 0001493152-26-017013 | $173K | View |
| Apr 18, 2025 | Q1 2025 | 13F-HR | 0001641172-25-005365 | $190K | View |