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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 | $33K | 17.4%Prev: 13.3% | 113,481 SH | Increased-28,377 SH |
| AMZN | CS | $32K | 17.1%Prev: 14.1% | 135,773 SH | Increased-4,838 SH |
| COST | CS | $1K | 0.7%Prev: 0.8% | 1,382 SH | Decreased-308 SH |
| GOOG | CS | $34K | 17.9%Prev: 8.5% | 95,535 SH | Increased-9,946 SH |
| MA | CS | $2K | 1.0%Prev: 1.2% | 3,658 SH | Decreased-1,220 SH |
| META | CS | $163 | 0.1% | 289 SH | New |
| MKL | CS | $488 | 0.3%Prev: 0.2% | 250 SH | Decreased |
| MSFT | CS | $74K | 38.9%Prev: 49.6% | 197,239 SH | Decreased-21,336 SH |
| MU | CS | $6K | 3.3% | 5,427 SH | New |
| NVDA | CS | $571 | 0.3%Prev: 0.1% | 2,855 SH | Increased+1,500 SH |
| ORCL | CS | $1K | 0.7%Prev: 6.5% | 8,510 SH | Decreased-57,027 SH |
| QQQM | MF | $2K | 0.9% | 5,540 SH | New |
| V | CS | $3K | 1.6%Prev: 1.6% | 8,555 SH | Decreased-1,620 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 |