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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 | $29K | 13.3%Prev: 16.7% | 141,858 SH | Increased+28,142 SH |
| ADBE | CS | $3K | 1.6% | 9,013 SH | New |
| AMZN | CS | $31K | 14.1%Prev: 15.5% | 140,611 SH | Increased+12,268 SH |
| COST | CS | $2K | 0.8%Prev: 0.9% | 1,690 SH | Increased+213 SH |
| GOOG | CS | $19K | 8.5%Prev: 16.0% | 105,481 SH | Decreased+9,446 SH |
| JPM | CS | $268 | 0.1%Prev: 0.9% | 925 SH | Decreased-4,450 SH |
| MA | CS | $3K | 1.2%Prev: 1.2% | 4,878 SH | Increased+725 SH |
| MKL | CS | $499 | 0.2%Prev: 0.3% | 250 SH | Increased |
| MSFT | CS | $109K | 49.6%Prev: 43.1% | 218,575 SH | Increased+17,617 SH |
| NVDA | CS | $214 | 0.1%Prev: 0.1% | 1,355 SH | Decreased |
| ORCL | CS | $14K | 6.5%Prev: 1.9% | 65,537 SH | Increased+43,657 SH |
| PANW | CS | $5K | 2.3%Prev: 1.9% | 25,010 SH | Increased+4,220 SH |
| V | CS | $4K | 1.6%Prev: 1.6% | 10,175 SH | Increased+1,108 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 |