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CIK 0002001471 • 2 13F filings • May 16, 2025 – Aug 14, 2025
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $274K | 0.0%Prev: 0.0% | 1,800 SH | Increased |
| ADOBE SYSTEMS INCORPORATED | COM | $1.4M | 0.2%Prev: 0.6% | 3,615 SH | Decreased-7,300 SH |
| ADVANCE AUTO PARTS INC | COM | $3.2M | 0.4%Prev: 0.4% | 69,500 SH | Decreased |
| ADVANCED MICRO DEVICES INC | COM | $24.8M | 3.1%Prev: 3.1% | 174,522 SH | Decreased-41,903 SH |
| AKAMAI TECHNOLOGIES INC | COM | $1.2M | 0.1%Prev: 0.2% | 14,900 SH | Decreased |
| ALPHABET INC | CAP STK CL C | $37.5M | 4.7%Prev: 5.1% | 211,120 SH | Decreased-14,400 SH |
| AMAZON COM INC | COM | $84.8M | 10.5%Prev: 10.8% | 386,715 SH | Decreased-26,500 SH |
| AMERICAN INTL GROUP INC | COM NEW | $1.9M | 0.2%Prev: 0.2% | 22,000 SH | Increased |
| AMERICAN TOWER CORP NEW | COM | $1.2M | 0.2%Prev: 0.4% | 5,650 SH | Decreased-10,500 SH |
| AMERICAN WTR WKS CO INC NEW | COM | $3.5M | 0.4%Prev: 0.4% | 25,000 SH | Increased |
| APOLLO GLOBAL MGMT INC | COM | $213K | 0.0%Prev: 0.0% | 1,500 SH | Decreased |
| APPLE INC | COM | $15.2M | 1.9%Prev: 1.3% | 74,151 SH | Increased+31,399 SH |
| APPLIED MATLS INC | COM | $14.2M | 1.8%Prev: 1.7% | 77,295 SH | Decreased-10,400 SH |
| ARM HOLDINGS PLC | SPONSORED ADS | $2.2M | 0.3%Prev: 0.2% | 13,700 SH | Increased |
| ASML HOLDING N V | N Y REGISTRY SHS | $17.7M | 2.2%Prev: 1.9% | 22,100 SH | Increased-800 SH |
| ATLANTA BRAVES HLDGS INC | COM SER C | $929K | 0.1%Prev: 0.1% | 19,868 SH | Increased |
| BANK AMERICA CORP | COM | $2.4M | 0.3%Prev: 0.3% | 50,000 SH | Increased |
| BROADCOM INC | COM | $11.5M | 1.4%Prev: 1.7% | 41,890 SH | Decreased-18,400 SH |
| CATERPILLAR INC | COM | $1.3M | 0.2%Prev: 0.1% | 3,465 SH | Increased |
| CHEVRON CORP NEW | COM | $14.4M | 1.8%Prev: 1.8% | 100,475 SH | Decreased-1,800 SH |
| COCA COLA CO | COM | $886K | 0.1%Prev: 0.1% | 12,523 SH | Increased |
| COMCAST CORP NEW | CL A | $5.6M | 0.7%Prev: 0.7% | 158,217 SH | Decreased |
| CONOCOPHILLIPS | COM | $6.9M | 0.9%Prev: 1.2% | 77,246 SH | Decreased-28,300 SH |
| CONSTELLATION BRANDS INC | CL A | $976K | 0.1% | 6,000 SH | New |
| CORNING INC | COM | $284K | 0.0%Prev: 0.0% | 5,400 SH | Increased |
| CORTEVA | COM | $497K | 0.1%Prev: 0.0% | 6,666 SH | Increased |
| CROWN CASTLE INC | COM | $483K | 0.1%Prev: 0.1% | 4,700 SH | Increased |
| DIAMONDBACK ENERGY INC | COM | $12.2M | 1.5%Prev: 1.7% | 88,580 SH | Decreased+3,000 SH |
| DISNEY WALT CO | COM | $5.1M | 0.6%Prev: 0.6% | 41,291 SH | Decreased-6,200 SH |
| ELI LILLY & CO | COM | $14.7M | 1.8%Prev: 1.7% | 18,816 SH | Increased-100 SH |
| EXXON MOBIL CORP | COM | $25.5M | 3.2%Prev: 3.3% | 236,586 SH | Decreased-20,000 SH |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | $3.2M | 0.4%Prev: 0.3% | 42,829 SH | Increased |
| GENERAL MLS INC | COM | $586K | 0.1%Prev: 0.1% | 11,313 SH | Decreased |
| GLOBAL X FDS | GLB X MLP ENRG I | $1.9M | 0.2%Prev: 0.2% | 31,000 SH | Increased |
| GREENBRIER COS INC | COM | $944K | 0.1%Prev: 0.1% | 20,500 SH | Decreased |
| HCA HEALTHCARE INC | COM | $5.8M | 0.7%Prev: 0.5% | 15,250 SH | Increased |
| HOME DEPOT INC | COM | $7.0M | 0.9%Prev: 0.9% | 19,115 SH | Decreased |
| HOWMET AEROSPACE INC | COM | $2.5M | 0.3%Prev: 0.2% | 13,333 SH | Increased |
| INTEL CORP | COM | $2.2M | 0.3%Prev: 0.2% | 98,500 SH | Increased+1,994 SH |
| INVESCO QQQ TR | UNIT SER 1 | $26.7M | 3.3%Prev: 3.9% | 48,411 SH | Decreased-16,203 SH |
| IRON MOUNTAIN INC | COM | $1.2M | 0.1%Prev: 0.1% | 11,545 SH | Decreased |
| ISHARES TR | 20 YR TR BD ETF | $5.6M | 0.7%Prev: 1.9% | 63,000 SH | Decreased-123,500 SH |
| ISHARES TR | EXPANDED TECH | $3.3M | 0.4%Prev: 0.4% | 30,205 SH | Increased |
| J P MORGAN EXCHANGE TRADED F DIV RTN | INT EQ | $6.0M | 0.7%Prev: 0.6% | 93,330 SH | Increased |
| JPMORGAN CHASE & CO | COM | $2.6M | 0.3%Prev: 0.3% | 9,129 SH | Increased |
| KIMBERLY-CLARK CORP | COM | $808K | 0.1%Prev: 0.1% | 6,271 SH | Decreased |
| KLA CORP | COM NEW | $4.5M | 0.6%Prev: 0.4% | 4,999 SH | Increased |
| LAM RESEARCH CORP | COM | $7.2M | 0.9%Prev: 0.7% | 74,400 SH | Increased-8,400 SH |
| LIBERTY BROADBAND CORP COM SER C | COM SER C | $34.6M | 4.3%Prev: 4.0% | 351,799 SH | Increased-98,229 SH |
| LIBERTY MEDIA CORP DEL | COM LBTY LIV S A | $431K | 0.1%Prev: 0.0% | 5,417 SH | Increased-639 SH |
| LIBERTY MEDIA CORP DEL | COM LBTY LIV S C | $1.9M | 0.2%Prev: 0.2% | 23,307 SH | Increased |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S A | $9.7M | 1.2%Prev: 1.4% | 102,104 SH | Decreased-39,423 SH |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | $18.9M | 2.4%Prev: 6.0% | 181,140 SH | Decreased-363,452 SH |
| LINDE PLC | SHS | $3.9M | 0.5%Prev: 0.4% | 8,415 SH | Increased |
| LOCKHEED MARTIN CORP | COM | $863K | 0.1%Prev: 0.1% | 1,863 SH | Decreased |
| MASTERCARD INCORPORATED | CL A | $3.4M | 0.4%Prev: 0.4% | 6,000 SH | Increased |
| MCDONALDS CORP | COM | $914K | 0.1%Prev: 0.1% | 3,129 SH | Increased |
| META PLATFORMS INC | CL A | $369K | 0.0%Prev: 0.0% | 500 SH | Increased |
| MGM RESORTS INTERNATIONAL | COM | $430K | 0.1%Prev: 0.1% | 12,500 SH | Decreased |
| MICRON TECHNOLOGY INC | COM | $14.5M | 1.8%Prev: 0.6% | 117,263 SH | Increased+55,200 SH |
| MICROSOFT CORP | COM | $19.8M | 2.5%Prev: 2.0% | 39,753 SH | Increased+500 SH |
| MONDAY COM LTD | SHS | $1.9M | 0.2%Prev: 0.2% | 6,200 SH | Increased |
| NEXTERA ENERGY INC | COM | $694K | 0.1%Prev: 0.1% | 10,000 SH | Decreased |
| NOKIA CORP | SPONSORED ADR | $1.2M | 0.1%Prev: 0.1% | 225,000 SH | Increased |
| NORTHERN LTS FD TR II | ESSENTIAL 40 STO | $806K | 0.1%Prev: 0.1% | 50,240 SH | Increased |
| NVIDIA CORPORATION | COM | $217.2M | 27.0%Prev: 23.0% | 1,374,900 SH | Increased-65,040 SH |
| NXP SEMICONDUCTORS N V | COM | $3.2M | 0.4%Prev: 0.4% | 14,500 SH | Increased-2 SH |
| OKTA INC | CL A | $320K | 0.0% | 3,200 SH | New |
| PALANTIR TECHNOLOGIES INC | CL A | $2.7M | 0.3% | 20,000 SH | New |
| PALO ALTO NETWORKS INC | COM | $4.1M | 0.5%Prev: 0.4% | 19,858 SH | Increased |
| PEPSICO INC | COM | $614K | 0.1%Prev: 0.1% | 4,650 SH | Decreased |
| PIMCO CORPORATE & INCM STRG | COM | $152K | 0.0% | 12,000 SH | New |
| PROCTER AND GAMBLE CO | COM | $1.0M | 0.1%Prev: 0.1% | 6,414 SH | Decreased |
| QUALCOMM INC | COM | $12.2M | 1.5%Prev: 1.5% | 76,383 SH | Decreased-6,000 SH |
| RAYTHEON TECHNOLOGIES CORP | COM | $590K | 0.1%Prev: 0.1% | 4,041 SH | Increased |
| REDDIT INC | CL A | $2.1M | 0.3%Prev: 0.2% | 14,000 SH | Increased+4,000 SH |
| SALESFORCE INC | COM | $3.5M | 0.4%Prev: 0.5% | 12,900 SH | Decreased |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $3.5M | 0.4%Prev: 0.4% | 133,800 SH | Decreased |
| SHOPIFY INC | CL A | $2.2M | 0.3%Prev: 0.2% | 19,300 SH | Increased |
| SKYWORKS SOLUTIONS INC | COM | $843K | 0.1%Prev: 0.1% | 11,316 SH | Decreased-2 SH |
| SPDR INDEX SHS FDS | S&P GLBDIV ETF | $5.2M | 0.7%Prev: 0.5% | 74,195 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $7.8M | 1.0%Prev: 0.9% | 12,613 SH | Increased+110 SH |
| STRYKER CORPORATION | COM | $2.0M | 0.2%Prev: 0.2% | 5,000 SH | Increased |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $6.3M | 0.8%Prev: 0.7% | 27,866 SH | Increased-3,100 SH |
| TRAVELERS COMPANIES INC | COM | $2.7M | 0.3%Prev: 0.3% | 10,000 SH | Increased |
| UNITED PARCEL SERVICE INC | CL B | $1.7M | 0.2%Prev: 0.3% | 16,928 SH | Decreased |
| UNITEDHEALTH GROUP INC | COM | $6.4M | 0.8% | 20,500 SH | New |
| USCF ETF TR | MIDSTREAM ENERGY | $1.7M | 0.2%Prev: 0.2% | 33,850 SH | Increased |
| VISA INC | COM CL A | $3.0M | 0.4%Prev: 0.3% | 8,500 SH | Increased |
| WABTEC | COM | $225K | 0.0%Prev: 0.0% | 1,074 SH | Increased |
| WALMART INC | COM | $1.7M | 0.2%Prev: 0.2% | 17,334 SH | Increased |
| WEYERHAEUSER CO MTN BE | COM NEW | $2.1M | 0.3%Prev: 0.3% | 80,000 SH | Decreased |