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CIK 0002081102 • 1 13F filing • Aug 14, 2025 – Aug 14, 2025
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Past 1 quarter
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $2.9M | 1.1% | 21,574 SH | |
| ABBVIE INC | COM | $400K | 0.1% | 2,154 SH | |
| ACCENTURE PLC IRELAND | SHS CLASS A | $1.9M | 0.7% | 6,316 SH | |
| ACI WORLDWIDE INC | COM | $1.2M | 0.4% | 25,602 SH | |
| ADOBE INC | COM | $2.3M | 0.9% | 6,022 SH | |
| ADVANCED DRAIN SYS INC DEL | COM | $515K | 0.2% | 4,488 SH | |
| ADVANCED MICRO DEVICES INC | COM | $538K | 0.2% | 3,788 SH | |
| AEROVIRONMENT INC | COM | $981K | 0.4% | 3,444 SH | |
| AES CORP | COM | $1.0M | 0.4% | 97,720 SH | |
| AIR PRODS & CHEMS INC | COM | $217K | 0.1% | 768 SH | |
| AIRBNB INC | COM CL A | $1.7M | 0.6% | 12,594 SH | |
| ALIGN TECHNOLOGY INC | COM | $1.2M | 0.4% | 6,252 SH | |
| ALLEGION PLC | ORD SHS | $854K | 0.3% | 5,924 SH | |
| ALLSTATE CORP | COM | $226K | 0.1% | 1,124 SH | |
| ALPHABET INC | CAP STK CL A | $3.6M | 1.3% | 20,372 SH | |
| ALPHABET INC | CAP STK CL C | $4.1M | 1.5% | 23,106 SH | |
| ALPS ETF TR | DISRUPTIVE TECH | $509K | 0.2% | 10,326 SH | |
| AMAZON COM INC | COM | $8.8M | 3.3% | 40,242 SH | |
| AMERICAN INTL GROUP INC | COM NEW | $1.3M | 0.5% | 14,692 SH | |
| AMERICAN TOWER CORP NEW | COM | $1.3M | 0.5% | 6,094 SH | |
| AMERIS BANCORP | COM | $625K | 0.2% | 9,662 SH | |
| AMETEK INC | COM | $2.3M | 0.9% | 12,884 SH | |
| AMPHENOL CORP NEW | CL A | $327K | 0.1% | 3,316 SH | |
| AON PLC | SHS CL A | $1.9M | 0.7% | 5,356 SH | |
| APPLE INC | COM | $12.6M | 4.7% | 61,640 SH | |
| APPLIED MATLS INC | COM | $1.7M | 0.6% | 9,540 SH | |
| ARISTA NETWORKS INC | COM SHS | $234K | 0.1% | 2,292 SH | |
| ASML HOLDING N V | N Y REGISTRY SHS | $296K | 0.1% | 369 SH | |
| AT&T INC | COM | $402K | 0.1% | 13,906 SH | |
| AUTODESK INC | COM | $723K | 0.3% | 2,336 SH | |
| AUTOMATIC DATA PROCESSING IN | COM | $334K | 0.1% | 1,084 SH | |
| BADGER METER INC | COM | $934K | 0.3% | 3,811 SH | |
| BALCHEM CORP | COM | $615K | 0.2% | 3,860 SH | |
| BANK AMERICA CORP | COM | $1.5M | 0.6% | 32,272 SH | |
| BARRICK MNG CORP | COM SHS | $328K | 0.1% | 15,737 SH | |
| BECTON DICKINSON & CO | COM | $210K | 0.1% | 1,218 SH | |
| BENTLEY SYS INC | COM CL B | $462K | 0.2% | 8,552 SH | |
| BERKLEY W R CORP | COM | $791K | 0.3% | 10,772 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.6M | 0.6% | 3,264 SH | |
| BOEING CO | COM | $2.9M | 1.1% | 13,882 SH | |
| BOOKING HOLDINGS INC | COM | $232K | 0.1% | 40 SH | |
| BOOT BARN HLDGS INC | COM | $679K | 0.3% | 4,468 SH | |
| BOX INC | CL A | $703K | 0.3% | 20,575 SH | |
| BRISTOL-MYERS SQUIBB CO | COM | $956K | 0.4% | 20,658 SH | |
| BROADCOM INC | COM | $1.4M | 0.5% | 5,150 SH | |
| BROADRIDGE FINL SOLUTIONS IN | COM | $1.4M | 0.5% | 5,948 SH | |
| BROWN & BROWN INC | COM | $1.2M | 0.4% | 10,656 SH | |
| CALIX INC | COM | $863K | 0.3% | 16,228 SH | |
| CAPITAL ONE FINL CORP | COM | $251K | 0.1% | 1,180 SH | |
| CARDINAL HEALTH INC | COM | $201K | 0.1% | 1,196 SH | |
| CATERPILLAR INC | COM | $1.3M | 0.5% | 3,290 SH | |
| CENTENE CORP DEL | COM | $904K | 0.3% | 16,648 SH | |
| CHAMPION HOMES INC | COM | $457K | 0.2% | 7,295 SH | |
| CHEVRON CORP NEW | COM | $1.3M | 0.5% | 8,902 SH | |
| CHUBB LIMITED | COM | $225K | 0.1% | 778 SH | |
| CISCO SYS INC | COM | $525K | 0.2% | 7,562 SH | |
| CITIGROUP INC | COM NEW | $1.4M | 0.5% | 16,900 SH | |
| COCA COLA CO | COM | $423K | 0.2% | 5,982 SH | |
| COHEN & STEERS INC | COM | $517K | 0.2% | 6,857 SH | |
| COMCAST CORP NEW | CL A | $228K | 0.1% | 6,402 SH | |
| COMMVAULT SYS INC | COM | $937K | 0.3% | 5,373 SH | |
| CONOCOPHILLIPS | COM | $269K | 0.1% | 2,998 SH | |
| CONSTELLATION BRANDS INC | CL A | $216K | 0.1% | 1,330 SH | |
| COOPER COS INC | COM | $1.3M | 0.5% | 18,476 SH | |
| CORNING INC | COM | $1.5M | 0.6% | 29,176 SH | |
| COSTAR GROUP INC | COM | $913K | 0.3% | 11,350 SH | |
| COSTCO WHSL CORP NEW | COM | $799K | 0.3% | 808 SH | |
| CRANE NXT CO | COM | $689K | 0.3% | 12,791 SH | |
| CROWDSTRIKE HLDGS INC | CL A | $252K | 0.1% | 494 SH | |
| CSW INDUSTRIALS INC | COM | $638K | 0.2% | 2,226 SH | |
| CSX CORP | COM | $749K | 0.3% | 22,944 SH | |
| CVS HEALTH CORP | COM | $1.4M | 0.5% | 20,014 SH | |
| DBX ETF TR | XTRACK MSCI EMRG | $247K | 0.1% | 9,042 SH | |
| DEERE & CO | COM | $309K | 0.1% | 608 SH | |
| DISNEY WALT CO | COM | $844K | 0.3% | 6,804 SH | |
| DOMINOS PIZZA INC | COM | $1.1M | 0.4% | 2,522 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $276K | 0.1% | 2,340 SH | |
| E L F BEAUTY INC | COM | $839K | 0.3% | 6,744 SH | |
| ELI LILLY & CO | COM | $2.9M | 1.1% | 3,724 SH | |
| EMCOR GROUP INC | COM | $527K | 0.2% | 986 SH | |
| ENPRO INC | COM | $688K | 0.3% | 3,594 SH | |
| EPAM SYS INC | COM | $1.2M | 0.4% | 6,608 SH | |
| EQUIFAX INC | COM | $1.7M | 0.6% | 6,372 SH | |
| EXPEDITORS INTL WASH INC | COM | $222K | 0.1% | 1,940 SH | |
| EXPONENT INC | COM | $449K | 0.2% | 6,014 SH | |
| EXXON MOBIL CORP | COM | $616K | 0.2% | 5,712 SH | |
| FACTSET RESH SYS INC | COM | $635K | 0.2% | 1,419 SH | |
| FASTENAL CO | COM | $215K | 0.1% | 5,124 SH | |
| FEDERAL SIGNAL CORP | COM | $573K | 0.2% | 5,384 SH | |
| FIRSTENERGY CORP | COM | $368K | 0.1% | 9,152 SH | |
| FREEPORT-MCMORAN INC | CL B | $1.5M | 0.6% | 34,740 SH | |
| GARTNER INC | COM | $670K | 0.2% | 1,658 SH | |
| GE AEROSPACE | COM NEW | $420K | 0.2% | 1,632 SH | |
| GE VERNOVA INC | COM | $208K | 0.1% | 394 SH | |
| GENERAL DYNAMICS CORP | COM | $270K | 0.1% | 926 SH | |
| GILEAD SCIENCES INC | COM | $268K | 0.1% | 2,418 SH | |
| GOLDMAN SACHS GROUP INC | COM | $253K | 0.1% | 358 SH | |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | $234K | 0.1% | 2,764 SH | |
| HAMILTON LANE INC | CL A | $598K | 0.2% | 4,209 SH | |
| HDFC BANK LTD | SPONSORED ADS | $326K | 0.1% | 4,254 SH | |
| HEICO CORP NEW | CL A | $1.2M | 0.4% | 4,579 SH | |
| HOME DEPOT INC | COM | $812K | 0.3% | 2,216 SH | |
| HOULIHAN LOKEY INC | CL A | $1.1M | 0.4% | 5,973 SH | |
| IDEXX LABS INC | COM | $1.3M | 0.5% | 2,448 SH | |
| INSPIRE MED SYS INC | COM | $514K | 0.2% | 3,959 SH | |
| INTEGER HLDGS CORP | COM | $808K | 0.3% | 6,571 SH | |
| INTERDIGITAL INC | COM | $808K | 0.3% | 3,603 SH | |
| INTERFACE INC | COM | $551K | 0.2% | 26,348 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $259K | 0.1% | 878 SH | |
| INTUIT | COM | $293K | 0.1% | 372 SH | |
| INTUITIVE SURGICAL INC | COM NEW | $487K | 0.2% | 896 SH | |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $344K | 0.1% | 8,139 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $378K | 0.1% | 686 SH | |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $556K | 0.2% | 9,085 SH | |
| ISHARES TR | 0-5YR HI YL CP | $1.9M | 0.7% | 43,177 SH | |
| ISHARES TR | BROAD USD HIGH | $1.7M | 0.6% | 45,836 SH | |
| ISHARES TR | US TREAS BD ETF | $1.3M | 0.5% | 56,095 SH | |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | $261K | 0.1% | 4,346 SH | |
| JANUS DETROIT STR TR | B-BBB CLO ETF | $470K | 0.2% | 9,758 SH | |
| JBT MAREL CORPORATION | COM | $575K | 0.2% | 4,779 SH | |
| JOHNSON & JOHNSON | COM | $597K | 0.2% | 3,910 SH | |
| JPMORGAN CHASE & CO. | COM | $2.3M | 0.9% | 7,972 SH | |
| KLA CORP | COM NEW | $210K | 0.1% | 234 SH | |
| KNIFE RIVER CORP | COMMON STOCK | $553K | 0.2% | 6,775 SH | |
| LAM RESEARCH CORP | COM NEW | $331K | 0.1% | 3,404 SH | |
| LEMAITRE VASCULAR INC | COM | $581K | 0.2% | 7,001 SH | |
| LENNOX INTL INC | COM | $1.1M | 0.4% | 1,992 SH | |
| LIGAND PHARMACEUTICALS INC | COM NEW | $802K | 0.3% | 7,051 SH | |
| LINDE PLC | SHS | $315K | 0.1% | 672 SH | |
| LLOYDS BANKING GROUP PLC | SPONSORED ADR | $112K | 0.0% | 26,243 SH | |
| LOCKHEED MARTIN CORP | COM | $385K | 0.1% | 830 SH | |
| LOWES COS INC | COM | $1.4M | 0.5% | 6,236 SH | |
| LPL FINL HLDGS INC | COM | $706K | 0.3% | 1,882 SH | |
| MARATHON PETE CORP | COM | $1.1M | 0.4% | 6,326 SH | |
| MARSH & MCLENNAN COS INC | COM | $508K | 0.2% | 2,324 SH | |
| MASTERCARD INCORPORATED | CL A | $3.4M | 1.3% | 6,042 SH | |
| MCDONALDS CORP | COM | $360K | 0.1% | 1,232 SH | |
| MEDTRONIC PLC | SHS | $472K | 0.2% | 5,418 SH | |
| MERCADOLIBRE INC | COM | $227K | 0.1% | 87 SH | |
| MERCK & CO INC | COM | $286K | 0.1% | 3,606 SH | |
| MERIT MED SYS INC | COM | $649K | 0.2% | 6,946 SH | |
| META PLATFORMS INC | CL A | $4.2M | 1.6% | 5,746 SH | |
| METLIFE INC | COM | $958K | 0.4% | 11,912 SH | |
| MICROSOFT CORP | COM | $10.8M | 4.0% | 21,802 SH | |
| MONOLITHIC PWR SYS INC | COM | $1.8M | 0.7% | 2,468 SH | |
| MONSTER BEVERAGE CORP NEW | COM | $568K | 0.2% | 9,070 SH | |
| MOOG INC | CL A | $642K | 0.2% | 3,545 SH | |
| MORGAN STANLEY | COM NEW | $1.4M | 0.5% | 9,596 SH | |
| MSCI INC | COM | $2.8M | 1.0% | 4,858 SH | |
| NATWEST GROUP PLC | SPONS ADR | $183K | 0.1% | 12,922 SH | |
| NETFLIX INC | COM | $4.6M | 1.7% | 3,412 SH | |
| NORDSON CORP | COM | $835K | 0.3% | 3,894 SH | |
| NOVA LTD | COM | $778K | 0.3% | 2,827 SH | |
| NOVARTIS AG | SPONSORED ADR | $258K | 0.1% | 2,133 SH | |
| NOVO-NORDISK A S | ADR | $391K | 0.1% | 5,659 SH | |
| NU HLDGS LTD | ORD SHS CL A | $206K | 0.1% | 15,002 SH | |
| NVIDIA CORPORATION | COM | $7.5M | 2.8% | 47,610 SH | |
| OLD DOMINION FREIGHT LINE IN | COM | $1.2M | 0.4% | 7,390 SH | |
| OLLIES BARGAIN OUTLET HLDGS | COM | $1.0M | 0.4% | 7,652 SH | |
| ORACLE CORP | COM | $5.9M | 2.2% | 26,952 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $417K | 0.2% | 3,060 SH | |
| PAYCOM SOFTWARE INC | COM | $1.1M | 0.4% | 4,628 SH | |
| PAYPAL HLDGS INC | COM | $210K | 0.1% | 2,830 SH | |
| PENTAIR PLC | SHS | $1.5M | 0.5% | 14,134 SH | |
| PEPSICO INC | COM | $229K | 0.1% | 1,736 SH | |
| PG&E CORP | COM | $1.0M | 0.4% | 71,854 SH | |
| PHILIP MORRIS INTL INC | COM | $1.8M | 0.7% | 10,152 SH | |
| PJT PARTNERS INC | COM CL A | $762K | 0.3% | 4,617 SH | |
| POOL CORP | COM | $1.2M | 0.4% | 4,108 SH | |
| POWER INTEGRATIONS INC | COM | $338K | 0.1% | 6,047 SH | |
| PRESTIGE CONSMR HEALTHCARE I | COM | $648K | 0.2% | 8,116 SH | |
| PRIMORIS SVCS CORP | COM | $612K | 0.2% | 7,853 SH | |
| PROCTER AND GAMBLE CO | COM | $734K | 0.3% | 4,608 SH | |
| QUALCOMM INC | COM | $2.0M | 0.7% | 12,554 SH | |
| QUEST DIAGNOSTICS INC | COM | $229K | 0.1% | 1,278 SH | |
| RAMBUS INC DEL | COM | $1.3M | 0.5% | 20,362 SH | |
| REGENERON PHARMACEUTICALS | COM | $303K | 0.1% | 578 SH | |
| RELX PLC | SPONSORED ADR | $243K | 0.1% | 4,463 SH | |
| REPUBLIC SVCS INC | COM | $220K | 0.1% | 890 SH | |
| ROSS STORES INC | COM | $1.0M | 0.4% | 8,198 SH | |
| RTX CORPORATION | COM | $1.6M | 0.6% | 10,898 SH | |
| SALESFORCE INC | COM | $661K | 0.2% | 2,424 SH | |
| SAP SE | SPON ADR | $686K | 0.3% | 2,257 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $296K | 0.1% | 11,168 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $342K | 0.1% | 11,715 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $878K | 0.3% | 31,732 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $1.4M | 0.5% | 50,112 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $249K | 0.1% | 9,852 SH | |
| SEA LTD | SPONSORD ADS | $340K | 0.1% | 2,123 SH | |
| SECURITY NATL FINL CORP | CL A NEW | $407K | 0.2% | 41,291 SH | |
| SENSIENT TECHNOLOGIES CORP | COM | $723K | 0.3% | 7,335 SH | |
| SERVICENOW INC | COM | $2.2M | 0.8% | 2,110 SH | |
| SHOPIFY INC | CL A SUB VTG SHS | $1.8M | 0.7% | 15,964 SH | |
| SM ENERGY CO | COM | $286K | 0.1% | 11,575 SH | |
| SONY GROUP CORP | SPONSORED ADR | $344K | 0.1% | 13,200 SH | |
| SOUTHWEST AIRLS CO | COM | $334K | 0.1% | 10,310 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $1.2M | 0.4% | 28,884 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $470K | 0.2% | 10,992 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $1.5M | 0.5% | 2,393 SH | |
| SPDR SERIES TRUST | BLOOMBERG 1-3 MO | $211K | 0.1% | 2,302 SH | |
| SPDR SERIES TRUST | BLOOMBERG HIGH Y | $539K | 0.2% | 5,543 SH | |
| SPDR SERIES TRUST | PORT MTG BK ETF | $1.1M | 0.4% | 50,375 SH | |
| SPDR SERIES TRUST | PORTFOLIO LN TSR | $865K | 0.3% | 32,527 SH | |
| SPDR SERIES TRUST | PORTFOLIO S&P500 | $241K | 0.1% | 3,320 SH | |
| SPDR SERIES TRUST | PORTFOLIO S&P600 | $431K | 0.2% | 10,128 SH | |
| SPDR SERIES TRUST | PORTFOLIO SHORT | $324K | 0.1% | 10,725 SH | |
| SPDR SERIES TRUST | PRTFLO S&P500 GW | $1.8M | 0.7% | 18,672 SH | |
| SPDR SERIES TRUST | PRTFLO S&P500 VL | $911K | 0.3% | 17,402 SH | |
| SPDR SERIES TRUST | S&P 600 SMCP GRW | $433K | 0.2% | 4,880 SH | |
| SPOTIFY TECHNOLOGY S A | SHS | $468K | 0.2% | 610 SH | |
| STARBUCKS CORP | COM | $1.9M | 0.7% | 20,732 SH | |
| STERLING INFRASTRUCTURE INC | COM | $1.0M | 0.4% | 4,385 SH | |
| STRYKER CORPORATION | COM | $254K | 0.1% | 642 SH | |
| TECHNIPFMC PLC | COM | $600K | 0.2% | 17,427 SH | |
| TELEDYNE TECHNOLOGIES INC | COM | $935K | 0.3% | 1,826 SH | |
| TENET HEALTHCARE CORP | COM NEW | $1.3M | 0.5% | 7,250 SH | |
| TESLA INC | COM | $3.3M | 1.2% | 10,382 SH | |
| TEXAS INSTRS INC | COM | $318K | 0.1% | 1,532 SH | |
| THE CIGNA GROUP | COM | $1.1M | 0.4% | 3,214 SH | |
| THERMO FISHER SCIENTIFIC INC | COM | $1.8M | 0.7% | 4,330 SH | |
| TRANE TECHNOLOGIES PLC | SHS | $335K | 0.1% | 766 SH | |
| UFP TECHNOLOGIES INC | COM | $583K | 0.2% | 2,387 SH | |
| UNILEVER PLC | SPON ADR NEW | $319K | 0.1% | 5,219 SH | |
| UNITEDHEALTH GROUP INC | COM | $204K | 0.1% | 654 SH | |
| UNIVERSAL DISPLAY CORP | COM | $1.0M | 0.4% | 6,560 SH | |
| UNIVERSAL TECHNICAL INST INC | COM | $672K | 0.2% | 19,818 SH | |
| VANECK ETF TRUST | BDC INCOME ETF | $347K | 0.1% | 21,297 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.0M | 1.1% | 5,352 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $208K | 0.1% | 685 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $890K | 0.3% | 10,736 SH | |
| VERICEL CORP | COM | $624K | 0.2% | 14,671 SH | |
| VERISK ANALYTICS INC | COM | $1.4M | 0.5% | 4,372 SH | |
| VERIZON COMMUNICATIONS INC | COM | $1.8M | 0.7% | 40,936 SH | |
| VERTEX PHARMACEUTICALS INC | COM | $670K | 0.2% | 1,504 SH | |
| VISA INC | COM CL A | $5.3M | 2.0% | 15,066 SH | |
| WABTEC | COM | $1.9M | 0.7% | 8,886 SH | |
| WALMART INC | COM | $517K | 0.2% | 5,290 SH | |
| WEC ENERGY GROUP INC | COM | $233K | 0.1% | 2,232 SH | |
| WELLS FARGO CO NEW | COM | $1.2M | 0.5% | 15,576 SH | |
| WEST PHARMACEUTICAL SVSC INC | COM | $1.3M | 0.5% | 5,906 SH | |
| WILLIAMS COS INC | COM | $1.1M | 0.4% | 17,416 SH | |
| WILLIS TOWERS WATSON PLC LTD | SHS | $291K | 0.1% | 950 SH | |
| WISDOMTREE TR | US QTLY DIV GRT | $1.9M | 0.7% | 23,038 SH | |
| WORKDAY INC | CL A | $1.6M | 0.6% | 6,530 SH | |
| WORLD GOLD TR | SPDR GLD MINIS | $252K | 0.1% | 3,841 SH | |
| YETI HLDGS INC | COM | $402K | 0.1% | 12,745 SH | |
| YUM BRANDS INC | COM | $206K | 0.1% | 1,390 SH | |
| ZOETIS INC | CL A | $2.3M | 0.8% | 14,694 SH |
Open a filing on Jive Data
| Filing Date | Quarter | Form | Accession | Portfolio | Filing |
|---|---|---|---|---|---|
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001214659-25-012180 | $269.7M | View |