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CIK 0001911113 • 6 13F filings • May 5, 2025 – Aug 5, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $1.5M | 1.0%Prev: 2.0% | 4,200 SH | Decreased-4,000 SH |
| APPLE INC | COM | $19.3M | 12.9%Prev: 12.3% | 70,900 SH | Increased |
| CADENCE DESIGN SYSTEM INC | COM | $14.5M | 9.6%Prev: 11.1% | 46,300 SH | Decreased |
| CINTAS CORP | COM | $5.3M | 3.5%Prev: 3.9% | 28,000 SH | Decreased |
| CLEAN HARBORS INC | COM | $1.2M | 0.8%Prev: 0.8% | 5,000 SH | Increased |
| CONSTELLATION ENERGY CORP | COM | $707K | 0.5% | 2,000 SH | New |
| FAIR ISAAC CORP | COM | $2.7M | 1.8%Prev: 1.6% | 1,600 SH | Increased |
| FISERV INC | COM | $2.4M | 1.6%Prev: 0.5% | 36,000 SH | Increased+30,000 SH |
| GE AEROSPACE | COM NEW | $924K | 0.6% | 3,000 SH | New |
| GE VERNOVA INC | COM | $3.3M | 2.2%Prev: 2.1% | 5,000 SH | Increased |
| HERSHEY CO | COM | $2.4M | 1.6%Prev: 1.7% | 13,400 SH | Decreased |
| HOWMET AEROSPACE INC | COM | $615K | 0.4% | 3,000 SH | New |
| MASTERCARD INCORPORATED | CL A | $23.9M | 15.9%Prev: 16.2% | 41,900 SH | Increased |
| MCKESSON CORP | COM | $7.9M | 5.3%Prev: 4.7% | 9,600 SH | Increased+600 SH |
| MICROSOFT CORP | COM | $12.3M | 8.2%Prev: 8.9% | 25,350 SH | Decreased |
| MOTOROLA SOLUTIONS INC | COM NEW | $767K | 0.5%Prev: 0.6% | 2,000 SH | Decreased |
| POOL CORP | COM | $1.3M | 0.9%Prev: 1.2% | 5,775 SH | Decreased |
| QUANTA SVCS INC | COM | $11.4M | 7.6%Prev: 7.6% | 27,000 SH | Increased |
| QXO INC | COM NEW | $4.9M | 3.3%Prev: 3.3% | 256,578 SH | Increased |
| S&P GLOBAL INC | COM | $3.9M | 2.6%Prev: 2.5% | 7,422 SH | Increased |
| SYNOPSYS INC | COM | $7.0M | 4.7%Prev: 3.0% | 15,000 SH | Increased+6,000 SH |
| TYLER TECHNOLOGIES INC | COM | $2.3M | 1.6%Prev: 1.8% | 5,125 SH | Decreased |
| VERISK ANALYTICS INC | COM | $2.0M | 1.4%Prev: 1.6% | 9,150 SH | Decreased |
| VISA INC | COM CL A | $9.4M | 6.2%Prev: 6.2% | 26,700 SH | Increased |
| WESTWOOD HLDGS GROUP INC | COM | $8.1M | 5.4%Prev: 5.3% | 470,515 SH | Increased |
| 13F-HR |
| 0001104659-26-090906 |
| $155.7M |
| View |
| Aug 6, 2025 | Q2 2025 | 13F-HR | 0001104659-25-074580 | $141.9M | View |
| May 5, 2026 | Q1 2026 | 13F-HR | 0001104659-26-055339 | $142.8M | View |
| May 5, 2025 | Q1 2025 | 13F-HR | 0001104659-25-044465 | $128.5M | View |