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CIK 0001758440 • 6 13F filings • Apr 30, 2025 – Jul 30, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $7.0M | 3.0%Prev: 3.6% | 22,437 SH | Decreased-27,663 SH |
| AMAZON COM INC | COM | $5.8M | 2.5%Prev: 2.2% | 25,288 SH | Decreased-9,307 SH |
| AMPHENOL CORP NEW | CL A | $1.3M | 0.6% | 9,900 SH | New |
| APPLE INC | COM | $6.5M | 2.7%Prev: 2.7% | 23,820 SH | Decreased-12,480 SH |
| BROADCOM INC | COM | $3.8M | 1.6%Prev: 1.1% | 11,081 SH | Increased-209 SH |
| CACI INTL INC | CL A | $1.3M | 0.6%Prev: 0.5% | 2,532 SH | Decreased-1,048 SH |
| CANADIAN PACIFIC KANSAS CITY | COM | $1.6M | 0.7%Prev: 1.1% | 21,066 SH | Decreased-28,489 SH |
| CME GROUP INC | COM | $1.6M | 0.7%Prev: 0.8% | 5,933 SH | Decreased-4,623 SH |
| COSTCO WHSL CORP NEW | COM | $2.0M | 0.8%Prev: 1.5% | 2,268 SH | Decreased-3,121 SH |
| EATON CORP PLC | SHS | $1.7M | 0.7%Prev: 1.6% | 5,330 SH | Decreased-9,102 SH |
| ELI LILLY & CO | COM | $2.6M | 1.1%Prev: 1.1% | 2,385 SH | Decreased-2,392 SH |
| EQT CORP | COM | $2.0M | 0.8% | 36,478 SH | New |
| GLOBAL X FDS | GLOBAL X COPPER | $1.6M | 0.7% | 22,400 SH | New |
| HEALTHEQUITY INC | COM | $1.2M | 0.5%Prev: 0.7% | 13,478 SH | Decreased-10,922 SH |
| INTERACTIVE BROKERS GROUP IN | COM CL A | $698K | 0.3% | 10,847 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $1.4M | 0.6% | 4,568 SH | New |
| INTUIT | COM | $1.3M | 0.6%Prev: 1.2% | 2,007 SH | Decreased-3,975 SH |
| INTUITIVE SURGICAL INC | COM NEW | $1.0M | 0.4% | 1,835 SH | New |
| INVESCO EXCH TRADED FD TR II | KBW BK ETF | $5.0M | 2.1%Prev: 1.2% | 59,806 SH | Increased+8,306 SH |
| IQVIA HLDGS INC | COM | $1.6M | 0.7% | 7,220 SH | New |
| ISHARES INC | MSCI JAPAN ETF | $6.4M | 2.7% | 79,761 SH | New |
| ISHARES TR | CHINA LG-CAP ETF | $5.3M | 2.2%Prev: 2.0% | 138,400 SH | Decreased-22,100 SH |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS CDA | $4.0M | 1.7% | 42,900 SH | New |
| JOHNSON CTLS INTL PLC | SHS | $1.1M | 0.5% | 9,493 SH | New |
| MAGNA INTL INC | COM | $890K | 0.4% | 16,700 SH | New |
| MASTERCARD INCORPORATED | CL A | $2.2M | 0.9%Prev: 1.4% | 3,853 SH | Decreased-4,744 SH |
| MCKESSON CORP | COM | $1.6M | 0.7%Prev: 0.9% | 1,951 SH | Decreased-1,892 SH |
| META PLATFORMS INC | CL A | $3.8M | 1.6%Prev: 2.4% | 5,719 SH | Decreased-5,271 SH |
| MICROSOFT CORP | COM | $7.7M | 3.3%Prev: 3.6% | 15,855 SH | Decreased-7,703 SH |
| NVIDIA CORPORATION | COM | $8.5M | 3.6%Prev: 3.7% | 45,749 SH | Decreased-21,381 SH |
| OLD DOMINION FREIGHT LINE IN | COM | $778K | 0.3% | 4,963 SH | New |
| ROCKWELL AUTOMATION INC | COM | $1.8M | 0.8% | 4,609 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $2.2M | 0.9% | 48,970 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $3.3M | 1.4% | 59,800 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $3.2M | 1.4% | 20,975 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET MAT | $1.2M | 0.5% | 27,125 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $3.2M | 1.4% | 74,960 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $1.7M | 0.7% | 26,518 SH | New |
| TERADYNE INC | COM | $1.6M | 0.7% | 8,300 SH | New |
| TJX COS INC NEW | COM | $1.7M | 0.7%Prev: 1.3% | 11,132 SH | Decreased-19,929 SH |
| TRIMBLE INC | COM | $676K | 0.3% | 8,634 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $94.1M | 39.9%Prev: 21.1% | 150,000 SH | Increased+33,470 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $7.5M | 3.2% | 89,300 SH | New |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | $16.1M | 6.8% | 178,600 SH | New |
| WALMART INC | COM | $2.5M | 1.1%Prev: 0.9% | 22,614 SH | Decreased-5,465 SH |
| WASTE MGMT INC DEL | COM | $1.6M | 0.7%Prev: 0.8% | 7,204 SH | Decreased-5,711 SH |
| 13F-HR |
| 0000919574-26-004683 |
| $296.6M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0000919574-25-004495 | $280.7M | View |
| May 5, 2026 | Q1 2026 | 13F-HR | 0000919574-26-002639 | $264.0M | View |
| Apr 30, 2025 | Q1 2025 | 13F-HR | 0000919574-25-002661 | $124.1M | View |