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CIK 0001664771 • 7 13F filings • Apr 29, 2025 – Oct 19, 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 | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $6.3M | 3.0%Prev: 3.0% | 27,367 SH | Decreased+279 SH |
| ADOBE INC | COM | $236K | 0.1% | 668 SH | New |
| AGILENT TECHNOLOGIES INC | COM | $6.1M | 2.9%Prev: 2.7% | 47,261 SH | Increased+2,073 SH |
| ALPHABET INC | CAP STK CL A | $8.2M | 3.9%Prev: 3.2% | 33,679 SH | Increased+13,489 SH |
| ALPHABET INC | CAP STK CL C | $1.4M | 0.7%Prev: 0.9% | 5,836 SH | Decreased |
| AMAZON COM INC | COM | $7.0M | 3.4%Prev: 3.3% | 31,806 SH | Decreased+517 SH |
| AMERICAN INTL GROUP INC | COM NEW | $6.2M | 3.0%Prev: 2.6% | 78,774 SH | Increased+1,124 SH |
| AMGEN INC | COM | $5.4M | 2.6%Prev: 3.0% | 19,192 SH | Decreased+378 SH |
| APPLE INC | COM | $11.6M | 5.6%Prev: 5.8% | 45,448 SH | Decreased+450 SH |
| BLACKROCK INC | COM | $6.9M | 3.3%Prev: 2.5% | 5,952 SH | Increased+118 SH |
| BROADCOM INC | COM | $6.2M | 3.0%Prev: 3.1% | 18,733 SH | Decreased+501 SH |
| CISCO SYS INC | COM | $383K | 0.2%Prev: 0.3% | 5,603 SH | Decreased |
| CORNING INC | COM | $535K | 0.3%Prev: 0.7% | 6,528 SH | Decreased-2 SH |
| COSTCO WHSL CORP NEW | COM | $6.4M | 3.1% | 6,933 SH | New |
| D R HORTON INC | COM | $6.7M | 3.2%Prev: 2.8% | 39,301 SH | Increased+974 SH |
| DIGITAL RLTY TR INC | COM | $4.5M | 2.2% | 25,937 SH | New |
| ELI LILLY & CO | COM | $4.6M | 2.2%Prev: 3.2% | 6,020 SH | Decreased+76 SH |
| GALLAGHER ARTHUR J & CO | COM | $5.3M | 2.5%Prev: 1.7% | 17,143 SH | Increased+5 SH |
| INVESCO QQQ TR | UNIT SER 1 | $210K | 0.1% | 350 SH | New |
| JPMORGAN CHASE & CO. | COM | $8.5M | 4.1% | 26,885 SH | New |
| LAM RESEARCH CORP | COM NEW | $9.9M | 4.7%Prev: 5.2% | 73,500 SH | Decreased+46,488 SH |
| LOCKHEED MARTIN CORP | COM | $4.1M | 2.0% | 8,155 SH | New |
| LOWES COS INC | COM | $377K | 0.2% | 1,502 SH | New |
| MARATHON PETE CORP | COM | $7.1M | 3.4%Prev: 4.2% | 37,022 SH | Decreased+317 SH |
| MASCO CORP | COM | $5.5M | 2.6%Prev: 2.6% | 77,444 SH | Decreased+4,347 SH |
| META PLATFORMS INC | CL A | $8.4M | 4.1%Prev: 2.7% | 11,497 SH | Increased+552 SH |
| MICROSOFT CORP | COM | $7.3M | 3.5%Prev: 2.4% | 14,097 SH | Increased-327 SH |
| NVIDIA CORPORATION | COM | $10.0M | 4.8%Prev: 4.6% | 53,836 SH | Decreased+2,207 SH |
| ORACLE CORP | COM | $1.7M | 0.8%Prev: 2.9% | 6,011 SH | Decreased-37,879 SH |
| PALO ALTO NETWORKS INC | COM | $5.7M | 2.7%Prev: 4.1% | 27,763 SH | Decreased+952 SH |
| PNC FINL SVCS GROUP INC | COM | $315K | 0.2% | 1,569 SH | New |
| QUALCOMM INC | COM | $4.5M | 2.2% | 27,345 SH | New |
| SALESFORCE INC | COM | $301K | 0.1% | 1,266 SH | New |
| SES AI CORPORATION | CL A COM | $100K | 0.0%Prev: 0.0% | 60,000 SH | Increased-2,245 SH |
| SHERWIN WILLIAMS CO | COM | $4.8M | 2.3%Prev: 2.0% | 13,753 SH | Increased+453 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $9.0M | 4.3% | 13,513 SH | New |
| TESLA INC | COM | $926K | 0.4%Prev: 0.3% | 2,082 SH | Increased+233 SH |
| VISA INC | COM CL A | $6.9M | 3.3%Prev: 3.0% | 20,316 SH | Increased+344 SH |
| VISTRA CORP | COM | $5.3M | 2.6%Prev: 1.8% | 27,218 SH | Increased+1,197 SH |
| WALMART INC | COM | $7.3M | 3.5%Prev: 3.5% | 71,280 SH | Decreased+723 SH |
| WASTE MGMT INC DEL | COM | $6.2M | 3.0%Prev: 2.7% | 27,979 SH | Increased+486 SH |
| 13F-HR |
| 0001664771-25-000003 |
| $208.4M |
| View |
| Aug 3, 2026 | Q2 2026 | 13F-HR | 0001664771-26-000003 | $225.7M | View |
| Jul 23, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004084 | $196.0M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0001664771-26-000002 | $199.5M | View |
| Apr 29, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002405 | $185.3M | View |