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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 | $6.8M | 3.0%Prev: 0.4% | 27,088 SH | Increased+23,156 SH |
| ADVANCED MICRO DEVICES INC | COM | $6.3M | 2.8% | 10,769 SH | New |
| AGILENT TECHNOLOGIES INC | COM | $6.0M | 2.7%Prev: 2.9% | 45,188 SH | Increased-2,168 SH |
| ALPHABET INC | CAP STK CL A | $7.2M | 3.2%Prev: 3.1% | 20,190 SH | Increased-14,726 SH |
| ALPHABET INC | CAP STK CL C | $2.1M | 0.9%Prev: 0.5% | 5,836 SH | Increased |
| AMAZON COM INC | COM | $7.5M | 3.3%Prev: 3.6% | 31,289 SH | Increased-762 SH |
| AMERICAN INTL GROUP INC | COM NEW | $5.8M | 2.6%Prev: 3.5% | 77,650 SH | Decreased-2,125 SH |
| AMERICAN TOWER CORP | COM | $3.7M | 1.6% | 22,485 SH | New |
| AMGEN INC | COM | $6.8M | 3.0%Prev: 2.8% | 18,814 SH | Increased-1,108 SH |
| APPLE INC | COM | $13.0M | 5.8%Prev: 4.9% | 44,998 SH | Increased-1,488 SH |
| BLACKROCK INC | COM | $5.6M | 2.5%Prev: 3.2% | 5,834 SH | Decreased-153 SH |
| BROADCOM INC | COM | $6.9M | 3.1%Prev: 3.5% | 18,232 SH | Increased-6,453 SH |
| CATERPILLAR INC | COM | $6.0M | 2.6% | 5,614 SH | New |
| CISCO SYS INC | COM | $658K | 0.3%Prev: 0.2% | 5,603 SH | Increased |
| CORNING INC | COM | $1.7M | 0.7%Prev: 0.2% | 6,530 SH | Increased+252 SH |
| COSTCO WHOLESALE CORPORATION | COM | $6.3M | 2.8% | 6,717 SH | New |
| D R HORTON INC | COM | $6.2M | 2.8%Prev: 2.6% | 38,327 SH | Increased-455 SH |
| DISNEY WALT CO | COM | $631K | 0.3% | 6,500 SH | New |
| ECOLAB INC | COM | $661K | 0.3% | 2,367 SH | New |
| ELI LILLY & CO | COM | $7.1M | 3.2%Prev: 2.4% | 5,944 SH | Increased-134 SH |
| GALLAGHER ARTHUR J & CO | COM | $3.9M | 1.7%Prev: 2.8% | 17,138 SH | Decreased-64 SH |
| INTEL CORP | COM | $2.5M | 1.1% | 18,129 SH | New |
| JPMORGAN CHASE & CO | COM | $8.6M | 3.8% | 26,388 SH | New |
| LAM RESEARCH CORP | COM NEW | $11.7M | 5.2%Prev: 3.7% | 27,012 SH | Increased-47,582 SH |
| MARATHON PETE CORP | COM | $9.4M | 4.2%Prev: 3.2% | 36,705 SH | Increased-580 SH |
| MASCO CORP | COM | $5.9M | 2.6%Prev: 2.6% | 73,097 SH | Increased-4,975 SH |
| META PLATFORMS INC | CL A | $6.2M | 2.7%Prev: 4.3% | 10,945 SH | Decreased-508 SH |
| MICROSOFT CORP | COM | $5.4M | 2.4%Prev: 3.7% | 14,424 SH | Decreased-229 SH |
| NVIDIA CORPORATION | COM | $10.3M | 4.6%Prev: 5.0% | 51,629 SH | Increased-10,681 SH |
| ORACLE CORP | COM | $6.4M | 2.9%Prev: 0.7% | 43,890 SH | Increased+37,929 SH |
| PALO ALTO NETWORKS INC | COM | $9.1M | 4.1%Prev: 2.9% | 26,811 SH | Increased-1,350 SH |
| SES AI CORPORATION | CL A COM | $60K | 0.0%Prev: 0.0% | 62,245 SH | Increased+2,245 SH |
| SHERWIN WILLIAMS CO | COM | $4.6M | 2.0%Prev: 2.4% | 13,300 SH | Decreased-362 SH |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $8.7M | 3.8% | 11,555 SH | New |
| TESLA INC | COM | $778K | 0.3%Prev: 0.3% | 1,849 SH | Increased-213 SH |
| VISA INC | COM CL A | $6.9M | 3.0%Prev: 3.8% | 19,972 SH | Decreased-1,114 SH |
| VISTRA CORP | COM | $4.1M | 1.8%Prev: 2.8% | 26,021 SH | Decreased-2,460 SH |
| WALMART INC | COM | $8.0M | 3.5%Prev: 3.6% | 70,557 SH | Increased-1,459 SH |
| WASTE MGMT INC DEL | COM | $6.1M | 2.7%Prev: 3.3% | 27,493 SH | Decreased-877 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 |