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CIK 0001566531 • 6 13F filings • May 7, 2025 – Jul 22, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $204K | 0.0% | 885 SH | New |
| APPLE INC | COM | $233K | 0.0%Prev: 0.1% | 857 SH | Decreased-76 SH |
| BANK AMERICA CORP | COM | $62.5M | 12.3%Prev: 13.3% | 1,135,769 SH | Increased+81,731 SH |
| BOEING CO | COM | $70.0M | 13.8%Prev: 15.0% | 322,580 SH | Increased+39,203 SH |
| BONDBLOXX ETF TRUST | BLOOMBERG FVE YR | $383K | 0.1% | 7,731 SH | New |
| CAPITAL ONE FINL CORP | COM | $274K | 0.1%Prev: 0.1% | 1,131 SH | Decreased-555 SH |
| CITIGROUP INC | COM NEW | $74.8M | 14.8%Prev: 15.0% | 641,023 SH | Increased+39,738 SH |
| DEERE & CO | COM | $39.7M | 7.9%Prev: 6.1% | 85,351 SH | Increased+30,553 SH |
| GE AEROSPACE | COM NEW | $38.4M | 7.6%Prev: 8.4% | 124,664 SH | Increased+10,889 SH |
| INTERNATIONAL PAPER CO | COM | $453K | 0.1%Prev: 0.2% | 11,500 SH | Decreased-2,620 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $248K | 0.0%Prev: 0.1% | 1,297 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $453K | 0.1%Prev: 0.1% | 738 SH | Increased |
| ISHARES TR | ESG AW MSCI EAFE | $257K | 0.1% | 2,700 SH | New |
| LOCKHEED MARTIN CORP | COM | $47.9M | 9.5%Prev: 10.7% | 98,931 SH | Increased+11,176 SH |
| MICRON TECHNOLOGY INC | COM | $73.0M | 14.4%Prev: 9.8% | 255,908 SH | Increased+18,343 SH |
| MICROSOFT CORP | COM | $374K | 0.1%Prev: 0.1% | 772 SH | Decreased+29 SH |
| NVIDIA CORPORATION | COM | $251K | 0.0% | 1,344 SH | New |
| ORACLE CORP | COM | $386K | 0.1%Prev: 0.2% | 1,978 SH | Decreased-900 SH |
| PROSHARES TR | ULTRPRO DOW30 | $2.1M | 0.4%Prev: 0.3% | 35,428 SH | Increased+23,852 SH |
| PROSHARES TR | ULTRPRO S&P500 | $14.5M | 2.9%Prev: 2.5% | 125,596 SH | Increased+34,447 SH |
| QUALCOMM INC | COM | $51.9M | 10.3%Prev: 11.6% | 303,616 SH | Increased+20,529 SH |
| RBB FD INC | US TREAS 5 YR NT | $390K | 0.1% | 7,908 SH | New |
| SCHWAB CHARLES CORP | COM | $8.4M | 1.7%Prev: 2.1% | 84,183 SH | Increased-3,825 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $230K | 0.0%Prev: 0.1% | 337 SH | Increased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $446K | 0.1%Prev: 0.1% | 711 SH | Increased+332 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $11.7M | 2.3%Prev: 2.8% | 45,190 SH | Increased-395 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $243K | 0.0%Prev: 0.1% | 726 SH | Increased |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $6.0M | 1.2%Prev: 1.4% | 101,964 SH | Increased+6,645 SH |
| VANGUARD WORLD FD | FINANCIALS ETF | $302K | 0.1%Prev: 0.1% | 2,260 SH | Increased |
| 13F-HR |
| 0001214659-26-008813 |
| $679.5M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001214659-25-012281 | $370.9M | View |
| May 1, 2026 | Q1 2026 | 13F-HR | 0001214659-26-005384 | $520.3M | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0001214659-25-007053 | $307.7M | View |