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CIK 0001731579 • 3 13F filings • Feb 17, 2026 – Aug 14, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ARCHER DANIELS MIDLAND CO | COM | $1.8M | 2.0% | 25,381 SH | |
| BUNGE GLOBAL SA | COM SHS | $14.1M | 15.5% | 110,700 SH | |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | $482K | 0.5% | 4,347 SH | |
| GLOBAL X FDS | GLOBAL X URANIUM | $387K | 0.4% | 8,000 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $2.9M | 3.2% | 5,000 SH | |
| ISHARES INC | MSCI AGRICULTURE | $2.3M | 2.5% | 50,000 SH | |
| ISHARES INC | MSCI AUST ETF | $1.1M | 1.2% | 40,000 SH | |
| ISHARES TR | EXPND TEC SC ETF | $711K | 0.8% | 6,000 SH | |
| ISHARES TR | MSCI EURO FL ETF | $3.3M | 3.6% | 94,000 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $6.9M | 7.6% | 28,000 SH | |
| ISHARES TR | US TRSPRTION | $463K | 0.5% | 6,200 SH | |
| NOVA MINERALS LTD | SPONSORED ADS | $447K | 0.5% | 76,100 SH | |
| SELECT SECTOR SPDR TR | STATE STREET CON | $9.0M | 9.9% | 110,000 SH | |
| SELECT SECTOR SPDR TR | STATE STREET IND | $1.0M | 1.1% | 6,400 SH | |
| SPROTT FDS TR | URANIUM MINERS E | $2.3M | 2.6% | 37,000 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $9.8M | 10.7% | 15,000 SH | |
| SUPER GROUP SGHC LIMITED | ORD SHS | $624K | 0.7% | 57,800 SH | |
| VANECK ETF TRUST | AGRIBUSINESS ETF | $13.4M | 14.7% | 158,020 SH | |
| VANECK ETF TRUST | GOLD MINERS ETF | $2.4M | 2.6% | 26,252 SH | |
| VANECK ETF TRUST | JUNIOR GOLD MINE | $6.3M | 7.0% | 52,880 SH | |
| VANECK ETF TRUST | RARE EARTH AND S | $10.2M | 11.2% | 116,164 SH | |
| WESCO INTL INC | COM | $931K | 1.0% | 3,401 SH |
| 13F-HR |
| 0001214659-26-006017 |
| $90.9M |
| View |