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CIK 0002066265 • 6 13F filings • May 8, 2025 – Aug 5, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABORATORIES | Stocks | $2.8M | 1.3% | 22,541 SH | New |
| ADOBE INC. | Stocks | $3.4M | 1.6% | 9,706 SH | New |
| ALPHABET INC. | Stocks | $6.6M | 3.1% | 20,915 SH | New |
| AMAZON.COM, INC. | Stocks | $4.5M | 2.1% | 19,589 SH | New |
| APPLE INC. | Stocks | $5.1M | 2.4% | 18,813 SH | New |
| APPLIED MATERIALS, INC. | Stocks | $6.5M | 3.0% | 24,902 SH | New |
| BARRICK MINING CORPORATION | Stocks | $7.0M | 3.2% | 154,200 SH | New |
| BBVA GLOBAL SECURITIES B.V. | Structured Products | $3.0M | 1.4% | 2,849,000 SH | New |
| BLACKROCK, INC. | Etfs | $42.7M | 19.9% | 663,972 SH | New |
| BLACKROCK, INC. | Stocks | $3.4M | 1.6% | 3,150 SH | New |
| BNP PARIBAS SA | Structured Products | $3.3M | 1.5% | 3,403,000 SH | New |
| BRIACELL THERAPEUTICS CORP (CA) | Stocks | $264 | 0.0% | 37 SH | New |
| DODGE & COX | Funds | $57K | 0.0%Prev: 0.0% | 4,443 SH | Increased+46 SH |
| ELI LILLY AND COMPANY | Stocks | $4.4M | 2.1% | 4,100 SH | New |
| EPR PROPERTIES | Reits | $82K | 0.0% | 1,645 SH | New |
| FIRST TRUST ADVISORS LP | Etfs | $2.0M | 0.9% | 24,925 SH | New |
| FISERV, INC. | Stocks | $1.2M | 0.6% | 18,295 SH | New |
| FORTINET, INC. | Stocks | $2.3M | 1.1% | 28,710 SH | New |
| FRANKLIN RESOURCES, INC. | Etfs | $1.2M | 0.6% | 28,820 SH | New |
| GILEAD SCIENCES, INC. | Stocks | $26K | 0.0% | 210 SH | New |
| INTERNATIONAL BUSINESS MACHINES CORPORATION | Stocks | $33K | 0.0% | 111 SH | New |
| INVESCO LTD. | Etfs | $12.5M | 5.8% | 155,541 SH | New |
| JANUS HENDERSON GROUP PLC | Funds | $65K | 0.0%Prev: 0.0% | 6,910 SH | Increased+111 SH |
| JOHNSON & JOHNSON | Stocks | $677K | 0.3% | 3,270 SH | New |
| JPMORGAN CHASE & CO. | Etfs | $315K | 0.1% | 5,458 SH | New |
| KYNDRYL HOLDINGS, INC. | Stocks | $27K | 0.0% | 1,015 SH | New |
| MASTERCARD INCORPORATED | Stocks | $3.0M | 1.4% | 5,260 SH | New |
| MERCK & CO., INC. | Stocks | $4.0M | 1.8% | 38,025 SH | New |
| META PLATFORMS, INC. | Stocks | $3.1M | 1.4% | 4,695 SH | New |
| MICROSOFT CORPORATION | Stocks | $4.2M | 2.0% | 8,728 SH | New |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | Etfs | $107K | 0.0% | 6,031 SH | New |
| NETFLIX, INC. | Stocks | $2.3M | 1.1% | 24,870 SH | New |
| NIKE, INC. | Stocks | $3.1M | 1.5% | 49,306 SH | New |
| NOVO NORDISK A/S | Adrs | $3.0M | 1.4% | 58,536 SH | New |
| NVIDIA CORPORATION | Stocks | $5.6M | 2.6% | 29,969 SH | New |
| ORACLE CORPORATION | Stocks | $3.7M | 1.7% | 18,865 SH | New |
| PDD HOLDINGS INC. | Adrs | $3.1M | 1.5% | 27,445 SH | New |
| PFIZER INC. | Stocks | $3.2M | 1.5% | 126,369 SH | New |
| PROCTER & GAMBLE COMPANY | Stocks | $645K | 0.3% | 4,504 SH | New |
| QUALCOMM INCORPORATED | Stocks | $3.5M | 1.6% | 20,277 SH | New |
| RAFFERTY ASSET MANAGEMENT, LLC | Etfs | $373K | 0.2% | 12,203 SH | New |
| RIO TINTO PLC | Adrs | $3.9M | 1.8% | 48,382 SH | New |
| SANOFI | Adrs | $2.7M | 1.3% | 56,555 SH | New |
| SELECT STOXX EUR AER DE ETF (US) | Etfs | $74K | 0.0% | 1,746 SH | New |
| STARWOOD PROPERTY TRUST, INC. | Stocks | $68K | 0.0% | 3,760 SH | New |
| STATE STREET CORPORATION | Etfs | $27.4M | 12.8% | 197,856 SH | New |
| TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LIMITED | Adrs | $6.3M | 2.9% | 20,500 SH | New |
| TOROSO INVESTMENTS TOPCO LLC | Etfs | $28K | 0.0% | 960 SH | New |
| VANGUARD GROUP, INC. | Etfs | $8.8M | 4.1% | 80,024 SH | New |
| VANGUARD GROUP, INC. | Funds | $3.0M | 1.4%Prev: 5.9% | 38,142 SH | Decreased-93,506 SH |
| VISA INC. | Stocks | $3.7M | 1.7% | 10,541 SH | New |
| YM SMCI OPT INCOME STRAT ETF (US) | Etfs | $89K | 0.0% | 11,012 SH | New |
| ZOETIS INC. | Stocks | $2.3M | 1.1% | 17,932 SH | New |
| 13F-HR |
| 0002066265-26-000003 |
| $266.5M |
| View |
| Jul 31, 2025 | Q2 2025 | 13F-HR | 0002066265-25-000002 | $207.5M | View |
| Jul 21, 2026 | Q1 2026 | 13F-HR | 0002066265-26-000002 | $215.6M | View |
| May 8, 2025 | Q1 2025 | 13F-HR | 0002066265-25-000001 | $195.3M | View |