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CIK 0001966171 • 6 13F filings • Apr 8, 2025 – Jul 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $2.4M | 1.8% | 23,110 SH | |
| ADVANTAGE SOLUTIONS INC | COM CL A | $45K | 0.0% | 29,674 SH | |
| ALPHABET INC | CAP STK CL A | $2.8M | 2.1% | 18,044 SH | |
| AMAZON COM INC | COM | $3.2M | 2.4% | 16,684 SH | |
| APPLE INC | COM | $3.3M | 2.5% | 14,909 SH | |
| APPLOVIN CORP | COM CL A | $3.3M | 2.4% | 12,304 SH | |
| AT&T INC | COM | $367K | 0.3% | 12,975 SH | |
| CHEVRON CORP NEW | COM | $2.5M | 1.9% | 15,151 SH | |
| ECOPETROL S A | SPONSORED ADS | $190K | 0.1% | 18,217 SH | |
| EXXON MOBIL CORP | COM | $2.8M | 2.1% | 23,926 SH | |
| GE AEROSPACE | COM NEW | $2.2M | 1.7% | 11,046 SH | |
| INTEL CORP | COM | $321K | 0.2% | 14,133 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | $7.7M | 5.7% | 371,186 SH | |
| ISHARES TR | TRS FLT RT BD | $14.7M | 11.0% | 289,221 SH | |
| ISHARES TR | US TELECOM ETF | $1.2M | 0.9% | 43,434 SH | |
| JOHNSON & JOHNSON | COM | $1.8M | 1.4% | 11,087 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $5.0M | 3.7% | 59,278 SH | |
| PETROLEO BRASILEIRO SA PETRO | SPONSORED ADR | $179K | 0.1% | 12,488 SH | |
| PIMCO INCOME STRATEGY FD II | COM | $161K | 0.1% | 21,352 SH | |
| QUALCOMM INC | COM | $2.2M | 1.7% | 14,460 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $11.1M | 8.3% | 19,786 SH | |
| SPDR SER TR | BLOOMBERG 1-3 MO | $56.8M | 42.4% | 619,155 SH | |
| SPROTT PHYSICAL SILVER TR | TR UNIT | $116K | 0.1% | 10,010 SH | |
| TESLA INC | COM | $4.0M | 3.0% | 15,564 SH | |
| TEXAS INSTRS INC | COM | $2.5M | 1.9% | 13,976 SH | |
| VERIZON COMMUNICATIONS INC | COM | $2.9M | 2.2% | 64,685 SH |
| Q2 2026 |
| 13F-HR |
| 0001214659-26-008274 |
| $187.5M |
| View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001214659-25-010185 | $131.2M | View |
| Apr 7, 2026 | Q1 2026 | 13F-HR | 0001214659-26-004383 | $176.4M | View |
| Apr 8, 2025 | Q1 2025 | 13F-HR | 0001214659-25-005554 | $133.8M | View |