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CIK 0001840750 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AERCAP HOLDINGS NV | SHS | $6.5M | 3.2%Prev: 4.2% | 44,900 SH | Decreased-15,300 SH |
| AMAZON COM INC | COM | $9.3M | 4.6%Prev: 5.1% | 40,080 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $938K | 0.5%Prev: 0.5% | 1,867 SH | Increased+279 SH |
| CME GROUP INC | COM | $393K | 0.2%Prev: 0.2% | 1,440 SH | Increased+110 SH |
| CRH PLC | ORD | $1.0M | 0.5%Prev: 0.6% | 8,400 SH | Increased |
| DANAHER CORPORATION | COM | $428K | 0.2%Prev: 0.2% | 1,870 SH | Increased |
| FERRARI N V | COM | $347K | 0.2%Prev: 0.2% | 940 SH | Decreased+170 SH |
| GE AEROSPACE | COM NEW | $487K | 0.2%Prev: 0.3% | 1,580 SH | Increased |
| HILTON WORLDWIDE HLDGS INC | COM | $448K | 0.2%Prev: 0.2% | 1,560 SH | Increased |
| HONEYWELL INTL INC | COM | $7.3M | 3.6% | 37,441 SH | New |
| INVESCO EXCHANGE TRADED FD T | WATER RES ETF | $521K | 0.3%Prev: 0.3% | 7,400 SH | Decreased |
| ISHARES SILVER TR | ISHARES | $1.8M | 0.9%Prev: 0.7% | 27,700 SH | Increased-2,300 SH |
| ISHARES TR | CYBERSECURITY | $981K | 0.5%Prev: 0.5% | 20,378 SH | Increased+3,083 SH |
| MASTERCARD INCORPORATED | CL A | $634K | 0.3%Prev: 0.4% | 1,110 SH | Increased |
| MICROSOFT CORP | COM | $687K | 0.3%Prev: 0.4% | 1,420 SH | Decreased |
| NVIDIA CORPORATION | COM | $11.5M | 5.7% | 61,737 SH | New |
| PG&E CORP | COM | $497K | 0.2%Prev: 0.3% | 30,900 SH | Increased |
| SPDR GOLD TR | GOLD SHS | $135.5M | 67.6%Prev: 71.1% | 341,907 SH | Increased-5,925 SH |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD AN | $1.1M | 0.6%Prev: 0.5% | 25,000 SH | Increased |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $3.0M | 1.5%Prev: 1.2% | 9,883 SH | Increased+2,141 SH |
| TALEN ENERGY CORP | COM | $8.1M | 4.0% | 21,500 SH | New |
| TKO GROUP HOLDINGS INC | CL A | $1.1M | 0.6%Prev: 4.6% | 5,300 SH | Decreased-34,200 SH |
| UNION PAC CORP | COM | $7.8M | 3.9%Prev: 4.4% | 33,657 SH | Increased+1,307 SH |
| 13F-HR |
| 0001214659-26-010387 |
| $139.6M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001214659-25-012234 | $229.4M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001214659-26-006472 | $205.9M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001214659-25-007840 | $245.7M | View |