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CIK 0001604873 • 6 13F filings • May 13, 2025 – Aug 10, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $228K | 0.2%Prev: 0.1% | 730 SH | Increased |
| ALPS ETF TR | ALERIAN MLP | $71K | 0.1%Prev: 0.0% | 1,519 SH | Increased+6 SH |
| CARETRUST REIT INC | COM | $136K | 0.1%Prev: 0.1% | 3,750 SH | Increased |
| DISNEY WALT CO | COM | $52K | 0.0%Prev: 0.0% | 460 SH | Increased+400 SH |
| EQUINIX INC | COM | $60K | 0.0%Prev: 0.0% | 78 SH | Decreased |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | $45K | 0.0%Prev: 0.1% | 200 SH | Decreased-200 SH |
| GLOBAL X FDS | GLOBAL X URANIUM | $13K | 0.0%Prev: 0.0% | 306 SH | Decreased |
| GREEN BRICK PARTNERS INC | COM | $222K | 0.2%Prev: 0.2% | 3,550 SH | Decreased |
| IAMGOLD CORP | COM | $20K | 0.0%Prev: 0.0% | 1,200 SH | Increased |
| INGLES MKTS INC | CL A | $171K | 0.1% | 2,500 SH | New |
| ISHARES TR | 20 YR TR BD ETF | $15K | 0.0%Prev: 0.0% | 170 SH | Decreased |
| LINEAGE INC | COM | $707K | 0.5%Prev: 0.5% | 20,196 SH | Decreased+1,667 SH |
| OCULAR THERAPEUTIX INC | COM | $134.9M | 97.9%Prev: 98.6% | 11,108,555 SH | Decreased-1,471,102 SH |
| SEACOAST BKG CORP FLA | COM NEW | $98K | 0.1% | 3,107 SH | New |
| SHIFT4 PMTS INC | CL A | $47K | 0.0% | 750 SH | New |
| SPDR GOLD TR GOLD | SHS | $89K | 0.1%Prev: 0.1% | 225 SH | Increased |
| VANECK ETF TRUST | GOLD MINERS ETF | $243K | 0.2%Prev: 0.1% | 2,828 SH | Increased+5 SH |
| VANECK ETF TRUST | JUNIOR GOLD MINE | $546K | 0.4%Prev: 0.1% | 4,800 SH | Increased |
| VANECK ETF TRUST | URANIUM AND NUCL | $4K | 0.0%Prev: 0.0% | 31 SH | Decreased+1 SH |
| VANGUARD INTL EQUITY INDEX F | INTL EQUITY INDEX F ALLWRLD EX US | $23K | 0.0% | 319 SH | New |
| VULCAN MATLS CO | COM | $68K | 0.0%Prev: 0.0% | 240 SH | Decreased |
| 13F-HR |
| 0001437749-26-026683 |
| $161.0M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001437749-25-026720 | $131.2M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001437749-26-013167 | $142.0M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001437749-25-016349 | $103.6M | View |