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CIK 0002111007 • 3 13F filings • Feb 17, 2026 – Jul 23, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $2.5M | 2.0% | 20,275 SH | New |
| ABBVIE INC | COM | $1.5M | 1.2%Prev: 1.1% | 6,669 SH | Decreased+207 SH |
| ADVANCED MICRO DEVICES INC | COM | $800K | 0.6%Prev: 1.7% | 3,734 SH | Decreased-508 SH |
| AEHR TEST SYS | COM | $355K | 0.3%Prev: 1.0% | 17,561 SH | Decreased+2,494 SH |
| AERCAP HOLDINGS NV | SHS | $420K | 0.3% | 2,924 SH | New |
| ALPHABET INC | CAP STK CL A | $4.5M | 3.7%Prev: 3.6% | 14,533 SH | Decreased-350 SH |
| ALPHABET INC | CAP STK CL C | $1.7M | 1.4%Prev: 1.6% | 5,568 SH | Decreased-889 SH |
| AMAZON COM INC | COM | $7.3M | 5.9%Prev: 5.3% | 31,820 SH | Decreased-892 SH |
| AMERICAN EXPRESS CO | COM | $211K | 0.2% | 571 SH | New |
| APPLE INC | COM | $14.0M | 11.2%Prev: 9.8% | 51,492 SH | Decreased+1,747 SH |
| ARCHER AVIATION INC | COM CL A | $137K | 0.1% | 18,183 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $6.6M | 5.3%Prev: 4.7% | 13,120 SH | Decreased-533 SH |
| BIGBEAR AI HLDGS INC | COM | $256K | 0.2% | 47,421 SH | New |
| BROADCOM INC | COM | $7.4M | 5.9%Prev: 5.9% | 21,350 SH | Decreased-1,624 SH |
| CHENIERE ENERGY INC | COM NEW | $970K | 0.8%Prev: 0.8% | 4,991 SH | Decreased |
| CISCO SYS INC | COM | $809K | 0.6%Prev: 0.9% | 10,498 SH | Decreased-560 SH |
| COCA COLA CO | COM | $480K | 0.4%Prev: 0.5% | 6,859 SH | Decreased-1,801 SH |
| COINBASE GLOBAL INC | COM CL A | $371K | 0.3% | 1,641 SH | New |
| COSTCO WHSL CORP NEW | COM | $8.6M | 6.9% | 9,929 SH | New |
| DISNEY WALT CO | COM | $495K | 0.4%Prev: 0.3% | 4,352 SH | Increased+100 SH |
| ELI LILLY & CO | COM | $1.0M | 0.8%Prev: 1.1% | 939 SH | Decreased-441 SH |
| EXXON MOBIL CORP | COM | $660K | 0.5%Prev: 1.5% | 5,486 SH | Decreased-10,883 SH |
| FEDEX CORP | COM | $1.0M | 0.8%Prev: 0.7% | 3,508 SH | Decreased+66 SH |
| FREEPORT-MCMORAN INC | CL B | $804K | 0.6% | 15,822 SH | New |
| GLOBAL X FDS | RBTCS ARTFL INTE | $485K | 0.4%Prev: 0.3% | 13,387 SH | Increased+1,119 SH |
| GOLDMAN SACHS GROUP INC | COM | $452K | 0.4%Prev: 0.4% | 514 SH | Decreased-114 SH |
| HOME DEPOT INC | COM | $491K | 0.4%Prev: 0.3% | 1,427 SH | Increased+184 SH |
| INTEL CORP | COM | $383K | 0.3%Prev: 1.0% | 10,377 SH | Decreased+28 SH |
| INTUITIVE SURGICAL INC | COM NEW | $236K | 0.2% | 417 SH | New |
| ISHARES TR | U.S. UTILITS ETF | $206K | 0.2%Prev: 0.2% | 1,900 SH | Decreased-44 SH |
| JOHNSON & JOHNSON | COM | $876K | 0.7%Prev: 0.9% | 4,233 SH | Decreased-824 SH |
| JPMORGAN CHASE & CO. | COM | $1.1M | 0.9% | 3,439 SH | New |
| KEURIG DR PEPPER INC | COM | $245K | 0.2% | 8,750 SH | New |
| MARSH & MCLENNAN COS INC | COM | $322K | 0.3%Prev: 0.1% | 1,738 SH | Increased+492 SH |
| MARVELL TECHNOLOGY INC | COM | $332K | 0.3% | 3,908 SH | New |
| MASTERCARD INCORPORATED | CL A | $266K | 0.2%Prev: 0.2% | 466 SH | Increased |
| MCDONALDS CORP | COM | $444K | 0.4%Prev: 0.3% | 1,453 SH | Increased-37 SH |
| MERCK & CO INC | COM | $315K | 0.3%Prev: 0.3% | 2,997 SH | Decreased-238 SH |
| META PLATFORMS INC | CL A | $2.0M | 1.6%Prev: 1.5% | 3,077 SH | Decreased-878 SH |
| MICROSOFT CORP | COM | $2.8M | 2.2%Prev: 1.6% | 5,707 SH | Increased-391 SH |
| NETFLIX INC | COM | $4.5M | 3.6% | 47,772 SH | New |
| NORTHROP GRUMMAN CORP | COM | $857K | 0.7%Prev: 0.5% | 1,504 SH | Increased+121 SH |
| NVIDIA CORPORATION | COM | $7.8M | 6.3%Prev: 6.5% | 41,743 SH | Decreased-5,555 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $11.2M | 9.0%Prev: 5.0% | 63,104 SH | Increased+470 SH |
| PALO ALTO NETWORKS INC | COM | $1.9M | 1.5%Prev: 2.4% | 10,357 SH | Decreased-125 SH |
| PFIZER INC | COM | $247K | 0.2%Prev: 0.2% | 9,910 SH | Increased-270 SH |
| PROCTER AND GAMBLE CO | COM | $439K | 0.4% | 3,061 SH | New |
| REDDIT INC | CL A | $1.8M | 1.4% | 7,800 SH | New |
| ROBLOX CORP | CL A | $2.4M | 1.9% | 29,358 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $685K | 0.5% | 4,425 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $1.8M | 1.4% | 5,918 SH | New |
| TESLA INC | COM | $2.9M | 2.3%Prev: 1.8% | 6,405 SH | Increased-35 SH |
| TEXAS PACIFIC LAND CORPORATI | COM | $295K | 0.2%Prev: 0.4% | 1,026 SH | Decreased-215 SH |
| VALERO ENERGY CORP | COM | $473K | 0.4%Prev: 0.6% | 2,903 SH | Decreased-370 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $251K | 0.2%Prev: 0.2% | 514 SH | Decreased-3,725 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $255K | 0.2%Prev: 1.0% | 406 SH | Decreased-1,626 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.3M | 1.9%Prev: 1.8% | 6,952 SH | Decreased-215 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $206K | 0.2%Prev: 0.2% | 936 SH | Decreased-406 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $210K | 0.2%Prev: 0.2% | 1,462 SH | Decreased |
| VANGUARD WORLD FD | INF TECH ETF | $5.2M | 4.2%Prev: 4.1% | 6,872 SH | Decreased-43,112 SH |
| VISA INC | COM CL A | $2.6M | 2.1%Prev: 1.9% | 7,466 SH | Decreased-577 SH |
| WALMART INC | COM | $2.3M | 1.8%Prev: 1.4% | 20,433 SH | Increased+2,381 SH |
| 13F-HR |
| 0001172661-26-001608 |
| $127.2M |
| View |