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CIK 0001814104 • 6 13F filings • Apr 10, 2025 – Jul 8, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $9.1M | 4.9% | 47,607 SH | |
| APPLE INC | COM | $2.5M | 1.4% | 11,430 SH | |
| AUTOZONE INC | COM | $22.3M | 12.0% | 5,855 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $640K | 0.3% | 1,202 SH | |
| BROWN & BROWN INC | COM | $4.3M | 2.3% | 34,563 SH | |
| CENTERPOINT ENERGY INC | COM | $775K | 0.4% | 21,395 SH | |
| CHENIERE ENERGY INC | COM NEW | $560K | 0.3% | 2,418 SH | |
| CHEVRON CORP NEW | COM | $3.0M | 1.6% | 17,734 SH | |
| COCA COLA CO | COM | $288K | 0.2% | 4,019 SH | |
| COPART INC | COM | $5.0M | 2.7% | 87,836 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $518K | 0.3% | 15,705 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $307K | 0.2% | 11,718 SH | |
| DOMINOS PIZZA INC | COM | $1.1M | 0.6% | 2,443 SH | |
| ELI LILLY & CO | COM | $248K | 0.1% | 300 SH | |
| EXXON MOBIL CORP | COM | $1.3M | 0.7% | 10,656 SH | |
| FAIR ISAAC CORP | COM | $310K | 0.2% | 168 SH | |
| HEICO CORP NEW | COM | $212K | 0.1% | 792 SH | |
| HOME DEPOT INC | COM | $200K | 0.1% | 546 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $1.0M | 0.5% | 2,149 SH | |
| LINCOLN ELEC HLDGS INC | COM | $798K | 0.4% | 4,217 SH | |
| LINDE PLC | SHS | $6.8M | 3.6% | 14,601 SH | |
| LOWES COS INC | COM | $3.4M | 1.8% | 14,376 SH | |
| MASTERCARD INCORPORATED | CL A | $18.3M | 9.8% | 33,326 SH | |
| MICROSOFT CORP | COM | $580K | 0.3% | 1,546 SH | |
| MOODYS CORP | COM | $4.7M | 2.5% | 10,198 SH | |
| MSCI INC | COM | $4.2M | 2.3% | 7,451 SH | |
| NOVO-NORDISK A S | ADR | $3.1M | 1.7% | 44,339 SH | |
| OCCIDENTAL PETE CORP | COM | $276K | 0.1% | 5,598 SH | |
| OREILLY AUTOMOTIVE INC | COM | $6.2M | 3.3% | 4,334 SH | |
| OTIS WORLDWIDE CORP | COM | $3.5M | 1.9% | 33,565 SH | |
| PARSONS CORP DEL | COM | $279K | 0.1% | 4,711 SH | |
| ROPER TECHNOLOGIES INC | COM | $5.5M | 3.0% | 9,382 SH | |
| S&P GLOBAL INC | COM | $4.9M | 2.6% | 9,629 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $206K | 0.1% | 8,218 SH | |
| SHERWIN WILLIAMS CO | COM | $5.0M | 2.7% | 14,295 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $1.2M | 0.7% | 18,748 SH | |
| TEXAS ROADHOUSE INC | COM | $878K | 0.5% | 5,272 SH | |
| TRACTOR SUPPLY CO | COM | $2.2M | 1.2% | 39,173 SH | |
| UNION PAC CORP | COM | $3.4M | 1.8% | 14,311 SH | |
| VALERO ENERGY CORP | COM | $1.4M | 0.7% | 10,585 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $36.4M | 19.5% | 313,712 SH | |
| VISA INC | COM CL A | $19.3M | 10.4% | 55,135 SH | |
| WALMART INC | COM | $325K | 0.2% | 3,706 SH | |
| WASTE MGMT INC DEL | COM | $208K | 0.1% | 897 SH |
| 13F-HR |
| 0001754960-26-000430 |
| $242.6M |
| View |
| Jul 10, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000334 | $186.9M | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000277 | $344.2M | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000169 | $186.6M | View |