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CIK 0001767217 • 6 13F filings • Apr 28, 2025 – Jul 28, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $27.1M | 15.6%Prev: 12.7% | 86,363 SH | Increased-4,705 SH |
| AMAZON COM INC | COM | $12.7M | 7.3%Prev: 7.1% | 55,049 SH | Increased-1,104 SH |
| APPLE INC | COM | $13.3M | 7.7%Prev: 7.4% | 48,802 SH | Increased-1,671 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $19.7M | 11.3%Prev: 11.9% | 39,109 SH | Decreased-2,129 SH |
| COSTCO WHSL CORP NEW | COM | $10.1M | 5.8%Prev: 6.2% | 11,665 SH | Decreased+11 SH |
| CROCS INC | COM | $5.2M | 3.0%Prev: 4.6% | 60,727 SH | Decreased-35,918 SH |
| DEERE & CO | COM | $13.6M | 7.8%Prev: 7.9% | 29,190 SH | Decreased-1,121 SH |
| FASTENAL CO | COM | $485K | 0.3%Prev: 0.2% | 12,092 SH | Increased+3,395 SH |
| HOME DEPOT INC | COM | $5.9M | 3.4%Prev: 4.0% | 17,102 SH | Decreased-184 SH |
| INTUIT | COM | $499K | 0.3%Prev: 0.2% | 754 SH | Increased+239 SH |
| INVESCO QQQ TR | UNIT SER 1 | $12K | 0.0%Prev: 0.0% | 20 SH | Increased |
| MARRIOTT INTL INC NEW | CL A | $68K | 0.0%Prev: 0.0% | 218 SH | Increased |
| META PLATFORMS INC | CL A | $3.8M | 2.2%Prev: 2.3% | 5,787 SH | Decreased+257 SH |
| MICROSOFT CORP | COM | $16.7M | 9.6%Prev: 10.7% | 34,435 SH | Decreased-1,807 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $43K | 0.0% | 301 SH | New |
| TESLA INC | COM | $5.0M | 2.9%Prev: 2.8% | 11,090 SH | Increased+74 SH |
| TJX COS INC NEW | COM | $11.1M | 6.4%Prev: 6.0% | 72,170 SH | Increased-724 SH |
| WALMART INC | COM | $16.6M | 9.6%Prev: 9.2% | 148,879 SH | Increased-7,276 SH |
| WASTE MGMT INC DEL | COM | $11.7M | 6.7%Prev: 6.7% | 53,221 SH | Decreased+177 SH |
| 13F-HR |
| 0001767217-26-000003 |
| $176.7M |
| View |
| May 1, 2026 | Q1 2026 | 13F-HR | 0001767217-26-000002 | $170.7M | View |
| Apr 28, 2025 | Q1 2025 | 13F-HR | 0001767217-25-000002 | $166.6M | View |