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CIK 0001615717 • 4 13F filings • Jan 16, 2026 – Jul 21, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $5.3M | 5.8%Prev: 6.8% | 14,879 SH | Decreased-5,152 SH |
| AMERICAN EXPRESS CO | COM | $1.5M | 1.6%Prev: 1.5% | 4,296 SH | Increased |
| ARCH CAP GROUP LTD | ORD | $2.0M | 2.2% | 20,915 SH | New |
| ARES CAPITAL CORP | COM | $361K | 0.4%Prev: 0.6% | 19,474 SH | Decreased-9,984 SH |
| ASML HLDG NV | N Y REGISTRY SHS | $4.4M | 4.9%Prev: 3.7% | 2,219 SH | Increased-131 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.2M | 3.5%Prev: 2.2% | 6,332 SH | Increased+2,456 SH |
| BLACKROCK ETF TRUST II | ISHA FLEX IN ETF | $2.1M | 2.3% | 39,738 SH | New |
| BROWN & BROWN INC | COM | $4.1M | 4.6%Prev: 5.5% | 64,611 SH | Decreased-6,274 SH |
| CBRE GROUP INC | CL A | $249K | 0.3%Prev: 0.4% | 1,852 SH | Decreased-500 SH |
| CDW CORP | COM | $4.3M | 4.7%Prev: 3.6% | 30,540 SH | Increased+5,156 SH |
| FISERV INC | COM | $3.5M | 3.9%Prev: 3.4% | 71,706 SH | Increased+19,695 SH |
| GARTNER INC | COM | $4.0M | 4.4%Prev: 4.4% | 30,530 SH | Increased+6,928 SH |
| HEICO CORP NEW | CL A | $3.0M | 3.3%Prev: 3.0% | 11,702 SH | Increased-424 SH |
| HERCULES CAPITAL INC | COM | $2.0M | 2.2%Prev: 1.8% | 125,009 SH | Increased+20,446 SH |
| INTUIT | COM | $2.2M | 2.5%Prev: 3.1% | 8,559 SH | Decreased+2,421 SH |
| JOHNSON & JOHNSON | COM | $613K | 0.7%Prev: 0.9% | 2,415 SH | Decreased-600 SH |
| LISTED FDS TR | HORI KI INFL ETF | $960K | 1.1% | 19,241 SH | New |
| MACERICH CO | COM | $2.7M | 3.0%Prev: 4.6% | 106,916 SH | Decreased-100,000 SH |
| MEDIAALPHA INC | CL A | $4.6M | 5.1%Prev: 3.7% | 368,731 SH | Increased+34,867 SH |
| MICROSOFT CORP | COM | $2.5M | 2.7%Prev: 0.5% | 6,635 SH | Increased+5,496 SH |
| NVR INC | COM | $5.9M | 6.5% | 871 SH | New |
| NXP SEMICONDUCTORS N V | COM | $1.8M | 2.0%Prev: 2.8% | 6,552 SH | Decreased-5,612 SH |
| OAKTREE SPECIALTY LENDING | COM | $1.1M | 1.2%Prev: 2.6% | 88,563 SH | Decreased-108,767 SH |
| PROFESIONALLY MANAGED PORTFO | AKRE FOCUS ETF | $1.9M | 2.1%Prev: 0.8% | 36,586 SH | Increased+23,239 SH |
| ROPER TECHNOLOGIES INC | COM | $4.2M | 4.6%Prev: 5.8% | 12,358 SH | Decreased-1,428 SH |
| S&P GLOBAL INC | COM | $2.4M | 2.6%Prev: 1.8% | 5,857 SH | Increased+2,225 SH |
| SIRIUSXM HOLDINGS INC | COMMON STOCK | $372K | 0.4%Prev: 0.4% | 12,602 SH | Increased-502 SH |
| SIXTH STREET SPECIALTY LENDI | COM | $242K | 0.3%Prev: 0.6% | 14,080 SH | Decreased-12,522 SH |
| SLR INVESTMENT CORP | COM | $1.9M | 2.1%Prev: 2.1% | 152,053 SH | Increased+26,239 SH |
| THOR INDS INC | COM | $3.9M | 4.3%Prev: 4.4% | 51,900 SH | Increased+5,088 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $2.1M | 2.3%Prev: 4.6% | 35,516 SH | Decreased-31,046 SH |
| VISA INC | COM CL A | $5.2M | 5.7%Prev: 5.1% | 15,189 SH | Increased+868 SH |
| WATSCO INC | COM | $1.0M | 1.1%Prev: 1.1% | 2,445 SH | Increased |
| WHITE MTNS INS GROUP LTD | COM | $5.1M | 5.6%Prev: 6.5% | 2,471 SH | Decreased-42 SH |
| 13F-HR |
| 0001615717-26-000005 |
| $90.7M |
| View |
| May 8, 2026 | Q1 2026 | 13F-HR/A | 0001615717-26-000004 | $84.7M | View |