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CIK 0001812822 • 3 13F filings • Feb 17, 2026 – Aug 14, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACADEMY SPORTS & OUTDOORS IN | COM | $749K | 0.9% | 15,000 SH | New |
| ACCO BRANDS CORP | COM | $373K | 0.4% | 100,000 SH | New |
| ADVANCED MICRO DEVICES INC | COM | $831K | 1.0% | 3,879 SH | New |
| ALPHABET INC | CAP STK CL A | $2.7M | 3.0%Prev: 1.0% | 8,484 SH | Increased+5,584 SH |
| AMAZON COM INC | COM | $799K | 0.9% | 3,462 SH | New |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $1.3M | 1.5% | 14,000 SH | New |
| AMERICAN INTEGRITY INS GROUP | COM | $782K | 0.9%Prev: 0.8% | 37,540 SH | Decreased-4,638 SH |
| AMN HEALTHCARE SVCS INC | COM | $709K | 0.8%Prev: 1.6% | 45,000 SH | Decreased-6,906 SH |
| ANYWHERE REAL ESTATE INC | COM | $509K | 0.6% | 35,911 SH | New |
| APPLE INC | COM | $1.1M | 1.3%Prev: 2.1% | 4,203 SH | Decreased-3,242 SH |
| ARISTA NETWORKS INC | COM SHS | $294K | 0.3% | 2,244 SH | New |
| ASA GOLD AND PRECIOUS MTLS L | SHS | $301K | 0.3% | 5,039 SH | New |
| AT&T INC | COM | $1.7M | 2.0%Prev: 0.3% | 69,461 SH | Increased+54,609 SH |
| AVNET INC | COM | $240K | 0.3% | 5,000 SH | New |
| BANK AMERICA CORP | COM | $555K | 0.6% | 10,083 SH | New |
| BANK NEW YORK MELLON CORP | COM | $1.7M | 2.0% | 14,761 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $200K | 0.2% | 398 SH | New |
| BLACK DIAMOND THERAPEUTICS I | COM | $234K | 0.3% | 96,286 SH | New |
| BLOOMIN BRANDS INC | COM | $617K | 0.7%Prev: 1.1% | 100,000 SH | Decreased-30,000 SH |
| BORGWARNER INC | COM | $939K | 1.1% | 20,840 SH | New |
| BROADCOM INC | COM | $343K | 0.4% | 990 SH | New |
| CAL MAINE FOODS INC | COM NEW | $1.6M | 1.9% | 20,651 SH | New |
| CALIFORNIA RES CORP | COM STOCK | $321K | 0.4%Prev: 0.5% | 7,180 SH | Decreased-2,820 SH |
| CALIX INC | COM | $652K | 0.7% | 12,313 SH | New |
| CAPITAL ONE FINL CORP | COM | $461K | 0.5% | 1,902 SH | New |
| CARTERS INC | COM | $649K | 0.7%Prev: 1.0% | 20,000 SH | Decreased-5,000 SH |
| CASTLE BIOSCIENCES INC | COM | $276K | 0.3% | 7,085 SH | New |
| CBRE GROUP INC | CL A | $1.8M | 2.1% | 11,288 SH | New |
| CHATHAM LODGING TR | COM | $783K | 0.9%Prev: 1.8% | 115,000 SH | Decreased-25,000 SH |
| CHEVRON CORP NEW | COM | $2.8M | 3.2% | 18,508 SH | New |
| CIENA CORP | COM NEW | $1.3M | 1.4% | 5,413 SH | New |
| CISCO SYS INC | COM | $2.3M | 2.6%Prev: 1.2% | 29,918 SH | Increased+19,611 SH |
| CITIGROUP INC | COM NEW | $4.0M | 4.6%Prev: 0.3% | 34,553 SH | Increased+32,252 SH |
| COMCAST CORP NEW | CL A | $2.9M | 3.4%Prev: 2.0% | 98,396 SH | Increased+13,827 SH |
| COMPASS INC | CL A | $144K | 0.2% | 13,630 SH | New |
| CONSENSUS CLOUD SOLUTIONS IN | COM | $327K | 0.4% | 15,000 SH | New |
| CORNING INC | COM | $829K | 0.9%Prev: 0.4% | 9,463 SH | Increased+8,021 SH |
| CVS HEALTH CORP | COM | $1.2M | 1.4% | 15,705 SH | New |
| DANA INC | COM | $269K | 0.3% | 11,332 SH | New |
| DISNEY WALT CO | COM | $214K | 0.2% | 1,883 SH | New |
| EGAIN CORP | COM NEW | $339K | 0.4%Prev: 0.2% | 32,972 SH | Increased+6,684 SH |
| FINVOLUTION GROUP | SPONSORED ADS | $146K | 0.2%Prev: 0.2% | 27,982 SH | Decreased-25,717 SH |
| FORD MTR CO | COM | $866K | 1.0% | 66,000 SH | New |
| GENERAL MTRS CO | COM | $1.3M | 1.5% | 15,830 SH | New |
| GLOBAL SHIP LEASE INC NEW | COM CL A | $860K | 1.0% | 24,533 SH | New |
| GRAY MEDIA INC | COM | $140K | 0.2% | 29,009 SH | New |
| HCI GROUP INC | COM | $264K | 0.3% | 1,375 SH | New |
| HELLO GROUP INC | ADS | $715K | 0.8%Prev: 0.5% | 109,217 SH | Increased+24,532 SH |
| HERITAGE INSURANCE HLDGS INC | COM | $842K | 1.0%Prev: 0.7% | 28,774 SH | Increased+199 SH |
| HEWLETT PACKARD ENTERPRISE C | COM | $238K | 0.3% | 9,920 SH | New |
| INFORMATION SVCS GROUP INC | COM | $67K | 0.1% | 11,587 SH | New |
| INTEL CORP | COM | $441K | 0.5% | 11,960 SH | New |
| JEFFERIES FINL GROUP INC | COM | $434K | 0.5% | 7,009 SH | New |
| JFROG LTD | ORD SHS | $421K | 0.5% | 6,738 SH | New |
| JOHNSON & JOHNSON | COM | $3.6M | 4.1%Prev: 1.3% | 17,408 SH | Increased+12,024 SH |
| JONES LANG LASALLE INC | COM | $232K | 0.3%Prev: 0.5% | 690 SH | Decreased-862 SH |
| KIMBALL ELECTRONICS INC | COM | $214K | 0.2% | 7,687 SH | New |
| LAM RESEARCH CORP | COM NEW | $2.6M | 3.0%Prev: 0.4% | 15,471 SH | Increased+14,578 SH |
| LEVI STRAUSS & CO NEW | CL A COM STK | $217K | 0.2% | 10,448 SH | New |
| MACYS INC | COM | $503K | 0.6%Prev: 0.2% | 22,820 SH | Increased+13,288 SH |
| MERCK & CO INC | COM | $1.2M | 1.4%Prev: 0.3% | 11,646 SH | Increased+9,163 SH |
| MESABI TR | CTF BEN INT | $754K | 0.9% | 19,567 SH | New |
| MICRON TECHNOLOGY INC | COM | $1.9M | 2.2%Prev: 0.5% | 6,786 SH | Increased+6,367 SH |
| MISTRAS GROUP INC | COM | $633K | 0.7%Prev: 0.6% | 50,000 SH | Increased+15,474 SH |
| MONGODB INC | CL A | $491K | 0.6% | 1,171 SH | New |
| MORGAN STANLEY | COM NEW | $1.5M | 1.7% | 8,300 SH | New |
| NATERA INC | COM | $726K | 0.8% | 3,167 SH | New |
| NATURES SUNSHINE PRODS INC | COM | $242K | 0.3%Prev: 0.3% | 11,221 SH | Decreased-5,275 SH |
| NIO INC | SPON ADS | $109K | 0.1% | 21,450 SH | New |
| NORTH EUROPEAN OIL RTY TR | SH BEN INT | $94K | 0.1%Prev: 0.2% | 14,308 SH | Decreased-16,474 SH |
| NU SKIN ENTERPRISES INC | CL A | $758K | 0.9%Prev: 0.2% | 78,748 SH | Increased+41,749 SH |
| NVIDIA CORPORATION | COM | $1.2M | 1.3%Prev: 0.5% | 6,299 SH | Increased+3,564 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $284K | 0.3% | 1,598 SH | New |
| PC CONNECTION INC | COM | $473K | 0.5%Prev: 0.8% | 8,182 SH | Decreased-2,902 SH |
| PERDOCEO ED CORP | COM | $723K | 0.8%Prev: 0.2% | 24,664 SH | Increased+16,867 SH |
| PFIZER INC | COM | $1.3M | 1.5% | 53,093 SH | New |
| PLAYSTUDIOS INC | CLASS A COM | $48K | 0.1%Prev: 0.0% | 73,733 SH | Increased |
| PUMA BIOTECHNOLOGY INC | COM | $330K | 0.4% | 55,542 SH | New |
| PURE STORAGE INC | CL A | $448K | 0.5% | 6,693 SH | New |
| QUALCOMM INC | COM | $1.2M | 1.4%Prev: 0.4% | 6,979 SH | Increased+4,818 SH |
| RALPH LAUREN CORP | CL A | $982K | 1.1% | 2,778 SH | New |
| RIGEL PHARMACEUTICALS INC | COM | $372K | 0.4% | 8,679 SH | New |
| ROCKY BRANDS INC | COM | $440K | 0.5%Prev: 0.6% | 15,000 SH | Decreased-254 SH |
| ROKU INC | COM CL A | $411K | 0.5% | 3,784 SH | New |
| SALESFORCE INC | COM | $401K | 0.5% | 1,514 SH | New |
| SECURITY NATL FINL CORP | CL A NEW | $728K | 0.8%Prev: 0.6% | 80,800 SH | Increased+20,800 SH |
| SMART SAND INC | COM | $404K | 0.5%Prev: 0.7% | 100,989 SH | Decreased-41,695 SH |
| SMART SH GLOBAL LTD | ADS | $353K | 0.4% | 301,884 SH | New |
| SONOS INC | COM | $589K | 0.7% | 33,567 SH | New |
| TEGNA INC | COM | $2.5M | 2.8% | 2,510,000 SH | New |
| TERADYNE INC | COM | $201K | 0.2%Prev: 0.4% | 1,036 SH | Decreased+158 SH |
| TJX COS INC NEW | COM | $3.8M | 4.4% | 24,801 SH | New |
| TUNIU CORP | SPONSORED ADS | $14K | 0.0% | 22,004 SH | New |
| TUYA INC | SPONSERED ADS | $67K | 0.1% | 31,922 SH | New |
| VIATRIS INC | COM | $809K | 0.9%Prev: 0.5% | 65,000 SH | Increased+32,500 SH |
| VILLAGE SUPER MKT INC | CL A NEW | $708K | 0.8%Prev: 0.3% | 20,000 SH | Increased+12,230 SH |
| VIOMI TECHNOLOGY CO LTD | SPONSORED ADS | $97K | 0.1%Prev: 0.0% | 52,772 SH | Increased+35,468 SH |
| VOYA FINANCIAL INC | COM | $1.9M | 2.2% | 2,000,000 SH | New |
| WALMART INC | COM | $942K | 1.1%Prev: 0.3% | 8,451 SH | Increased+5,747 SH |
| WARNER BROS DISCOVERY INC | COM SER A | $309K | 0.4% | 10,712 SH | New |
| WM TECHNOLOGY INC | COM | $338K | 0.4% | 409,993 SH | New |
| X FINL | SPONSORED ADS | $82K | 0.1% | 14,571 SH | New |
| YIREN DIGITAL LTD | SPONSORED ADS | $195K | 0.2%Prev: 0.0% | 52,606 SH | Increased-9,371 SH |
| ZOOM COMMUNICATIONS INC | CL A | $1.8M | 2.1%Prev: 0.6% | 20,931 SH | Increased+13,806 SH |
| 13F-HR |
| 0001420506-26-001092 |
| $88.8M |
| View |