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CIK 0001841015 • 6 13F filings • Apr 17, 2025 – Jul 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Advanced Micro Devices, Inc. | COM | $5.9M | 2.5%Prev: 1.9% | 27,689 SH | Increased-97 SH |
| Alphabet Inc. Class A | COM | $9.5M | 4.0%Prev: 3.1% | 30,239 SH | Increased-43 SH |
| Alphabet Inc. Class C | COM | $1.6M | 0.7%Prev: 0.5% | 5,012 SH | Increased-134 SH |
| Amazon Inc. | COM | $6.9M | 2.9%Prev: 2.7% | 29,733 SH | Increased+1,214 SH |
| Apple Inc. | COM | $8.0M | 3.3%Prev: 3.2% | 29,439 SH | Increased-47 SH |
| Applied Materials | COM | $1.2M | 0.5%Prev: 0.4% | 4,778 SH | Increased+10 SH |
| AppLovin Corporation | COM | $4.0M | 1.7%Prev: 1.2% | 5,863 SH | Increased+2,031 SH |
| Arista Networks Inc. | COM | $7.2M | 3.0%Prev: 3.4% | 54,825 SH | Decreased-811 SH |
| AutoZone Inc. | COM | $312K | 0.1%Prev: 0.2% | 92 SH | Decreased+8 SH |
| Axon Enterprise, Inc. | COM | $395K | 0.2%Prev: 0.2% | 695 SH | Decreased-122 SH |
| Boston Scientific Corp. | COM | $3.3M | 1.4%Prev: 0.9% | 35,040 SH | Increased+12,191 SH |
| Cadence Design Systems Inc | COM | $2.8M | 1.2%Prev: 1.5% | 9,027 SH | Decreased-847 SH |
| Casey's General Stores, Inc. | COM | $4.5M | 1.9%Prev: 2.0% | 8,060 SH | Decreased-145 SH |
| Caterpillar Inc. | COM | $3.4M | 1.4%Prev: 1.2% | 5,932 SH | Increased-178 SH |
| Celestica Inc. (Canada) | INTL | $575K | 0.2% | 1,945 SH | New |
| Chevron Corp. | COM | $4.0M | 1.7%Prev: 1.8% | 25,925 SH | Decreased-879 SH |
| Cloudflare, Inc. | COM | $925K | 0.4% | 4,692 SH | New |
| Coherent Corp. | COM | $841K | 0.4% | 4,554 SH | New |
| Comfort Systems USA, Inc. | COM | $296K | 0.1% | 317 SH | New |
| Cooper Companies | COM | $393K | 0.2%Prev: 0.2% | 4,791 SH | Decreased-3,410 SH |
| Costco Wholesale Inc. | COM | $5.1M | 2.1%Prev: 2.3% | 5,904 SH | Decreased+105 SH |
| CrowdStrike Holdings, Inc | COM | $6.7M | 2.8%Prev: 3.0% | 14,333 SH | Decreased-166 SH |
| Cummins Inc. | COM | $5.0M | 2.1%Prev: 1.8% | 9,793 SH | Increased-122 SH |
| Edwards Lifesciences | COM | $282K | 0.1%Prev: 0.1% | 3,303 SH | Increased |
| Fortinet, Inc. | COM | $1.4M | 0.6%Prev: 0.6% | 17,151 SH | Decreased-749 SH |
| GE Aerospace | COM | $6.3M | 2.6%Prev: 2.7% | 20,452 SH | Increased-415 SH |
| GE Healthcare | COM | $533K | 0.2%Prev: 0.7% | 6,495 SH | Decreased-14,097 SH |
| GE Vernova Inc | COM | $3.9M | 1.6%Prev: 1.2% | 6,005 SH | Increased+1,459 SH |
| Goldman Sachs Group Inc. | COM | $4.4M | 1.9%Prev: 1.5% | 5,060 SH | Increased+743 SH |
| Home Depot Inc. | COM | $4.3M | 1.8%Prev: 2.1% | 12,584 SH | Decreased+446 SH |
| Honeywell Intl. Inc | COM | $4.3M | 1.8%Prev: 1.7% | 22,064 SH | Increased+2,563 SH |
| IDEXX Laboratories Inc. | COM | $579K | 0.2%Prev: 0.3% | 856 SH | Decreased-120 SH |
| Intuitive Surgical | COM | $4.6M | 1.9%Prev: 1.6% | 8,070 SH | Increased-121 SH |
| JPMorgan Chase & Co. | COM | $7.0M | 2.9%Prev: 2.9% | 21,683 SH | Increased-201 SH |
| Lam Research Corp. | COM | $1.7M | 0.7%Prev: 0.5% | 10,063 SH | Increased+1,747 SH |
| Marvell Technology, Inc | COM | $1.5M | 0.6%Prev: 1.1% | 17,538 SH | Decreased-11,928 SH |
| Mastercard Inc. | COM | $5.0M | 2.1%Prev: 2.0% | 8,731 SH | Increased+295 SH |
| McDonalds Corp. | COM | $949K | 0.4%Prev: 0.4% | 3,105 SH | Decreased-156 SH |
| McKesson Corporation | COM | $4.5M | 1.9%Prev: 1.9% | 5,511 SH | Increased-121 SH |
| Meta Platforms Inc (Facebook) | COM | $5.7M | 2.4%Prev: 2.0% | 8,582 SH | Increased+2,248 SH |
| Micron Technology, Inc | COM | $570K | 0.2% | 1,997 SH | New |
| Microsoft Corp. | COM | $8.0M | 3.3%Prev: 3.5% | 16,539 SH | Decreased+682 SH |
| Morgan Stanley | COM | $352K | 0.1%Prev: 0.1% | 1,982 SH | Increased+597 SH |
| Netflix | COM | $4.3M | 1.8%Prev: 2.4% | 45,540 SH | Decreased+40,849 SH |
| Nextera Energy Inc. | COM | $2.7M | 1.1%Prev: 1.1% | 33,339 SH | Increased+547 SH |
| Nike Inc. | COM | $241K | 0.1% | 3,790 SH | New |
| NVIDIA Corp. | COM | $20.9M | 8.7%Prev: 8.8% | 112,054 SH | Increased+850 SH |
| O'Reilly Automotive Inc | COM | $1.2M | 0.5%Prev: 0.6% | 13,144 SH | Decreased-751 SH |
| Oracle Corporation | COM | $357K | 0.1%Prev: 0.3% | 1,831 SH | Decreased-717 SH |
| Palo Alto Networks Inc | COM | $4.9M | 2.0%Prev: 2.3% | 26,525 SH | Decreased+118 SH |
| Public Storage (REIT) | COM | $1.5M | 0.6%Prev: 0.7% | 5,963 SH | Decreased-44 SH |
| Reddit, Inc. | COM | $2.3M | 1.0%Prev: 0.5% | 10,216 SH | Increased+5,249 SH |
| Robinhood Markets, Inc. | COM | $4.6M | 1.9%Prev: 2.0% | 40,514 SH | Decreased+8,211 SH |
| RTX Corp (Raytheon) | COM | $353K | 0.1%Prev: 0.1% | 1,927 SH | Increased+377 SH |
| S&P Global Inc. | COM | $2.2M | 0.9%Prev: 1.3% | 4,151 SH | Decreased-2,085 SH |
| Salesforce.com Inc. | COM | $2.3M | 0.9%Prev: 1.4% | 8,525 SH | Decreased-4,923 SH |
| ServiceNow Inc. | COM | $3.0M | 1.3%Prev: 1.9% | 19,642 SH | Decreased+14,746 SH |
| Shopify Inc. | COM | $1.6M | 0.7%Prev: 0.5% | 9,969 SH | Increased+2,557 SH |
| Snowflake Inc. | COM | $4.1M | 1.7%Prev: 1.5% | 18,610 SH | Increased+3,330 SH |
| Solstice Advanced Materials, I | COM | $417K | 0.2% | 8,580 SH | New |
| Spotify Technology SA (Luxemborg) | INTL | $457K | 0.2% | 787 SH | New |
| Stryker Corp. | COM | $3.7M | 1.6%Prev: 1.7% | 10,660 SH | Decreased+50 SH |
| Synopsys | COM | $388K | 0.2%Prev: 0.4% | 827 SH | Decreased-933 SH |
| T-Mobile US, Inc. | COM | $4.1M | 1.7%Prev: 2.1% | 19,954 SH | Decreased-563 SH |
| Taiwan Semiconductor (Taiwan) | INTL | $2.2M | 0.9%Prev: 0.8% | 7,240 SH | Increased+179 SH |
| Thermo Fisher Scientific | COM | $752K | 0.3%Prev: 0.3% | 1,298 SH | Increased+26 SH |
| TJX Companies Inc. | COM | $4.5M | 1.9%Prev: 1.7% | 29,167 SH | Increased+1,919 SH |
| United Rentals, Inc. | COM | $2.8M | 1.2%Prev: 1.5% | 3,505 SH | Decreased-83 SH |
| US Bancorp | COM | $2.6M | 1.1%Prev: 1.4% | 48,706 SH | Decreased-21,694 SH |
| Vertiv Holdings Co CL A | COM | $2.4M | 1.0%Prev: 0.5% | 15,081 SH | Increased+6,734 SH |
| Visa Inc. | COM | $5.4M | 2.3%Prev: 2.2% | 15,370 SH | Increased+298 SH |
| Wal-Mart Stores | COM | $3.1M | 1.3%Prev: 0.8% | 27,801 SH | Increased+9,240 SH |
| Waste Management Inc. | COM | $1.3M | 0.6%Prev: 0.6% | 6,099 SH | Decreased-225 SH |
| 13F-HR |
| 0001841015-26-000004 |
| $276.3M |
| View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001841015-25-000004 | $217.4M | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0001841015-26-000002 | $225.0M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001841015-25-000003 | $187.9M | View |