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CIK 0001042063 • 6 13F filings • May 9, 2025 – Aug 12, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $1K | 0.3%Prev: 0.2% | 4,200 SH | Increased |
| ALPHABET INC | CAP STK CL C | $35K | 7.0%Prev: 5.6% | 110,594 SH | Increased-262 SH |
| APPLE INC | COM | $2K | 0.3%Prev: 0.3% | 5,601 SH | Increased |
| BANK NEW YORK MELLON CORP | COM | $430 | 0.1%Prev: 0.1% | 3,701 SH | Increased |
| BITCOIN DEPOT INC | COM | $2K | 0.4%Prev: 1.0% | 1,627,423 SH | Decreased+158,110 SH |
| BLACKSTONE GROUP INC | COM CL A | $26K | 5.2%Prev: 5.9% | 168,826 SH | Decreased |
| BOEING CO | COM | $6K | 1.3%Prev: 0.9% | 29,823 SH | Increased+8,540 SH |
| BUILDERS FIRSTSOURCE INC | COM | $630 | 0.1% | 6,125 SH | New |
| CIGNA CORP NEW | COM | $461 | 0.1%Prev: 0.1% | 1,676 SH | Decreased-109 SH |
| CORNING INC | COM | $367 | 0.1%Prev: 0.1% | 4,194 SH | Increased |
| EXXON MOBIL CORP | COM | $218 | 0.0%Prev: 0.0% | 1,813 SH | Increased |
| HENRY SCHEIN INC | COM | $11K | 2.3%Prev: 2.0% | 148,829 SH | Increased |
| HOME DEPOT INC | COM | $294 | 0.1%Prev: 0.1% | 854 SH | Decreased |
| INNOVAGE HLDG CORP | COM | $2K | 0.4%Prev: 0.5% | 404,101 SH | Decreased-42,884 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $2K | 0.5%Prev: 0.5% | 12,488 SH | Increased |
| ISHARES TR | CORE MSCI EMKT | $208 | 0.0%Prev: 0.0% | 3,096 SH | Increased |
| JOHNSON & JOHNSON | COM | $226 | 0.0%Prev: 0.0% | 1,090 SH | Increased |
| JPMORGAN CHASE & CO | COM | $207 | 0.0%Prev: 0.0% | 642 SH | Increased |
| MICROSOFT CORP | COM | $2K | 0.3%Prev: 0.3% | 3,137 SH | Decreased |
| ROCKWELL AUTOMATION INC | COM | $271 | 0.1%Prev: 0.1% | 696 SH | Increased |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $688 | 0.1%Prev: 0.1% | 4,780 SH | Increased+2,390 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $142K | 28.4%Prev: 28.6% | 207,589 SH | Increased-575 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $12K | 2.4% | 148,207 SH | New |
| STERIS PLC | SHS USD | $9K | 1.7%Prev: 1.8% | 34,407 SH | Increased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $223K | 44.7%Prev: 44.9% | 355,231 SH | Increased-524 SH |
| VANGUARD WORLD FD | INF TECH ETF | $21K | 4.1%Prev: 4.2% | 27,310 SH | Increased |
| 13F-HR |
| 0001042063-26-000009 |
| $510K |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001042063-25-000010 | $449K | View |
| May 7, 2026 | Q1 2026 | 13F-HR | 0001042063-26-000007 | $444K | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0001042063-25-000004 | $420K | View |