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CIK 0001965819 • 7 13F filings • May 9, 2025 – Oct 14, 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 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALLEGRO MICROSYSTEMS INC | COM | $201K | 0.5% | 8,000 SH | |
| ALPHABET INC | CAP STK CL A | $309K | 0.8% | 2,000 SH | |
| ANALOG DEVICES INC | COM | $202K | 0.5% | 1,000 SH | |
| ARCHER DANIELS MIDLAND CO | COM | $384K | 1.0% | 8,000 SH | |
| ARCOS DORADOS HOLDINGS INC | SHS CLASS -A - | $1.2M | 3.1% | 147,454 SH | |
| ATLASSIAN CORPORATION | CL A | $212K | 0.6% | 1,000 SH | |
| BECTON DICKINSON & CO | COM | $412K | 1.1% | 1,800 SH | |
| CF INDS HLDGS INC | COM | $430K | 1.1% | 5,500 SH | |
| COLGATE PALMOLIVE CO | COM | $422K | 1.1% | 4,500 SH | |
| CONOCOPHILLIPS | COM | $399K | 1.0% | 3,800 SH | |
| DAKTRONICS INC | COM | $524K | 1.4% | 43,000 SH | |
| DOMINION ENERGY INC | COM | $392K | 1.0% | 7,000 SH | |
| DOW INC | COM | $349K | 0.9% | 10,000 SH | |
| DREAM FINDERS HOMES INC | COM CL A | $1.0M | 2.7% | 46,000 SH | |
| DROPBOX INC | CL A | $361K | 0.9% | 13,520 SH | |
| ENHABIT INC | COM | $2.5M | 6.6% | 285,142 SH | |
| EXLSERVICE HOLDINGS INC | COM | $1.0M | 2.7% | 21,700 SH | |
| GAP INC | COM | $1.2M | 3.2% | 59,000 SH | |
| GENUINE PARTS CO | COM | $381K | 1.0% | 3,200 SH | |
| GMS INC | COM | $732K | 1.9% | 10,000 SH | |
| HALLIBURTON CO | COM | $431K | 1.1% | 17,000 SH | |
| HONEYWELL INTL INC | COM | $402K | 1.1% | 1,900 SH | |
| INTEL CORP | COM | $397K | 1.0% | 17,500 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $249K | 0.7% | 1,000 SH | |
| JACOBS SOLUTIONS INC | COM | $846K | 2.2% | 7,000 SH | |
| JOHNSON & JOHNSON | COM | $431K | 1.1% | 2,600 SH | |
| KIMBERLY-CLARK CORP | COM | $427K | 1.1% | 3,000 SH | |
| KLA CORP | COM NEW | $204K | 0.5% | 300 SH | |
| L3HARRIS TECHNOLOGIES INC | COM | $377K | 1.0% | 1,800 SH | |
| LOCKHEED MARTIN CORP | COM | $447K | 1.2% | 1,000 SH | |
| LUMENTUM HLDGS INC | COM | $218K | 0.6% | 3,500 SH | |
| LYFT INC | CL A COM | $760K | 2.0% | 64,000 SH | |
| MACYS INC | COM | $546K | 1.4% | 43,485 SH | |
| MANHATTAN ASSOCIATES INC | COM | $260K | 0.7% | 1,500 SH | |
| MERCK & CO INC | COM | $404K | 1.1% | 4,500 SH | |
| META PLATFORMS INC | CL A | $692K | 1.8% | 1,200 SH | |
| MOSAIC CO NEW | COM | $432K | 1.1% | 16,000 SH | |
| NETFLIX INC | COM | $466K | 1.2% | 500 SH | |
| NEWS CORP NEW | CL A | $571K | 1.5% | 20,974 SH | |
| NUCOR CORP | COM | $361K | 0.9% | 3,000 SH | |
| NVIDIA CORPORATION | COM | $217K | 0.6% | 2,000 SH | |
| OCEANEERING INTL INC | COM | $589K | 1.5% | 27,000 SH | |
| OMNICOM GROUP INC | COM | $373K | 1.0% | 4,500 SH | |
| ONESPAWORLD HOLDINGS LIMITED | COM | $1.0M | 2.7% | 61,400 SH | |
| ORION S.A. | COM | $1.4M | 3.8% | 110,649 SH | |
| PEPSICO INC | COM | $450K | 1.2% | 3,000 SH | |
| PERRIGO CO PLC | SHS | $3.3M | 8.8% | 118,914 SH | |
| PHILLIPS 66 | COM | $383K | 1.0% | 3,100 SH | |
| PPG INDS INC | COM | $383K | 1.0% | 3,500 SH | |
| PRIMORIS SVCS CORP | COM | $1.3M | 3.3% | 22,100 SH | |
| ROCKWELL AUTOMATION INC | COM | $413K | 1.1% | 1,600 SH | |
| ROKU INC | COM CL A | $247K | 0.6% | 3,500 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $413K | 1.1% | 2,000 SH | |
| SPOTIFY TECHNOLOGY S A | SHS | $330K | 0.9% | 600 SH | |
| SYSCO CORP | COM | $413K | 1.1% | 5,500 SH | |
| TEXAS INSTRS INC | COM | $395K | 1.0% | 2,200 SH | |
| TYLER TECHNOLOGIES INC | COM | $1.2M | 3.2% | 2,075 SH | |
| UNITED PARCEL SERVICE INC | CL B | $374K | 1.0% | 3,400 SH | |
| VERIZON COMMUNICATIONS INC | COM | $454K | 1.2% | 10,000 SH | |
| WARNER BROS DISCOVERY INC | COM SER A | $2.7M | 7.2% | 255,745 SH |
| 13F-HR |
| 0001965819-25-000007 |
| $34.5M |
| View |
| Jul 31, 2026 | Q2 2026 | 13F-HR | 0001965819-26-000004 | $35.6M | View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001965819-25-000006 | $46.1M | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0001965819-26-000003 | $32.1M | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0001965819-25-000004 | $38.1M | View |