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Type	Result	AUM

CIK	Period
0001836266	2026-06-30 2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31

Sector	Form 13F Holdings	Value ($M)
	Nvidia Corp	18.0
	Microsoft Corp	8.6
	Apple Inc	6.3
	Bank of America Corp /DE/	4.8
	Bloom Energy Corp	4.1
	Palo Alto Networks Inc	4.1
	Spotify Technology Sa	2.9
	Broadcom Inc	2.5
	Alphabet Inc	1.9
	Amazon Com Inc	1.7
	Alphabet Inc	1.6
	Caterpillar Inc	1.4
	BlackRock Science & Technology Trust	1.1
	Lilly Eli & Co	1.1
	BlackRock Enhanced Equity Dividend Trust	0.9
	Calamos Strategic Total Return Fund	0.9
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