Search
⚲

Type	Result	AUM

CIK	Period
0001940406	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

Sector	Form 13F Holdings	Value ($M)
	Apple Inc	18.7
	Microsoft Corp	9.8
	Alphabet Inc	8.9
	Applied Materials Inc /DE	7.7
	J P Morgan Chase & Co	7.7
	Nvidia Corp	7.0
	Caterpillar Inc	6.8
	Alphabet Inc	5.9
	Amazon Com Inc	5.8
	Costco Wholesale Corp /NEW	4.6
	AbbVie Inc	4.6
	American Express Co	4.3
	Cisco Systems Inc	4.1
	Progressive Corp/Oh/	4.0
	Mastercard Inc	3.9
	Home Depot Inc	3.5
	Facebook Inc	3.5
	Philip Morris International Inc	3.5
	FPL Group Inc	3.1
	Steel Dynamics Inc	2.9
	Intel Corp	2.7
	UnitedHealth Group Inc	2.6
Prev | Page 1 | Next

{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "stripe_subscribe": "/stripe-subscribe", "update_card": "/update-card"}

{"uid": 225005440, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

336963290