Read one actual disclosure before using it
Scroll sideways to compare all columns. Select a heading to sort.
| BROADCOM INC | AVGO | COM | $25,844,061 | 68,416 | SH | None |
No matching rows. Clear the filter to see all records.
First displayed source row from Disclosed positions. The full bounded history and coverage notes remain below.
The displayed observation date is 2026-06-30 and its public availability date is 2026-07-29. Subtracting those calendar dates gives 29 days of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.
Read the amount together with its Unit and Option columns. A reported put or call position is not an option premium paid, and a quarterly holding is not a purchase made on its public filing date. Check every accession in the effective amendment lineage below: a retained holding can originate in an earlier filing rather than the latest linked amendment.
Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.
Disclosed positions
Inspect all 50 displayed rows: Disclosed positions
Scroll sideways to compare all columns. Select a heading to sort.
| BROADCOM INC | AVGO | COM | $25,844,061 | 68,416 | SH | None |
| APPLE INC | AAPL | COM | $24,820,175 | 85,776 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $22,161,943 | 62,014 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $19,092,477 | 95,419 | SH | None |
| ABBVIE INC | ABBV | COM | $16,437,784 | 65,323 | SH | None |
| MICROSOFT CORP | MSFT | COM | $16,124,916 | 43,228 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $16,077,010 | 49,116 | SH | None |
| SELECT SECTOR SPDR TR | XLK | ST STR TECHN ETF | $14,320,357 | 75,165 | SH | None |
| PALO ALTO NETWORKS INC | PANW | COM | $13,881,219 | 40,705 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $13,820,552 | 26,909 | SH | None |
| AMAZON COM INC | AMZN | COM | $13,010,742 | 54,589 | SH | None |
| HEICO CORP NEW | HEI | COM | $12,778,426 | 35,875 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $12,301,713 | 89,977 | SH | None |
| THERMO FISHER SCIENTIFIC INC | TMO | COM | $8,804,666 | 17,562 | SH | None |
| MERCK & CO INC | MRK | COM | $8,647,501 | 67,296 | SH | None |
| DANAHER CORP DEL | DHR | COM | $8,205,460 | 43,078 | SH | None |
| KLA CORP | KLAC | COM NEW | $7,966,518 | 26,405 | SH | None |
| QUANTA SVCS INC | PWR | COM | $7,901,721 | 10,974 | SH | None |
| CROWDSTRIKE HLDGS INC | CRWD | CL A | $7,359,722 | 9,644 | SH | None |
| GOLDMAN SACHS GROUP INC | GS | COM | $6,991,150 | 6,913 | SH | None |
| ELI LILLY & CO | LLY | COM | $6,692,640 | 5,580 | SH | None |
| AMPHENOL CORP | APH | CL A | $6,689,933 | 37,942 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $6,605,694 | 21,986 | SH | None |
| LOWES COS INC | LOW | COM | $5,812,514 | 26,362 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $5,670,376 | 16,048 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $5,617,710 | 6,005 | SH | None |
| WALMART INC | WMT | COM | $5,562,742 | 49,115 | SH | None |
| TARGET CORP | TGT | COM | $5,437,631 | 41,633 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $5,346,439 | 36,460 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $4,786,791 | 6,410 | SH | None |
| UNITED RENTALS INC | URI | COM | $4,623,324 | 4,081 | SH | None |
| OREILLY AUTOMOTIVE INC | ORLY | COM | $4,408,256 | 47,869 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $4,273,349 | 25,780 | SH | None |
| TJX COS INC NEW | TJX | COM | $4,228,929 | 27,914 | SH | None |
| BWX TECHNOLOGIES INC | BWXT | COM | $4,158,892 | 21,366 | SH | None |
| LINDE PLC | LIN | SHS | $4,105,334 | 7,911 | SH | None |
| HOME DEPOT INC | HD | COM | $4,025,684 | 11,415 | SH | None |
| VISA INC | V | COM CL A | $3,996,501 | 11,649 | SH | None |
| TRANSDIGM GROUP INC | TDG | COM | $3,980,136 | 2,988 | SH | None |
| AMETEK INC | AME | COM | $3,923,541 | 16,217 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $3,844,695 | 15,138 | SH | None |
| S&P GLOBAL INC | SPGI | COM | $3,631,950 | 8,918 | SH | None |
| INTERCONTINENTAL EXCHANGE IN | ICE | COM | $3,542,244 | 28,773 | SH | None |
| SLB LIMITED | SLB | COM STK | $3,335,053 | 71,737 | SH | None |
| ILLINOIS TOOL WKS INC | ITW | COM | $3,205,944 | 11,853 | SH | None |
| QUALCOMM INC | QCOM | COM | $3,127,303 | 16,924 | SH | None |
| STRYKER CORPORATION | SYK | COM | $3,071,699 | 9,756 | SH | None |
| ISHARES TR | IYW | U.S. TECH ETF | $3,065,351 | 12,153 | SH | None |
| ABBOTT LABORATORIES | ABT | COM | $3,040,135 | 33,504 | SH | None |
| CASEYS GEN STORES INC | CASY | COM | $2,889,062 | 3,635 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.
The displayed holdings combine the effective filing versions listed here. The latest receipt linked below identifies the current projection version; it is not proof that every retained holding originated in that latest amendment. Inspect all effective accessions when verifying a position's source.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
| Effective SEC accession | Role in this view |
|---|---|
| 0001580642-26-004652 | Latest effective version |
No matching rows. Clear the filter to see all records.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.