Q2 2026 Holdings
Filed 2026-07-30 | 15 holdings | $41.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Home Depot Inc(HD) | COM | 437076102 | $7.1M | 20,000 | 16.9% |
| Ulta Beauty Inc(ULTA) | COM | 90384S303 | $6.8M | 15,000 | 16.2% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $6.5M | 20,000 | 15.7% |
| Dominos Pizza Inc(DPZ) | COM | 25754A201 | $4.2M | 14,286 | 10.1% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $2.6M | 35,714 | 6.2% |
| RH(RH) | COM | 74967X103 | $2.4M | 14,286 | 5.6% |
| Walmart Inc(WMT) | COM | 931142103 | $2.0M | 17,857 | 4.8% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $1.9M | 7,142 | 4.6% |
| Celsius Hldgs Inc(CELH) | COM NEW | 15118V207 | $1.5M | 50,000 | 3.5% |
| Chewy Inc(CHWY) | CL A | 16679L109 | $1.4M | 71,429 | 3.4% |
| Pepsico Inc(PEP) | COM | 713448108 | $1.4M | 10,000 | 3.2% |
| Autonation Inc(AN) | COM | 05329W102 | $1.3M | 7,142 | 3.2% |
| Kimberly-Clark Corp(KMB) | COM | 494368103 | $1.1M | 10,000 | 2.6% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $916.8K | 10,000 | 2.2% |
| Tractor Supply Co(TSCO) | COM | 892356106 | $677.4K | 21,429 | 1.6% |