Q2 2026 Holdings
Filed 2026-08-11 | 53 holdings | $101.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Meta Platforms Inc(META) | CL A | 30303M102 | $4.4M | 7,750 | 4.3% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $5.1M | 15,000 | 5.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $5.3M | 14,250 | 5.2% |