CIK: 0001989031 | San Luis Obispo, CA
| Quarter | Form Type | Holdings | Value | Filed | SEC |
|---|---|---|---|---|---|
| 13F-HR | 115 | $299.2M | 2026-10-19 | SEC ↗ | |
| 13F-HR | 49 | $291.3M | 2026-07-15 | SEC ↗ | |
| 13F-HR | 47 | $262.8M | 2026-04-15 | SEC ↗ | |
| 13F-HR | 44 | $255.7M | 2026-01-26 | SEC ↗ | |
| 13F-HR | 38 | $245.7M | 2025-10-30 | SEC ↗ | |
| 13F-HR | 37 | $229.8M | 2025-07-21 | SEC ↗ | |
| 13F-HR | 35 | $206.1M | 2025-04-23 | SEC ↗ | |
| 13F-HR | 33 | $198.9M | 2025-02-03 | SEC ↗ | |
| 13F-HR | 30 | $199.8M | 2024-10-21 | SEC ↗ | |
| 13F-HR | 30 | $182.2M | 2024-07-30 | SEC ↗ | |
| 13F-HR | 25 | $177.0M | 2024-04-22 | SEC ↗ | |
| 13F-HR | 35 | $184.1M | 2024-01-19 | SEC ↗ | |
| 13F-HR | 35 | $158.9M | 2023-10-23 | SEC ↗ | |
| 13F-HR | 31 | $150.4M | 2023-08-10 | SEC ↗ | |
| 13F-HR | 30 | $136.1M | 2023-08-10 | SEC ↗ | |
| 13F-HR | 29 | $116.1M | 2023-08-10 | SEC ↗ |