CIK: 0002011668 | BRADENTON, FL
| Quarter | Form Type | Holdings | Value | Filed | SEC |
|---|---|---|---|---|---|
| 13F-HR | 101 | $209.3M | 2026-10-23 | SEC ↗ | |
| 13F-HR | 98 | $216.0M | 2026-07-29 | SEC ↗ | |
| 13F-HR | 98 | $199.2M | 2026-04-15 | SEC ↗ | |
| 13F-HR | 97 | $189.9M | 2026-01-20 | SEC ↗ | |
| 13F-HR | 99 | $184.7M | 2025-10-27 | SEC ↗ | |
| 13F-HR | 100 | $166.0M | 2025-07-31 | SEC ↗ | |
| 13F-HR | 104 | $158.4M | 2025-04-16 | SEC ↗ | |
| 13F-HR | 103 | $153.8M | 2025-02-24 | SEC ↗ | |
| 13F-HR | 100 | $136.8M | 2024-10-24 | SEC ↗ | |
| 13F-HR | 99 | $120.7M | 2024-07-26 | SEC ↗ | |
| 13F-HR | 97 | $118.4M | 2024-05-01 | SEC ↗ |