| As of Date | 02/19/2026 |
| Registration | SEC, Approved, 01/11/2022 |
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| Contact Info | 215 xxxxxxx |
| Websites |
| AUM* | 330,607,455 80% |
| of that, discretionary | 330,607,455 80% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 14,374,237 48% |
| % High Net Worth | 66.67% -22% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$107,788,483 | % Position29.00% | $ Change15.00% | # Change0.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$25,462,613 | % Position7.00% | $ Change24.00% | # Change0.00% |
| Stck Ticker007903107 | Stock NameADVANCED MICRO DEVICES INC | $ Position$20,564,214 | % Position6.00% | $ Change185.00% | # Change0.00% |
| Stck Ticker22788C105 | Stock NameCROWDSTRIKE HLDGS INC | $ Position$15,014,780 | % Position4.00% | $ Change95.00% | # Change0.00% |
| Stck Ticker231021106 | Stock NameCUMMINS INC | $ Position$13,586,651 | % Position4.00% | $ Change36.00% | # Change3.00% |
| Stck Ticker00287Y109 | Stock NameABBVIE INC | $ Position$11,411,874 | % Position3.00% | $ Change16.00% | # Change0.00% |
| Stck Ticker023135106 | Stock NameAMAZON.COM INC | $ Position$10,165,201 | % Position3.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$11,487,592 | % Position3.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker697435105 | Stock NamePALO ALTO NETWORKS INC | $ Position$11,782,241 | % Position3.00% | $ Change110.00% | # Change-1.00% |
| Stck Ticker38141G104 | Stock NameGOLDMAN SACHS GROUP INC | $ Position$10,659,840 | % Position3.00% | $ Change14.00% | # Change-5.00% |