Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Space Exploration Techn CorpPUT | 0 | 2,606 | +2,606 | $0 | $445.3K | 24.03% | +$445.3K |
| Berkshire Hathaway Inc DelCL B | 727 | 754 | +27 | $348.3K | $377.1K | 20.35% | +$28.8K |
| Alphabet Inc.CL A(GOOG) | 0 | 691 | +691 | $0 | $246.9K | 13.32% | +$246.9K |
| Vanguard Index FdsS P 500 ETF SHS | 0 | 339 | +339 | $0 | $233.1K | 12.58% | +$233.1K |
| Blackstone Inc.(BX) | 0 | 1,597 | +1,597 | $0 | $188.2K | 10.16% | +$188.2K |
| Kyverna Therapeutics, Inc.(KYTX) | 18,773 | 12,347 | -6,426 | $162.0K | $110.0K | 5.94% | -$52.0K |
| Lexeo Therapeutics, Inc.(LXEO) | 13,943 | 16,962 | +3,019 | $80.0K | $79.0K | 4.26% | -$1.1K |
| X4 Pharmaceuticals, Inc.(XFOR) | 15,557 | 15,557 | 0 | $64.2K | $72.7K | 3.92% | +$8.4K |
| Inhibikase Therapeutics, Inc.(IKT) | 28,453 | 28,453 | 0 | $47.8K | $57.8K | 3.12% | +$10.0K |
| ALX Oncology Holdings Inc.(ALXO) | 20,946 | 20,946 | 0 | $42.0K | $43.4K | 2.34% | +$1.4K |
| SPDR Gold SharesGOLD SHS(GLD) | 7,623 | 0 | -7,623 | $3.28M | $0 | — | -$3.28M |