Location: Chattanooga, TN
CIK: 0001818897 · Show all filings
Period: Q1 2026 (← Previous) (Next →)
Filing Date: Apr 29, 2026
Total Value: $455M
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 291,125 | $73.89M | 16.2% | $109.56 | +139.9% | — | 037833100 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 117,680 | $56.39M | 12.4% | $443.79 | +11.2% | — | 084670702 |
| AMZN | AMAZON COM INC | 203,350 | $42.35M | 9.3% | $128.41 | +76.7% | — | 023135106 |
| GOOG | ALPHABET INC | 93,069 | $26.7M | 5.9% | $121.26 | +166.9% | — | 02079K107 |
| TSLA | TESLA INC | 52,625 | $19.56M | 4.3% | $282.79 | +50.6% | — | 88160R101 |
| GE | GE AEROSPACE | 58,547 | $16.61M | 3.7% | $62.95 | +405.5% | — | 369604301 |
| META | META PLATFORMS INC | 23,127 | $13.23M | 2.9% | $287.17 | +128.3% | — | 30303M102 |
| ASML | ASML HLDG NV | 9,592 | $12.67M | 2.8% | $736.21 | — | — | N07059210 |
| MSFT | MICROSOFT CORP | 30,974 | $11.4M | 2.5% | $340.28 | +27.7% | — | 594918104 |
| USB | US BANCORP | 217,900 | $11.32M | 2.5% | $34.21 | +65.5% | — | 902973304 |
| NVDA | NVIDIA CORPORATION | 63,686 | $11.11M | 2.4% | $117.84 | +58.4% | — | 67066G104 |
| SO | SOUTHERN CO | 97,871 | $9.447M | 2.1% | $64.90 | +38.0% | — | 842587107 |
| RJF | RAYMOND JAMES FINL INC | 64,063 | $9.276M | 2.0% | $106.98 | +54.6% | — | 754730109 |
| GEV | GE VERNOVA INC | 9,834 | $8.584M | 1.9% | $160.03 | +360.5% | — | 36828A101 |
| APO | APOLLO GLOBAL MGMT INC | 69,670 | $7.763M | 1.7% | $77.29 | +72.6% | — | 03769M106 |
| JPM | JPMORGAN CHASE &CO | 26,002 | $7.649M | 1.7% | $87.71 | +255.1% | — | 46625H100 |
| SRAD | SPORTRADAR GROUP AG | 379,845 | $6.359M | 1.4% | $26.36 | — | — | H8088L103 |
| GS | GOLDMAN SACHS GROUP INC | 6,460 | $5.465M | 1.2% | $227.73 | +309.5% | — | 38141G104 |
| EPD | ENTERPRISE PRODS PARTNERS L | 123,582 | $4.676M | 1.0% | $20.06 | — | — | 293792107 |
| JNJ | JOHNSON &JOHNSON | 18,962 | $4.635M | 1.0% | $130.43 | +74.7% | — | 478160104 |
| WMT | WALMART INC | 34,429 | $4.279M | 0.9% | $67.42 | +81.0% | — | 931142103 |
| CAT | CATERPILLAR INC | 5,741 | $4.067M | 0.9% | $202.31 | +238.3% | — | 149123101 |
| TFC | TRUIST FINL CORP | 86,364 | $3.97M | 0.9% | $30.46 | +67.9% | — | 89832Q109 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 65,379 | $3.859M | 0.8% | $69.27 | — | — | 315948109 |
| MS | MORGAN STANLEY | 22,432 | $3.692M | 0.8% | $56.76 | +216.5% | — | 617446448 |
| COST | COSTCO WHOLESALE CORPORATION | 3,359 | $3.347M | 0.7% | $362.37 | +166.0% | — | 22160K105 |
| ONB | OLD NATL BANCORP IND | 134,163 | $2.965M | 0.7% | $16.01 | +50.9% | — | 680033107 |
| AMGN | AMGEN INC | 8,330 | $2.931M | 0.6% | $225.57 | +55.0% | — | 031162100 |
| MU | MICRON TECHNOLOGY INC | 8,542 | $2.886M | 0.6% | $94.83 | +308.1% | — | 595112103 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 6,902 | $2.333M | 0.5% | $156.03 | — | — | 874039100 |
| SBCF | SEACOAST BKG CORP FLA | 76,386 | $2.314M | 0.5% | $22.43 | +49.2% | — | 811707801 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 30,063 | $2.14M | 0.5% | $71.10 | +15.7% | — | 36266G107 |
| PNFP | PINNACLE FINL PARTNERS INC | 84,412 | $2.103M | 0.5% | $97.40 | 0.0% | — | 72348N109 |
| FHN | FIRST HORIZON CORPORATION | 90,200 | $2.053M | 0.5% | $13.73 | +80.0% | — | 320517105 |
| GOOGL | ALPHABET INC | 6,832 | $1.964M | 0.4% | $122.80 | +163.3% | — | 02079K305 |
| USLM | UNITED STS LIME &MINERALS I | 15,000 | $1.959M | 0.4% | $71.20 | +67.6% | — | 911922102 |
| SPY | STATE STR SPDR S&P 500 ETF T | 3,001 | $1.952M | 0.4% | $524.02 | — | — | 78462F103 |
| UPS | UNITED PARCEL SVCS INC | 18,861 | $1.856M | 0.4% | $110.02 | -0.1% | — | 911312106 |
| MRK | MERCK &CO INC | 15,237 | $1.833M | 0.4% | $73.24 | +56.0% | — | 58933Y105 |
| HUT | HUT 8 CORP | 39,000 | $1.829M | 0.4% | $10.76 | +426.0% | — | 44812J104 |
| HD | HOME DEPOT INC | 5,474 | $1.8M | 0.4% | $311.86 | +20.9% | — | 437076102 |
| KO | COCA COLA CO | 21,309 | $1.621M | 0.4% | $52.91 | +41.3% | — | 191216100 |
| RSP | INVESCO EXCHANGE TRADED FD T | 8,025 | $1.54M | 0.3% | $177.69 | — | — | 46137V357 |
| CBL | CBL &ASSOC PPTYS INC | 38,711 | $1.488M | 0.3% | $25.64 | — | — | 124830878 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | 2 | $1.436M | 0.3% | $327065.50 | +126.4% | — | 084670108 |
| MCD | MCDONALDS CORP | 4,334 | $1.347M | 0.3% | $181.83 | +74.5% | — | 580135101 |
| LLY | ELI LILLY &CO | 1,419 | $1.305M | 0.3% | $756.47 | +38.4% | — | 532457108 |
| QQQ | INVESCO QQQ TR | 2,225 | $1.284M | 0.3% | $392.07 | — | — | 46090E103 |
| BA | BOEING CO | 6,435 | $1.281M | 0.3% | $221.03 | +7.9% | — | 097023105 |
| MSTR | STRATEGY INC | 10,192 | $1.272M | 0.3% | $251.43 | -41.6% | — | 594972408 |
| STWD | STARWOOD PPTY TR INC | 73,722 | $1.269M | 0.3% | $20.39 | — | — | 85571B105 |
| CVX | CHEVRON CORPORATION | 5,791 | $1.198M | 0.3% | $102.80 | +67.2% | — | 166764100 |
| HSTM | HEALTHSTREAM INC | 57,738 | $1.196M | 0.3% | $21.33 | +0.3% | — | 42222N103 |
| DHR | DANAHER CORP DEL | 5,126 | $972K | 0.2% | $217.76 | +3.2% | — | 235851102 |
| ABBV | ABBVIE INC | 4,149 | $902K | 0.2% | $177.60 | +25.3% | — | 00287Y109 |
| DIA | STATE STR SPDR DOW JONES IND | 1,890 | $875K | 0.2% | $378.32 | — | — | 78467X109 |
| V | VISA INC | 2,701 | $816K | 0.2% | $195.46 | +68.4% | — | 92826C839 |
| STT | STATE STR CORP | 6,432 | $814K | 0.2% | $64.70 | +101.3% | — | 857477103 |
| VIG | VANGUARD SPECIALIZED FUNDS | 3,686 | $793K | 0.2% | $152.49 | — | — | 921908844 |
| IEFA | ISHARES TR | 7,363 | $667K | 0.1% | $89.50 | — | — | 46432F842 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | 32,611 | $645K | 0.1% | $39.82 | -36.2% | — | 09175A206 |
| IBM | INTERNATIONAL BUSINESS MACHS | 2,464 | $597K | 0.1% | $128.28 | +121.3% | — | 459200101 |
| MRVL | MARVELL TECHNOLOGY INC | 5,970 | $591K | 0.1% | $77.67 | +4.4% | — | 573874104 |
| WM | WASTE MGMT INC DEL | 2,509 | $577K | 0.1% | $165.90 | +36.3% | — | 94106L109 |
| PLTR | PALANTIR TECHNOLOGIES INC | 3,907 | $572K | 0.1% | $74.34 | +107.4% | — | 69608A108 |
| IVV | ISHARES TR | 848 | $554K | 0.1% | $104.65 | — | — | 464287200 |
| CSCO | CISCO SYS INC | 7,131 | $553K | 0.1% | $43.44 | +79.4% | — | 17275R102 |
| DUK | DUKE ENERGY CORP NEW | 4,048 | $530K | 0.1% | $75.98 | +59.1% | — | 26441C204 |
| SLF | SUN LIFE FINANCIAL INC. | 8,163 | $511K | 0.1% | $49.13 | +30.7% | — | 866796105 |
| GPN | GLOBAL PMTS INC | 7,583 | $510K | 0.1% | $149.37 | -49.8% | — | 37940X102 |
| VO | VANGUARD INDEX FDS | 1,761 | $506K | 0.1% | $290.18 | — | — | 922908629 |
| ET | ENERGY TRANSFER L P | 24,331 | $470K | 0.1% | $17.98 | — | — | 29273V100 |
| CB | CHUBB LTD SWITZ | 1,441 | $470K | 0.1% | $292.40 | +8.1% | — | H1467J104 |
| NEE | NEXTERA ENERGY INC | 5,026 | $467K | 0.1% | $75.52 | +15.4% | — | 65339F101 |
| CLSK | CLEANSPARK INC | 53,400 | $454K | 0.1% | $11.28 | +0.4% | — | 18452B209 |
| XOM | EXXON MOBIL CORP | 2,657 | $451K | 0.1% | $98.18 | +41.3% | — | 30231G102 |
| BMY | BRISTOL-MYERS SQUIBB CO | 7,274 | $441K | 0.1% | $47.38 | +21.2% | — | 110122108 |
| RTX | RTX CORPORATION | 2,235 | $431K | 0.1% | $117.07 | +67.9% | — | 75513E101 |
| MCK | MCKESSON CORP | 497 | $430K | 0.1% | $450.30 | +94.4% | — | 58155Q103 |
| PFF | ISHARES TR | 13,954 | $423K | 0.1% | $34.55 | — | — | 464288687 |
| FLO | FLOWERS FOODS INC | 47,846 | $390K | 0.1% | $16.11 | -32.7% | — | 343498101 |
| DIS | DISNEY WALT CO | 3,948 | $380K | 0.1% | $104.56 | +4.7% | — | 254687106 |
| AMD | ADVANCED MICRO DEVICES INC | 1,826 | $371K | 0.1% | $108.87 | +103.6% | — | 007903107 |
| CHWY | CHEWY INC | 12,411 | $335K | 0.1% | $19.72 | +48.4% | — | 16679L109 |
| UBER | UBER TECHNOLOGIES INC | 4,487 | $323K | 0.1% | $60.53 | +30.1% | — | 90353T100 |
| BABA | ALIBABA GROUP HLDG LTD | 2,327 | $292K | 0.1% | $132.33 | — | — | 01609W102 |
| ASTE | ASTEC INDS INC | 5,330 | $287K | 0.1% | $37.70 | +38.4% | — | 046224101 |
| VXX | BARCLAYS BANK PLC | 8,000 | $286K | 0.1% | $33.13 | — | — | 06748M196 |
| MARA | MARA HOLDINGS INC | 34,354 | $280K | 0.1% | $16.85 | -45.0% | — | 565788106 |
| EMR | EMERSON ELEC CO | 2,138 | $280K | 0.1% | $90.34 | +64.3% | — | 291011104 |
| PANW | PALO ALTO NETWORKS INC | 1,722 | $276K | 0.1% | $185.35 | -7.1% | — | 697435105 |
| IEMG | ISHARES INC | 3,856 | $269K | 0.1% | $67.17 | — | — | 46434G103 |
| UNP | UNION PAC CORP | 1,106 | $268K | 0.1% | $218.47 | +11.4% | — | 907818108 |
| PRK | PARK NATL CORP | 1,641 | $268K | 0.1% | $165.80 | 0.0% | — | 700658107 |
| FNCL | FIDELITY COVINGTON TRUST | 3,651 | $256K | 0.1% | $59.59 | — | — | 316092501 |
| BX | BLACKSTONE INC | 2,224 | $256K | 0.1% | $87.28 | +61.4% | — | 09260D107 |
| LMT | LOCKHEED MARTIN CORP | 418 | $253K | 0.1% | $600.88 | 0.0% | — | 539830109 |
| BUD | ANHEUSER BUSCH INBEV SA NV | 3,634 | $252K | 0.1% | $60.87 | — | — | 03524A108 |
| REAL | THE REALREAL INC | 27,572 | $250K | 0.1% | $3.01 | +373.7% | — | 88339P101 |
| MPC | MARATHON PETE CORP | 1,018 | $248K | 0.1% | $184.70 | 0.0% | — | 56585A102 |
| PG | PROCTER &GAMBLE CO | 1,654 | $239K | 0.1% | $158.25 | -4.1% | — | 742718109 |
| GLD | SPDR GOLD TR | 510 | $219K | 0.0% | $396.08 | — | — | 78463V107 |
| AFL | AFLAC INC | 2,000 | $219K | 0.0% | $98.75 | +12.6% | — | 001055102 |
| IJR | ISHARES TR | 1,755 | $218K | 0.0% | $120.23 | — | — | 464287804 |
| STM | STMICROELECTRONICS N V | 6,289 | $217K | 0.0% | $34.50 | — | — | 861012102 |
| AXP | AMERICAN EXPRESS CO | 715 | $216K | 0.0% | $286.86 | +24.2% | — | 025816109 |
| NFLX | NETFLIX INC. | 2,180 | $210K | 0.0% | $106.63 | -21.4% | — | 64110L106 |
| FRSH | FRESHWORKS INC | 10,000 | $80,000 | 0.0% | $9.89 | 0.0% | — | 358054104 |
| KLTO | GREENLAND MINES LTD | 200,000 | $66,000 | 0.0% | $0.30 | 0.0% | — | 49876K103 |
| ATNM | ACTINIUM PHARMACEUTICALS INC | 29,356 | $29,000 | 0.0% | $1.46 | -15.5% | — | 00507W206 |
| GTBP | GT BIOPHARMA INC | 15,000 | $6,000 | 0.0% | $0.71 | -14.4% | — | 36254L308 |