0002124096 2026-06-23 2026-06-23 false 0002124096 S-6 FT 13033 2026-06-23 <p style="font: bold 11pt/12pt Times New Roman, Times, Serif; margin: 4pt 0 1pt">Objective.</p> <p style="font: 10pt/11pt Times New Roman, Times, Serif; margin: 2pt 0; text-indent: 0.25in"><span style="letter-spacing: -0.05pt">The Trust consists of a portfolio of common stocks. The Trust seeks above-average capital appreciation. </span>The Trust is concentrated (i.e., invests 25% or more of Trust assets) in common stocks of companies within the information technology sector.</p> <p style="font: bold 11pt/12pt Times New Roman, Times, Serif; margin: 4pt 0 1pt">Portfolio Selection Process.</p> <p style="font: 10pt/11pt Times New Roman, Times, Serif; margin: 0 0 2pt; text-indent: 0.25in"><span style="letter-spacing: -0.05pt">Our goal with the Trust is to choose well-capitalized companies with strong market positions. Through our selection process, we seek to find the stocks that we believe have the best prospects for above-average capital appreciation and companies with the following qualities:</span></p> <table cellpadding="0" cellspacing="0" style="font: 10pt/11pt Times New Roman, Times, Serif; width: 100%; margin-top: 0; margin-bottom: 1pt"><tr style="vertical-align: top"> <td style="width: 0"></td><td style="width: 10pt"><span style="letter-spacing: -0.05pt">•</span></td><td><span style="letter-spacing: -0.05pt">Well-capitalized with strong balance sheets;</span></td></tr></table> <table cellpadding="0" cellspacing="0" style="font: 10pt/11pt Times New Roman, Times, Serif; width: 100%; margin-top: 0; margin-bottom: 1pt"><tr style="vertical-align: top"> <td style="width: 0"></td><td style="width: 10pt"><span style="letter-spacing: -0.05pt">•</span></td><td><span style="letter-spacing: -0.05pt">Skilled management;</span></td></tr></table> <table cellpadding="0" cellspacing="0" style="font: 10pt/11pt Times New Roman, Times, Serif; width: 100%; margin-top: 0; margin-bottom: 1pt"><tr style="vertical-align: top"> <td style="width: 0"></td><td style="width: 10pt"><span style="letter-spacing: -0.05pt">•</span></td><td><span style="letter-spacing: -0.05pt">High liquidity;</span></td></tr></table> <table cellpadding="0" cellspacing="0" style="font: 10pt/11pt Times New Roman, Times, Serif; width: 100%; margin-top: 0; margin-bottom: 1pt"><tr style="vertical-align: top"> <td style="width: 0"></td><td style="width: 10pt"><span style="letter-spacing: -0.05pt">•</span></td><td><span style="letter-spacing: -0.05pt">Ability to generate earnings growth; and</span></td></tr></table> <table cellpadding="0" cellspacing="0" style="font: 10pt/11pt Times New Roman, Times, Serif; width: 100%; margin-top: 0; margin-bottom: 1pt"><tr style="vertical-align: top"> <td style="width: 0"></td><td style="width: 10pt"><span style="letter-spacing: -0.05pt">•</span></td><td><span style="letter-spacing: -0.05pt">Record of financial strength and profit growth.</span></td></tr></table> <p style="font: 10pt/11pt Times New Roman, Times, Serif; margin: 0 0 2pt; text-indent: 0.25in"><span style="letter-spacing: -0.05pt"><i>Identify the Universe.</i> The first step in our selection process is to identify the universe of stocks from which we will select the portfolio. We begin with the companies listed in the S&amp;P 500^® Index and eliminate those companies that do not meet our investment criteria as of the date the portfolio was selected:</span></p> <table cellpadding="0" cellspacing="0" style="font: 10pt/11pt Times New Roman, Times, Serif; width: 100%; margin-top: 0; margin-bottom: 1pt"><tr style="vertical-align: top"> <td style="width: 0"></td><td style="width: 10pt"><span style="letter-spacing: -0.05pt">•</span></td><td><span style="letter-spacing: -0.05pt">Greater than $1 billion in cash;</span></td></tr></table> <table cellpadding="0" cellspacing="0" style="font: 10pt/11pt Times New Roman, Times, Serif; width: 100%; margin-top: 0; margin-bottom: 1pt"><tr style="vertical-align: top"> <td style="width: 0"></td><td style="width: 10pt"><span style="letter-spacing: -0.05pt">•</span></td><td><span style="letter-spacing: -0.05pt">Long-term debt to market value of equity less than 30%; and</span></td></tr></table> <table cellpadding="0" cellspacing="0" style="font: 10pt/11pt Times New Roman, Times, Serif; width: 100%; margin-top: 0; margin-bottom: 1pt"><tr style="vertical-align: top"> <td style="width: 0"></td><td style="width: 10pt"><span style="letter-spacing: -0.05pt">•</span></td><td><span style="letter-spacing: -0.05pt">Return on equity greater than 15%. </span></td></tr></table> <p style="font: 10pt/11pt Times New Roman, Times, Serif; margin: 0 0 2pt; text-indent: 0.25in"><span style="letter-spacing: -0.05pt"><i>Examine Historical Financial Results.</i> The next step in our process is to look for those companies that have earned a net cash flow return on investment that is above the average of their peers.</span></p> <p style="font: 10pt/11pt Times New Roman, Times, Serif; margin: 0 0 2pt; text-indent: 0.25in"><span style="letter-spacing: -0.05pt"><i>Select Companies with Attractive Valuations.</i> The final step in our process is to select companies based on the fundamental analysis of our team of research analysts. The stocks selected for the portfolio are those that meet our investment objective, trade at attractive valuations and, in our opinion, are likely to exceed market expectations of future cash flows.</span></p> <p style="font: 10pt/11pt Times New Roman, Times, Serif; margin: 0 0 2pt; text-indent: 0.25in"><span style="letter-spacing: -0.05pt">While not a part of the Trust’s portfolio selection process, the Trust also invests in dividend-paying securities and companies with various market capitalizations.</span></p> <p style="font: 10pt/11pt Times New Roman, Times, Serif; margin: 0 0 2pt; text-indent: 0.25in"><span style="letter-spacing: -0.05pt">As with any similar investments, there can be no assurance that the objective of the Trust will be achieved. See “Risk Factors” for a discussion of the risks of investing in the Trust.</span></p>