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CIK 0001940461 • 4 13F filings • May 14, 2025 – Feb 17, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $427K | 1.3% | 3,410 SH | New |
| ABBVIE INC | COM | $1.2M | 3.7% | 5,284 SH | New |
| AMAZON COM INC | COM | $1.6M | 4.9%Prev: 0.0% | 7,008 SH | Increased+6,996 SH |
| APPLE INC | COM | $925K | 2.8%Prev: 4.1% | 3,404 SH | Decreased-2,771 SH |
| ARCHER DANIELS MIDLAND CO | COM | $420K | 1.3% | 7,314 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $780K | 2.4% | 1,551 SH | New |
| BROADCOM INC | COM | $2.1M | 6.4%Prev: 7.0% | 6,052 SH | Decreased-2,130 SH |
| CARDINAL HEALTH INC | COM | $1.1M | 3.2% | 5,173 SH | New |
| CISCO SYS INC | COM | $789K | 2.4% | 10,241 SH | New |
| COLGATE PALMOLIVE CO | COM | $433K | 1.3% | 5,475 SH | New |
| COMCAST CORP NEW | CL A | $1.1M | 3.3% | 35,869 SH | New |
| CVS HEALTH CORP | COM | $441K | 1.3% | 5,555 SH | New |
| EQT CORP | COM | $412K | 1.3% | 7,683 SH | New |
| EQUINIX INC | COM | $1.1M | 3.5% | 1,486 SH | New |
| EXXON MOBIL CORP | COM | $607K | 1.9% | 5,041 SH | New |
| HEWLETT PACKARD ENTERPRISE C | COM | $879K | 2.7% | 36,577 SH | New |
| INTUIT | COM | $445K | 1.4% | 672 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $958K | 2.9% | 5,000 SH | New |
| KROGER CO | COM | $412K | 1.3% | 6,593 SH | New |
| META PLATFORMS INC | CL A | $1.7M | 5.1% | 2,545 SH | New |
| MICROSOFT CORP | COM | $2.2M | 6.7%Prev: 6.5% | 4,565 SH | Decreased-387 SH |
| NETFLIX INC | COM | $394K | 1.2%Prev: 2.1% | 4,197 SH | Decreased+3,527 SH |
| NVIDIA CORPORATION | COM | $1.3M | 4.1% | 7,132 SH | New |
| ONEOK INC NEW | COM | $452K | 1.4% | 6,155 SH | New |
| ORACLE CORP | COM | $1.5M | 4.5%Prev: 3.7% | 7,550 SH | Increased+2,478 SH |
| SALESFORCE INC | COM | $1.3M | 4.0% | 4,995 SH | New |
| SCHWAB CHARLES CORP | COM | $480K | 1.5% | 4,805 SH | New |
| SOFI TECHNOLOGIES INC | COM | $1.4M | 4.4%Prev: 1.0% | 55,000 SH | Increased+40,000 SH |
| STARBUCKS CORP | COM | $428K | 1.3% | 5,085 SH | New |
| TJX COS INC NEW | COM | $440K | 1.3% | 2,867 SH | New |
| TRANE TECHNOLOGIES PLC | SHS | $575K | 1.8%Prev: 1.2% | 1,478 SH | Increased+404 SH |
| UNITED RENTALS INC | COM | $434K | 1.3% | 536 SH | New |
| VENTURE GLOBAL INC | COM CL A | $1.2M | 3.7% | 180,000 SH | New |
| VERIZON COMMUNICATIONS INC | COM | $515K | 1.6% | 12,649 SH | New |
| VISA INC | COM CL A | $457K | 1.4% | 1,302 SH | New |
| VISTRA CORP | COM | $1.3M | 4.0%Prev: 4.6% | 8,058 SH | Decreased-955 SH |
| WELLS FARGO CO NEW | COM | $478K | 1.5% | 5,130 SH | New |
| 13F-HR |
| 0001940461-25-000006 |
| $35.8M |
| View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001940461-25-000004 | $49.6M | View |