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CIK 0001853401 • 7 13F filings • Apr 22, 2025 – Oct 19, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $275K | 0.1% | 1,873 SH | |
| ABBOTT LABS | COM | $1.8M | 0.3% | 13,223 SH | |
| ABBVIE INC | COM | $16.6M | 3.0% | 79,139 SH | |
| ADOBE INC | COM | $5.3M | 1.0% | 13,714 SH | |
| ALEXANDRIA REAL ESTATE EQ IN | COM | $3.5M | 0.6% | 37,396 SH | |
| AMGEN INC | COM | $1.9M | 0.3% | 6,158 SH | |
| APPLE INC | COM | $9.4M | 1.7% | 42,491 SH | |
| APPLIED MATLS INC | COM | $1.5M | 0.3% | 10,148 SH | |
| ARCHER DANIELS MIDLAND CO | COM | $333K | 0.1% | 6,930 SH | |
| ASTRAZENECA PLC | SPONSORED ADR | $932K | 0.2% | 12,686 SH | |
| AT&T INC | COM | $237K | 0.0% | 8,390 SH | |
| AVALONBAY CMNTYS INC | COM | $4.7M | 0.8% | 21,667 SH | |
| BEST BUY INC | COM | $267K | 0.0% | 3,632 SH | |
| BLACKBERRY LTD | COM | $87K | 0.0% | 23,081 SH | |
| BOSTON SCIENTIFIC CORP | COM | $330K | 0.1% | 3,274 SH | |
| BP PLC | SPONSORED ADR | $5.0M | 0.9% | 148,875 SH | |
| BRISTOL-MYERS SQUIBB CO | COM | $9.0M | 1.6% | 147,151 SH | |
| BROADCOM INC | COM | $4.1M | 0.7% | 24,408 SH | |
| CATERPILLAR INC | COM | $5.7M | 1.0% | 17,189 SH | |
| CENTERPOINT ENERGY INC | COM | $438K | 0.1% | 12,098 SH | |
| CHEVRON CORP NEW | COM | $10.7M | 2.0% | 64,062 SH | |
| CHUBB LIMITED | COM | $7.2M | 1.3% | 23,943 SH | |
| CISCO SYS INC | COM | $12.3M | 2.2% | 199,212 SH | |
| COCA COLA CO | COM | $936K | 0.2% | 13,070 SH | |
| COLGATE PALMOLIVE CO | COM | $836K | 0.2% | 8,919 SH | |
| CONOCOPHILLIPS | COM | $396K | 0.1% | 3,769 SH | |
| COSTCO WHSL CORP NEW | COM | $263K | 0.0% | 278 SH | |
| CROWN CASTLE INC | COM | $2.6M | 0.5% | 25,248 SH | |
| CUMMINS INC | COM | $7.0M | 1.3% | 22,354 SH | |
| DARDEN RESTAURANTS INC | COM | $765K | 0.1% | 3,682 SH | |
| DEERE & CO | COM | $2.3M | 0.4% | 4,899 SH | |
| DIAGEO PLC | SPON ADR NEW | $208K | 0.0% | 1,987 SH | |
| DIGITAL RLTY TR INC | COM | $551K | 0.1% | 3,843 SH | |
| DOMINION ENERGY INC | COM | $7.7M | 1.4% | 137,779 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $8.9M | 1.6% | 72,734 SH | |
| EMERSON ELEC CO | COM | $8.4M | 1.5% | 76,467 SH | |
| ENBRIDGE INC | COM | $11.0M | 2.0% | 248,437 SH | |
| ENTEGRIS INC | COM | $418K | 0.1% | 4,779 SH | |
| EVERGY INC | COM | $9.6M | 1.8% | 139,509 SH | |
| EXXON MOBIL CORP | COM | $1.6M | 0.3% | 13,818 SH | |
| FASTENAL CO | COM | $1.4M | 0.3% | 18,496 SH | |
| FREEPORT-MCMORAN INC | CL B | $2.6M | 0.5% | 69,568 SH | |
| GENERAL MLS INC | COM | $30.6M | 5.6% | 512,097 SH | |
| GILEAD SCIENCES INC | COM | $8.7M | 1.6% | 77,431 SH | |
| GRAPHIC PACKAGING HLDG CO | COM | $6.5M | 1.2% | 249,718 SH | |
| HOME DEPOT INC | COM | $7.6M | 1.4% | 20,791 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $12.9M | 2.4% | 51,925 SH | |
| ISHARES TR | CORE MSCI TOTAL | $2.1M | 0.4% | 30,001 SH | |
| ISHARES TR | CORE S&P500 ETF | $233K | 0.0% | 415 SH | |
| ISHARES TR | RUS 1000 ETF | $307K | 0.1% | 1,000 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $342K | 0.1% | 1,716 SH | |
| JOHNSON & JOHNSON | COM | $10.8M | 2.0% | 65,367 SH | |
| JPMORGAN CHASE & CO. | COM | $10.3M | 1.9% | 41,834 SH | |
| KIMBERLY-CLARK CORP | COM | $7.7M | 1.4% | 53,840 SH | |
| KROGER CO | COM | $7.0M | 1.3% | 104,108 SH | |
| LOCKHEED MARTIN CORP | COM | $247K | 0.0% | 553 SH | |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | $4.3M | 0.8% | 61,460 SH | |
| MASCO CORP | COM | $671K | 0.1% | 9,654 SH | |
| MASTERCARD INCORPORATED | CL A | $4.8M | 0.9% | 8,790 SH | |
| MCDONALDS CORP | COM | $9.8M | 1.8% | 31,225 SH | |
| MEDTRONIC PLC | SHS | $9.9M | 1.8% | 110,031 SH | |
| MERCK & CO INC | COM | $7.7M | 1.4% | 85,295 SH | |
| META PLATFORMS INC | CL A | $378K | 0.1% | 656 SH | |
| MICROSOFT CORP | COM | $9.6M | 1.7% | 25,519 SH | |
| MONDELEZ INTL INC | CL A | $538K | 0.1% | 7,925 SH | |
| MORGAN STANLEY | COM NEW | $9.0M | 1.6% | 76,900 SH | |
| NEXTERA ENERGY INC | COM | $3.9M | 0.7% | 55,588 SH | |
| NIKE INC | CL B | $2.6M | 0.5% | 41,563 SH | |
| NORFOLK SOUTHN CORP | COM | $743K | 0.1% | 3,138 SH | |
| NUTRIEN LTD | COM | $6.6M | 1.2% | 132,700 SH | |
| PACKAGING CORP AMER | COM | $542K | 0.1% | 2,735 SH | |
| PAYCHEX INC | COM | $1.4M | 0.2% | 8,838 SH | |
| PEPSICO INC | COM | $224K | 0.0% | 1,497 SH | |
| PFIZER INC | COM | $9.0M | 1.6% | 353,672 SH | |
| PIMCO ETF TR | ENHAN SHRT MA AC | $5.2M | 0.9% | 51,730 SH | |
| PROCTER AND GAMBLE CO | COM | $8.8M | 1.6% | 51,636 SH | |
| PROLOGIS INC. | COM | $4.2M | 0.8% | 37,328 SH | |
| PUBLIC STORAGE OPER CO | COM | $5.5M | 1.0% | 18,365 SH | |
| RIO TINTO PLC | SPONSORED ADR | $3.2M | 0.6% | 52,724 SH | |
| SCHWAB CHARLES CORP | COM | $9.4M | 1.7% | 119,930 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $222K | 0.0% | 9,405 SH | |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $6.4M | 1.2% | 257,619 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $215K | 0.0% | 8,100 SH | |
| SHELL PLC | SPON ADS | $5.1M | 0.9% | 69,552 SH | |
| SOUTHERN CO | COM | $8.4M | 1.5% | 91,021 SH | |
| SOUTHERN COPPER CORP | COM | $3.5M | 0.6% | 37,376 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $492K | 0.1% | 879 SH | |
| STEEL DYNAMICS INC | COM | $708K | 0.1% | 5,659 SH | |
| SYSCO CORP | COM | $295K | 0.1% | 3,933 SH | |
| TARGET CORP | COM | $6.7M | 1.2% | 64,454 SH | |
| TESLA INC | COM | $1.1M | 0.2% | 4,101 SH | |
| TEXAS INSTRS INC | COM | $6.4M | 1.2% | 35,497 SH | |
| UNILEVER PLC | SPON ADR NEW | $7.3M | 1.3% | 123,119 SH | |
| UNION PAC CORP | COM | $7.9M | 1.4% | 33,649 SH | |
| UNITED PARCEL SERVICE INC | CL B | $8.9M | 1.6% | 80,703 SH | |
| UNITED STATES ANTIMONY CORP | COM | $70K | 0.0% | 31,950 SH | |
| UNITEDHEALTH GROUP INC | COM | $3.4M | 0.6% | 6,477 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $1.4M | 0.2% | 3,649 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $15.1M | 2.8% | 58,765 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $3.0M | 0.5% | 11,514 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $564K | 0.1% | 6,228 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.1M | 0.2% | 5,092 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $5.3M | 1.0% | 19,161 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $1.4M | 0.3% | 7,948 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $4.9M | 0.9% | 80,383 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $5.4M | 1.0% | 118,919 SH | |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | $247K | 0.0% | 6,094 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $7.0M | 1.3% | 140,895 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $19.8M | 3.6% | 390,253 SH | |
| VERIZON COMMUNICATIONS INC | COM | $15.5M | 2.8% | 342,525 SH | |
| WALMART INC | COM | $2.5M | 0.5% | 28,976 SH | |
| WATSCO INC | COM | $703K | 0.1% | 1,384 SH | |
| WP CAREY INC | COM | $4.9M | 0.9% | 77,529 SH | |
| XCEL ENERGY INC | COM | $204K | 0.0% | 2,877 SH |
| 13F-HR |
| 0001853401-25-000006 |
| $608.3M |
| View |
| Jul 17, 2026 | Q2 2026 | 13F-HR | 0001853401-26-000003 | $665.1M | View |
| Jul 25, 2025 | Q2 2025 | 13F-HR | 0001853401-25-000004 | $559.4M | View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0001853401-26-000002 | $639.4M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001853401-25-000002 | $548.3M | View |