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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 | $280K | 0.0%Prev: 0.0% | 1,752 SH | Increased |
| ABBOTT LABS | COM | $1.6M | 0.3%Prev: 0.3% | 12,996 SH | Decreased |
| ABBVIE INC | COM | $17.4M | 2.8%Prev: 3.1% | 76,212 SH | Decreased-6,035 SH |
| ACCENTURE PLC IRELAND | SHS CLASS A | $5.1M | 0.8% | 19,166 SH | New |
| ADOBE INC | COM | $5.7M | 0.9%Prev: 0.9% | 16,215 SH | Increased+451 SH |
| ALEXANDRIA REAL ESTATE EQ IN | COM | $2.1M | 0.3%Prev: 0.8% | 42,433 SH | Decreased-14,212 SH |
| ALPHABET INC | CAP STK CL A | $4.2M | 0.7%Prev: 0.5% | 13,452 SH | Increased-208 SH |
| ALPHABET INC | CAP STK CL C | $238K | 0.0% | 760 SH | New |
| AMGEN INC | COM | $1.8M | 0.3%Prev: 0.3% | 5,497 SH | Increased-37 SH |
| APPLE INC | COM | $10.9M | 1.8%Prev: 1.7% | 39,999 SH | Increased-918 SH |
| APPLIED MATLS INC | COM | $2.6M | 0.4%Prev: 0.3% | 9,984 SH | Increased-106 SH |
| ARCHER DANIELS MIDLAND CO | COM | $395K | 0.1%Prev: 0.1% | 6,872 SH | Decreased-30 SH |
| ASTRAZENECA PLC | SPONSORED ADR | $1.1M | 0.2%Prev: 0.2% | 12,221 SH | Increased-310 SH |
| AVALONBAY CMNTYS INC | COM | $4.8M | 0.8%Prev: 0.7% | 26,625 SH | Increased+4,409 SH |
| BOSTON SCIENTIFIC CORP | COM | $312K | 0.1%Prev: 0.1% | 3,274 SH | Decreased |
| BP PLC | SPONSORED ADR | $4.6M | 0.7%Prev: 0.8% | 132,159 SH | Decreased-5,952 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $8.9M | 1.4%Prev: 1.2% | 165,670 SH | Increased+9,076 SH |
| BROADCOM INC | COM | $6.9M | 1.1%Prev: 1.2% | 19,812 SH | Decreased-2,164 SH |
| CATERPILLAR INC | COM | $8.8M | 1.4%Prev: 1.4% | 15,409 SH | Increased-1,848 SH |
| CENTERPOINT ENERGY INC | COM | $464K | 0.1%Prev: 0.1% | 12,098 SH | Decreased |
| CHEVRON CORP NEW | COM | $10.9M | 1.8%Prev: 1.7% | 71,472 SH | Increased+5,398 SH |
| CHUBB LIMITED | COM | $8.4M | 1.4%Prev: 1.1% | 26,877 SH | Increased+2,863 SH |
| CISCO SYS INC | COM | $12.9M | 2.1%Prev: 2.1% | 167,632 SH | Increased-20,850 SH |
| COCA COLA CO | COM | $876K | 0.1%Prev: 0.1% | 12,534 SH | Increased |
| COLGATE PALMOLIVE CO | COM | $666K | 0.1%Prev: 0.1% | 8,431 SH | Decreased |
| CONOCOPHILLIPS | COM | $351K | 0.1%Prev: 0.1% | 3,748 SH | Decreased |
| CONSTELLATION ENERGY CORP | COM | $276K | 0.0%Prev: 0.0% | 782 SH | Increased |
| COSTCO WHSL CORP NEW | COM | $221K | 0.0%Prev: 0.0% | 256 SH | Decreased-14 SH |
| CROWN CASTLE INC | COM | $1.8M | 0.3%Prev: 0.4% | 20,594 SH | Decreased-1,960 SH |
| CUMMINS INC | COM | $9.9M | 1.6%Prev: 1.5% | 19,346 SH | Increased-2,790 SH |
| DARDEN RESTAURANTS INC | COM | $674K | 0.1%Prev: 0.1% | 3,665 SH | Decreased-17 SH |
| DEERE & CO | COM | $2.0M | 0.3%Prev: 0.3% | 4,289 SH | Decreased-128 SH |
| DIGITAL RLTY TR INC | COM | $561K | 0.1%Prev: 0.1% | 3,627 SH | Decreased-216 SH |
| DOMINION ENERGY INC | COM | $7.3M | 1.2%Prev: 1.3% | 124,356 SH | Decreased-7,436 SH |
| DUKE ENERGY CORP NEW | COM NEW | $8.8M | 1.4%Prev: 1.4% | 75,070 SH | Increased+4,104 SH |
| EATON CORP PLC | SHS | $211K | 0.0%Prev: 0.0% | 661 SH | Decreased-13 SH |
| EMERSON ELEC CO | COM | $10.4M | 1.7%Prev: 1.7% | 78,435 SH | Increased-870 SH |
| ENBRIDGE INC | COM | $11.4M | 1.8%Prev: 2.0% | 237,819 SH | Decreased-6,447 SH |
| ENTEGRIS INC | COM | $403K | 0.1%Prev: 0.1% | 4,779 SH | Decreased |
| EVERGY INC | COM | $10.3M | 1.7%Prev: 1.8% | 141,455 SH | Decreased-5,033 SH |
| EXXON MOBIL CORP | COM | $687K | 0.1%Prev: 0.1% | 5,707 SH | Decreased-714 SH |
| FASTENAL CO | COM | $1.5M | 0.2%Prev: 0.3% | 36,716 SH | Decreased+774 SH |
| FREEPORT-MCMORAN INC | CL B | $4.8M | 0.8%Prev: 0.6% | 94,720 SH | Increased+6,022 SH |
| GENERAL MLS INC | COM | $25.1M | 4.1%Prev: 4.5% | 540,103 SH | Decreased-501 SH |
| GLOBAL X FDS | ARTIFICIAL ETF | $534K | 0.1%Prev: 0.1% | 10,507 SH | Increased+3,992 SH |
| GLOBAL X FDS | RBTCS ARTFL INTE | $310K | 0.1%Prev: 0.1% | 8,567 SH | Increased-93 SH |
| GRAPHIC PACKAGING HLDG CO | COM | $5.0M | 0.8%Prev: 1.0% | 334,461 SH | Decreased+24,376 SH |
| HARROW INC | COM | $432K | 0.1%Prev: 0.1% | 8,824 SH | Increased |
| HOME DEPOT INC | COM | $6.8M | 1.1%Prev: 1.4% | 19,765 SH | Decreased-1,512 SH |
| HORMEL FOODS CORP | COM | $2.3M | 0.4% | 97,861 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $11.6M | 1.9%Prev: 2.1% | 38,994 SH | Decreased-5,843 SH |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | $924K | 0.1%Prev: 0.2% | 5,900 SH | Decreased-87 SH |
| ISHARES TR | CORE MSCI TOTAL | $2.5M | 0.4%Prev: 0.4% | 30,001 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $308K | 0.0%Prev: 0.0% | 450 SH | Increased |
| ISHARES TR | FUTURE AI & TECH | $533K | 0.1%Prev: 0.1% | 11,054 SH | Increased+4,335 SH |
| ISHARES TR | RUS 1000 ETF | $373K | 0.1%Prev: 0.1% | 1,000 SH | Increased |
| ISHARES TR | RUSSELL 2000 ETF | $422K | 0.1%Prev: 0.1% | 1,716 SH | Increased |
| JOHNSON & JOHNSON | COM | $13.8M | 2.2%Prev: 2.1% | 66,469 SH | Increased-3,655 SH |
| JPMORGAN CHASE & CO. | COM | $11.2M | 1.8%Prev: 2.0% | 34,676 SH | Decreased-4,790 SH |
| KIMBERLY-CLARK CORP | COM | $4.9M | 0.8%Prev: 1.1% | 49,054 SH | Decreased-3,412 SH |
| KROGER CO | COM | $7.9M | 1.3%Prev: 1.4% | 127,078 SH | Decreased+885 SH |
| LOCKHEED MARTIN CORP | COM | $253K | 0.0%Prev: 0.0% | 524 SH | Decreased |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | $3.1M | 0.5%Prev: 0.6% | 70,831 SH | Decreased+1,212 SH |
| MAGNUM ICE CREAM CO NV | ORD SHS | $365K | 0.1% | 23,029 SH | New |
| MASCO CORP | COM | $298K | 0.0%Prev: 0.1% | 4,695 SH | Decreased-1,224 SH |
| MASTERCARD INCORPORATED | CL A | $4.7M | 0.8%Prev: 0.8% | 8,267 SH | Decreased-181 SH |
| MCDONALDS CORP | COM | $9.1M | 1.5%Prev: 1.6% | 29,855 SH | Decreased-2,100 SH |
| MEDTRONIC PLC | SHS | $10.7M | 1.7%Prev: 1.8% | 111,745 SH | Decreased-2,548 SH |
| MERCK & CO INC | COM | $10.4M | 1.7%Prev: 1.3% | 98,811 SH | Increased+1,214 SH |
| META PLATFORMS INC | CL A | $433K | 0.1%Prev: 0.1% | 656 SH | Decreased |
| MICRON TECHNOLOGY INC | COM | $269K | 0.0%Prev: 0.0% | 941 SH | Increased-317 SH |
| MICROSOFT CORP | COM | $10.6M | 1.7%Prev: 2.1% | 21,903 SH | Decreased-2,788 SH |
| MORGAN STANLEY | COM NEW | $10.9M | 1.8%Prev: 1.9% | 61,284 SH | Decreased-10,898 SH |
| NEXTERA ENERGY INC | COM | $4.4M | 0.7%Prev: 0.7% | 54,219 SH | Increased-2,138 SH |
| NIKE INC | CL B | $2.8M | 0.5%Prev: 0.5% | 44,270 SH | Decreased-2,101 SH |
| NORFOLK SOUTHN CORP | COM | $860K | 0.1%Prev: 0.1% | 2,977 SH | Decreased-28 SH |
| NUTRIEN LTD | COM | $7.6M | 1.2%Prev: 1.2% | 122,608 SH | Increased-6,230 SH |
| ONEOK INC NEW | COM | $219K | 0.0% | 2,981 SH | New |
| PACKAGING CORP AMER | COM | $246K | 0.0%Prev: 0.1% | 1,193 SH | Decreased-353 SH |
| PAYCHEX INC | COM | $930K | 0.2%Prev: 0.2% | 8,286 SH | Decreased |
| PEPSICO INC | COM | $310K | 0.1%Prev: 0.0% | 2,157 SH | Increased |
| PFIZER INC | COM | $8.7M | 1.4%Prev: 1.5% | 348,499 SH | Decreased-1,531 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $6.2M | 1.0%Prev: 0.9% | 61,623 SH | Increased+4,492 SH |
| PROCTER AND GAMBLE CO | COM | $8.0M | 1.3%Prev: 1.3% | 56,123 SH | Increased+4,135 SH |
| PROLOGIS INC. | COM | $5.3M | 0.9%Prev: 0.7% | 41,264 SH | Increased+2,086 SH |
| PUBLIC STORAGE OPER CO | COM | $5.3M | 0.9%Prev: 0.9% | 20,319 SH | Decreased+1,407 SH |
| RIO TINTO PLC | SPONSORED ADR | $4.4M | 0.7%Prev: 0.6% | 54,480 SH | Increased-1,743 SH |
| SALESFORCE INC | COM | $3.4M | 0.5%Prev: 0.5% | 12,777 SH | Increased+193 SH |
| SCHWAB CHARLES CORP | COM | $10.1M | 1.6%Prev: 1.8% | 100,847 SH | Decreased-13,889 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $256K | 0.0%Prev: 0.0% | 9,405 SH | Increased |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $10.2M | 1.6%Prev: 1.4% | 405,405 SH | Increased+69,007 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $240K | 0.0%Prev: 0.0% | 8,100 SH | Increased |
| SHELL PLC | SPON ADS | $4.9M | 0.8%Prev: 0.8% | 66,825 SH | Increased-1,075 SH |
| SOUTHERN CO | COM | $7.5M | 1.2%Prev: 1.4% | 85,786 SH | Decreased-2,045 SH |
| SOUTHERN COPPER CORP | COM | $4.5M | 0.7%Prev: 0.7% | 31,406 SH | Increased-5,560 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $599K | 0.1%Prev: 0.1% | 879 SH | Increased |
| STEEL DYNAMICS INC | COM | $935K | 0.2%Prev: 0.1% | 5,516 SH | Increased |
| SYSCO CORP | COM | $267K | 0.0%Prev: 0.0% | 3,626 SH | Decreased |
| TARGET CORP | COM | $8.3M | 1.3%Prev: 1.1% | 84,943 SH | Increased+8,927 SH |
| TESLA INC | COM | $1.8M | 0.3%Prev: 0.3% | 4,038 SH | Increased |
| TEXAS INSTRS INC | COM | $5.9M | 1.0%Prev: 1.0% | 34,067 SH | Decreased-320 SH |
| UNILEVER PLC | SPON ADR NEW | $6.9M | 1.1%Prev: 1.1% | 106,176 SH | Increased-10,119 SH |
| UNION PAC CORP | COM | $9.6M | 1.5%Prev: 1.4% | 41,315 SH | Increased+4,857 SH |
| UNITED PARCEL SERVICE INC | CL B | $8.4M | 1.4%Prev: 1.2% | 84,981 SH | Increased-3,393 SH |
| UNITED STATES ANTIMONY CORP | COM | $160K | 0.0%Prev: 0.0% | 31,950 SH | Decreased |
| US BANCORP DEL | COM NEW | $252K | 0.0% | 4,720 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $1.8M | 0.3%Prev: 0.3% | 3,649 SH | Increased |
| VANGUARD INDEX FDS | LARGE CAP ETF | $26.0M | 4.2%Prev: 4.3% | 82,647 SH | Increased-1,384 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $4.9M | 0.8%Prev: 0.8% | 16,776 SH | Increased+301 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.9M | 0.3%Prev: 0.3% | 7,501 SH | Increased+93 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $6.1M | 1.0%Prev: 1.0% | 18,341 SH | Decreased-729 SH |
| VANGUARD INDEX FDS | VALUE ETF | $1.5M | 0.2%Prev: 0.2% | 7,948 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $6.6M | 1.1%Prev: 1.0% | 89,914 SH | Increased+4,810 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $8.5M | 1.4%Prev: 1.3% | 157,991 SH | Increased+7,642 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $9.1M | 1.5%Prev: 1.4% | 183,481 SH | Increased+20,139 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $32.4M | 5.2%Prev: 4.9% | 519,020 SH | Increased+21,215 SH |
| VERIZON COMMUNICATIONS INC | COM | $13.7M | 2.2%Prev: 2.4% | 335,997 SH | Decreased+35 SH |
| WALMART INC | COM | $2.6M | 0.4%Prev: 0.4% | 22,963 SH | Increased-1,110 SH |
| WATSCO INC | COM | $466K | 0.1%Prev: 0.1% | 1,384 SH | Decreased |
| WELLS FARGO CO NEW | COM | $3.0M | 0.5%Prev: 0.4% | 32,367 SH | Increased |
| WP CAREY INC | COM | $5.6M | 0.9%Prev: 0.9% | 87,383 SH | Increased+9,367 SH |
| WW GRAINGER INC | COM | $204K | 0.0% | 202 SH | New |
| XCEL ENERGY INC | COM | $4.8M | 0.8%Prev: 0.0% | 65,178 SH | Increased+61,989 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 |