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CIK 0001353110 • 6 13F filings • May 8, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $982K | 0.9%Prev: 0.9% | 4,275 SH | Increased+455 SH |
| ALPHABET INC | CAP STK CL A | $675K | 0.6%Prev: 0.5% | 2,150 SH | Increased |
| ALPHABET INC | CAP STK CL C | $3.6M | 3.3%Prev: 2.8% | 11,308 SH | Increased-326 SH |
| AMAZON COM INC | COM | $5.0M | 4.6% | 21,551 SH | New |
| APPLE INC | COM | $6.8M | 6.3%Prev: 6.7% | 25,071 SH | Increased-1,164 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $7.8M | 7.2%Prev: 7.8% | 15,513 SH | Increased+24 SH |
| CATERPILLAR INC | COM | $438K | 0.4%Prev: 0.4% | 758 SH | Increased-135 SH |
| CHENIERE ENERGY INC | COM NEW | $1.0M | 1.0%Prev: 1.3% | 5,356 SH | Decreased-159 SH |
| COCA COLA CO | COM | $1.0M | 1.0%Prev: 0.9% | 14,877 SH | Increased+2,060 SH |
| COHERENT CORP | COM | $1.3M | 1.2%Prev: 0.8% | 7,061 SH | Increased-200 SH |
| COSTCO WHSL CORP NEW | COM | $312K | 0.3%Prev: 0.3% | 360 SH | Decreased+10 SH |
| CROWDSTRIKE HLDGS INC | CL A | $1.5M | 1.4%Prev: 1.6% | 3,108 SH | Decreased-100 SH |
| DIGITAL RLTY TR INC | COM | $425K | 0.4%Prev: 0.5% | 2,720 SH | Decreased-15 SH |
| DISNEY WALT CO | COM | $1.1M | 1.0%Prev: 1.2% | 9,472 SH | Decreased-1,027 SH |
| DUKE ENERGY CORP NEW | COM NEW | $392K | 0.4%Prev: 0.4% | 3,335 SH | Decreased-100 SH |
| EASTMAN CHEM CO | COM | $589K | 0.5%Prev: 0.5% | 9,160 SH | Increased+631 SH |
| ECOLAB INC | COM | $344K | 0.3%Prev: 0.4% | 1,299 SH | Decreased-200 SH |
| ELEVANCE HEALTH INC FORMERLY | COM | $240K | 0.2%Prev: 0.2% | 687 SH | Increased+1 SH |
| ELI LILLY & CO | COM | $2.0M | 1.9%Prev: 1.3% | 1,852 SH | Increased+90 SH |
| ENERGY TRANSFER L P | COM UT LTD PTN | $380K | 0.4%Prev: 0.4% | 22,975 SH | Increased+1,350 SH |
| EXXON MOBIL CORP | COM | $672K | 0.6%Prev: 0.6% | 5,551 SH | Increased-66 SH |
| FEDEX CORP | COM | $293K | 0.3%Prev: 0.2% | 1,005 SH | Increased-45 SH |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | $215K | 0.2%Prev: 0.2% | 3,762 SH | Increased |
| FIRST HORIZON CORPORATION | COM | $654K | 0.6%Prev: 0.6% | 27,341 SH | Increased+20 SH |
| FORTINET INC | COM | $5.4M | 5.0%Prev: 5.9% | 67,148 SH | Decreased-3,385 SH |
| HOME DEPOT INC | COM | $681K | 0.6%Prev: 0.8% | 1,966 SH | Decreased-106 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $970K | 0.9%Prev: 1.0% | 3,804 SH | Decreased-180 SH |
| INVESCO EXCHANGE TRADED FD T | S&P SMLCP MOMENT | $1.2M | 1.1%Prev: 0.9% | 16,939 SH | Increased+4,344 SH |
| INVESCO QQQ TR | UNIT SER 1 | $2.3M | 2.2%Prev: 2.3% | 3,770 SH | Increased+7 SH |
| ISHARES SILVER TR | ISHARES | $531K | 0.5%Prev: 0.3% | 7,700 SH | Increased+400 SH |
| ISHARES TR | BROAD USD HIGH | $318K | 0.3%Prev: 0.3% | 8,500 SH | Decreased |
| ISHARES TR | GLOBAL TECH ETF | $218K | 0.2%Prev: 0.2% | 2,055 SH | Increased |
| ISHARES TR | RUS 1000 GRW ETF | $331K | 0.3%Prev: 0.3% | 694 SH | Increased |
| JOHNSON & JOHNSON | COM | $978K | 0.9%Prev: 1.0% | 4,727 SH | Increased-425 SH |
| JPMORGAN CHASE & CO. | COM | $3.8M | 3.5%Prev: 3.7% | 11,830 SH | Increased+202 SH |
| KROGER CO | COM | $224K | 0.2%Prev: 0.3% | 3,570 SH | Decreased-200 SH |
| LOWES COS INC | COM | $959K | 0.9%Prev: 1.0% | 3,945 SH | Decreased-140 SH |
| MARATHON PETE CORP | COM | $512K | 0.5%Prev: 0.6% | 3,128 SH | Decreased |
| MCDONALDS CORP | COM | $760K | 0.7%Prev: 0.8% | 2,466 SH | Increased-10 SH |
| META PLATFORMS INC | CL A | $2.2M | 2.0%Prev: 2.4% | 3,285 SH | Decreased+20 SH |
| MICROSOFT CORP | COM | $4.4M | 4.0%Prev: 4.5% | 8,932 SH | Decreased+176 SH |
| NORFOLK SOUTHN CORP | COM | $1.2M | 1.1%Prev: 1.2% | 3,968 SH | Decreased |
| NORTHROP GRUMMAN CORP | COM | $689K | 0.6%Prev: 0.7% | 1,200 SH | Decreased-30 SH |
| NVIDIA CORPORATION | COM | $4.3M | 4.0%Prev: 4.4% | 23,044 SH | Decreased-488 SH |
| PACKAGING CORP AMER | COM | $250K | 0.2%Prev: 0.3% | 1,200 SH | Decreased |
| PALANTIR TECHNOLOGIES INC | CL A | $330K | 0.3%Prev: 0.4% | 1,825 SH | Decreased-225 SH |
| PALO ALTO NETWORKS INC | COM | $236K | 0.2%Prev: 0.3% | 1,263 SH | Decreased |
| PROCTER AND GAMBLE CO | COM | $1.4M | 1.3%Prev: 1.9% | 9,704 SH | Decreased-2,365 SH |
| PULTE GROUP INC | COM | $561K | 0.5%Prev: 0.6% | 4,745 SH | Decreased+160 SH |
| REGIONS FINANCIAL CORP NEW | COM | $394K | 0.4%Prev: 0.4% | 14,430 SH | Increased+14 SH |
| SALESFORCE INC | COM | $1.0M | 1.0%Prev: 1.1% | 3,941 SH | Decreased-505 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $594K | 0.5%Prev: 0.6% | 21,500 SH | Increased |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $354K | 0.3% | 2,432 SH | New |
| SOFI TECHNOLOGIES INC | COM | $461K | 0.4%Prev: 0.6% | 17,360 SH | Decreased-6,855 SH |
| SOUTHERN CO | COM | $223K | 0.2%Prev: 0.2% | 2,550 SH | Increased+200 SH |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $330K | 0.3%Prev: 0.3% | 683 SH | Increased-10 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $5.1M | 4.7%Prev: 5.2% | 7,375 SH | Decreased-411 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $15.1M | 14.0% | 195,637 SH | New |
| STARBUCKS CORP | COM | $286K | 0.3%Prev: 0.3% | 3,351 SH | Increased+27 SH |
| SYMBOTIC INC | CLASS A COM | $207K | 0.2% | 3,430 SH | New |
| TESLA INC | COM | $512K | 0.5%Prev: 0.5% | 1,126 SH | Increased |
| TJX COS INC NEW | COM | $332K | 0.3%Prev: 0.3% | 2,135 SH | Increased+6 SH |
| TOWNEBANK PORTSMOUTH VA | COM | $202K | 0.2%Prev: 0.2% | 6,000 SH | Decreased |
| TRUIST FINL CORP | COM | $383K | 0.4%Prev: 0.4% | 7,728 SH | Increased |
| UNION PAC CORP | COM | $676K | 0.6%Prev: 0.7% | 2,901 SH | Increased+100 SH |
| UNITEDHEALTH GROUP INC | COM | $350K | 0.3%Prev: 0.4% | 1,055 SH | Decreased-105 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $794K | 0.7%Prev: 0.8% | 10,685 SH | Increased+487 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $232K | 0.2%Prev: 0.2% | 368 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $968K | 0.9%Prev: 1.0% | 2,865 SH | Increased-35 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $747K | 0.7%Prev: 0.7% | 5,166 SH | Increased+366 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $416K | 0.4%Prev: 0.4% | 4,600 SH | Increased |
| VERIZON COMMUNICATIONS INC | COM | $349K | 0.3%Prev: 0.5% | 8,572 SH | Decreased-3,800 SH |
| WALMART INC | COM | $2.8M | 2.6%Prev: 2.5% | 25,334 SH | Increased+778 SH |
| WASTE MGMT INC DEL | COM | $2.6M | 2.4%Prev: 2.6% | 11,672 SH | Increased+53 SH |
| 13F-HR |
| 0001062993-26-004246 |
| $123.2M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001062993-25-014363 | $90.4M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001062993-26-002611 | $105.3M | View |
| May 8, 2025 | Q1 2025 | 13F-HR | 0001062993-25-008838 | $81.8M | View |