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CIK 0001917618 • 6 13F filings • Apr 28, 2025 – Jul 23, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $18.0M | 2.1%Prev: 2.3% | 143,972 SH | Decreased-895 SH |
| ABBVIE INC | COM | $25.6M | 3.0%Prev: 3.2% | 112,247 SH | Decreased-6,845 SH |
| ALPHABET INC | CAP STK CL A | $36.1M | 4.2%Prev: 3.3% | 115,288 SH | Increased-1,761 SH |
| ALPHABET INC | CAP STK CL C | $3.5M | 0.4%Prev: 0.3% | 11,117 SH | Increased-359 SH |
| ALTRIA GROUP INC | COM | $2.3M | 0.3%Prev: 0.3% | 39,966 SH | Decreased |
| AMAZON COM INC | COM | $21.3M | 2.5%Prev: 2.4% | 92,138 SH | Increased-607 SH |
| AMERIPRISE FINL INC | COM | $25.3M | 3.0%Prev: 3.0% | 51,537 SH | Decreased-434 SH |
| AMGEN INC | COM | $8.4M | 1.0%Prev: 0.8% | 25,525 SH | Increased-289 SH |
| APPLE INC | COM | $33.4M | 3.9%Prev: 3.7% | 122,832 SH | Increased-1,211 SH |
| AT&T INC | COM | $4.2M | 0.5%Prev: 0.6% | 169,728 SH | Decreased-7,861 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $755K | 0.1%Prev: 0.1% | 1 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $12.3M | 1.4%Prev: 1.4% | 24,396 SH | Decreased-138 SH |
| BLACKROCK INC | COM | $22.3M | 2.6%Prev: 2.8% | 20,808 SH | Decreased-122 SH |
| BROADCOM INC | COM | $687K | 0.1%Prev: 0.1% | 1,985 SH | Increased |
| BROADRIDGE FINL SOLUTIONS IN | COM | $11.5M | 1.3%Prev: 1.4% | 51,369 SH | Decreased-103 SH |
| CAPITAL ONE FINL CORP | COM | $14.7M | 1.7%Prev: 1.5% | 60,484 SH | Increased-1,050 SH |
| CARLISLE COS INC | COM | $5.7M | 0.7%Prev: 0.7% | 17,916 SH | Decreased-49 SH |
| CHEVRON CORP NEW | COM | $19.4M | 2.3%Prev: 2.3% | 127,377 SH | Decreased-381 SH |
| CISCO SYS INC | COM | $8.5M | 1.0%Prev: 0.9% | 110,741 SH | Increased-1,694 SH |
| CME GROUP INC | COM | $12.0M | 1.4%Prev: 0.9% | 43,794 SH | Increased+14,571 SH |
| COSTCO WHSL CORP NEW | COM | $18.6M | 2.2%Prev: 2.3% | 21,521 SH | Decreased-29 SH |
| DANAHER CORPORATION | COM | $10.1M | 1.2%Prev: 1.0% | 44,045 SH | Increased-223 SH |
| DUKE ENERGY CORP NEW | COM NEW | $10.2M | 1.2%Prev: 1.3% | 87,409 SH | Decreased-609 SH |
| EATON CORP PLC | SHS | $13.4M | 1.6%Prev: 1.4% | 42,193 SH | Increased+8,954 SH |
| ELI LILLY & CO | COM | $13.9M | 1.6%Prev: 1.2% | 12,960 SH | Increased-141 SH |
| EXXON MOBIL CORP | COM | $217K | 0.0%Prev: 0.0% | 1,800 SH | Increased |
| FASTENAL CO | COM | $1.0M | 0.1%Prev: 0.1% | 25,048 SH | Decreased |
| GALLAGHER ARTHUR J & CO | COM | $10.5M | 1.2%Prev: 2.3% | 40,745 SH | Decreased-21,813 SH |
| GE AEROSPACE | COM NEW | $5.2M | 0.6% | 16,896 SH | New |
| HERSHEY CO | COM | $6.5M | 0.8%Prev: 0.8% | 35,645 SH | Decreased+137 SH |
| HOME DEPOT INC | COM | $18.8M | 2.2%Prev: 2.6% | 54,650 SH | Decreased-162 SH |
| ILLINOIS TOOL WKS INC | COM | $476K | 0.1%Prev: 1.2% | 1,932 SH | Decreased-36,172 SH |
| INTUIT | COM | $12.8M | 1.5%Prev: 1.5% | 19,271 SH | Decreased-117 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $429K | 0.1% | 2,240 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $227K | 0.0%Prev: 0.0% | 370 SH | Increased |
| ISHARES TR | CORE S&P MCP ETF | $8.4M | 1.0%Prev: 1.0% | 127,764 SH | Increased-962 SH |
| ISHARES TR | CORE S&P SCP ETF | $8.6M | 1.0%Prev: 1.0% | 71,151 SH | Increased-775 SH |
| ISHARES TR | IBOXX HI YD ETF | $10.4M | 1.2%Prev: 1.2% | 129,188 SH | Decreased-2,479 SH |
| ISHARES TR | IBOXX INV CP ETF | $21.7M | 2.5%Prev: 2.6% | 197,005 SH | Decreased-370 SH |
| ISHARES TR | ISHS 1-5YR INVS | $18.9M | 2.2%Prev: 2.2% | 358,094 SH | Decreased-4,597 SH |
| ISHARES TR | MSCI EAFE ETF | $873K | 0.1%Prev: 0.1% | 9,095 SH | Increased |
| ISHARES TR | NATIONAL MUN ETF | $14.0M | 1.6%Prev: 1.6% | 131,111 SH | Increased+127 SH |
| ISHARES TR | RUS 1000 VAL ETF | $325K | 0.0% | 1,545 SH | New |
| ISHARES TR | RUS MID CAP ETF | $2.3M | 0.3%Prev: 0.3% | 23,729 SH | Decreased-80 SH |
| ISHARES TR | RUSSELL 2000 ETF | $3.0M | 0.3%Prev: 0.3% | 12,088 SH | Increased-24 SH |
| ISHARES TR | SELECT DIVID ETF | $800K | 0.1%Prev: 0.1% | 5,668 SH | Decreased-19 SH |
| ISHARES TR | ULTRA SHORT DUR | $374K | 0.0%Prev: 0.0% | 7,393 SH | Decreased |
| JOHNSON & JOHNSON | COM | $780K | 0.1%Prev: 0.1% | 3,771 SH | Increased-54 SH |
| JPMORGAN CHASE & CO. | COM | $38.0M | 4.4%Prev: 4.4% | 117,970 SH | Increased-1,108 SH |
| KENVUE INC | COM | $2.4M | 0.3%Prev: 0.3% | 140,947 SH | Increased-7,855 SH |
| LOCKHEED MARTIN CORP | COM | $16.7M | 2.0%Prev: 2.0% | 34,566 SH | Decreased-227 SH |
| LULULEMON ATHLETICA INC | COM | $249K | 0.0%Prev: 0.0% | 1,200 SH | Increased |
| MASTERCARD INCORPORATED | CL A | $17.9M | 2.1%Prev: 2.1% | 31,310 SH | Increased-61 SH |
| MICROCHIP TECHNOLOGY INC. | COM | $1.4M | 0.2%Prev: 0.2% | 22,366 SH | Decreased-995 SH |
| MICROSOFT CORP | COM | $30.0M | 3.5%Prev: 3.7% | 62,048 SH | Decreased+12 SH |
| MORGAN STANLEY | COM NEW | $12.2M | 1.4%Prev: 1.3% | 68,534 SH | Increased-1,441 SH |
| NEXTERA ENERGY INC | COM | $5.7M | 0.7%Prev: 0.6% | 70,614 SH | Increased-541 SH |
| NVIDIA CORPORATION | COM | $19.5M | 2.3%Prev: 2.3% | 104,798 SH | Decreased-836 SH |
| PARKER-HANNIFIN CORP | COM | $16.9M | 2.0%Prev: 1.2% | 19,263 SH | Increased+5,582 SH |
| PAYCHEX INC | COM | $18.4M | 2.2%Prev: 2.4% | 164,361 SH | Decreased-903 SH |
| PHILIP MORRIS INTL INC | COM | $27.8M | 3.3%Prev: 3.3% | 173,577 SH | Decreased-340 SH |
| PHILLIPS 66 | COM | $5.4M | 0.6%Prev: 0.7% | 42,191 SH | Decreased-325 SH |
| POLARIS INC | COM | $297K | 0.0%Prev: 0.0% | 4,693 SH | Increased-346 SH |
| PROCTER AND GAMBLE CO | COM | $9.4M | 1.1%Prev: 1.2% | 65,348 SH | Decreased-85 SH |
| PROLOGIS INC. | COM | $14.3M | 1.7%Prev: 1.5% | 112,113 SH | Increased-767 SH |
| RTX CORPORATION | COM | $319K | 0.0%Prev: 0.0% | 1,740 SH | Increased |
| SALESFORCE INC | COM | $530K | 0.1%Prev: 0.1% | 2,000 SH | Increased |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $337K | 0.0%Prev: 0.0% | 14,409 SH | Decreased-993 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $261K | 0.0%Prev: 0.0% | 9,936 SH | Increased |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $404K | 0.0%Prev: 0.0% | 14,721 SH | Decreased-110 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $1.3M | 0.2%Prev: 0.2% | 48,358 SH | Decreased-2,667 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $208K | 0.0%Prev: 0.0% | 7,290 SH | Increased-106 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $1.2M | 0.1% | 8,664 SH | New |
| SERVICENOW INC | COM | $7.0M | 0.8%Prev: 1.0% | 45,673 SH | Decreased+36,080 SH |
| SNAP ON INC | COM | $9.3M | 1.1%Prev: 1.1% | 26,950 SH | Decreased-416 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $4.9M | 0.6%Prev: 0.6% | 7,254 SH | Increased-34 SH |
| STARBUCKS CORP | COM | $13.0M | 1.5%Prev: 1.5% | 154,355 SH | Decreased-1,361 SH |
| STRYKER CORPORATION | COM | $12.0M | 1.4%Prev: 1.5% | 34,024 SH | Decreased-110 SH |
| UNION PAC CORP | COM | $19.9M | 2.3%Prev: 2.4% | 86,082 SH | Decreased-767 SH |
| US BANCORP DEL | COM NEW | $6.2M | 0.7%Prev: 0.7% | 116,095 SH | Increased-1,639 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $14.5M | 1.7%Prev: 1.7% | 195,654 SH | Decreased+50 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.1M | 0.1%Prev: 0.1% | 2,354 SH | Increased-21 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $3.1M | 0.4%Prev: 0.3% | 9,729 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $5.3M | 0.6%Prev: 0.6% | 98,131 SH | Decreased-376 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $5.4M | 0.6%Prev: 0.6% | 86,126 SH | Increased-298 SH |
| VERIZON COMMUNICATIONS INC | COM | $5.4M | 0.6%Prev: 1.0% | 133,331 SH | Decreased-71,181 SH |
| VISA INC | COM CL A | $393K | 0.0%Prev: 0.0% | 1,122 SH | Increased |
| WALMART INC | COM | $375K | 0.0%Prev: 0.0% | 3,367 SH | Increased |
| WEC ENERGY GROUP INC | COM | $6.2M | 0.7%Prev: 0.8% | 59,205 SH | Decreased-314 SH |
| XCEL ENERGY INC | COM | $262K | 0.0%Prev: 0.0% | 3,541 SH | Decreased-246 SH |
| 13F-HR |
| 0001917618-26-000003 |
| $856.0M |
| View |
| Jul 18, 2025 | Q2 2025 | 13F-HR | 0001917618-25-000003 | $826.2M | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0001917618-26-000002 | $821.0M | View |
| Apr 28, 2025 | Q1 2025 | 13F-HR | 0001917618-25-000002 | $797.1M | View |