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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 | $18.9M | 2.4% | 142,455 SH | |
| ABBVIE INC | COM | $24.4M | 3.1% | 116,563 SH | |
| ACCENTURE PLC IRELAND | SHS CLASS A | $17.7M | 2.2% | 56,706 SH | |
| ALPHABET INC | CAP STK CL A | $15.1M | 1.9% | 97,959 SH | |
| ALPHABET INC | CAP STK CL C | $1.8M | 0.2% | 11,694 SH | |
| ALTRIA GROUP INC | COM | $2.4M | 0.3% | 39,966 SH | |
| AMAZON COM INC | COM | $17.8M | 2.2% | 93,327 SH | |
| AMERIPRISE FINL INC | COM | $27.3M | 3.4% | 56,474 SH | |
| AMGEN INC | COM | $7.7M | 1.0% | 24,772 SH | |
| APPLE INC | COM | $30.0M | 3.8% | 135,005 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL A | $798K | 0.1% | 1 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $13.1M | 1.6% | 24,689 SH | |
| BLACKROCK INC | COM | $20.7M | 2.6% | 21,841 SH | |
| BROADCOM INC | COM | $316K | 0.0% | 1,890 SH | |
| BROADRIDGE FINL SOLUTIONS IN | COM | $12.5M | 1.6% | 51,733 SH | |
| CARLISLE COS INC | COM | $6.0M | 0.8% | 17,580 SH | |
| CHEVRON CORP NEW | COM | $18.9M | 2.4% | 113,014 SH | |
| CISCO SYS INC | COM | $6.7M | 0.8% | 108,656 SH | |
| CME GROUP INC | COM | $4.2M | 0.5% | 15,711 SH | |
| COSTCO WHSL CORP NEW | COM | $20.4M | 2.6% | 21,557 SH | |
| DANAHER CORPORATION | COM | $9.1M | 1.1% | 44,504 SH | |
| DISCOVER FINL SVCS | COM | $10.1M | 1.3% | 59,433 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $9.4M | 1.2% | 77,067 SH | |
| EATON CORP PLC | SHS | $7.2M | 0.9% | 26,552 SH | |
| ELI LILLY & CO | COM | $10.7M | 1.3% | 12,989 SH | |
| EXXON MOBIL CORP | COM | $221K | 0.0% | 1,857 SH | |
| FASTENAL CO | COM | $971K | 0.1% | 12,524 SH | |
| GALLAGHER ARTHUR J & CO | COM | $21.0M | 2.6% | 60,954 SH | |
| HOME DEPOT INC | COM | $19.8M | 2.5% | 53,903 SH | |
| ILLINOIS TOOL WKS INC | COM | $9.3M | 1.2% | 37,462 SH | |
| INTUIT | COM | $11.9M | 1.5% | 19,413 SH | |
| ISHARES TR | CORE S&P MCP ETF | $7.5M | 0.9% | 128,886 SH | |
| ISHARES TR | CORE S&P SCP ETF | $7.5M | 0.9% | 71,815 SH | |
| ISHARES TR | IBOXX HI YD ETF | $10.9M | 1.4% | 138,015 SH | |
| ISHARES TR | IBOXX INV CP ETF | $22.2M | 2.8% | 204,320 SH | |
| ISHARES TR | ISHS 1-5YR INVS | $19.9M | 2.5% | 379,630 SH | |
| ISHARES TR | MSCI EAFE ETF | $758K | 0.1% | 9,269 SH | |
| ISHARES TR | NATIONAL MUN ETF | $13.7M | 1.7% | 129,654 SH | |
| ISHARES TR | RUS MID CAP ETF | $2.0M | 0.3% | 23,951 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $2.4M | 0.3% | 12,179 SH | |
| ISHARES TR | SELECT DIVID ETF | $757K | 0.1% | 5,636 SH | |
| ISHARES TR | ULTRA SHORT-TERM | $385K | 0.0% | 7,593 SH | |
| JOHNSON & JOHNSON | COM | $669K | 0.1% | 4,032 SH | |
| JPMORGAN CHASE & CO. | COM | $31.8M | 4.0% | 129,510 SH | |
| KENVUE INC | COM | $6.3M | 0.8% | 263,569 SH | |
| KIMBERLY-CLARK CORP | COM | $331K | 0.0% | 2,327 SH | |
| LOCKHEED MARTIN CORP | COM | $14.0M | 1.8% | 31,376 SH | |
| LULULEMON ATHLETICA INC | COM | $340K | 0.0% | 1,200 SH | |
| MARSH & MCLENNAN COS INC | COM | $203K | 0.0% | 830 SH | |
| MASTERCARD INCORPORATED | CL A | $18.5M | 2.3% | 33,842 SH | |
| MERCK & CO INC | COM | $4.6M | 0.6% | 51,258 SH | |
| MICROCHIP TECHNOLOGY INC. | COM | $1.2M | 0.1% | 23,903 SH | |
| MICROSOFT CORP | COM | $23.2M | 2.9% | 61,721 SH | |
| MORGAN STANLEY | COM NEW | $7.3M | 0.9% | 62,469 SH | |
| NEXTERA ENERGY INC | COM | $14.0M | 1.8% | 196,816 SH | |
| NVIDIA CORPORATION | COM | $9.5M | 1.2% | 87,506 SH | |
| PARKER-HANNIFIN CORP | COM | $8.0M | 1.0% | 13,154 SH | |
| PAYCHEX INC | COM | $25.0M | 3.1% | 162,008 SH | |
| PEPSICO INC | COM | $254K | 0.0% | 1,695 SH | |
| PHILIP MORRIS INTL INC | COM | $25.8M | 3.2% | 162,687 SH | |
| PHILLIPS 66 | COM | $7.0M | 0.9% | 56,531 SH | |
| POLARIS INC | COM | $217K | 0.0% | 5,291 SH | |
| PROCTER AND GAMBLE CO | COM | $10.9M | 1.4% | 63,974 SH | |
| PROLOGIS INC. | COM | $12.1M | 1.5% | 108,335 SH | |
| RTX CORPORATION | COM | $230K | 0.0% | 1,740 SH | |
| SALESFORCE INC | COM | $537K | 0.1% | 2,000 SH | |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $343K | 0.0% | 14,800 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $230K | 0.0% | 10,686 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $427K | 0.1% | 15,271 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $1.2M | 0.2% | 55,214 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $939K | 0.1% | 4,550 SH | |
| SNAP ON INC | COM | $8.8M | 1.1% | 26,117 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $4.2M | 0.5% | 7,471 SH | |
| STARBUCKS CORP | COM | $14.7M | 1.8% | 150,210 SH | |
| STRYKER CORPORATION | COM | $12.7M | 1.6% | 34,210 SH | |
| UNION PAC CORP | COM | $18.5M | 2.3% | 78,308 SH | |
| UNITEDHEALTH GROUP INC | COM | $328K | 0.0% | 625 SH | |
| US BANCORP DEL | COM NEW | $5.9M | 0.7% | 140,758 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $15.0M | 1.9% | 204,614 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $889K | 0.1% | 2,398 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $2.5M | 0.3% | 9,729 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $4.5M | 0.6% | 98,761 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $4.5M | 0.6% | 88,834 SH | |
| VERIZON COMMUNICATIONS INC | COM | $9.0M | 1.1% | 199,126 SH | |
| VISA INC | COM CL A | $434K | 0.1% | 1,239 SH | |
| WALMART INC | COM | $296K | 0.0% | 3,367 SH | |
| WEC ENERGY GROUP INC | COM | $4.7M | 0.6% | 42,849 SH | |
| XCEL ENERGY INC | COM | $361K | 0.0% | 5,097 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 |