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CIK 0002107106 • 3 13F filings • Jan 29, 2026 – Jul 23, 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 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $300K | 0.1% | 2,922 SH | |
| ABBVIE INC | COM | $1.2M | 0.4% | 5,399 SH | |
| ADVANCED MICRO DEVICES INC | COM | $781K | 0.2% | 3,838 SH | |
| AH RLTY TR INC | COM | $133K | 0.0% | 24,263 SH | |
| AIR PRODUCTS AND CHEMICALS I | COM | $255K | 0.1% | 878 SH | |
| ALCON AG | ORD SHS | $235K | 0.1% | 3,123 SH | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $323K | 0.1% | 2,572 SH | |
| ALLSTATE CORP | COM | $514K | 0.2% | 2,481 SH | |
| ALPHABET INC | CAP STK CL A | $7.8M | 2.4% | 27,283 SH | |
| ALPHABET INC | CAP STK CL C | $1.6M | 0.5% | 5,435 SH | |
| ALTRIA GROUP INC | COM | $202K | 0.1% | 3,054 SH | |
| AMAZON COM INC | COM | $6.0M | 1.8% | 28,767 SH | |
| AMCOR PLC | COM NEW | $247K | 0.1% | 6,214 SH | |
| AMERICAN EXPRESS CO | COM | $363K | 0.1% | 1,201 SH | |
| AMERICAN INTL GROUP INC | COM NEW | $298K | 0.1% | 3,961 SH | |
| AMERIPRISE FINL INC | COM | $452K | 0.1% | 1,017 SH | |
| AMGEN INC | COM | $1.1M | 0.3% | 2,990 SH | |
| AMPHENOL CORP NEW | CL A | $422K | 0.1% | 3,342 SH | |
| ANALOG DEVICES INC | COM | $953K | 0.3% | 2,996 SH | |
| ANGI INC | CL A NEW | $84K | 0.0% | 12,233 SH | |
| APPLE INC | COM | $15.3M | 4.7% | 60,469 SH | |
| APPLIED MATLS INC | COM | $1.2M | 0.4% | 3,377 SH | |
| APPLOVIN CORP | COM CL A | $293K | 0.1% | 736 SH | |
| ARISTA NETWORKS INC | COM SHS | $3.2M | 1.0% | 25,940 SH | |
| ASML HOLDING N V | N Y REGISTRY SHS | $989K | 0.3% | 749 SH | |
| ASTRAZENECA PLC | ORD | $592K | 0.2% | 3,001 SH | |
| AT&T INC | COM | $626K | 0.2% | 21,599 SH | |
| ATMOS ENERGY CORP | COM | $429K | 0.1% | 2,323 SH | |
| ATMUS FILTRATION TECHNOLOGIE | COM | $242K | 0.1% | 4,256 SH | |
| AUTODESK INC | COM | $476K | 0.1% | 1,988 SH | |
| BANCO BILBAO VIZCAYA ARGENTA | SPONSORED ADR | $397K | 0.1% | 18,348 SH | |
| BANCO SANTANDER SA | ADR | $419K | 0.1% | 37,158 SH | |
| BANK AMERICA CORP | COM | $955K | 0.3% | 19,580 SH | |
| BANK NEW YORK MELLON CORP | COM | $339K | 0.1% | 2,860 SH | |
| BARCLAYS PLC | ADR | $225K | 0.1% | 10,653 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.8M | 1.1% | 7,879 SH | |
| BHP GROUP LTD | SPONSORED ADS | $466K | 0.1% | 6,409 SH | |
| BLACKROCK INC | COM | $334K | 0.1% | 347 SH | |
| BLACKSTONE INC | COM | $840K | 0.3% | 7,301 SH | |
| BOEING CO | COM | $297K | 0.1% | 1,492 SH | |
| BOK FINL CORP | COM NEW | $376K | 0.1% | 2,934 SH | |
| BOOKING HOLDINGS INC | COM | $678K | 0.2% | 161 SH | |
| BOSTON SCIENTIFIC CORP | COM | $338K | 0.1% | 5,379 SH | |
| BP PLC | SPONSORED ADR | $245K | 0.1% | 5,207 SH | |
| BRISTOL-MYERS SQUIBB CO | COM | $420K | 0.1% | 6,929 SH | |
| BRITISH AMERN TOB PLC | SPONSORED ADR | $334K | 0.1% | 5,720 SH | |
| BROADCOM INC | COM | $5.4M | 1.6% | 17,409 SH | |
| CADENCE DESIGN SYSTEM INC | COM | $1.7M | 0.5% | 6,036 SH | |
| CAPITAL ONE FINL CORP | COM | $747K | 0.2% | 4,096 SH | |
| CARRIER GLOBAL CORPORATION | COM | $339K | 0.1% | 6,022 SH | |
| CATERPILLAR INC | COM | $821K | 0.2% | 1,159 SH | |
| CBOE GLOBAL MKTS INC | COM | $887K | 0.3% | 3,156 SH | |
| CEMEX SAB DE CV | SPON ADR NEW | $848K | 0.3% | 74,109 SH | |
| CHEVRON CORP NEW | COM | $1.6M | 0.5% | 7,548 SH | |
| CHUBB LIMITED | COM | $347K | 0.1% | 1,064 SH | |
| CISCO SYS INC | COM | $2.2M | 0.7% | 28,768 SH | |
| CITIGROUP INC | COM NEW | $567K | 0.2% | 4,998 SH | |
| CME GROUP INC | COM | $1.5M | 0.5% | 5,053 SH | |
| COCA COLA CO | COM | $824K | 0.3% | 10,835 SH | |
| COHERENT CORP | COM | $2.6M | 0.8% | 10,919 SH | |
| COMCAST CORP NEW | CL A | $691K | 0.2% | 24,081 SH | |
| CONOCOPHILLIPS | COM | $540K | 0.2% | 4,092 SH | |
| CONSTELLATION ENERGY CORP | COM | $206K | 0.1% | 739 SH | |
| CORTEVA INC | COM | $525K | 0.2% | 6,272 SH | |
| COSTCO WHSL CORP NEW | COM | $1.2M | 0.4% | 1,165 SH | |
| CRH PLC | ORD | $280K | 0.1% | 2,662 SH | |
| DANAHER CORPORATION | COM | $344K | 0.1% | 1,814 SH | |
| DEERE & CO | COM | $1.8M | 0.5% | 3,191 SH | |
| DELTA AIR LINES INC DEL | COM NEW | $1.1M | 0.3% | 17,209 SH | |
| DEXCOM INC | COM | $804K | 0.2% | 12,810 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $432K | 0.1% | 3,297 SH | |
| EATON CORP PLC | SHS | $1.7M | 0.5% | 4,675 SH | |
| ECOLAB INC | COM | $638K | 0.2% | 2,400 SH | |
| ELI LILLY & CO | COM | $2.1M | 0.6% | 2,297 SH | |
| ENTERPRISE PRODS PARTNERS L | COM | $431K | 0.1% | 11,400 SH | |
| EOG RES INC | COM | $770K | 0.2% | 5,327 SH | |
| EVERGY INC | COM | $437K | 0.1% | 5,329 SH | |
| EVERPURE INC | CL A | $254K | 0.1% | 4,304 SH | |
| EXXON MOBIL CORP | COM | $4.0M | 1.2% | 23,757 SH | |
| FEDERATED HERMES INC | CL B | $659K | 0.2% | 11,616 SH | |
| FEDEX CORP | COM | $255K | 0.1% | 716 SH | |
| FORD MTR CO | COM | $128K | 0.0% | 11,095 SH | |
| FRANCO NEV CORP | COM | $366K | 0.1% | 1,482 SH | |
| FREEPORT MCMORAN INC | CL B | $225K | 0.1% | 3,832 SH | |
| GARMIN LTD | SHS | $1.5M | 0.5% | 6,421 SH | |
| GE AEROSPACE | COM NEW | $1.7M | 0.5% | 5,903 SH | |
| GE VERNOVA INC | COM | $1.4M | 0.4% | 1,651 SH | |
| GENERAL DYNAMICS CORP | COM | $424K | 0.1% | 1,236 SH | |
| GENTEX CORP | COM | $221K | 0.1% | 10,128 SH | |
| GILEAD SCIENCES INC | COM | $452K | 0.1% | 3,242 SH | |
| GOLDMAN SACHS ETF TR | TECHNOLOGY OPPOR | $1.4M | 0.4% | 37,588 SH | |
| GOLDMAN SACHS GROUP INC | COM | $920K | 0.3% | 1,088 SH | |
| GRACO INC | COM | $487K | 0.1% | 5,755 SH | |
| GSK PLC | SPONSORED ADR | $304K | 0.1% | 5,504 SH | |
| HARTFORD INSURANCE GROUP INC | COM | $344K | 0.1% | 2,541 SH | |
| HCA HEALTHCARE INC | COM | $278K | 0.1% | 587 SH | |
| HERON THERAPEUTICS INC | COM | $14K | 0.0% | 18,043 SH | |
| HILTON WORLDWIDE HLDGS INC | COM | $272K | 0.1% | 894 SH | |
| HOME DEPOT INC | COM | $1.4M | 0.4% | 4,324 SH | |
| HONEYWELL INTL INC | COM | $411K | 0.1% | 1,818 SH | |
| HOWMET AEROSPACE INC | COM | $994K | 0.3% | 4,314 SH | |
| HSBC HLDGS PLC | SPON ADR NEW | $507K | 0.2% | 6,142 SH | |
| ILLINOIS TOOL WKS INC | COM | $230K | 0.1% | 884 SH | |
| ING GROEP N.V. | SPONSORED ADR | $295K | 0.1% | 11,321 SH | |
| INTEL CORP | COM | $360K | 0.1% | 8,166 SH | |
| INTERCONTINENTAL EXCHANGE IN | COM | $346K | 0.1% | 2,198 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $684K | 0.2% | 2,820 SH | |
| INTERNATIONAL MONEY EXPRESS | COM | $187K | 0.1% | 11,843 SH | |
| INTUIT | COM | $714K | 0.2% | 1,652 SH | |
| INTUITIVE SURGICAL INC | COM NEW | $433K | 0.1% | 940 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1.5M | 0.5% | 7,972 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $1.1M | 0.3% | 1,951 SH | |
| IQVIA HLDGS INC | COM | $417K | 0.1% | 2,446 SH | |
| IRSA INVERSIONES Y REP S A | SPON GDS ECH 10 | $349K | 0.1% | 21,546 SH | |
| ISHARES INC | CORE MSCI EMKT | $290K | 0.1% | 4,164 SH | |
| ISHARES TR | BROAD USD HIGH | $301K | 0.1% | 8,159 SH | |
| ISHARES TR | CORE DIV GRWTH | $607K | 0.2% | 8,650 SH | |
| ISHARES TR | CORE US AGGBD ET | $1.4M | 0.4% | 14,334 SH | |
| ISHARES TR | MSCI EAFE ETF | $2.0M | 0.6% | 20,204 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $3.2M | 1.0% | 7,515 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $2.7M | 0.8% | 12,579 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $737K | 0.2% | 2,970 SH | |
| ISHARES TR | RUSSELL 3000 ETF | $6.8M | 2.1% | 18,457 SH | |
| ISHARES TR | US OIL GS EX ETF | $228K | 0.1% | 1,825 SH | |
| JABIL INC | COM | $3.1M | 0.9% | 11,514 SH | |
| JD.COM INC | SPON ADS CL A | $219K | 0.1% | 7,413 SH | |
| JOHNSON & JOHNSON | COM | $1.6M | 0.5% | 6,358 SH | |
| JPMORGAN CHASE & CO. | COM | $2.4M | 0.7% | 8,147 SH | |
| KEYSIGHT TECHNOLOGIES INC | COM | $396K | 0.1% | 1,404 SH | |
| KLA CORP | COM NEW | $682K | 0.2% | 463 SH | |
| LAM RESEARCH CORP | COM NEW | $625K | 0.2% | 2,926 SH | |
| LAUDER ESTEE COS INC | CL A | $256K | 0.1% | 3,560 SH | |
| LENNAR CORP | CL A | $221K | 0.1% | 2,548 SH | |
| LIBERTY GLOBAL LTD | COM CL A | $198K | 0.1% | 16,384 SH | |
| LIBERTY GLOBAL LTD | COM CL C | $241K | 0.1% | 20,519 SH | |
| LIBERTY LIVE HOLDINGS INC | COM SHS SER C | $435K | 0.1% | 4,625 SH | |
| LINDE PLC | SHS | $540K | 0.2% | 1,089 SH | |
| LLOYDS BANKING GROUP PLC | SPONSORED ADR | $276K | 0.1% | 54,882 SH | |
| LOCKHEED MARTIN CORP | COM | $1.1M | 0.3% | 1,851 SH | |
| LOWES COS INC | COM | $589K | 0.2% | 2,492 SH | |
| MARATHON PETE CORP | COM | $374K | 0.1% | 1,530 SH | |
| MARKEL GROUP INC | COM | $1.3M | 0.4% | 691 SH | |
| MARRIOTT INTL INC NEW | CL A | $2.7M | 0.8% | 8,222 SH | |
| MARTIN MARIETTA MATLS INC | COM | $430K | 0.1% | 730 SH | |
| MARVELL TECHNOLOGY INC | COM | $1.8M | 0.6% | 18,354 SH | |
| MASTERCARD INCORPORATED | CL A | $1.2M | 0.4% | 2,346 SH | |
| MCDONALDS CORP | COM | $948K | 0.3% | 3,050 SH | |
| MCKESSON CORP | COM | $1.0M | 0.3% | 1,174 SH | |
| MERCK & CO INC | COM | $1.1M | 0.3% | 9,211 SH | |
| META PLATFORMS INC | CL A | $7.8M | 2.4% | 13,562 SH | |
| MICRON TECHNOLOGY INC | COM | $2.4M | 0.7% | 7,119 SH | |
| MICROSOFT CORP | COM | $11.7M | 3.5% | 31,499 SH | |
| MITSUBISHI UFJ FINL GROUP IN | SPONSORED ADS | $639K | 0.2% | 37,680 SH | |
| MIZUHO FINANCIAL GROUP INC | SPONSORED ADR | $259K | 0.1% | 32,639 SH | |
| MOODYS CORP | COM | $438K | 0.1% | 1,005 SH | |
| MOOG INC | CL A | $217K | 0.1% | 743 SH | |
| MORGAN STANLEY | COM NEW | $676K | 0.2% | 4,109 SH | |
| MOTOROLA SOLUTIONS INC | COM NEW | $441K | 0.1% | 1,016 SH | |
| NANO DIMENSION LTD | SPONSORD ADS NEW | $76K | 0.0% | 44,935 SH | |
| NATIONAL GRID PLC | SPONSORED ADR NE | $252K | 0.1% | 2,984 SH | |
| NATWEST GROUP PLC | SPONS ADR | $246K | 0.1% | 16,512 SH | |
| NETAPP INC | COM | $820K | 0.2% | 8,011 SH | |
| NETFLIX INC | COM | $2.2M | 0.7% | 23,339 SH | |
| NEWMONT CORP | COM | $237K | 0.1% | 2,190 SH | |
| NEXTERA ENERGY INC | COM | $678K | 0.2% | 7,300 SH | |
| NOMURA HLDGS INC | SPONSORED ADR | $95K | 0.0% | 12,031 SH | |
| NORFOLK SOUTHN CORP | COM | $2.3M | 0.7% | 8,179 SH | |
| NORTHROP GRUMMAN CORP | COM | $674K | 0.2% | 988 SH | |
| NOVARTIS AG | SPONSORED ADR | $637K | 0.2% | 4,170 SH | |
| NOVO-NORDISK A S | ADR | $224K | 0.1% | 6,106 SH | |
| NVIDIA CORPORATION | COM | $22.2M | 6.7% | 127,537 SH | |
| OCCIDENTAL PETE CORP | COM | $254K | 0.1% | 3,914 SH | |
| OCTAVE SPECIALTY GROUP INC | COM NEW | $76K | 0.0% | 16,328 SH | |
| ONDAS HLDGS INC | COM NEW | $230K | 0.1% | 25,493 SH | |
| ORACLE CORP | COM | $1.8M | 0.5% | 11,912 SH | |
| OREILLY AUTOMOTIVE INC | COM | $468K | 0.1% | 5,072 SH | |
| ORLA MNG LTD NEW | COM | $227K | 0.1% | 14,044 SH | |
| OTIS WORLDWIDE CORP | COM | $644K | 0.2% | 8,354 SH | |
| PACCAR INC | COM | $838K | 0.3% | 7,257 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $716K | 0.2% | 4,894 SH | |
| PALO ALTO NETWORKS INC | COM | $1.7M | 0.5% | 10,329 SH | |
| PARKER-HANNIFIN CORP | COM | $808K | 0.2% | 902 SH | |
| PAYCHEX INC | COM | $226K | 0.1% | 2,457 SH | |
| PENSKE AUTOMOTIVE GRP INC | COM | $576K | 0.2% | 3,852 SH | |
| PEPSICO INC | COM | $751K | 0.2% | 4,836 SH | |
| PFIZER INC | COM | $334K | 0.1% | 11,889 SH | |
| PHILIP MORRIS INTL INC | COM | $475K | 0.1% | 2,875 SH | |
| PNC FINL SVCS GROUP INC | COM | $487K | 0.1% | 2,339 SH | |
| PRICE T ROWE GROUP INC | COM | $41.7M | 12.6% | 462,196 SH | |
| PRICESMART INC | COM | $348K | 0.1% | 2,309 SH | |
| PROCTER AND GAMBLE CO | COM | $1.9M | 0.6% | 12,993 SH | |
| PROGRESSIVE CORP | COM | $255K | 0.1% | 1,287 SH | |
| QUALCOMM INC | COM | $412K | 0.1% | 3,198 SH | |
| QUANTA SVCS INC | COM | $371K | 0.1% | 675 SH | |
| RANGE RES CORP | COM | $678K | 0.2% | 15,004 SH | |
| RAYMOND JAMES FINL INC | COM | $397K | 0.1% | 2,740 SH | |
| REDDIT INC | CL A | $385K | 0.1% | 2,857 SH | |
| REGENERON PHARMACEUTICALS | COM | $294K | 0.1% | 381 SH | |
| RELX PLC | SPONSORED ADR | $263K | 0.1% | 7,924 SH | |
| RIO TINTO PLC | SPONSORED ADR | $553K | 0.2% | 5,931 SH | |
| ROBLOX CORP | CL A | $1.0M | 0.3% | 18,324 SH | |
| ROYAL CARIBBEAN GROUP | COM | $204K | 0.1% | 743 SH | |
| RTX CORPORATION | COM | $1.9M | 0.6% | 9,754 SH | |
| S&P GLOBAL INC | COM | $221K | 0.1% | 519 SH | |
| SALESFORCE INC | COM | $410K | 0.1% | 2,198 SH | |
| SAP SE | SPON ADR | $392K | 0.1% | 2,287 SH | |
| SCHWAB CHARLES CORP | COM | $470K | 0.1% | 5,000 SH | |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $289K | 0.1% | 738 SH | |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $2.7M | 0.8% | 20,386 SH | |
| SERVICENOW INC | COM | $436K | 0.1% | 4,168 SH | |
| SERVICETITAN INC | SHS CL A | $1.1M | 0.3% | 16,638 SH | |
| SHELL PLC | SPON ADS | $612K | 0.2% | 6,583 SH | |
| SHORE BANCSHARES INC | COM | $253K | 0.1% | 13,540 SH | |
| SONY GROUP CORP | SPONSORED ADR | $512K | 0.2% | 24,753 SH | |
| SOUTHERN CO | COM | $3.4M | 1.0% | 34,895 SH | |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $239K | 0.1% | 515 SH | |
| SPDR GOLD TR | GOLD SHS | $6.3M | 1.9% | 14,550 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $2.9M | 0.9% | 4,383 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $530K | 0.2% | 2,915 SH | |
| SPOTIFY TECHNOLOGY S A | SHS | $465K | 0.1% | 958 SH | |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | $284K | 0.1% | 8,000 SH | |
| STANLEY BLACK & DECKER INC | COM | $406K | 0.1% | 5,718 SH | |
| STARBUCKS CORP | COM | $306K | 0.1% | 3,411 SH | |
| STATE STR CORP | COM | $668K | 0.2% | 5,280 SH | |
| STRATEGY INC | CL A NEW | $345K | 0.1% | 2,762 SH | |
| STRYKER CORPORATION | COM | $332K | 0.1% | 1,009 SH | |
| SUMITOMO MITSUI FINL GROUP I | SPONSORED ADR | $283K | 0.1% | 14,329 SH | |
| SYNOPSYS INC | COM | $309K | 0.1% | 779 SH | |
| T-MOBILE US INC | COM | $313K | 0.1% | 1,488 SH | |
| TAKEDA PHARMACEUTICAL CO LTD | SPONSORED ADS | $231K | 0.1% | 12,466 SH | |
| TARGA RES CORP | COM | $349K | 0.1% | 1,390 SH | |
| TELEDYNE TECHNOLOGIES INC | COM | $273K | 0.1% | 452 SH | |
| TERADYNE INC | COM | $241K | 0.1% | 813 SH | |
| TESLA INC | COM | $2.3M | 0.7% | 6,179 SH | |
| TEXAS INSTRS INC | COM | $215K | 0.1% | 1,109 SH | |
| TEXAS ROADHOUSE INC | COM | $368K | 0.1% | 2,228 SH | |
| THERMO FISHER SCIENTIFIC INC | COM | $383K | 0.1% | 779 SH | |
| THOMSON REUTERS CORP | COM | $209K | 0.1% | 2,325 SH | |
| TJX COS INC NEW | COM | $545K | 0.2% | 3,410 SH | |
| TOTALENERGIES SE | ACT | $549K | 0.2% | 6,034 SH | |
| TOYOTA MOTOR CORP | ADS | $363K | 0.1% | 1,760 SH | |
| TRANE TECHNOLOGIES PLC | SHS | $328K | 0.1% | 788 SH | |
| TRAVEL PLUS LEISURE CO | COM | $455K | 0.1% | 6,569 SH | |
| TWILIO INC | CL A | $1.0M | 0.3% | 8,196 SH | |
| UBER TECHNOLOGIES INC | COM | $1.1M | 0.3% | 14,837 SH | |
| UBS GROUP AG | SHS | $355K | 0.1% | 9,090 SH | |
| UNILEVER PLC | SPON ADR NEW | $605K | 0.2% | 10,627 SH | |
| UNION PAC CORP | COM | $606K | 0.2% | 2,496 SH | |
| UNITED PARCEL SERVICE INC | CL B | $763K | 0.2% | 7,756 SH | |
| UNITED RENTALS INC | COM | $219K | 0.1% | 301 SH | |
| UNITED THERAPEUTICS CORP DEL | COM | $1.2M | 0.4% | 1,952 SH | |
| UNITEDHEALTH GROUP INC | COM | $371K | 0.1% | 1,372 SH | |
| UNUM GROUP | COM | $294K | 0.1% | 4,026 SH | |
| US BANCORP DEL | COM NEW | $850K | 0.3% | 16,350 SH | |
| VALERO ENERGY CORP | COM | $246K | 0.1% | 994 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.4M | 0.4% | 5,361 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $321K | 0.1% | 1,000 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $993K | 0.3% | 5,062 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $469K | 0.1% | 9,405 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS3000IDX | $491K | 0.1% | 1,708 SH | |
| VANGUARD WORLD FD | CONSUM STP ETF | $263K | 0.1% | 1,170 SH | |
| VEEVA SYS INC | CL A COM | $869K | 0.3% | 4,945 SH | |
| VERIZON COMMUNICATIONS INC | COM | $731K | 0.2% | 14,563 SH | |
| VERTEX PHARMACEUTICALS INC | COM | $269K | 0.1% | 602 SH | |
| VISA INC | COM CL A | $1.5M | 0.5% | 5,050 SH | |
| VULCAN MATLS CO | COM | $213K | 0.1% | 784 SH | |
| WALMART INC | COM | $2.8M | 0.8% | 22,159 SH | |
| WASTE MGMT INC DEL | COM | $1.1M | 0.3% | 4,857 SH | |
| WELLS FARGO CO NEW | COM | $1.1M | 0.3% | 13,649 SH | |
| WELLTOWER INC | COM | $247K | 0.1% | 1,249 SH | |
| WEST PHARMACEUTICAL SVSC INC | COM | $557K | 0.2% | 2,224 SH | |
| WEYERHAEUSER CO MTN BE | COM NEW | $468K | 0.1% | 19,168 SH | |
| WORKDAY INC | CL A | $411K | 0.1% | 3,166 SH | |
| XCEL ENERGY INC | COM | $311K | 0.1% | 3,910 SH | |
| XPO INC | COM | $1.1M | 0.3% | 5,573 SH |
| 13F-HR |
| 0002107106-26-000003 |
| $416.4M |
| View |
| Apr 17, 2026 | Q1 2026 | 13F-HR | 0002107106-26-000002 | $329.5M | View |