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CIK 0001714678 • 6 13F filings • Apr 25, 2025 – Aug 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | Common | $2K | 0.8%Prev: 0.8% | 11,475 SH | Increased |
| ABBOTT LABS | Common | $516 | 0.2%Prev: 0.3% | 4,119 SH | Decreased |
| ABBVIE INC COM | Common | $2K | 1.0%Prev: 1.1% | 10,415 SH | Decreased-13 SH |
| ADOBE SYS INC COM | Common | $929 | 0.4%Prev: 0.4% | 2,654 SH | Decreased-65 SH |
| AIR PROD & CHEMICAL INC | Common | $289 | 0.1%Prev: 0.1% | 1,169 SH | Decreased |
| ALIBABA GROUP HLDG LTD | Sponsored ADR | $257 | 0.1%Prev: 0.1% | 1,755 SH | Decreased |
| ALLSTATE CORP | Common | $661 | 0.3%Prev: 0.3% | 3,174 SH | Decreased |
| ALPHABET INC CL A | Common | $5K | 2.1%Prev: 1.8% | 15,396 SH | Increased-1,000 SH |
| ALPHABET INC CL C | Common | $823 | 0.4%Prev: 0.3% | 2,622 SH | Increased |
| AMAZON.COM INC | Common | $6K | 2.7%Prev: 2.7% | 26,882 SH | Increased-410 SH |
| AMER ELECTRIC POWER CO | Common | $338 | 0.1%Prev: 0.2% | 2,934 SH | Increased |
| AMERICAN WATER WORKS CO | Common | $460 | 0.2%Prev: 0.2% | 3,525 SH | Decreased |
| AMERIPRISE FINANCIAL INC | Common | $446 | 0.2%Prev: 0.2% | 910 SH | Decreased |
| AMGEN INC | Common | $1K | 0.5%Prev: 0.4% | 3,409 SH | Increased |
| AMPHENOL CORP NEW CL A | Common | $3K | 1.4%Prev: 1.3% | 23,600 SH | Increased |
| ANALOG DEVICES INC | Common | $208 | 0.1% | 767 SH | New |
| APPLE INC | Common | $8K | 3.6%Prev: 3.5% | 30,032 SH | Increased-400 SH |
| AT&T INC | Common | $1K | 0.5%Prev: 0.6% | 46,304 SH | Decreased |
| AUTOMATIC DATA PROCESSNG | Common | $230 | 0.1%Prev: 0.1% | 896 SH | Decreased |
| BANK OF AMER CORP | Common | $4K | 2.0%Prev: 1.9% | 81,195 SH | Increased-293 SH |
| BANK OF NEW YORK MELLON | Common | $247 | 0.1%Prev: 0.1% | 2,125 SH | Increased |
| BERKSHIRE HATHAWAY INC | Common | $6K | 2.6%Prev: 2.7% | 2,584 SH | Decreased-275 SH |
| BOEING CO COM | Common | $2K | 0.8%Prev: 0.8% | 8,284 SH | Decreased-300 SH |
| BRISTOL MYERS SQUIBB CO | Common | $1K | 0.6%Prev: 0.5% | 23,369 SH | Increased+700 SH |
| CARDINAL HEALTH INC | Common | $225 | 0.1% | 1,095 SH | New |
| CATERPILLAR INC | Common | $3K | 1.5%Prev: 1.2% | 5,783 SH | Increased+180 SH |
| CBRE GROUP INC CL A | Common | $659 | 0.3%Prev: 0.3% | 4,100 SH | Increased |
| CHEVRON CORP | Common | $3K | 1.5%Prev: 1.6% | 21,831 SH | Decreased-200 SH |
| CIGNA GROUP COM | Common | $669 | 0.3%Prev: 0.3% | 2,430 SH | Decreased-39 SH |
| CISCO SYSTEMS INC | Common | $1K | 0.5% | 14,006 SH | New |
| CITIGROUP INC | Common | $451 | 0.2%Prev: 0.2% | 3,866 SH | Increased |
| COCA COLA CO COM | Common | $1K | 0.6%Prev: 0.6% | 19,881 SH | Increased |
| COLGATE PALMOLIVE CO | Common | $239 | 0.1%Prev: 0.1% | 3,019 SH | Decreased |
| COMCAST CORP NEW CL A | Common | $339 | 0.1%Prev: 0.2% | 11,346 SH | Decreased |
| CONOCOPHILLIPS | Common | $674 | 0.3%Prev: 0.4% | 7,205 SH | Decreased-1,009 SH |
| CONS EDISON CO (HOLDING | Common | $221 | 0.1%Prev: 0.1% | 2,223 SH | Decreased |
| CORTEVA INC | Common | $225 | 0.1%Prev: 0.1% | 3,357 SH | Decreased-33 SH |
| COSTCO WHOLESALE CORP | Common | $3K | 1.4%Prev: 1.5% | 3,566 SH | Decreased-89 SH |
| CSX CORP COM | Common | $229 | 0.1%Prev: 0.1% | 6,315 SH | Increased |
| CVS HEALTH CORP | Common | $584 | 0.3%Prev: 0.3% | 7,360 SH | Increased-181 SH |
| DEERE AND CO | Common | $3K | 1.3%Prev: 1.3% | 6,236 SH | Increased |
| DELL TECHNOLOGIES INC | Common | $270 | 0.1%Prev: 0.1% | 2,143 SH | Decreased |
| DUKE ENERGY CORP NEW | Common | $372 | 0.2%Prev: 0.2% | 3,171 SH | Decreased |
| DUPONT DE NEMOURS INC | Common | $402 | 0.2%Prev: 0.4% | 9,999 SH | Decreased |
| EATON CORP PLC | Common | $417 | 0.2%Prev: 0.2% | 1,309 SH | Decreased+130 SH |
| EMERSON ELECTRIC CO | Common | $510 | 0.2% | 3,845 SH | New |
| EXTRA SPACE STORAGE INC | Common | $228 | 0.1%Prev: 0.1% | 1,750 SH | Decreased |
| EXXON MOBIL CORP | Common | $5K | 2.3%Prev: 2.2% | 43,621 SH | Increased-100 SH |
| FEDEX CORP | Common | $900 | 0.4%Prev: 0.3% | 3,117 SH | Increased |
| FIRST TRUST NASDAQ 100 | ETF | $495 | 0.2%Prev: 0.2% | 2,150 SH | Increased |
| FIRST TRUST SENIOR LN | ETF | $434 | 0.2%Prev: 0.2% | 9,450 SH | Increased |
| FIRST TRUST VALUE LINE | ETF | $332 | 0.1%Prev: 0.2% | 7,199 SH | Decreased-95 SH |
| FORD MOTOR CO COM | Common | $293 | 0.1%Prev: 0.1% | 22,362 SH | Increased-1,200 SH |
| GE AEROSPACE | Common | $3K | 1.3%Prev: 1.3% | 9,405 SH | Increased |
| GENERAC HLDGS INC | Common | $440 | 0.2%Prev: 0.3% | 3,225 SH | Decreased-400 SH |
| GENERAL MOTORS CO | Common | $364 | 0.2%Prev: 0.1% | 4,480 SH | Increased |
| GENL MILLS INC | Common | $304 | 0.1%Prev: 0.2% | 6,538 SH | Decreased-300 SH |
| GOLDMAN SACHS GROUP INC | Common | $2K | 0.7% | 1,750 SH | New |
| HCA HEALTHCARE INC | Common | $864 | 0.4%Prev: 0.4% | 1,850 SH | Increased |
| HERSHEY CO | Common | $252 | 0.1%Prev: 0.1% | 1,384 SH | Decreased |
| HOME DEPOT INC | Common | $3K | 1.4%Prev: 1.7% | 9,088 SH | Decreased-214 SH |
| HONEYWELL INTL INC | Common | $2K | 1.1%Prev: 1.2% | 12,803 SH | Decreased |
| INTEL CORP | Common | $870 | 0.4%Prev: 0.4% | 23,582 SH | Increased-400 SH |
| INTL BUSINESS MACH | Common | $1K | 0.7%Prev: 0.6% | 5,014 SH | Increased |
| INVESCO QQQ TRUST ETF | ETF | $4K | 1.8%Prev: 1.9% | 6,715 SH | Increased-100 SH |
| INVESCO S&P 500 EQUAL | ETF | $2K | 0.7%Prev: 0.7% | 8,174 SH | Increased-75 SH |
| INVESCO WATER RESOURCES | ETF | $249 | 0.1%Prev: 0.1% | 3,530 SH | Decreased |
| ISHARES CORE S&P | ETF | $245 | 0.1%Prev: 0.1% | 2,039 SH | Increased |
| ISHARES CORE S&P MIDCAP | ETF | $299 | 0.1%Prev: 0.1% | 4,530 SH | Increased |
| ISHARES EXPANDED | ETF | $626 | 0.3%Prev: 0.3% | 4,850 SH | Increased+200 SH |
| ISHARES RUSSELL 1000 | ETF | $3K | 1.3%Prev: 1.3% | 5,996 SH | Increased-28 SH |
| ISHARES RUSSELL 2000 ETF | ETF | $609 | 0.3%Prev: 0.3% | 2,474 SH | Increased+29 SH |
| ISHARES S&P SMALLCAP 600 | ETF | $232 | 0.1%Prev: 0.1% | 1,640 SH | |
| ISHARES TR S&P 500 GROWTH ETF | ETF | $256 | 0.1%Prev: 0.1% | 2,080 SH | Increased |
| JOHNSON & JOHNSON COM | Common | $4K | 2.0%Prev: 1.8% | 21,392 SH | Increased-150 SH |
| JPMORGAN CHASE & CO | Common | $7K | 3.1%Prev: 3.2% | 21,806 SH | Increased-261 SH |
| KIMBERLY CLARK CORP | Common | $354 | 0.2%Prev: 0.2% | 3,506 SH | Decreased-10 SH |
| KKR & CO INC CL A | Common | $268 | 0.1% | 2,100 SH | New |
| LILLY ELI & CO | Common | $6K | 2.8%Prev: 2.1% | 5,911 SH | Increased-20 SH |
| LINDE PLC NEW EUR | Common | $803 | 0.4%Prev: 0.4% | 1,883 SH | Decreased |
| LOCKHEED MARTIN CORP | Common | $2K | 0.7%Prev: 0.7% | 3,158 SH | Decreased |
| LOWES COS INC COM | Common | $1K | 0.5%Prev: 0.6% | 4,861 SH | Decreased-25 SH |
| LUMENTUM HOLDINGS INC | Common | $597 | 0.3%Prev: 0.1% | 1,620 SH | Increased |
| MASTERCARD INC CL A | Common | $903 | 0.4%Prev: 0.4% | 1,582 SH | Increased |
| MCDONALDS CORP | Common | $1K | 0.6%Prev: 0.7% | 4,724 SH | |
| MEDTRONIC PLC | Common | $253 | 0.1%Prev: 0.1% | 2,638 SH | Increased |
| MERCK & CO INC COM | Common | $2K | 1.0%Prev: 0.8% | 21,987 SH | Increased-50 SH |
| META PLATFORMS INC CL A | Common | $6K | 2.7%Prev: 3.1% | 9,412 SH | Decreased+200 SH |
| MICROSOFT CORP | Common | $8K | 3.5%Prev: 3.9% | 16,494 SH | Decreased |
| MONDELEZ INTL INC | Common | $828 | 0.4%Prev: 0.4% | 15,381 SH | Decreased-126 SH |
| NASDAQ INC | Common | $758 | 0.3%Prev: 0.3% | 7,800 SH | Increased |
| NETFLIX INC | Common | $467 | 0.2%Prev: 0.2% | 4,980 SH | Increased+4,607 SH |
| NEXTERA ENERGY INC COM | Common | $2K | 0.7%Prev: 0.7% | 19,700 SH | Increased |
| NIKE INC CL B | Common | $1K | 0.5%Prev: 0.5% | 16,121 SH | Decreased+525 SH |
| NORFOLK SOUTHN CORP COM | Common | $543 | 0.2%Prev: 0.3% | 1,880 SH | Decreased |
| NORTHROP GRUMMAN CORP | Common | $2K | 0.9%Prev: 1.0% | 3,686 SH | Decreased |
| NOVARTIS AG SPON ADR | Sponsored ADR | $1K | 0.5%Prev: 0.5% | 8,873 SH | Increased |
| NUCOR CORP | Common | $294 | 0.1%Prev: 0.1% | 1,800 SH | Increased |
| NVIDIA CORP | Common | $11K | 4.9%Prev: 5.1% | 59,736 SH | Decreased-549 SH |
| O REILLY AUTOMOTIVE INC | Common | $5K | 2.4%Prev: 2.9% | 59,420 SH | Decreased |
| ORACLE CORP | Common | $1K | 0.6%Prev: 0.9% | 6,829 SH | Decreased-390 SH |
| PARKER HANNIFIN CORP | Common | $309 | 0.1%Prev: 0.1% | 351 SH | Increased |
| PEPSICO INC | Common | $4K | 1.6%Prev: 1.7% | 25,558 SH | Increased-350 SH |
| PFIZER INC | Common | $1K | 0.5%Prev: 0.6% | 46,565 SH | Decreased-1,625 SH |
| PHILIP MORRIS INTL INC | Common | $3K | 1.2%Prev: 1.3% | 17,050 SH | Decreased |
| PHILLIPS 66 | Common | $362 | 0.2%Prev: 0.2% | 2,808 SH | Decreased-55 SH |
| PROCTER & GAMBLE CO | Common | $4K | 1.8%Prev: 2.0% | 28,015 SH | Decreased-79 SH |
| PROSHARES ULTRA DOW30 | ETF | $955 | 0.4%Prev: 0.4% | 16,800 SH | Increased+8,250 SH |
| PUBLIC SERVICE ENTERPRSE | Common | $224 | 0.1%Prev: 0.1% | 2,792 SH | Decreased |
| QNITY ELECTRONICS INC | Common | $407 | 0.2% | 4,989 SH | New |
| QUANTA SERVICES INC | Common | $380 | 0.2%Prev: 0.2% | 900 SH | Increased |
| RELIANCE INC | Common | $578 | 0.3%Prev: 0.3% | 2,000 SH | Increased |
| ROCKWELL AUTOMATION INC | Common | $1K | 0.5%Prev: 0.4% | 2,768 SH | Increased |
| RTX CORP | Common | $4K | 1.6%Prev: 1.5% | 19,497 SH | Increased-105 SH |
| SALESFORCE INC. | Common | $393 | 0.2%Prev: 0.1% | 1,485 SH | Increased+100 SH |
| SEACOAST BKG CORP FLA | Common | $314 | 0.1%Prev: 0.1% | 10,000 SH | Increased |
| SERVICENOW INC | Common | $785 | 0.3%Prev: 0.4% | 5,125 SH | Decreased+4,075 SH |
| SHELL PLC SPON ADR | Sponsored ADR | $470 | 0.2%Prev: 0.2% | 6,390 SH | Increased-60 SH |
| SPDR S&P 500 ETF TR | ETF | $2K | 0.9%Prev: 0.9% | 2,955 SH | Increased+50 SH |
| STATE STREET CORP | Common | $2K | 1.0%Prev: 0.9% | 17,770 SH | Increased |
| STATE STREET ENERGY | ETF | $245 | 0.1% | 5,490 SH | New |
| STATE STREET HEALTH CARE | ETF | $577 | 0.3% | 3,729 SH | New |
| STATE STREET INDL SELECT | ETF | $795 | 0.4% | 5,126 SH | New |
| STATE STREET MATERIALS | ETF | $420 | 0.2% | 9,260 SH | New |
| STATE STREET SPDR S&P | ETF | $247 | 0.1% | 2,022 SH | New |
| STATE STREET TECHNOLOGY | ETF | $1K | 0.5% | 7,830 SH | New |
| SYSCO CORP | Common | $534 | 0.2%Prev: 0.3% | 7,247 SH | Decreased-366 SH |
| TE CONNECTIVITY PLC | Common | $554 | 0.2%Prev: 0.2% | 2,436 SH | Increased |
| TESLA INC | Common | $2K | 0.8%Prev: 0.8% | 4,020 SH | Increased-42 SH |
| TEXAS INSTRUMENTS | Common | $235 | 0.1%Prev: 0.1% | 1,355 SH | Decreased-60 SH |
| THERMO FISHER SCIENTIFIC | Common | $4K | 1.8%Prev: 1.5% | 6,903 SH | Increased |
| TJX COS INC NEW | Common | $210 | 0.1% | 1,367 SH | New |
| TORONTO DOMINION BK NEW | Common | $6K | 2.6%Prev: 2.2% | 61,489 SH | Increased-37 SH |
| UFP TECHNOLOGIES INC | Common | $655 | 0.3%Prev: 0.3% | 2,950 SH | Increased |
| ULTRA SEMICONDUCTOR | ETF | $1K | 0.5%Prev: 0.6% | 20,980 SH | Decreased+8,260 SH |
| UNITEDHEALTH GROUP INC | Common | $231 | 0.1%Prev: 0.1% | 700 SH | Decreased-204 SH |
| VANGUARD DIVID | ETF | $305 | 0.1%Prev: 0.1% | 1,389 SH | Increased |
| VANGUARD S&P 500 ETF | ETF | $213 | 0.1%Prev: 0.1% | 340 SH | Increased |
| VERIZON COMMUNICATIONS | Common | $1K | 0.6%Prev: 0.7% | 35,088 SH | Decreased-220 SH |
| VISA INC CL A | Common | $2K | 0.8%Prev: 0.8% | 5,214 SH | Increased |
| VULCAN MATLS CO COM | Common | $232 | 0.1%Prev: 0.1% | 812 SH | Decreased |
| WALMART INC | Common | $2K | 0.9%Prev: 0.8% | 18,107 SH | Increased |
| WALT DISNEY CO (HOLDING | Common | $3K | 1.2%Prev: 1.2% | 23,605 SH | Decreased-100 SH |
| WARNER BROS DISCOVERY | Common | $321 | 0.1%Prev: 0.1% | 11,140 SH | Increased |
| WATERS CORP | Common | $494 | 0.2%Prev: 0.2% | 1,300 SH | Increased |
| WEC ENERGY GROUP INC COM | Common | $800 | 0.4%Prev: 0.4% | 7,584 SH | Decreased |
| WELLS FARGO & CO NEW | Common | $918 | 0.4%Prev: 0.4% | 9,850 SH | Increased |
| YUM! BRANDS INC | Common | $336 | 0.1%Prev: 0.2% | 2,219 SH | Decreased |
| 13F-HR |
| 0001714678-26-000003 |
| $245K |
| View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001714678-25-000005 | $205K | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001714678-26-000002 | $225K | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001714678-25-000004 | $193K | View |