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CIK 0002008410 • 6 13F filings • Apr 23, 2025 – Aug 12, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $297K | 1.0%Prev: 1.1% | 1,298 SH | Decreased-209 SH |
| AIR PRODS & CHEMS INC | COM | $237K | 0.8%Prev: 1.0% | 957 SH | Decreased-154 SH |
| ALPHABET INC | CAP STK CL A | $570K | 2.0%Prev: 1.8% | 1,821 SH | Increased-459 SH |
| AMAZON COM INC | COM | $725K | 2.5%Prev: 2.4% | 3,141 SH | Increased-146 SH |
| ANALOG DEVICES INC | COM | $267K | 0.9%Prev: 0.8% | 984 SH | Increased-55 SH |
| APPLE INC | COM | $3.3M | 11.6%Prev: 10.8% | 12,169 SH | Decreased-848 SH |
| BROADCOM INC | COM | $3.7M | 13.2%Prev: 12.4% | 10,825 SH | Decreased-708 SH |
| CHUBB LIMITED | COM | $1.5M | 5.2%Prev: 4.4% | 4,723 SH | Increased-98 SH |
| CME GROUP INC | COM | $326K | 1.1%Prev: 1.2% | 1,193 SH | Decreased-160 SH |
| EATON CORP PLC | SHS | $2.0M | 7.2%Prev: 8.3% | 6,417 SH | Decreased-375 SH |
| EXXON MOBIL CORP | COM | $561K | 2.0%Prev: 1.3% | 4,660 SH | Increased+1,010 SH |
| HOME DEPOT INC | COM | $955K | 3.4%Prev: 3.8% | 2,774 SH | Decreased-92 SH |
| JOHNSON & JOHNSON | COM | $386K | 1.4%Prev: 1.3% | 1,867 SH | Decreased-227 SH |
| JOHNSON CTLS INTL PLC | SHS | $202K | 0.7%Prev: 0.7% | 1,683 SH | Decreased-341 SH |
| JPMORGAN CHASE & CO. | COM | $2.3M | 8.1%Prev: 7.7% | 7,124 SH | Decreased-382 SH |
| LOCKHEED MARTIN CORP | COM | $201K | 0.7% | 415 SH | New |
| MARATHON PETE CORP | COM | $2.0M | 7.2%Prev: 8.1% | 12,523 SH | Decreased-352 SH |
| MICROSOFT CORP | COM | $2.4M | 8.3%Prev: 8.6% | 4,902 SH | Decreased-205 SH |
| MOTOROLA SOLUTIONS INC | COM NEW | $1.7M | 5.9%Prev: 6.9% | 4,417 SH | Decreased-195 SH |
| NVIDIA CORPORATION | COM | $787K | 2.8%Prev: 2.6% | 4,222 SH | Decreased-97 SH |
| TESLA INC | COM | $499K | 1.8%Prev: 1.7% | 1,109 SH | Decreased-90 SH |
| TEXAS INSTRS INC | COM | $327K | 1.1%Prev: 1.1% | 1,886 SH | Decreased |
| TJX COS INC NEW | COM | $240K | 0.8%Prev: 0.7% | 1,560 SH | Increased-15 SH |
| TRANE TECHNOLOGIES PLC | SHS | $414K | 1.5%Prev: 1.5% | 1,064 SH | Decreased+1 SH |
| UNION PAC CORP | COM | $215K | 0.8%Prev: 0.8% | 930 SH | Decreased-154 SH |
| UNITED PARCEL SERVICE INC | CL B | $232K | 0.8% | 2,343 SH | New |
| UNITEDHEALTH GROUP INC | COM | $233K | 0.8%Prev: 0.9% | 706 SH | Decreased-66 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $211K | 0.7%Prev: 1.6% | 336 SH | Decreased-458 SH |
| VERIZON COMMUNICATIONS INC | COM | $279K | 1.0% | 6,856 SH | New |
| VIRTUS DIVIDEND INTEREST & P | COM | $151K | 0.5%Prev: 0.5% | 11,701 SH | Increased+233 SH |
| VISA INC | COM CL A | $405K | 1.4%Prev: 1.3% | 1,154 SH | Decreased-34 SH |
| WALMART INC | COM | $793K | 2.8%Prev: 2.7% | 7,121 SH | Decreased-1,044 SH |
| 13F-HR |
| 0001951757-26-001258 |
| $31.1M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001951757-25-001079 | $142.9M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000698 | $26.8M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000426 | $127.8M | View |