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CIK 0001943004 • 6 13F filings • May 14, 2025 – Jul 21, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $897K | 0.6%Prev: 0.7% | 7,161 SH | Decreased |
| ABBVIE INC | COM | $1.0M | 0.7%Prev: 0.7% | 4,457 SH | Decreased |
| ADVANCED MICRO DEVICES INC | COM | $3.4M | 2.4%Prev: 1.8% | 15,925 SH | Increased+30 SH |
| ALLSTATE CORP | COM | $208K | 0.1%Prev: 0.1% | 1,000 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $2.2M | 1.5%Prev: 1.2% | 7,010 SH | Increased |
| ALPHABET INC | CAP STK CL C | $1.3M | 0.9%Prev: 0.7% | 4,080 SH | Increased |
| ALTRIA GROUP INC | COM | $500K | 0.3%Prev: 0.4% | 8,679 SH | Decreased+16 SH |
| AMAZON COM INC | COM | $681K | 0.5%Prev: 0.5% | 2,952 SH | Increased |
| AMGEN INC | COM | $998K | 0.7%Prev: 0.6% | 3,050 SH | Increased |
| APPLE INC | COM | $25.5M | 17.8%Prev: 16.7% | 93,777 SH | Increased-31 SH |
| APPLIED DIGITAL CORP | COM NEW | $204K | 0.1% | 8,300 SH | New |
| ASTRAZENECA PLC | SPONSORED ADR | $209K | 0.1% | 2,277 SH | New |
| AT&T INC | COM | $382K | 0.3%Prev: 0.3% | 15,364 SH | Decreased+93 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.3M | 1.6%Prev: 1.6% | 4,497 SH | Decreased |
| BOEING CO | COM | $485K | 0.3%Prev: 0.3% | 2,233 SH | Increased |
| BRISTOL-MYERS SQUIBB CO | COM | $795K | 0.6%Prev: 0.5% | 14,742 SH | Increased |
| BROADCOM INC | COM | $3.2M | 2.2%Prev: 2.1% | 9,158 SH | Increased-114 SH |
| CHEVRON CORP NEW | COM | $479K | 0.3%Prev: 0.3% | 3,140 SH | Decreased |
| CISCO SYS INC | COM | $1.4M | 0.9%Prev: 0.8% | 17,640 SH | Increased |
| COCA COLA CO | COM | $353K | 0.2%Prev: 0.2% | 5,052 SH | Increased |
| CONOCOPHILLIPS | COM | $378K | 0.3%Prev: 0.3% | 4,040 SH | Decreased |
| CONSOLIDATED EDISON INC | COM | $772K | 0.5%Prev: 0.5% | 7,775 SH | Increased+100 SH |
| CORNING INC | COM | $495K | 0.3%Prev: 0.3% | 5,650 SH | Increased |
| D-WAVE QUANTUM INC | COM | $753K | 0.5%Prev: 0.5% | 28,793 SH | Increased+300 SH |
| DELL TECHNOLOGIES INC | CL C | $998K | 0.7%Prev: 0.8% | 7,930 SH | Decreased-42 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $783K | 0.5%Prev: 0.5% | 19,784 SH | Increased |
| DUKE ENERGY CORP NEW | COM NEW | $205K | 0.1%Prev: 0.2% | 1,751 SH | Decreased-333 SH |
| ELI LILLY & CO | COM | $7.5M | 5.3%Prev: 3.7% | 7,013 SH | Increased |
| FEDEX CORP | COM | $402K | 0.3%Prev: 0.2% | 1,390 SH | Increased |
| FIRST HORIZON CORPORATION | COM | $245K | 0.2%Prev: 0.2% | 10,255 SH | Increased |
| GE AEROSPACE | COM NEW | $376K | 0.3%Prev: 0.3% | 1,222 SH | Increased-9 SH |
| GILEAD SCIENCES INC | COM | $207K | 0.1% | 1,683 SH | New |
| GLOBUS MED INC | CL A | $386K | 0.3%Prev: 0.2% | 4,425 SH | Increased |
| HONEYWELL INTL INC | COM | $523K | 0.4%Prev: 0.4% | 2,680 SH | Decreased |
| INTERNATIONAL BUSINESS MACHS | COM | $1.9M | 1.3%Prev: 1.2% | 6,252 SH | Increased |
| INTERNATIONAL PAPER CO | COM | $221K | 0.2%Prev: 0.2% | 5,615 SH | Decreased-150 SH |
| ISHARES INC | EM MKTS DIV ETF | $884K | 0.6%Prev: 0.6% | 28,361 SH | Increased-443 SH |
| ISHARES TR | INTL SEL DIV ETF | $2.5M | 1.8%Prev: 1.7% | 64,336 SH | Increased-1,256 SH |
| JOHNSON & JOHNSON | COM | $1.2M | 0.8%Prev: 0.7% | 5,789 SH | Increased |
| JPMORGAN CHASE & CO. | COM | $2.4M | 1.7%Prev: 1.7% | 7,425 SH | Increased-100 SH |
| LOCKHEED MARTIN CORP | COM | $254K | 0.2%Prev: 0.2% | 525 SH | Decreased |
| LUMEN TECHNOLOGIES INC | COM | $110K | 0.1%Prev: 0.1% | 14,172 SH | Increased-2,300 SH |
| MCDONALDS CORP | COM | $494K | 0.3%Prev: 0.4% | 1,616 SH | Decreased-55 SH |
| MERCK & CO INC | COM | $2.0M | 1.4%Prev: 1.1% | 19,049 SH | Increased-508 SH |
| META PLATFORMS INC | CL A | $3.3M | 2.3%Prev: 2.6% | 5,004 SH | Decreased-110 SH |
| MICROSOFT CORP | COM | $5.2M | 3.6%Prev: 3.9% | 10,717 SH | Decreased-200 SH |
| MID-AMER APT CMNTYS INC | COM | $432K | 0.3%Prev: 0.3% | 3,108 SH | Decreased |
| MORGAN STANLEY | COM NEW | $1.5M | 1.0%Prev: 0.9% | 8,459 SH | Increased-100 SH |
| NORFOLK SOUTHN CORP | COM | $289K | 0.2%Prev: 0.2% | 1,000 SH | Decreased |
| NVIDIA CORPORATION | COM | $31.6M | 22.0%Prev: 21.8% | 169,291 SH | Increased+1,424 SH |
| ORACLE CORP | COM | $415K | 0.3%Prev: 0.4% | 2,130 SH | Decreased+10 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $484K | 0.3% | 2,723 SH | New |
| PEPSICO INC | COM | $332K | 0.2%Prev: 0.2% | 2,314 SH | Increased |
| PFIZER INC | COM | $332K | 0.2%Prev: 0.2% | 13,325 SH | Decreased+70 SH |
| PROCTER AND GAMBLE CO | COM | $331K | 0.2%Prev: 0.2% | 2,309 SH | Decreased |
| QUALCOMM INC | COM | $271K | 0.2%Prev: 0.2% | 1,587 SH | Increased |
| RIGETTI COMPUTING INC | COMMON STOCK | $319K | 0.2%Prev: 0.3% | 14,400 SH | Decreased-400 SH |
| RTX CORPORATION | COM | $696K | 0.5%Prev: 0.4% | 3,794 SH | Increased |
| SALESFORCE INC | COM | $1.2M | 0.8%Prev: 0.8% | 4,503 SH | Increased-330 SH |
| SNOWFLAKE INC | COM SHS | $299K | 0.2%Prev: 0.2% | 1,362 SH | Decreased |
| STARBUCKS CORP | COM | $225K | 0.2%Prev: 0.2% | 2,667 SH | Decreased |
| TESLA INC | COM | $1.6M | 1.1%Prev: 1.1% | 3,646 SH | Increased |
| TEXAS INSTRS INC | COM | $243K | 0.2%Prev: 0.2% | 1,400 SH | Decreased |
| TIDAL TRUST I | FUNDSTRAT GRANNY | $17.1M | 11.9%Prev: 6.0% | 690,955 SH | Increased+347,850 SH |
| TRANE TECHNOLOGIES PLC | SHS | $222K | 0.2%Prev: 0.2% | 570 SH | Decreased-130 SH |
| TRAVELERS COMPANIES INC | COM | $238K | 0.2%Prev: 0.2% | 820 SH | Decreased-40 SH |
| UBIQUITI INC | COM | $277K | 0.2%Prev: 0.2% | 500 SH | Decreased |
| UNITEDHEALTH GROUP INC | COM | $371K | 0.3%Prev: 0.3% | 1,125 SH | Decreased-121 SH |
| VERIZON COMMUNICATIONS INC | COM | $955K | 0.7%Prev: 0.7% | 23,439 SH | Decreased-1,000 SH |
| VERTIV HOLDINGS CO | COM CL A | $441K | 0.3%Prev: 0.3% | 2,720 SH | Increased+50 SH |
| WALMART INC | COM | $869K | 0.6%Prev: 0.6% | 7,797 SH | Increased |
| WASTE MGMT INC DEL | COM | $411K | 0.3%Prev: 0.3% | 1,871 SH | Decreased |
| WELLTOWER INC | COM | $455K | 0.3%Prev: 0.3% | 2,450 SH | Increased |
| ZSCALER INC | COM | $431K | 0.3%Prev: 0.4% | 1,915 SH | Decreased |
| 13F-HR |
| 0002085853-26-000790 |
| $153.5M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001667731-25-001111 | $129.6M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000436 | $132.2M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000627 | $112.6M | View |