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CIK 0002079080 • 5 13F filings • Jul 31, 2025 – Jul 28, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $1.6M | 1.1%Prev: 1.2% | 7,019 SH | Increased+552 SH |
| ALBEMARLE CORP | COM | $567K | 0.4%Prev: 0.3% | 4,010 SH | Increased |
| ALPHABET INC | CAP STK CL A | $3.5M | 2.5%Prev: 2.3% | 11,197 SH | Increased-1,196 SH |
| AMAZON COM INC | COM | $1000K | 0.7%Prev: 0.7% | 4,332 SH | Increased-45 SH |
| AMERICAN ELEC PWR CO INC | COM | $266K | 0.2%Prev: 0.2% | 2,305 SH | Increased |
| AMERICAN EXPRESS CO | COM | $1.0M | 0.7%Prev: 0.7% | 2,809 SH | Increased+213 SH |
| AMGEN INC | COM | $368K | 0.3%Prev: 0.2% | 1,125 SH | Increased+8 SH |
| APPLE INC | COM | $5.1M | 3.6%Prev: 3.9% | 18,795 SH | Increased-1,064 SH |
| APPLIED INDL TECHNOLOGIES IN | COM | $1.4M | 1.0%Prev: 1.0% | 5,578 SH | Increased+788 SH |
| ASTRAZENECA PLC | SPONSORED ADR | $1.6M | 1.1%Prev: 1.1% | 16,893 SH | Increased-837 SH |
| AT&T INC | COM | $219K | 0.2%Prev: 0.2% | 8,806 SH | Decreased-45 SH |
| BAKER HUGHES COMPANY | CL A | $1.1M | 0.8%Prev: 0.8% | 24,597 SH | Increased+3,552 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $338K | 0.2%Prev: 0.3% | 673 SH | Increased+20 SH |
| BLACKROCK INC | COM | $1.4M | 1.0%Prev: 1.0% | 1,296 SH | Increased+196 SH |
| BLACKSTONE INC | COM | $1.4M | 1.0%Prev: 1.0% | 8,851 SH | Increased+1,316 SH |
| BROADCOM INC | COM | $3.1M | 2.2%Prev: 2.4% | 8,943 SH | Increased-240 SH |
| CAMECO CORP | COM | $1.2M | 0.9%Prev: 0.7% | 13,630 SH | Increased+2,734 SH |
| CANADIAN NAT RES LTD | COM | $835K | 0.6%Prev: 0.4% | 24,672 SH | Increased+8,172 SH |
| CENCORA INC | COM | $1.5M | 1.0%Prev: 0.9% | 4,308 SH | Increased+704 SH |
| CHEVRON CORP NEW | COM | $281K | 0.2%Prev: 0.2% | 1,847 SH | Decreased-43 SH |
| CITIGROUP INC | COM NEW | $1.5M | 1.1%Prev: 1.0% | 13,116 SH | Increased+846 SH |
| DARDEN RESTAURANTS INC | COM | $906K | 0.6% | 4,921 SH | New |
| DICKS SPORTING GOODS INC | COM | $848K | 0.6%Prev: 0.9% | 4,281 SH | Decreased-974 SH |
| DIGITAL RLTY TR INC | COM | $760K | 0.5%Prev: 0.9% | 4,915 SH | Decreased-1,810 SH |
| DUKE ENERGY CORP NEW | COM NEW | $731K | 0.5%Prev: 0.8% | 6,240 SH | Decreased-1,966 SH |
| ELI LILLY & CO | COM | $2.1M | 1.5%Prev: 1.3% | 1,925 SH | Increased-205 SH |
| EMERSON ELEC CO | COM | $1.3M | 0.9%Prev: 0.8% | 9,505 SH | Increased+1,497 SH |
| ENBRIDGE INC | COM | $966K | 0.7%Prev: 0.6% | 20,196 SH | Increased+4,351 SH |
| ENTERGY CORP NEW | COM | $768K | 0.5%Prev: 0.6% | 8,305 SH | Decreased |
| ESTABLISHMENT LABS HLDGS INC | COM | $304K | 0.2%Prev: 0.2% | 4,174 SH | Increased-1,264 SH |
| EXXON MOBIL CORP | COM | $5.9M | 4.2%Prev: 4.3% | 48,938 SH | Increased-130 SH |
| FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | $585K | 0.4%Prev: 0.5% | 15,451 SH | Decreased-265 SH |
| FLOWSERVE CORP | COM | $1.6M | 1.1%Prev: 0.8% | 23,032 SH | Increased+4,090 SH |
| FREEPORT-MCMORAN INC | CL B | $1.2M | 0.9%Prev: 0.6% | 24,264 SH | Increased+3,858 SH |
| GE AEROSPACE | COM NEW | $266K | 0.2%Prev: 0.2% | 862 SH | Decreased-55 SH |
| GLOBAL X FDS | CYBRSCURTY ETF | $663K | 0.5%Prev: 0.5% | 21,781 SH | Increased+3,611 SH |
| GLOBAL X FDS | GLOBAL X URANIUM | $496K | 0.4% | 11,611 SH | New |
| GOLDMAN SACHS GROUP INC | COM | $1.2M | 0.9%Prev: 0.7% | 1,394 SH | Increased+196 SH |
| HOME DEPOT INC | COM | $286K | 0.2%Prev: 1.0% | 832 SH | Decreased-2,202 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $2.7M | 1.9%Prev: 1.7% | 8,987 SH | Increased+1,087 SH |
| INVESCO EXCHANGE TRADED FD T | INTL DIVI ACHI | $2.0M | 1.4%Prev: 1.5% | 92,094 SH | Increased+1,163 SH |
| ISHARES INC | CORE MSCI EMKT | $248K | 0.2%Prev: 0.2% | 3,693 SH | Decreased-397 SH |
| ISHARES INC | MSCI EMRG CHN | $222K | 0.2% | 3,053 SH | New |
| ISHARES INC | MSCI JAPAN ETF | $715K | 0.5% | 8,853 SH | New |
| ISHARES TR | 3 7 YR TREAS BD | $1.7M | 1.2%Prev: 1.4% | 14,559 SH | Decreased-114 SH |
| ISHARES TR | CORE DIV GRWTH | $435K | 0.3%Prev: 0.3% | 6,261 SH | Increased+63 SH |
| ISHARES TR | CORE MSCI EURO | $204K | 0.1%Prev: 0.2% | 2,875 SH | Decreased-360 SH |
| ISHARES TR | CORE MSCI PAC | $247K | 0.2%Prev: 0.2% | 3,371 SH | Decreased-459 SH |
| ISHARES TR | CORE S&P500 ETF | $323K | 0.2%Prev: 0.3% | 471 SH | Decreased-171 SH |
| ISHARES TR | IBOXX INV CP ETF | $1.4M | 1.0%Prev: 1.1% | 12,519 SH | Decreased-270 SH |
| ISHARES TR | MBS ETF | $3.0M | 2.1%Prev: 2.3% | 31,187 SH | Decreased-532 SH |
| ISHARES TR | MSCI EAFE ETF | $3.1M | 2.2%Prev: 2.4% | 32,731 SH | Increased-79 SH |
| ISHARES TR | RUSSELL 2000 ETF | $1.3M | 0.9%Prev: 0.9% | 5,096 SH | Increased+454 SH |
| ISHARES TR | TRUST ISHARE 0-1 | $1.1M | 0.8% | 9,810 SH | New |
| ISHARES TR | US HOME CONS ETF | $635K | 0.4% | 6,589 SH | New |
| JEFFERIES FINL GROUP INC | COM | $1.8M | 1.3%Prev: 1.1% | 29,763 SH | Increased+9,000 SH |
| JOHNSON & JOHNSON | COM | $246K | 0.2%Prev: 0.2% | 1,191 SH | Increased-136 SH |
| JPMORGAN CHASE & CO. | COM | $3.5M | 2.5%Prev: 2.5% | 11,016 SH | Increased+757 SH |
| KONTOOR BRANDS INC | COM | $661K | 0.5% | 10,816 SH | New |
| MANAGER DIRECTED PORTFOLIOS | SWP GROWTH & INC | $18.3M | 12.9%Prev: 13.4% | 657,672 SH | Increased+33,204 SH |
| MEDTRONIC PLC | SHS | $1.4M | 1.0%Prev: 0.9% | 14,924 SH | Increased+2,321 SH |
| MERCK & CO INC | COM | $213K | 0.2% | 2,023 SH | New |
| META PLATFORMS INC | CL A | $2.1M | 1.5%Prev: 0.5% | 3,169 SH | Increased+2,347 SH |
| MICROSOFT CORP | COM | $5.5M | 3.9%Prev: 4.7% | 11,312 SH | Decreased-353 SH |
| MPLX LP | COM UNIT REP LTD | $252K | 0.2%Prev: 0.2% | 4,728 SH | Increased |
| NETFLIX INC | COM | $210K | 0.1%Prev: 0.2% | 2,240 SH | Decreased+2,059 SH |
| NEWMARKET CORP | COM | $386K | 0.3%Prev: 0.4% | 561 SH | Decreased |
| NEXTERA ENERGY INC | COM | $1.2M | 0.9%Prev: 0.7% | 15,103 SH | Increased+2,331 SH |
| NIKE INC | CL B | $809K | 0.6% | 12,696 SH | New |
| NVIDIA CORPORATION | COM | $1.7M | 1.2%Prev: 1.8% | 9,353 SH | Decreased-3,267 SH |
| ORACLE CORP | COM | $2.4M | 1.7%Prev: 1.5% | 12,430 SH | Increased+5,542 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $258K | 0.2%Prev: 0.2% | 1,453 SH | Increased+217 SH |
| PHILIP MORRIS INTL INC | COM | $1.6M | 1.1%Prev: 1.1% | 9,917 SH | Increased+1,439 SH |
| PNC FINL SVCS GROUP INC | COM | $1.3M | 0.9%Prev: 1.0% | 6,061 SH | Decreased-360 SH |
| PROCTER AND GAMBLE CO | COM | $222K | 0.2%Prev: 0.2% | 1,550 SH | Decreased-39 SH |
| PROLOGIS INC. | COM | $1.8M | 1.3%Prev: 0.8% | 14,336 SH | Increased+4,952 SH |
| PROSPECT CAP CORP | COM | $26K | 0.0% | 10,000 SH | New |
| PUBLIC SVC ENTERPRISE GRP IN | COM | $384K | 0.3%Prev: 0.4% | 4,779 SH | Decreased-1,610 SH |
| RTX CORPORATION | COM | $1.7M | 1.2%Prev: 1.0% | 9,052 SH | Increased+1,225 SH |
| SALESFORCE INC | COM | $346K | 0.2%Prev: 0.7% | 1,307 SH | Decreased-2,727 SH |
| SCHWAB CHARLES CORP | COM | $215K | 0.2% | 2,149 SH | New |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $253K | 0.2%Prev: 0.2% | 8,530 SH | Increased |
| SCOTTS MIRACLE-GRO CO | CL A | $870K | 0.6% | 14,913 SH | New |
| SHELL PLC | SPON ADS | $281K | 0.2%Prev: 0.2% | 3,830 SH | Increased+600 SH |
| SILICON MOTION TECHNOLOGY CO | SPONSORED ADR | $872K | 0.6% | 9,403 SH | New |
| SOUTHERN CO | COM | $211K | 0.1%Prev: 0.2% | 2,425 SH | Decreased+1 SH |
| SPDR GOLD TR | GOLD SHS | $533K | 0.4%Prev: 0.3% | 1,345 SH | Increased+265 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $367K | 0.3%Prev: 0.2% | 8,260 SH | Increased+1,463 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $976K | 0.7%Prev: 0.8% | 1,431 SH | Decreased-105 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $3.9M | 2.8% | 94,094 SH | New |
| STMICROELECTRONICS N V | NY REGISTRY | $838K | 0.6% | 32,294 SH | New |
| SYSCO CORP | COM | $267K | 0.2%Prev: 0.2% | 3,617 SH | Decreased |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $981K | 0.7%Prev: 0.6% | 3,229 SH | Increased+527 SH |
| TESLA INC | COM | $595K | 0.4%Prev: 0.6% | 1,322 SH | Decreased-300 SH |
| TJX COS INC NEW | COM | $1.4M | 1.0%Prev: 0.8% | 9,124 SH | Increased+1,692 SH |
| TOLL BROTHERS INC | COM | $1.4M | 1.0%Prev: 0.6% | 10,025 SH | Increased+4,672 SH |
| TOYOTA MOTOR CORP | ADS | $849K | 0.6%Prev: 0.5% | 3,966 SH | Increased+569 SH |
| TRAVELERS COMPANIES INC | COM | $244K | 0.2% | 840 SH | New |
| UBER TECHNOLOGIES INC | COM | $295K | 0.2%Prev: 0.2% | 3,613 SH | Decreased+392 SH |
| UNION PAC CORP | COM | $1.0M | 0.7%Prev: 0.7% | 4,397 SH | Increased+607 SH |
| UNITED PARCEL SERVICE INC | CL B | $822K | 0.6% | 8,290 SH | New |
| UNITED RENTALS INC | COM | $729K | 0.5% | 901 SH | New |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $861K | 0.6%Prev: 0.8% | 2,391 SH | Decreased-655 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.0M | 0.7%Prev: 0.9% | 2,116 SH | Decreased-202 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $411K | 0.3%Prev: 0.3% | 655 SH | Increased+19 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $232K | 0.2%Prev: 0.2% | 1,096 SH | Decreased-171 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $289K | 0.2%Prev: 0.2% | 956 SH | Decreased-100 SH |
| VANGUARD INDEX FDS | VALUE ETF | $849K | 0.6%Prev: 0.7% | 4,445 SH | Decreased-441 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $206K | 0.1% | 1,704 SH | New |
| VERTEX PHARMACEUTICALS INC | COM | $237K | 0.2% | 523 SH | New |
| VILLAGE FARMS INTL INC | COM | $168K | 0.1%Prev: 0.1% | 46,000 SH | Increased |
| WALMART INC | COM | $823K | 0.6%Prev: 0.5% | 7,388 SH | Increased+1,109 SH |
| WORLD GOLD TR | SPDR GLD MINIS | $251K | 0.2% | 2,937 SH | New |
| 13F-HR |
| 0002079080-26-000003 |
| $171.4M |
| View |
| Jul 31, 2025 | Q2 2025 | 13F-HR | 0001843867-25-000009 | $106.8M | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0002079080-26-000002 | $147.2M | View |