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CIK 0001904033 • 6 13F filings • Apr 25, 2025 – Jul 13, 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 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $987K | 0.3%Prev: 0.3% | 6,163 SH | Increased-4 SH |
| ABBOTT LABS | COM | $359K | 0.1%Prev: 0.1% | 2,866 SH | Decreased+1 SH |
| ABBVIE INC | COM | $734K | 0.2%Prev: 0.3% | 3,211 SH | Decreased+2 SH |
| ACCENTURE PLC IRELAND | SHS CLASS A | $1.6M | 0.5%Prev: 0.5% | 5,810 SH | Increased-21 SH |
| ADOBE INC | COM | $3.4M | 1.1% | 9,706 SH | New |
| ALPHABET INC | CAP STK CL A | $22.0M | 7.3%Prev: 6.1% | 70,267 SH | Increased-2,914 SH |
| ALPHABET INC | CAP STK CL C | $1.1M | 0.4%Prev: 0.3% | 3,489 SH | Increased-138 SH |
| AMAZON COM INC | COM | $6.2M | 2.1%Prev: 2.0% | 26,743 SH | Increased-230 SH |
| AMERICAN EXPRESS CO | COM | $3.1M | 1.0%Prev: 1.0% | 8,435 SH | Increased-249 SH |
| AMERICAN TOWER CORP NEW | COM | $526K | 0.2%Prev: 0.2% | 2,994 SH | Decreased-25 SH |
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | $3.0M | 1.0%Prev: 1.2% | 46,895 SH | Decreased-11,784 SH |
| APPLE INC | COM | $4.0M | 1.3%Prev: 1.3% | 14,692 SH | Increased-84 SH |
| APPLIED MATLS INC | COM | $3.6M | 1.2%Prev: 1.0% | 13,869 SH | Increased-307 SH |
| ARES MANAGEMENT CORPORATION | CL A COM STK | $358K | 0.1%Prev: 0.1% | 2,217 SH | Increased |
| ARROW ELECTRS INC | COM | $5.8M | 1.9%Prev: 2.5% | 52,917 SH | Decreased-6,973 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $3.6M | 1.2%Prev: 1.1% | 3,390 SH | Increased-13 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $395K | 0.1%Prev: 0.2% | 1,534 SH | Decreased |
| BANK AMERICA CORP | COM | $725K | 0.2%Prev: 0.2% | 13,184 SH | Increased-292 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $11.6M | 3.9%Prev: 4.0% | 22,990 SH | Decreased-127 SH |
| BLACKROCK INC | COM | $1.4M | 0.5%Prev: 0.5% | 1,263 SH | Decreased-11 SH |
| BOOKING HOLDINGS INC | COM | $1.0M | 0.3%Prev: 0.4% | 194 SH | Decreased-2 SH |
| BROOKFIELD CORP | CL A LTD VT SH | $3.4M | 1.1%Prev: 1.2% | 73,528 SH | Increased+24,641 SH |
| CANADIAN NAT RES LTD | COM | $3.8M | 1.3%Prev: 1.3% | 112,834 SH | Increased-1,319 SH |
| CAPITAL ONE FINL CORP | COM | $362K | 0.1%Prev: 0.1% | 1,494 SH | Increased |
| CHIPOTLE MEXICAN GRILL INC | COM | $2.5M | 0.8% | 66,947 SH | New |
| CISCO SYS INC | COM | $203K | 0.1%Prev: 0.1% | 2,635 SH | Decreased-523 SH |
| COCA COLA CO | COM | $524K | 0.2%Prev: 0.2% | 7,500 SH | Increased-365 SH |
| CONSTELLATION BRANDS INC | CL A | $409K | 0.1%Prev: 0.3% | 2,961 SH | Decreased-3,153 SH |
| CONSTELLATION ENERGY CORP | COM | $265K | 0.1%Prev: 0.1% | 749 SH | Decreased-133 SH |
| COPART INC | COM | $693K | 0.2%Prev: 0.1% | 17,701 SH | Increased+10,171 SH |
| COSTAR GROUP INC | COM | $476K | 0.2%Prev: 0.3% | 7,081 SH | Decreased-2,159 SH |
| COSTCO WHSL CORP NEW | COM | $918K | 0.3%Prev: 0.3% | 1,065 SH | Decreased |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $3.5M | 1.2%Prev: 1.2% | 88,260 SH | Increased |
| DISNEY WALT CO | COM | $2.6M | 0.9%Prev: 0.9% | 22,807 SH | Decreased-786 SH |
| DUKE ENERGY CORP NEW | COM NEW | $263K | 0.1%Prev: 0.1% | 2,243 SH | Decreased-43 SH |
| EBAY INC. | COM | $413K | 0.1%Prev: 0.2% | 4,746 SH | Decreased-138 SH |
| EMERSON ELEC CO | COM | $2.2M | 0.7%Prev: 0.8% | 16,474 SH | Decreased-426 SH |
| EXPEDITORS INTL WASH INC | COM | $323K | 0.1%Prev: 0.1% | 2,165 SH | Increased |
| EXXON MOBIL CORP | COM | $3.7M | 1.2%Prev: 1.2% | 30,574 SH | Increased-543 SH |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | $15.7M | 5.2%Prev: 4.9% | 211,054 SH | Increased-2,721 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $17.6M | 5.9%Prev: 6.0% | 382,965 SH | Increased+5,950 SH |
| FISERV INC | COM | $3.9M | 1.3%Prev: 1.8% | 58,184 SH | Decreased+17,054 SH |
| GARTNER INC | COM | $1.5M | 0.5%Prev: 0.5% | 6,033 SH | Decreased+20 SH |
| GE AEROSPACE | COM NEW | $1.3M | 0.4%Prev: 0.4% | 4,185 SH | Decreased-115 SH |
| GE VERNOVA INC | COM | $726K | 0.2%Prev: 0.2% | 1,111 SH | Increased-14 SH |
| GENERAL DYNAMICS CORP | COM | $681K | 0.2%Prev: 0.2% | 2,022 SH | Decreased-48 SH |
| GENUINE PARTS CO | COM | $399K | 0.1%Prev: 0.2% | 3,242 SH | Decreased-381 SH |
| HERSHEY CO | COM | $1.5M | 0.5%Prev: 0.5% | 8,231 SH | Increased+525 SH |
| HOME DEPOT INC | COM | $2.1M | 0.7%Prev: 0.8% | 5,985 SH | Decreased-6 SH |
| HUNTINGTON INGALLS INDS INC | COM | $357K | 0.1%Prev: 0.1% | 1,049 SH | Increased |
| INTERCONTINENTAL EXCHANGE IN | COM | $834K | 0.3%Prev: 0.3% | 5,152 SH | Decreased-49 SH |
| ISHARES TR | 1 3 YR TREAS BD | $8.7M | 2.9%Prev: 2.7% | 105,123 SH | Increased+12,241 SH |
| ISHARES TR | CORE 1 5 YR USD | $13.7M | 4.6%Prev: 4.4% | 281,339 SH | Increased+18,577 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.1M | 0.4%Prev: 0.4% | 16,812 SH | Decreased-1,058 SH |
| ISHARES TR | CORE S&P SCP ETF | $373K | 0.1%Prev: 0.1% | 3,103 SH | Decreased-347 SH |
| ISHARES TR | CORE S&P TTL STK | $3.1M | 1.0%Prev: 1.1% | 20,555 SH | Increased-384 SH |
| ISHARES TR | CORE S&P500 ETF | $519K | 0.2%Prev: 0.2% | 758 SH | Increased-9 SH |
| ISHARES TR | IBONDS DEC2026 | $282K | 0.1%Prev: 0.1% | 11,658 SH | Decreased-103 SH |
| ISHARES TR | ISHARES SEMICDTR | $464K | 0.2%Prev: 0.1% | 1,541 SH | Increased |
| ISHARES TR | RUS 1000 ETF | $778K | 0.3%Prev: 0.3% | 2,083 SH | Increased-20 SH |
| ISHARES TR | RUS 1000 GRW ETF | $343K | 0.1%Prev: 0.1% | 725 SH | Increased |
| ISHARES TR | S&P MC 400VL ETF | $218K | 0.1%Prev: 0.1% | 1,659 SH | Decreased-126 SH |
| JOHNSON & JOHNSON | COM | $598K | 0.2%Prev: 0.2% | 2,891 SH | Increased-199 SH |
| JPMORGAN CHASE & CO. | COM | $1.1M | 0.4%Prev: 0.4% | 3,398 SH | Increased-10 SH |
| KLA CORP | COM NEW | $260K | 0.1%Prev: 0.1% | 214 SH | Increased+1 SH |
| LOCKHEED MARTIN CORP | COM | $1.7M | 0.6%Prev: 0.6% | 3,605 SH | Decreased-29 SH |
| LOWES COS INC | COM | $1.4M | 0.5%Prev: 0.5% | 5,649 SH | Decreased-81 SH |
| MARKEL GROUP INC | COM | $7.6M | 2.5%Prev: 2.3% | 3,538 SH | Increased-2 SH |
| MCDONALDS CORP | COM | $1.4M | 0.5%Prev: 0.5% | 4,418 SH | Decreased-53 SH |
| META PLATFORMS INC | CL A | $9.7M | 3.2%Prev: 3.8% | 14,692 SH | Decreased-154 SH |
| MICROCHIP TECHNOLOGY INC. | COM | $5.0M | 1.7%Prev: 2.1% | 78,762 SH | Decreased-14,665 SH |
| MICROSOFT CORP | COM | $12.6M | 4.2%Prev: 4.8% | 26,091 SH | Decreased-668 SH |
| NETFLIX INC | COM | $1.8M | 0.6%Prev: 0.8% | 19,104 SH | Decreased+17,172 SH |
| NEXTERA ENERGY INC | COM | $211K | 0.1% | 2,625 SH | New |
| NVIDIA CORPORATION | COM | $411K | 0.1%Prev: 0.1% | 2,204 SH | Decreased-3 SH |
| ORACLE CORP | COM | $405K | 0.1%Prev: 0.2% | 2,080 SH | Decreased+1 SH |
| PAYPAL HLDGS INC | COM | $350K | 0.1%Prev: 0.2% | 6,001 SH | Decreased-976 SH |
| PEPSICO INC | COM | $1.8M | 0.6%Prev: 0.7% | 12,205 SH | Decreased-2,022 SH |
| PROCTER AND GAMBLE CO | COM | $767K | 0.3%Prev: 0.3% | 5,351 SH | Decreased-364 SH |
| RTX CORPORATION | COM | $398K | 0.1%Prev: 0.1% | 2,171 SH | Increased-13 SH |
| S&P GLOBAL INC | COM | $1.4M | 0.5%Prev: 0.4% | 2,613 SH | Increased+388 SH |
| SCHWAB CHARLES CORP | COM | $4.2M | 1.4%Prev: 1.4% | 42,412 SH | Increased-567 SH |
| SLB LIMITED | COM STK | $567K | 0.2% | 14,781 SH | New |
| SOUTHERN CO | COM | $227K | 0.1%Prev: 0.1% | 2,600 SH | Decreased |
| SPDR S&P 500 ETF TR | TR UNIT | $1.0M | 0.3%Prev: 0.3% | 1,483 SH | Increased |
| STARBUCKS CORP | COM | $2.0M | 0.7%Prev: 0.7% | 23,925 SH | Decreased-418 SH |
| STRYKER CORPORATION | COM | $580K | 0.2%Prev: 0.2% | 1,651 SH | Decreased-21 SH |
| TERADYNE INC | COM | $5.1M | 1.7%Prev: 1.3% | 26,522 SH | Increased-285 SH |
| UNITED PARCEL SERVICE INC | CL B | $359K | 0.1%Prev: 0.1% | 3,617 SH | Increased-99 SH |
| UNITEDHEALTH GROUP INC | COM | $496K | 0.2%Prev: 0.2% | 1,503 SH | Decreased-10 SH |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $29.7M | 9.9%Prev: 10.2% | 287,210 SH | Increased-11,353 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $800K | 0.3%Prev: 0.3% | 1,641 SH | Decreased-98 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $1.5M | 0.5%Prev: 0.5% | 8,276 SH | Increased+151 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $668K | 0.2%Prev: 0.2% | 2,300 SH | Decreased-13 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $286K | 0.1%Prev: 0.1% | 1,109 SH | Increased-14 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.6M | 0.5%Prev: 0.5% | 4,648 SH | Decreased-182 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $3.6M | 1.2%Prev: 1.3% | 16,575 SH | Decreased-386 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $11.0M | 3.7%Prev: 3.6% | 120,071 SH | Increased+1,810 SH |
| VANGUARD WORLD FD | MEGA CAP INDEX | $2.2M | 0.7%Prev: 0.8% | 8,853 SH | Increased-184 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $808K | 0.3%Prev: 0.3% | 1,957 SH | Increased-21 SH |
| VISA INC | COM CL A | $5.1M | 1.7%Prev: 1.7% | 14,539 SH | Increased-84 SH |
| WALMART INC | COM | $358K | 0.1%Prev: 0.1% | 3,210 SH | Increased-92 SH |
| WILLIAMS SONOMA INC | COM | $600K | 0.2%Prev: 0.2% | 3,357 SH | Decreased |
| YUM BRANDS INC | COM | $287K | 0.1%Prev: 0.1% | 1,900 SH | Decreased |
| Q3 2025 |
| 13F-HR |
| 0001904033-25-000006 |
| $290.5M |
| View |
| Jul 13, 2026 | Q2 2026 | 13F-HR | 0001904033-26-000004 | $328.7M | View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0001904033-25-000003 | $249.1M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001904033-26-000002 | $306.3M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001904033-25-000002 | $227.5M | View |