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CIK 0002053750 • 6 13F filings • May 16, 2025 – Sep 2, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $2.1M | 1.6% | 5,472 SH | |
| ALPHABET INC | CAP STK CL A | $11.3M | 8.4% | 73,238 SH | |
| AMAZON COM INC | COM | $14.1M | 10.5% | 74,044 SH | |
| APPLE INC | COM | $5.1M | 3.8% | 22,870 SH | |
| CATERPILLAR INC | COM | $2.3M | 1.7% | 7,119 SH | |
| CHURCH & DWIGHT CO INC | COM | $5.2M | 3.8% | 47,023 SH | |
| COCA COLA CO | COM | $380K | 0.3% | 5,310 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $4.9M | 3.6% | 39,868 SH | |
| ELI LILLY & CO | COM | $8.6M | 6.4% | 10,437 SH | |
| EXXON MOBIL CORP | COM | $2.3M | 1.7% | 18,968 SH | |
| GENERAL DYNAMICS CORP | COM | $2.2M | 1.6% | 7,949 SH | |
| HOME DEPOT INC | COM | $1.3M | 0.9% | 3,443 SH | |
| INTUIT | COM | $1.4M | 1.1% | 2,316 SH | |
| ISHARES GOLD TR | ISHARES NEW | $279K | 0.2% | 4,735 SH | |
| JOHNSON & JOHNSON | COM | $3.0M | 2.2% | 18,040 SH | |
| LOWES COS INC | COM | $237K | 0.2% | 1,017 SH | |
| MASTERCARD INCORPORATED | CL A | $1.2M | 0.9% | 2,246 SH | |
| MCDONALDS CORP | COM | $5.9M | 4.4% | 18,924 SH | |
| META PLATFORMS INC | CL A | $2.2M | 1.6% | 3,817 SH | |
| MICROSOFT CORP | COM | $15.7M | 11.6% | 41,774 SH | |
| NUVEEN AMT FREE QLTY MUN INC | COM | $1.3M | 1.0% | 120,335 SH | |
| NVIDIA CORPORATION | COM | $2.2M | 1.6% | 20,409 SH | |
| PACER FDS TR | TRENDP US LAR CP | $629K | 0.5% | 12,226 SH | |
| PNC FINL SVCS GROUP INC | COM | $281K | 0.2% | 1,600 SH | |
| PRINCIPAL EXCHANGE TRADED FD | SPECTRUM PFD | $744K | 0.6% | 39,790 SH | |
| PROCTER AND GAMBLE CO | COM | $4.6M | 3.4% | 26,716 SH | |
| SOUTHERN CO | COM | $12.6M | 9.4% | 136,996 SH | |
| TESLA INC | COM | $223K | 0.2% | 862 SH | |
| UBER TECHNOLOGIES INC | COM | $2.9M | 2.1% | 39,646 SH | |
| UNITEDHEALTH GROUP INC | COM | $1.5M | 1.1% | 2,879 SH | |
| VISA INC | COM CL A | $14.9M | 11.1% | 42,468 SH | |
| WALMART INC | COM | $1.2M | 0.9% | 13,586 SH | |
| WASTE MGMT INC DEL | COM | $1.7M | 1.2% | 7,211 SH | |
| YUM BRANDS INC | COM | $322K | 0.2% | 2,044 SH |
| 13F-HR |
| 0001420506-26-002238 |
| $193.7M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001420506-25-002155 | $147.3M | View |
| May 18, 2026 | Q1 2026 | 13F-HR | 0001986152-26-000089 | $164.8M | View |
| May 16, 2025 | Q1 2025 | 13F-HR | 0001420506-25-001307 | $134.7M | View |