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CIK 0002053750 • 6 13F filings • May 16, 2025 – Sep 2, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $6.3M | 29.0%Prev: 11.1% | 19,995 SH | Decreased-54,158 SH |
| AMAZON COM INC | COM | $3.9M | 18.0%Prev: 10.1% | 16,800 SH | Decreased-57,939 SH |
| APPLE INC | COM | $217K | 1.0%Prev: 4.0% | 800 SH | Decreased-24,882 SH |
| ELI LILLY & CO | COM | $2.7M | 12.4%Prev: 5.2% | 2,500 SH | Decreased-8,611 SH |
| MICROSOFT CORP | COM | $3.0M | 13.9%Prev: 13.3% | 6,225 SH | Decreased-35,459 SH |
| NUVEEN AMT FREE QLTY MUN INC | COM | $326K | 1.5%Prev: 0.9% | 28,000 SH | Decreased-98,245 SH |
| PNC FINL SVCS GROUP INC | COM | $334K | 1.5%Prev: 0.2% | 1,600 SH | Increased |
| SOUTHERN CO | COM | $1.4M | 6.4%Prev: 8.3% | 15,900 SH | Decreased-125,873 SH |
| VISA INC | COM CL A | $3.5M | 16.2%Prev: 9.1% | 9,990 SH | Decreased-33,229 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 |