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CIK 0001854428 • 7 13F filings • Apr 30, 2025 – Aug 5, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $241K | 0.2% | 690 SH | New |
| ADT INC DEL | COM | $170K | 0.1% | 21,124 SH | New |
| ALLIANT ENERGY CORP | COM | $253K | 0.2%Prev: 0.3% | 3,897 SH | Decreased-1,188 SH |
| ALPHABET INC | CAP STK CL A | $294K | 0.2%Prev: 0.3% | 940 SH | Decreased-353 SH |
| ALTRIA GROUP INC | COM | $3.3M | 2.5%Prev: 2.8% | 57,598 SH | Decreased+6,200 SH |
| AMAZON COM INC | COM | $252K | 0.2%Prev: 0.8% | 1,090 SH | Decreased-3,208 SH |
| AMERICAN EXPRESS CO | COM | $6.5M | 4.9%Prev: 5.0% | 17,489 SH | Increased-813 SH |
| AMKOR TECHNOLOGY INC | COM | $225K | 0.2%Prev: 0.2% | 5,690 SH | Decreased-3,227 SH |
| APPLE INC | COM | $11.7M | 8.9%Prev: 8.2% | 42,924 SH | Increased+3,889 SH |
| BXP INC | COM | $252K | 0.2%Prev: 0.3% | 3,736 SH | Decreased-1,431 SH |
| CATERPILLAR INC | COM | $3.8M | 2.9%Prev: 2.5% | 6,566 SH | Increased+251 SH |
| CIENA CORP | COM NEW | $263K | 0.2% | 1,123 SH | New |
| CISCO SYS INC | COM | $7.7M | 5.8%Prev: 5.2% | 99,388 SH | Increased+6,748 SH |
| COCA COLA CO | COM | $3.3M | 2.5%Prev: 2.4% | 46,631 SH | Increased+1,730 SH |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | $259K | 0.2% | 3,120 SH | New |
| CONOCOPHILLIPS | COM | $2.8M | 2.1%Prev: 2.2% | 29,549 SH | Increased+1,632 SH |
| DISNEY WALT CO | COM | $5.8M | 4.4%Prev: 4.5% | 51,099 SH | Increased+3,462 SH |
| ELI LILLY & CO | COM | $1.4M | 1.0%Prev: 0.8% | 1,256 SH | Increased+27 SH |
| EOG RES INC | COM | $2.1M | 1.6%Prev: 1.7% | 20,299 SH | Increased+1,561 SH |
| EPAM SYS INC | COM | $329K | 0.2%Prev: 0.3% | 1,604 SH | Decreased-673 SH |
| EXPEDIA GROUP INC | COM NEW | $1.0M | 0.8%Prev: 0.6% | 3,690 SH | Increased+528 SH |
| FIRST TR EXCHANGE-TRADED FD | SHS | $225K | 0.2%Prev: 0.2% | 4,877 SH | Decreased |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S. | $2.6M | 2.0%Prev: 2.2% | 61,570 SH | Decreased-2,182 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US | $282K | 0.2%Prev: 0.2% | 5,914 SH | Increased-8 SH |
| FORTINET INC | COM | $926K | 0.7%Prev: 0.5% | 11,656 SH | Increased+4,737 SH |
| GERMAN AMERN BANCORP INC | COM | $742K | 0.6%Prev: 0.6% | 18,931 SH | Decreased |
| HEWLETT PACKARD ENTERPRISE C | COM | $310K | 0.2%Prev: 0.3% | 12,920 SH | Decreased-2,215 SH |
| HOME DEPOT INC | COM | $270K | 0.2%Prev: 0.3% | 784 SH | Decreased-14 SH |
| IDEXX LABS INC | COM | $917K | 0.7%Prev: 0.5% | 1,355 SH | Increased+397 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $3.0M | 2.3%Prev: 2.1% | 10,070 SH | Increased+1,168 SH |
| INVESCO QQQ TR | UNIT SER 1 | $207K | 0.2% | 337 SH | New |
| JOHNSON & JOHNSON | COM | $4.0M | 3.0%Prev: 2.9% | 19,379 SH | Increased+22 SH |
| JPMORGAN CHASE & CO. | COM | $2.9M | 2.2%Prev: 2.4% | 9,087 SH | Increased |
| KLA CORP | COM NEW | $244K | 0.2% | 201 SH | New |
| LAM RESEARCH CORP | COM NEW | $269K | 0.2% | 1,570 SH | New |
| MERCK & CO INC | COM | $2.8M | 2.1%Prev: 1.8% | 26,443 SH | Increased+563 SH |
| META PLATFORMS INC | CL A | $1.1M | 0.8%Prev: 0.6% | 1,598 SH | Increased+526 SH |
| MICROSOFT CORP | COM | $535K | 0.4%Prev: 0.5% | 1,107 SH | Decreased+15 SH |
| MONOLITHIC PWR SYS INC | COM | $912K | 0.7% | 1,006 SH | New |
| MONSTER BEVERAGE CORP NEW | COM | $984K | 0.7% | 12,828 SH | New |
| NORTHERN LTS FD TR IV | MAIN SECTR ROTN | $2.5M | 1.9%Prev: 2.1% | 39,507 SH | Increased-223 SH |
| NVIDIA CORPORATION | COM | $1.5M | 1.2%Prev: 1.1% | 8,206 SH | Increased+1,196 SH |
| PHILIP MORRIS INTL INC | COM | $4.4M | 3.4%Prev: 3.3% | 27,594 SH | Increased+2,801 SH |
| PROSHARES TR | S&P 500 DV ARIST | $766K | 0.6%Prev: 0.5% | 7,362 SH | Increased+1,639 SH |
| QUALCOMM INC | COM | $233K | 0.2% | 1,362 SH | New |
| SALESFORCE INC | COM | $3.0M | 2.3%Prev: 2.0% | 11,214 SH | Increased+687 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $859K | 0.7%Prev: 0.4% | 30,176 SH | Increased+14,303 SH |
| SELECT SECTOR SPDR TR | STATE STREET COM | $2.5M | 1.9% | 20,908 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $2.4M | 1.8% | 44,255 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET IND | $2.4M | 1.8% | 15,344 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET MAT | $2.4M | 1.8% | 52,886 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $2.4M | 1.8% | 16,571 SH | New |
| SOUTHERN COPPER CORP | COM | $4.8M | 3.6%Prev: 3.2% | 33,303 SH | Increased+716 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $4.7M | 3.5%Prev: 4.0% | 6,825 SH | Decreased-469 SH |
| SUPER MICRO COMPUTER INC | COM NEW | $611K | 0.5% | 20,863 SH | New |
| T ROWE PRICE ETF INC | PRICE BLUE CHIP | $241K | 0.2%Prev: 0.2% | 4,825 SH | Increased+526 SH |
| TESLA INC | COM | $1.1M | 0.8%Prev: 0.2% | 2,339 SH | Increased+1,852 SH |
| TEXAS INSTRS INC | COM | $2.9M | 2.2%Prev: 2.3% | 16,979 SH | Increased+1,519 SH |
| TRIMBLE INC | COM | $205K | 0.2%Prev: 0.3% | 2,620 SH | Decreased-1,168 SH |
| UBIQUITI INC | COM | $230K | 0.2%Prev: 0.2% | 415 SH | Decreased+38 SH |
| UNITED PARCEL SERVICE INC | CL B | $1.8M | 1.4%Prev: 1.2% | 18,448 SH | Increased+863 SH |
| UNITEDHEALTH GROUP INC | COM | $4.5M | 3.4%Prev: 3.6% | 13,494 SH | Increased+730 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $1.1M | 0.8%Prev: 0.5% | 3,712 SH | Increased+1,610 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $4.3M | 3.2%Prev: 2.1% | 6,780 SH | Increased+2,662 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $351K | 0.3%Prev: 0.3% | 4,408 SH | Decreased |
| VANGUARD STAR FDS | VG TL INTL STK F | $417K | 0.3%Prev: 0.3% | 5,527 SH | Increased+46 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $1.1M | 0.8%Prev: 0.5% | 7,732 SH | Increased+3,565 SH |
| VISA INC | COM CL A | $2.9M | 2.2%Prev: 2.0% | 8,217 SH | Increased+1,156 SH |
| WESTERN DIGITAL CORP | COM | $233K | 0.2% | 1,351 SH | New |
| 13F-HR |
| 0001854428-26-000004 |
| $171.0M |
| View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004863 | $106.0M | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0001854428-26-000003 | $140.1M | View |
| Sep 23, 2025 | Q1 2025 | 13F-HR/A | 0001085146-25-005755 | $93.4M | View |