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CIK 0001860790 • 6 13F filings • Apr 15, 2025 – Jul 22, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $27.7M | 5.1%Prev: 5.2% | 221,407 SH | Decreased+1,479 SH |
| ABBVIE INC | COM | $960K | 0.2%Prev: 0.2% | 4,200 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $61.6M | 11.2%Prev: 11.5% | 196,810 SH | Decreased-69,939 SH |
| ALPHABET INC | CAP STK CL C | $2.4M | 0.4%Prev: 0.2% | 7,608 SH | Increased+3,223 SH |
| AMAZON COM INC | COM | $31.6M | 5.8%Prev: 5.2% | 136,985 SH | Increased+4,207 SH |
| APPLE INC | COM | $540K | 0.1%Prev: 0.1% | 1,985 SH | Decreased-460 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $24.4M | 4.5%Prev: 4.9% | 94,837 SH | Decreased+1,407 SH |
| BECTON DICKINSON & CO | COM | $802K | 0.1%Prev: 0.1% | 4,132 SH | Increased+840 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.4M | 0.3%Prev: 0.1% | 2,787 SH | Increased+1,400 SH |
| BOSTON SCIENTIFIC CORP | COM | $423K | 0.1% | 4,440 SH | New |
| CHEVRON CORP NEW | COM | $3.2M | 0.6%Prev: 0.6% | 21,295 SH | Decreased-500 SH |
| CHUBB LIMITED | COM | $546K | 0.1% | 1,750 SH | New |
| COLGATE PALMOLIVE CO | COM | $20.3M | 3.7%Prev: 3.6% | 257,014 SH | Increased+2,984 SH |
| CONSTELLATION BRANDS INC | CL A | $10.6M | 1.9%Prev: 2.7% | 76,986 SH | Decreased-34,241 SH |
| COPART INC | COM | $229K | 0.0% | 5,860 SH | New |
| CVS HEALTH CORP | COM | $5.9M | 1.1%Prev: 1.4% | 74,668 SH | Decreased-27,914 SH |
| DIAGEO PLC | SPON ADR NEW | $259K | 0.0%Prev: 0.1% | 3,000 SH | Decreased |
| EMERSON ELEC CO | COM | $1.1M | 0.2%Prev: 0.2% | 7,950 SH | Increased |
| EOG RES INC | COM | $15.1M | 2.8%Prev: 2.7% | 144,176 SH | Decreased+8,327 SH |
| EXXON MOBIL CORP | COM | $1.2M | 0.2%Prev: 0.2% | 10,023 SH | Increased-110 SH |
| FISERV INC | COM | $6.9M | 1.3%Prev: 4.0% | 102,326 SH | Decreased-72,351 SH |
| GUIDEWIRE SOFTWARE INC | COM | $509K | 0.1% | 2,530 SH | New |
| ILLINOIS TOOL WKS INC | COM | $26.0M | 4.7%Prev: 4.9% | 105,511 SH | Decreased+50 SH |
| INTERACTIVE BROKERS GROUP IN | COM CL A | $1.1M | 0.2% | 17,840 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $518K | 0.1%Prev: 0.1% | 1,750 SH | Increased |
| IQVIA HLDGS INC | COM | $277K | 0.1% | 1,228 SH | New |
| JOHNSON & JOHNSON | COM | $33.0M | 6.0%Prev: 5.2% | 159,434 SH | Increased+257 SH |
| JPMORGAN CHASE & CO. | COM | $13.6M | 2.5%Prev: 2.4% | 42,303 SH | Increased+112 SH |
| KIMBERLY-CLARK CORP | COM | $218K | 0.0%Prev: 0.0% | 2,160 SH | Decreased |
| MASTERCARD INCORPORATED | CL A | $542K | 0.1% | 950 SH | New |
| MERCK & CO INC | COM | $206K | 0.0% | 1,958 SH | New |
| MICROSOFT CORP | COM | $54.5M | 9.9%Prev: 10.2% | 112,598 SH | Decreased+2,155 SH |
| ORACLE CORP | COM | $1.0M | 0.2%Prev: 0.1% | 5,300 SH | Increased+3,970 SH |
| OTIS WORLDWIDE CORP | COM | $15.7M | 2.9%Prev: 2.6% | 180,066 SH | Increased+18,038 SH |
| PEPSICO INC | COM | $20.4M | 3.7%Prev: 3.5% | 141,997 SH | Increased+3,401 SH |
| PFIZER INC | COM | $16.6M | 3.0%Prev: 3.2% | 667,005 SH | Decreased-30,705 SH |
| PROCTER AND GAMBLE CO | COM | $1.8M | 0.3%Prev: 0.3% | 12,516 SH | Increased+900 SH |
| SAP SE | SPON ADR | $28.2M | 5.1%Prev: 5.3% | 116,055 SH | Decreased+3,589 SH |
| SHERWIN WILLIAMS CO | COM | $303K | 0.1% | 935 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $351K | 0.1%Prev: 0.1% | 515 SH | Decreased-100 SH |
| STARBUCKS CORP | COM | $17.9M | 3.3%Prev: 3.2% | 212,592 SH | Increased+1,487 SH |
| TJX COS INC NEW | COM | $615K | 0.1% | 4,005 SH | New |
| TRUIST FINL CORP | COM | $16.2M | 3.0%Prev: 2.7% | 329,867 SH | Increased-894 SH |
| ULTA BEAUTY INC | COM | $22.9M | 4.2%Prev: 3.6% | 37,876 SH | Increased+428 SH |
| UNITEDHEALTH GROUP INC | COM | $302K | 0.1% | 915 SH | New |
| US BANCORP DEL | COM NEW | $22.9M | 4.2%Prev: 3.7% | 429,428 SH | Increased-58 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $7.5M | 1.4%Prev: 1.3% | 12,000 SH | Increased |
| VISA INC | COM CL A | $26.4M | 4.8%Prev: 4.6% | 75,154 SH | Increased-144 SH |
| WALMART INC | COM | $1.1M | 0.2%Prev: 0.2% | 9,600 SH | Increased |
| 13F-HR |
| 0001860790-26-000003 |
| $543.3M |
| View |
| Jul 24, 2025 | Q2 2025 | 13F-HR | 0001860790-25-000004 | $543.8M | View |
| Apr 17, 2026 | Q1 2026 | 13F-HR | 0001860790-26-000002 | $537.4M | View |
| Apr 15, 2025 | Q1 2025 | 13F-HR | 0001860790-25-000003 | $513.3M | View |