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CIK 0001911822 • 6 13F filings • May 14, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $7.0M | 5.5%Prev: 4.1% | 31,212 SH | Decreased-577 SH |
| AMAZON COM INC | COM | $6.8M | 5.3%Prev: 3.5% | 28,552 SH | Increased-453 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.6M | 2.8%Prev: 1.3% | 7,372 SH | Increased+2,742 SH |
| BUNGE GLOBAL SA | COM SHS | $4.8M | 3.7%Prev: 2.0% | 41,127 SH | Increased-2,181 SH |
| CANADIAN PACIFIC KANSAS CITY | COM | $3.0M | 2.3%Prev: 1.6% | 39,259 SH | Increased-398 SH |
| CHUBB LIMITED | COM | $5.6M | 4.4%Prev: 2.9% | 17,946 SH | Increased-336 SH |
| CISCO SYS INC | COM | $4.1M | 3.2%Prev: 1.3% | 49,666 SH | Increased+14,229 SH |
| DIAMONDBACK ENERGY INC | COM | $5.9M | 4.6%Prev: 2.4% | 36,394 SH | Increased+5,583 SH |
| ENERGY TRANSFER L P | COM UT LTD PTN | $7.4M | 5.7%Prev: 3.9% | 401,599 SH | Increased-4,933 SH |
| EXPAND ENERGY CORPORATION | COM | $7.4M | 5.8%Prev: 4.1% | 68,634 SH | Increased-1,124 SH |
| EXXON MOBIL CORP | COM | $8.0M | 6.2%Prev: 3.7% | 55,875 SH | Increased-3,935 SH |
| FIRST INDL RLTY TR INC | COM | $4.5M | 3.5%Prev: 2.2% | 77,022 SH | Increased-1,027 SH |
| HERSHEY CO | COM | $3.5M | 2.7%Prev: 1.8% | 17,304 SH | Increased-167 SH |
| HUBBELL INC | COM | $4.3M | 3.3%Prev: 2.1% | 8,572 SH | Increased-240 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $2.7M | 2.1%Prev: 1.4% | 45,311 SH | Increased+2 SH |
| JOHNSON & JOHNSON | COM | $6.1M | 4.7%Prev: 3.0% | 26,047 SH | Increased-3,230 SH |
| JPMORGAN CHASE & CO. | COM | $9.2M | 7.1%Prev: 5.2% | 29,099 SH | Decreased-644 SH |
| LOUISIANA PAC CORP | COM | $3.2M | 2.5%Prev: 1.7% | 35,874 SH | Increased+667 SH |
| LOWES COS INC | COM | $3.7M | 2.9%Prev: 1.9% | 13,487 SH | Increased-252 SH |
| MARTIN MARIETTA MATLS INC | COM | $3.9M | 3.0%Prev: 2.1% | 5,847 SH | Increased-169 SH |
| MICROSOFT CORP | COM | $5.0M | 3.9%Prev: 3.5% | 12,082 SH | Decreased-107 SH |
| NORTHROP GRUMMAN CORP | COM | $2.2M | 1.7%Prev: 1.1% | 3,178 SH | Increased-37 SH |
| OCCIDENTAL PETE CORP | COM | $6.1M | 4.8%Prev: 2.9% | 135,742 SH | Increased+26,080 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $744K | 0.6% | 6,033 SH | New |
| TJX COS INC NEW | COM | $5.9M | 4.6%Prev: 3.2% | 38,926 SH | Increased-1,222 SH |
| WARNER BROS DISCOVERY INC | COM SER A | $4.2M | 3.2%Prev: 2.7% | 153,154 SH | Decreased-95,979 SH |
| 13F-HR |
| 0001420506-26-001711 |
| $124.1M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001420506-25-002025 | $169.1M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001420506-26-001090 | $127.3M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001420506-25-001064 | $181.4M | View |