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CIK 0002011014 • 6 13F filings • May 13, 2025 – Aug 11, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $3.6M | 2.2%Prev: 2.0% | 33,165 SH | Increased+5,555 SH |
| ACCENTURE PLC IRELAND | SHS CLASS A | $2.1M | 1.3%Prev: 1.8% | 8,986 SH | Decreased-2,898 SH |
| ADOBE INC | COM | $1.9M | 1.1%Prev: 1.9% | 6,983 SH | Decreased-2,200 SH |
| ALPHABET INC | CAP STK CL A | $686K | 0.4%Prev: 0.3% | 2,072 SH | Increased+57 SH |
| ALPHABET INC | CAP STK CL C | $5.0M | 3.0%Prev: 3.4% | 15,147 SH | Decreased-5,035 SH |
| ALTRIA GROUP INC | COM | $271K | 0.2%Prev: 0.1% | 4,141 SH | Increased+99 SH |
| AMAZON COM INC | COM | $4.3M | 2.6%Prev: 2.7% | 19,270 SH | Decreased+804 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $578K | 0.3%Prev: 0.3% | 5,166 SH | Increased+367 SH |
| AMERICAN EXPRESS CO | COM | $4.0M | 2.4%Prev: 2.6% | 11,219 SH | Decreased-743 SH |
| AMERICAN TOWER CORP NEW | COM | $2.3M | 1.4%Prev: 1.3% | 13,226 SH | Increased+1,374 SH |
| APPLE INC | COM | $565K | 0.3%Prev: 0.4% | 2,048 SH | Decreased-201 SH |
| APPLIED MATLS INC | COM | $5.0M | 3.0%Prev: 3.1% | 16,456 SH | Decreased-6,005 SH |
| ARCH CAP GROUP LTD | ORD | $4.0M | 2.4%Prev: 2.1% | 39,180 SH | Increased-2,347 SH |
| ARISTA NETWORKS INC | COM SHS | $4.4M | 2.6%Prev: 3.7% | 34,205 SH | Decreased-4,900 SH |
| AUTONATION INC | COM | $4.4M | 2.6%Prev: 2.6% | 21,391 SH | Decreased-515 SH |
| BLACKROCK INC | COM | $3.8M | 2.3%Prev: 2.3% | 3,588 SH | Decreased-17 SH |
| CATERPILLAR INC | COM | $445K | 0.3%Prev: 0.2% | 656 SH | Increased+9 SH |
| COCA COLA CO | COM | $745K | 0.4%Prev: 0.4% | 9,487 SH | Increased+105 SH |
| COPART INC | COM | $4.3M | 2.6%Prev: 2.0% | 107,356 SH | Increased+28,557 SH |
| COSTCO WHSL CORP NEW | COM | $228K | 0.1%Prev: 0.1% | 230 SH | Increased+5 SH |
| DELTA AIR LINES INC DEL | COM NEW | $502K | 0.3%Prev: 0.2% | 7,200 SH | Increased |
| DISNEY WALT CO | COM | $591K | 0.4%Prev: 0.5% | 5,631 SH | Decreased-2,077 SH |
| EATON CORP PLC | SHS | $4.4M | 2.7%Prev: 2.5% | 12,483 SH | Increased+1,630 SH |
| EOG RES INC | COM | $1.8M | 1.1%Prev: 1.6% | 16,086 SH | Decreased-9,724 SH |
| ESSEX PPTY TR INC | COM | $219K | 0.1%Prev: 0.1% | 869 SH | Decreased |
| FIFTH THIRD BANCORP | COM | $215K | 0.1% | 4,000 SH | New |
| GE AEROSPACE | COM NEW | $654K | 0.4%Prev: 0.4% | 2,135 SH | Decreased+12 SH |
| GLOBUS MED INC | CL A | $4.0M | 2.4%Prev: 1.8% | 45,760 SH | Increased-3,292 SH |
| HERSHEY CO | COM | $311K | 0.2%Prev: 0.1% | 1,388 SH | Increased |
| HOME DEPOT INC | COM | $7.6M | 4.6%Prev: 4.5% | 19,885 SH | Increased+22 SH |
| INGREDION INC | COM | $3.0M | 1.8%Prev: 1.6% | 25,577 SH | Increased+2,304 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $759K | 0.5%Prev: 0.4% | 3,823 SH | Increased+116 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.2M | 0.7%Prev: 0.7% | 1,977 SH | Increased+145 SH |
| ISHARES TR | CORE UNIVRSL USD | $6.3M | 3.8% | 135,804 SH | New |
| ISHARES TR | ESG MSCI KLD 400 | $2.7M | 1.6%Prev: 1.6% | 21,202 SH | Decreased+272 SH |
| ISHARES TR | NATIONAL MUN ETF | $614K | 0.4%Prev: 0.4% | 5,692 SH | Decreased-63 SH |
| KLA CORP | COM NEW | $4.8M | 2.9%Prev: 3.6% | 3,621 SH | Decreased-1,355 SH |
| MCDONALDS CORP | COM | $599K | 0.4%Prev: 0.3% | 1,853 SH | Increased+24 SH |
| MICROSOFT CORP | COM | $4.0M | 2.4%Prev: 2.8% | 10,227 SH | Decreased+1,009 SH |
| NETFLIX INC | COM | $4.2M | 2.5%Prev: 2.8% | 51,543 SH | Decreased+47,274 SH |
| NEXTERA ENERGY INC | COM | $2.8M | 1.7%Prev: 1.7% | 31,767 SH | Decreased-4,209 SH |
| NVIDIA CORPORATION | COM | $4.9M | 2.9%Prev: 4.2% | 28,329 SH | Decreased-6,463 SH |
| PEPSICO INC | COM | $4.3M | 2.6%Prev: 2.3% | 25,380 SH | Increased-901 SH |
| PFIZER INC | COM | $3.8M | 2.3%Prev: 2.1% | 143,378 SH | Increased+2,264 SH |
| PROCTER AND GAMBLE CO | COM | $221K | 0.1%Prev: 0.1% | 1,391 SH | Increased+43 SH |
| PVH CORPORATION | COM | $2.1M | 1.3%Prev: 2.4% | 33,053 SH | Decreased-19,460 SH |
| SALESFORCE INC | COM | $3.8M | 2.3%Prev: 2.1% | 20,034 SH | Increased+6,420 SH |
| SCHWAB CHARLES CORP | COM | $4.1M | 2.4%Prev: 2.5% | 39,814 SH | Decreased-4,418 SH |
| SELECT SECTOR SPDR TR | STATE STREET CON | $1.9M | 1.1% | 16,167 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $1.6M | 1.0% | 30,851 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET MAT | $2.1M | 1.3% | 42,134 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $5.5M | 3.3% | 40,466 SH | New |
| SERVICENOW INC | COM | $1.7M | 1.0%Prev: 2.2% | 16,691 SH | Decreased+12,589 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $13.8M | 8.3%Prev: 9.2% | 20,379 SH | Decreased-2,313 SH |
| SYSCO CORP | COM | $848K | 0.5%Prev: 0.4% | 10,027 SH | Increased+12 SH |
| T-MOBILE US INC | COM | $3.3M | 2.0%Prev: 1.6% | 16,427 SH | Increased+3,530 SH |
| TRANE TECHNOLOGIES PLC | SHS | $514K | 0.3%Prev: 0.3% | 1,179 SH | Decreased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.7M | 1.0%Prev: 0.9% | 4,979 SH | Increased+549 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $675K | 0.4%Prev: 0.4% | 13,331 SH | Decreased-119 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $5.9M | 3.5%Prev: 3.5% | 70,416 SH | Increased+490 SH |
| 13F-HR |
| 0001951757-26-001219 |
| $194.5M |
| View |
| Aug 1, 2025 | Q2 2025 | 13F-HR | 0001951757-25-001012 | $156.5M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000721 | $179.5M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000552 | $144.0M | View |