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CIK 0001995383 • 6 13F filings • May 13, 2025 – Aug 12, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $1.3M | 0.9% | 4,403 SH | New |
| ALTRIA GROUP INC | COM | $472K | 0.3% | 7,159 SH | New |
| AMAZON COM INC | COM | $2.5M | 1.7% | 11,821 SH | New |
| APPLE INC | COM | $3.5M | 2.4%Prev: 4.1% | 13,904 SH | Increased-709 SH |
| AT&T INC | COM | $296K | 0.2% | 10,217 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $32.3M | 22.3% | 67,337 SH | New |
| BROADCOM INC | COM | $200K | 0.1%Prev: 1.4% | 645 SH | Decreased-6,180 SH |
| CHEVRON CORPORATION | COM | $3.4M | 2.4% | 16,539 SH | New |
| CHUBB LTD SWITZ | COM | $2.3M | 1.6% | 7,009 SH | New |
| CONOCOPHILLIPS | COM | $2.1M | 1.4% | 15,835 SH | New |
| DELL TECHNOLOGIES INC | CL C | $659K | 0.5% | 4,018 SH | New |
| DISNEY WALT CO | COM | $950K | 0.7% | 9,858 SH | New |
| DOMINION ENERGY INC | COM | $680K | 0.5% | 11,000 SH | New |
| DUKE ENERGY CORP NEW | COM NEW | $1.6M | 1.1% | 12,600 SH | New |
| EXXON MOBIL CORP | COM | $659K | 0.5%Prev: 0.7% | 3,883 SH | Increased-681 SH |
| HOME DEPOT INC | COM | $1.4M | 1.0%Prev: 2.2% | 4,369 SH | Decreased-324 SH |
| HONEYWELL INTL INC | COM | $553K | 0.4% | 2,445 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $10.6M | 7.3% | 18,385 SH | New |
| ISHARES TR | CORE S&P500 ETF | $329K | 0.2% | 503 SH | New |
| ISHARES TR | MSCI EAFE ETF | $9.3M | 6.4% | 95,400 SH | New |
| ISHARES TR | MSCI EMG MKT ETF | $668K | 0.5% | 11,764 SH | New |
| META PLATFORMS INC | CL A | $485K | 0.3% | 847 SH | New |
| MICROSOFT CORP | COM | $978K | 0.7%Prev: 2.5% | 2,643 SH | Decreased-2,572 SH |
| NETFLIX INC. | COM | $3.0M | 2.1% | 30,938 SH | New |
| NEXTERA ENERGY INC | COM | $214K | 0.1%Prev: 0.3% | 2,303 SH | Decreased-1,274 SH |
| NVIDIA CORPORATION | COM | $303K | 0.2% | 1,739 SH | New |
| OCCIDENTAL PETE CORP | COM | $224K | 0.2% | 3,439 SH | New |
| PHILIP MORRIS INTL INC | COM | $470K | 0.3% | 2,842 SH | New |
| PIMCO ETF TR | MULTISECTOR BD | $606K | 0.4% | 23,120 SH | New |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $238K | 0.2% | 9,618 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $211K | 0.1% | 4,600 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $27.1M | 18.7% | 301,950 SH | New |
| STATE STR SPDR DOW JONES IND | UT SER 1 | $2.8M | 1.9% | 5,969 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $28.9M | 20.0% | 44,451 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $203K | 0.1% | 600 SH | New |
| TEXAS INSTRS INC | COM | $863K | 0.6% | 4,444 SH | New |
| TRAVELERS COMPANIES INC | COM | $211K | 0.1% | 725 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.0M | 0.7% | 3,163 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $566K | 0.4% | 2,631 SH | New |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $550K | 0.4% | 3,714 SH | New |
| 13F-HR |
| 0001995383-26-000005 |
| $159.2M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001995383-25-000003 | $99.5M | View |
| May 18, 2026 | Q1 2026 | 13F-HR | 0001995383-26-000004 | $144.6M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001995383-25-000002 | $79.5M | View |