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CIK 0001545812 • 6 13F filings • Apr 30, 2025 – Aug 6, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $1.9M | 0.1%Prev: 0.1% | 15,147 SH | Decreased-55 SH |
| ABBVIE INC | COM | $1.2M | 0.1%Prev: 0.1% | 5,233 SH | Decreased-547 SH |
| ADVANCED MICRO DEVICES INC | COM | $3.5M | 0.3%Prev: 0.2% | 16,328 SH | Increased-983 SH |
| ALPHABET INC | CAP STK CL A | $67.1M | 4.9%Prev: 3.7% | 214,410 SH | Increased-4,757 SH |
| ALPHABET INC | CAP STK CL C | $4.3M | 0.3%Prev: 0.2% | 13,698 SH | Increased+392 SH |
| AMAZON COM INC | COM | $49.2M | 3.6%Prev: 3.3% | 213,250 SH | Increased+1,457 SH |
| APPLE INC | COM | $50.3M | 3.7%Prev: 5.2% | 184,838 SH | Decreased-102,941 SH |
| APPLIED MATLS INC | COM | $28.4M | 2.1%Prev: 1.6% | 110,624 SH | Increased-2,596 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $22.7M | 1.7%Prev: 1.5% | 21,207 SH | Increased-117 SH |
| BANK NEW YORK MELLON CORP | COM | $64.0M | 4.7%Prev: 4.3% | 551,370 SH | Increased-11,650 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $3.0M | 0.2%Prev: 0.2% | 4 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $11.3M | 0.8%Prev: 0.8% | 22,510 SH | Decreased-4 SH |
| BROADCOM INC | COM | $1.8M | 0.1%Prev: 0.4% | 5,262 SH | Decreased-9,880 SH |
| CAMDEN PPTY TR | SH BEN INT | $24.6M | 1.8%Prev: 1.6% | 223,782 SH | Increased+9,754 SH |
| CATERPILLAR INC | COM | $2.2M | 0.2%Prev: 0.1% | 3,774 SH | Increased+157 SH |
| CHEVRON CORP NEW | COM | $3.3M | 0.2%Prev: 0.2% | 21,378 SH | Increased+1,891 SH |
| CISCO SYS INC | COM | $4.1M | 0.3%Prev: 0.3% | 52,815 SH | Increased-515 SH |
| CME GROUP INC | COM | $59.2M | 4.3%Prev: 4.2% | 216,824 SH | Increased-1,646 SH |
| CNA FINL CORP | COM | $34.4M | 2.5%Prev: 2.3% | 720,165 SH | Increased+18,281 SH |
| COCA COLA CO | COM | $29.5M | 2.1%Prev: 2.0% | 422,291 SH | Increased-7,815 SH |
| CONSTELLATION BRANDS INC | CL A | $17.2M | 1.2%Prev: 1.3% | 124,356 SH | Decreased-8,836 SH |
| CORNING INC | COM | $38.5M | 2.8%Prev: 2.6% | 440,238 SH | Increased-9,274 SH |
| COUSINS PPTYS INC | COM NEW | $25.8M | 1.9%Prev: 2.0% | 1,002,576 SH | Decreased+4,043 SH |
| DEERE & CO | COM | $43.8M | 3.2%Prev: 3.1% | 93,984 SH | Decreased-1,914 SH |
| DIAGEO PLC | SPON ADR NEW | $12.7M | 0.9%Prev: 1.0% | 147,638 SH | Decreased-2,515 SH |
| DISNEY WALT CO | COM | $15.7M | 1.1%Prev: 1.1% | 137,651 SH | Decreased-2,337 SH |
| ELI LILLY & CO | COM | $1.3M | 0.1%Prev: 0.1% | 1,199 SH | Increased-359 SH |
| EMERSON ELEC CO | COM | $1.2M | 0.1%Prev: 0.1% | 8,996 SH | Increased+24 SH |
| ENTERGY CORP NEW | COM | $1.4M | 0.1%Prev: 0.1% | 14,972 SH | Decreased+39 SH |
| ENTERPRISE PRODS PARTNERS L | COM | $1.3M | 0.1%Prev: 0.1% | 39,335 SH | Decreased-1,000 SH |
| EXXON MOBIL CORP | COM | $9.9M | 0.7%Prev: 0.4% | 82,473 SH | Increased+37,923 SH |
| GALAXY DIGITAL INC. | CL A | $1.1M | 0.1%Prev: 0.1% | 47,055 SH | Decreased-5,795 SH |
| HERSHEY CO | COM | $21.5M | 1.6%Prev: 1.5% | 118,139 SH | Increased+4,393 SH |
| HIGHWOODS PPTYS INC | COM | $25.9M | 1.9%Prev: 2.3% | 1,002,844 SH | Decreased-24,487 SH |
| HOME DEPOT INC | COM | $1.3M | 0.1%Prev: 0.1% | 3,832 SH | Decreased-436 SH |
| HONEYWELL INTL INC | COM | $20.0M | 1.5%Prev: 1.5% | 102,377 SH | Decreased+3,366 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $1.4M | 0.1%Prev: 0.1% | 4,736 SH | Increased+410 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1.6M | 0.1%Prev: 0.1% | 8,568 SH | Increased+3,212 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $1.4M | 0.1%Prev: 0.1% | 27,912 SH | Decreased+1,270 SH |
| JOHNSON & JOHNSON | COM | $44.0M | 3.2%Prev: 2.8% | 212,750 SH | Increased-2,238 SH |
| JPMORGAN CHASE & CO. | COM | $1.9M | 0.1%Prev: 0.1% | 5,844 SH | Increased+7 SH |
| LEVI STRAUSS & CO NEW | CL A COM STK | $14.0M | 1.0%Prev: 1.1% | 673,592 SH | Decreased+6,737 SH |
| MATADOR RES CO | COM | $1.4M | 0.1%Prev: 0.1% | 32,771 SH | Decreased |
| MCDONALDS CORP | COM | $26.3M | 1.9%Prev: 1.9% | 86,074 SH | Decreased-1,140 SH |
| MEDTRONIC PLC | SHS | $25.3M | 1.8%Prev: 1.8% | 263,577 SH | Increased+2,324 SH |
| MERCK & CO INC | COM | $46.0M | 3.3%Prev: 2.6% | 437,074 SH | Increased-3,209 SH |
| META PLATFORMS INC | CL A | $2.3M | 0.2%Prev: 0.2% | 3,445 SH | Decreased+17 SH |
| MICROSOFT CORP | COM | $13.2M | 1.0%Prev: 0.9% | 27,299 SH | Decreased+1,576 SH |
| MONDELEZ INTL INC | CL A | $31.5M | 2.3%Prev: 2.5% | 586,022 SH | Decreased+7,867 SH |
| NIKE INC | CL B | $11.2M | 0.8%Prev: 0.8% | 175,201 SH | Decreased+2,574 SH |
| NUTRIEN LTD | COM | $33.7M | 2.4%Prev: 2.2% | 545,614 SH | Increased+4,177 SH |
| NVIDIA CORPORATION | COM | $14.6M | 1.1%Prev: 1.0% | 78,094 SH | Decreased-405 SH |
| ORACLE CORP | COM | $1.4M | 0.1%Prev: 0.2% | 7,072 SH | Decreased-869 SH |
| PEPSICO INC | COM | $43.2M | 3.1%Prev: 3.0% | 300,958 SH | Increased+592 SH |
| PFIZER INC | COM | $28.1M | 2.0%Prev: 2.1% | 1,128,897 SH | Decreased-36,357 SH |
| PROCTER AND GAMBLE CO | COM | $32.2M | 2.3%Prev: 2.4% | 224,492 SH | Decreased+1,245 SH |
| QUALCOMM INC | COM | $4.9M | 0.4%Prev: 0.3% | 28,681 SH | Increased+4,217 SH |
| ROCKWELL AUTOMATION INC | COM | $1.2M | 0.1% | 3,040 SH | New |
| RTX CORPORATION | COM | $2.1M | 0.2%Prev: 0.1% | 11,324 SH | Increased+1,036 SH |
| SCHWAB CHARLES CORP | COM | $56.9M | 4.1%Prev: 3.9% | 569,635 SH | Increased-14,303 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $3.3M | 0.2%Prev: 0.1% | 120,547 SH | Increased+42,879 SH |
| SHERWIN WILLIAMS CO | COM | $1.7M | 0.1%Prev: 0.2% | 5,265 SH | Decreased-1,200 SH |
| SIMON PPTY GROUP INC NEW | COM | $38.0M | 2.8%Prev: 2.8% | 205,454 SH | Decreased-3,340 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $1.4M | 0.1%Prev: 0.1% | 30,460 SH | Increased+2,216 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $2.3M | 0.2%Prev: 0.2% | 3,442 SH | Increased+181 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $3.2M | 0.2% | 56,955 SH | New |
| TESLA INC | COM | $2.9M | 0.2%Prev: 0.2% | 6,365 SH | Increased+452 SH |
| TRANSDIGM GROUP INC | COM | $1.4M | 0.1%Prev: 0.1% | 1,040 SH | Increased |
| US BANCORP DEL | COM NEW | $49.9M | 3.6%Prev: 3.2% | 935,163 SH | Increased-7,946 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.8M | 0.1% | 20,110 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $16.9M | 1.2%Prev: 1.2% | 26,893 SH | Increased+15 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.1M | 0.1%Prev: 0.1% | 3,300 SH | Decreased-350 SH |
| VANGUARD INDEX FDS | VALUE ETF | $1.2M | 0.1%Prev: 0.1% | 6,092 SH | Decreased-319 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $2.3M | 0.2%Prev: 0.2% | 31,793 SH | Increased+1,564 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $4.8M | 0.3%Prev: 0.3% | 21,779 SH | Increased+1,712 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $4.7M | 0.3%Prev: 0.3% | 33,025 SH | Increased+165 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $5.2M | 0.4% | 24,542 SH | New |
| VANGUARD WORLD FD | HEALTH CAR ETF | $2.0M | 0.1% | 6,960 SH | New |
| VERIZON COMMUNICATIONS INC | COM | $31.6M | 2.3%Prev: 2.5% | 775,461 SH | Decreased-17,325 SH |
| VISA INC | COM CL A | $1.6M | 0.1%Prev: 0.1% | 4,621 SH | Decreased-1,068 SH |
| WALMART INC | COM | $1.5M | 0.1%Prev: 0.1% | 13,738 SH | Increased-267 SH |
| WELLTOWER INC | COM | $51.9M | 3.8%Prev: 3.6% | 279,630 SH | Increased-7,133 SH |
| 13F-HR |
| 0001545812-26-000005 |
| $1.63B |
| View |
| Jul 30, 2025 | Q2 2025 | 13F-HR | 0001545812-25-000006 | $1.36B | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0001545812-26-000003 | $1.45B | View |
| Apr 30, 2025 | Q1 2025 | 13F-HR | 0001545812-25-000004 | $1.26B | View |