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CIK 0001962005 • 7 13F filings • Apr 15, 2025 – Oct 16, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $1.3M | 1.3%Prev: 1.5% | 10,327 SH | Decreased-25 SH |
| ABBVIE INC | COM | $3.4M | 3.5%Prev: 3.8% | 14,851 SH | Decreased-660 SH |
| AIR PRODS & CHEMS INC | COM | $1.9M | 1.9%Prev: 2.1% | 7,614 SH | Decreased+260 SH |
| AMAZON COM INC | COM | $1.5M | 1.5%Prev: 1.3% | 6,319 SH | Increased+690 SH |
| AMGEN INC | COM | $2.9M | 3.0%Prev: 2.6% | 8,995 SH | Increased+86 SH |
| APPLE INC | COM | $4.8M | 5.0%Prev: 4.8% | 17,818 SH | Increased-286 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $334K | 0.3%Prev: 0.3% | 6,200 SH | Increased-109 SH |
| CHEVRON CORP NEW | COM | $3.0M | 3.0%Prev: 3.2% | 19,434 SH | Decreased-118 SH |
| CHUBB LIMITED | COM | $762K | 0.8%Prev: 0.7% | 2,442 SH | Increased+55 SH |
| CISCO SYS INC | COM | $3.6M | 3.6%Prev: 3.3% | 46,145 SH | Increased+777 SH |
| COCA COLA CO | COM | $423K | 0.4%Prev: 0.4% | 6,045 SH | Increased-241 SH |
| CORTEVA INC | COM | $213K | 0.2%Prev: 0.2% | 3,182 SH | Increased+100 SH |
| COSTCO WHSL CORP NEW | COM | $1.7M | 1.7%Prev: 1.7% | 1,919 SH | Increased+191 SH |
| CROWDSTRIKE HLDGS INC | CL A | $213K | 0.2% | 455 SH | New |
| CSX CORP | COM | $522K | 0.5%Prev: 0.5% | 14,400 SH | Increased-200 SH |
| CUMMINS INC | COM | $1.2M | 1.3%Prev: 1.2% | 2,392 SH | Increased-238 SH |
| DUKE ENERGY CORP NEW | COM NEW | $717K | 0.7%Prev: 0.8% | 6,118 SH | Decreased+25 SH |
| DUPONT DE NEMOURS INC | COM | $261K | 0.3%Prev: 0.5% | 6,494 SH | Decreased |
| ELI LILLY & CO | COM | $408K | 0.4%Prev: 0.3% | 380 SH | Increased-25 SH |
| EXXON MOBIL CORP | COM | $2.0M | 2.0%Prev: 2.0% | 16,231 SH | Increased-319 SH |
| GENERAL MLS INC | COM | $471K | 0.5%Prev: 0.5% | 10,138 SH | Decreased+526 SH |
| GENUINE PARTS CO | COM | $367K | 0.4%Prev: 0.4% | 2,981 SH | Decreased |
| HOME DEPOT INC | COM | $2.8M | 2.8%Prev: 3.4% | 8,008 SH | Decreased+82 SH |
| HONEYWELL INTL INC | COM | $1.5M | 1.5%Prev: 1.5% | 7,560 SH | Increased+687 SH |
| INTUIT | COM | $1.2M | 1.2%Prev: 1.1% | 1,750 SH | Increased+201 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $309K | 0.3%Prev: 0.3% | 2,233 SH | Increased+95 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | $351K | 0.4%Prev: 0.4% | 7,717 SH | Increased-101 SH |
| INVESCO QQQ TR | UNIT SER 1 | $243K | 0.2%Prev: 0.2% | 396 SH | Increased+8 SH |
| ISHARES TR | MSCI INTL QUALTY | $578K | 0.6%Prev: 0.5% | 12,726 SH | Increased+1,714 SH |
| JOHNSON & JOHNSON | COM | $4.5M | 4.6%Prev: 4.3% | 21,910 SH | Increased-73 SH |
| JPMORGAN CHASE & CO. | COM | $4.9M | 5.0%Prev: 5.0% | 15,107 SH | Increased-106 SH |
| KIMBERLY-CLARK CORP | COM | $452K | 0.5%Prev: 0.7% | 4,478 SH | Decreased-1,003 SH |
| L3HARRIS TECHNOLOGIES INC | COM | $506K | 0.5%Prev: 0.5% | 1,724 SH | Increased+262 SH |
| LOCKHEED MARTIN CORP | COM | $730K | 0.7%Prev: 0.8% | 1,510 SH | Decreased+31 SH |
| MASTERCARD INCORPORATED | CL A | $727K | 0.7%Prev: 0.7% | 1,274 SH | Increased+55 SH |
| MERCK & CO INC | COM | $549K | 0.6%Prev: 0.5% | 5,215 SH | Increased-36 SH |
| META PLATFORMS INC | CL A | $245K | 0.3% | 371 SH | New |
| MICROSOFT CORP | COM | $5.3M | 5.5%Prev: 5.9% | 10,999 SH | Decreased+101 SH |
| NVIDIA CORPORATION | COM | $1.6M | 1.6%Prev: 1.5% | 8,324 SH | Increased+564 SH |
| ORACLE CORP | COM | $528K | 0.5%Prev: 0.9% | 2,707 SH | Decreased-321 SH |
| PACCAR INC | COM | $766K | 0.8%Prev: 0.7% | 6,992 SH | Increased+1 SH |
| PEPSICO INC | COM | $2.2M | 2.3%Prev: 2.3% | 15,445 SH | Increased-10 SH |
| PHILLIPS 66 | COM | $1.6M | 1.6%Prev: 1.8% | 12,059 SH | Decreased-248 SH |
| PROCTER AND GAMBLE CO | COM | $2.7M | 2.7%Prev: 3.0% | 18,521 SH | Decreased+218 SH |
| QUALCOMM INC | COM | $1.2M | 1.2%Prev: 1.5% | 7,031 SH | Decreased-1,332 SH |
| QUIPT HOME MEDICAL CORP | COM | $35K | 0.0% | 10,000 SH | New |
| REALTY INCOME CORP | COM | $258K | 0.3%Prev: 0.3% | 4,584 SH | Decreased+69 SH |
| REGENERON PHARMACEUTICALS | COM | $215K | 0.2% | 279 SH | New |
| RTX CORPORATION | COM | $425K | 0.4% | 2,315 SH | New |
| SALESFORCE INC | COM | $1000K | 1.0%Prev: 0.9% | 3,774 SH | Increased+112 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $296K | 0.3%Prev: 0.3% | 6,554 SH | Increased+230 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $783K | 0.8%Prev: 0.8% | 32,590 SH | Increased-441 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $7.2M | 7.4%Prev: 7.2% | 263,398 SH | Increased+12,639 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $2.2M | 2.2%Prev: 2.2% | 66,502 SH | Increased-490 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $269K | 0.3%Prev: 0.3% | 10,010 SH | Increased+90 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $1.0M | 1.1%Prev: 1.1% | 34,824 SH | Decreased-1,246 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $861K | 0.9%Prev: 1.0% | 30,246 SH | Decreased-3,060 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $568K | 0.6% | 3,944 SH | New |
| SELECTIVE INS GROUP INC | COM | $359K | 0.4%Prev: 0.4% | 4,290 SH | Increased+110 SH |
| SHELL PLC | SPON ADS | $893K | 0.9%Prev: 1.0% | 12,148 SH | Decreased-780 SH |
| SOLSTICE ADVANCED MATLS INC | COM SHS | $304K | 0.3% | 6,262 SH | New |
| SPDR INDEX SHS FDS | S&P GLBDIV ETF | $579K | 0.6%Prev: 0.5% | 7,672 SH | Increased+1,199 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $333K | 0.3%Prev: 0.3% | 488 SH | Increased+48 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $3.0M | 3.1%Prev: 3.0% | 4,964 SH | Increased+219 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $2.2M | 2.2% | 23,635 SH | New |
| STANLEY BLACK & DECKER INC | COM | $1.1M | 1.1%Prev: 1.5% | 14,451 SH | Decreased-4,389 SH |
| TEXAS INSTRS INC | COM | $663K | 0.7%Prev: 0.7% | 3,823 SH | Decreased+25 SH |
| UNION PAC CORP | COM | $255K | 0.3%Prev: 0.3% | 1,103 SH | Increased+50 SH |
| VALERO ENERGY CORP | COM | $531K | 0.5%Prev: 0.6% | 3,260 SH | Decreased-25 SH |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 GRTH | $927K | 1.0%Prev: 0.7% | 7,644 SH | Increased+2,017 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $677K | 0.7%Prev: 0.8% | 2,150 SH | Decreased-250 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $524K | 0.5% | 6,576 SH | New |
| VERIZON COMMUNICATIONS INC | COM | $1.2M | 1.3%Prev: 1.4% | 30,663 SH | Decreased-64 SH |
| WALMART INC | COM | $1.8M | 1.8%Prev: 1.7% | 15,726 SH | Increased-41 SH |
| 13F-HR |
| 0001754960-25-000669 |
| $95.1M |
| View |
| Jul 7, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000398 | $111.8M | View |
| Aug 4, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000527 | $89.4M | View |
| Apr 7, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000201 | $103.3M | View |
| Apr 15, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000192 | $97.5M | View |