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CIK 0001839498 • 6 13F filings • May 19, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $6.4M | 2.6%Prev: 2.7% | 27,838 SH | Decreased |
| ALPHABET INC CAP STOCK CL A | COM | $8.7M | 3.6%Prev: 3.1% | 28,441 SH | Increased-1,912 SH |
| ALPHABET INC CAP STOCK CL C | COM | $4.9M | 2.0%Prev: 1.7% | 15,738 SH | Increased-467 SH |
| AMERICAN EXPRESS CO | COM | $9.5M | 3.9%Prev: 4.3% | 25,903 SH | Decreased-5,273 SH |
| AMERICAN INTL GROUP INC NEW | COM | $9.4M | 3.9%Prev: 3.6% | 109,443 SH | Increased |
| Apple Inc | COM | $13.3M | 5.5%Prev: 6.7% | 49,308 SH | Decreased-13,356 SH |
| ARES CAPITAL CORP | COM | $431K | 0.2%Prev: 0.2% | 23,250 SH | Increased+312 SH |
| AT&T INC | COM | $2.3M | 1.0%Prev: 1.1% | 92,222 SH | Decreased |
| BANK OF AMERICA CORP | COM | $10.8M | 4.5%Prev: 4.3% | 197,120 SH | Increased-580 SH |
| BERKSHIRE HATHAWAY INC DEL | COM | $8.7M | 3.6%Prev: 3.7% | 17,310 SH | Decreased |
| BLUE OWL CAPITAL CORPORATION | COM | $285K | 0.1%Prev: 0.1% | 24,098 SH | Decreased+453 SH |
| BOEING CO | COM | $2.7M | 1.1%Prev: 1.1% | 12,224 SH | Increased |
| COMCAST CORP CL A | COM | $10.5M | 4.3%Prev: 2.3% | 350,165 SH | Increased+176,768 SH |
| CONOCOPHILLIPS | COM | $1.8M | 0.7%Prev: 0.8% | 18,816 SH | Decreased+1 SH |
| CSX CORP | COM | $4.1M | 1.7%Prev: 1.7% | 113,465 SH | Increased |
| CVS HEALTH CORP | COM | $5.8M | 2.4%Prev: 2.3% | 72,743 SH | Increased |
| DELL TECHNOLOGIES -C | COM | $7.4M | 3.1%Prev: 3.6% | 59,151 SH | Decreased-1,755 SH |
| DISNEY WALT CO | COM | $10.7M | 4.4%Prev: 4.5% | 94,154 SH | Decreased |
| GLOBAL BUSINESS TRAVEL GROUP | COM | $410K | 0.2% | 53,656 SH | New |
| GOLDMAN SACHS GROUP INC | COM | $12.9M | 5.4%Prev: 5.1% | 14,683 SH | Increased-650 SH |
| JPMORGAN CHASE & CO | COM | $9.7M | 4.0%Prev: 4.0% | 30,247 SH | Increased |
| MARATHON PETROLEUM CORP | COM | $5.5M | 2.3%Prev: 2.7% | 33,623 SH | Decreased |
| MCDONALDS CORP | COM | $3.5M | 1.5%Prev: 1.5% | 11,511 SH | Increased |
| Meta Platforms Inc | COM | $11.3M | 4.7%Prev: 5.3% | 17,158 SH | Decreased-45 SH |
| MICROSOFT CORP | COM | $16.5M | 6.9%Prev: 7.5% | 34,290 SH | Decreased-127 SH |
| MORGAN STANLEY | COM | $12.1M | 5.0%Prev: 4.7% | 67,909 SH | Increased-2,132 SH |
| ORACLE CORP | COM | $9.1M | 3.8%Prev: 5.6% | 46,550 SH | Decreased-599 SH |
| PEPSICO INC | COM | $2.0M | 0.8%Prev: 0.8% | 13,726 SH | Increased |
| Pfizer Inc | COM | $785K | 0.3%Prev: 0.4% | 31,536 SH | Decreased-1,252 SH |
| PHILIP MORRIS INTL INC | COM | $3.9M | 1.6%Prev: 1.7% | 24,374 SH | Decreased |
| PHILLIPS 66 | COM | $2.7M | 1.1%Prev: 1.2% | 20,935 SH | Decreased |
| PROCTER AND GAMBLE CO | COM | $1.5M | 0.6%Prev: 0.7% | 10,160 SH | Decreased |
| RH | COM | $5.1M | 2.1%Prev: 2.3% | 28,207 SH | Decreased+1,658 SH |
| RTX CORPORATION COM | COM | $6.6M | 2.8%Prev: 2.6% | 36,182 SH | Increased |
| TRIPADVISOR INC | COM | $5.2M | 2.1%Prev: 0.3% | 355,612 SH | Increased+309,362 SH |
| US BANCORP DEL | COM | $1.8M | 0.7%Prev: 0.7% | 33,216 SH | Increased |
| VERIZON COMMUNICATIONS INC | COM | $1.9M | 0.8%Prev: 0.8% | 45,427 SH | Decreased |
| WELLS FARGO CO | COM | $10.9M | 4.5%Prev: 4.2% | 117,203 SH | Increased-345 SH |
| 13F-HR |
| 0001839498-26-000004 |
| $253.3M |
| View |
| Aug 15, 2025 | Q2 2025 | 13F-HR | 0001839498-25-000004 | $233.3M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001839498-26-000002 | $219.8M | View |
| May 19, 2025 | Q1 2025 | 13F-HR | 0001839498-25-000002 | $187.5M | View |