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CIK 0001901337 • 6 13F filings • Apr 22, 2025 – Jul 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $5.9M | 2.6%Prev: 2.8% | 36,975 SH | Increased+1,934 SH |
| ABBOTT LABS | COM | $4.2M | 1.8%Prev: 2.0% | 33,228 SH | Increased+4,476 SH |
| ALLSTATE CORP | COM | $2.2M | 0.9%Prev: 1.1% | 10,361 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $451K | 0.2% | 1,441 SH | New |
| ALPHABET INC | CAP STK CL C | $338K | 0.1%Prev: 0.1% | 1,078 SH | Increased |
| AMAZON COM INC | COM | $845K | 0.4%Prev: 0.3% | 3,663 SH | Increased+1,345 SH |
| AMRIZE LTD | SHS | $3.1M | 1.3%Prev: 1.1% | 56,530 SH | Increased+11,486 SH |
| APPLE INC | COM | $1.0M | 0.5%Prev: 0.3% | 3,792 SH | Increased+1,760 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $1.7M | 0.7%Prev: 0.9% | 6,507 SH | Decreased+472 SH |
| BANK AMERICA CORP | COM | $9.5M | 4.2%Prev: 4.3% | 173,482 SH | Increased+9,148 SH |
| BECTON DICKINSON & CO | COM | $746K | 0.3%Prev: 0.4% | 3,845 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $922K | 0.4%Prev: 0.5% | 1,835 SH | Decreased-3 SH |
| CAPITAL GROUP CONSERVATIVE E | SHS | $1.8M | 0.8% | 58,725 SH | New |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $1.6M | 0.7%Prev: 0.7% | 37,709 SH | Increased+5,135 SH |
| CATERPILLAR INC | COM | $6.2M | 2.7%Prev: 2.5% | 10,831 SH | Increased+479 SH |
| CHEVRON CORP NEW | COM | $2.5M | 1.1%Prev: 1.1% | 16,673 SH | Increased+2,463 SH |
| CITIGROUP INC | COM NEW | $2.3M | 1.0%Prev: 1.0% | 20,138 SH | Increased+380 SH |
| CLOROX CO DEL | COM | $402K | 0.2%Prev: 0.2% | 3,986 SH | Decreased |
| COSTCO WHSL CORP NEW | COM | $261K | 0.1%Prev: 0.1% | 303 SH | Decreased |
| CUMMINS INC | COM | $5.5M | 2.4%Prev: 2.3% | 10,791 SH | Increased |
| DEERE & CO | COM | $6.5M | 2.8%Prev: 3.1% | 13,946 SH | Increased+729 SH |
| DIAGEO PLC | SPON ADR NEW | $2.1M | 0.9%Prev: 1.0% | 24,621 SH | Increased+4,623 SH |
| EATON CORP PLC | SHS | $2.2M | 1.0%Prev: 1.3% | 6,996 SH | Decreased |
| ELI LILLY & CO | COM | $264K | 0.1% | 246 SH | New |
| EMERSON ELEC CO | COM | $1.7M | 0.7%Prev: 0.9% | 12,663 SH | Decreased-334 SH |
| EVERUS CONSTR GROUP | COM | $322K | 0.1%Prev: 0.2% | 3,762 SH | Increased+150 SH |
| EXXON MOBIL CORP | COM | $2.9M | 1.3%Prev: 1.2% | 23,790 SH | Increased+3,100 SH |
| FEDEX CORP | COM | $2.9M | 1.3%Prev: 1.0% | 9,897 SH | Increased+1,497 SH |
| GENUINE PARTS CO | COM | $2.3M | 1.0%Prev: 1.1% | 18,508 SH | Increased+2,864 SH |
| GOLDMAN SACHS GROUP INC | COM | $4.3M | 1.9%Prev: 1.9% | 4,946 SH | Increased+332 SH |
| ISHARES TR | GLOBAL 100 ETF | $969K | 0.4%Prev: 0.5% | 7,646 SH | Increased+2 SH |
| ISHARES TR | RUS 1000 GRW ETF | $445K | 0.2%Prev: 0.2% | 941 SH | Increased |
| JOHNSON & JOHNSON | COM | $4.9M | 2.2%Prev: 2.0% | 23,829 SH | Increased+2,094 SH |
| JPMORGAN CHASE & CO. | COM | $4.0M | 1.8%Prev: 1.8% | 12,378 SH | Increased+983 SH |
| KIMBERLY-CLARK CORP | COM | $1.9M | 0.8%Prev: 1.0% | 19,010 SH | Decreased+3,160 SH |
| KLA CORP | COM NEW | $239K | 0.1% | 197 SH | New |
| KNIFE RIVER CORP | COMMON STOCK | $265K | 0.1%Prev: 0.1% | 3,762 SH | Decreased+150 SH |
| LOCKHEED MARTIN CORP | COM | $2.6M | 1.1%Prev: 1.2% | 5,407 SH | Increased+765 SH |
| LOWES COS INC | COM | $2.6M | 1.1%Prev: 1.1% | 10,574 SH | Increased+1,641 SH |
| MASTERCARD INCORPORATED | CL A | $486K | 0.2%Prev: 0.2% | 851 SH | Increased+327 SH |
| MDU RES GROUP INC | COM | $294K | 0.1%Prev: 0.1% | 15,048 SH | Increased+600 SH |
| MEDTRONIC PLC | SHS | $2.7M | 1.2%Prev: 1.2% | 27,626 SH | Increased+3,396 SH |
| META PLATFORMS INC | CL A | $608K | 0.3%Prev: 0.2% | 921 SH | Increased+400 SH |
| MICROSOFT CORP | COM | $7.3M | 3.2%Prev: 4.6% | 15,020 SH | Decreased-2,405 SH |
| NVIDIA CORPORATION | COM | $882K | 0.4%Prev: 0.3% | 4,728 SH | Increased+1,772 SH |
| OTIS WORLDWIDE CORP | COM | $2.4M | 1.1%Prev: 1.1% | 27,949 SH | Increased+4,470 SH |
| PAYCHEX INC | COM | $1.3M | 0.6%Prev: 0.7% | 11,586 SH | Decreased |
| PEPSICO INC | COM | $2.5M | 1.1%Prev: 1.0% | 17,079 SH | Increased+2,571 SH |
| PFIZER INC | COM | $2.1M | 0.9%Prev: 0.9% | 83,402 SH | Increased+10,705 SH |
| PRINCIPAL FINANCIAL GROUP IN | COM | $6.4M | 2.8%Prev: 3.1% | 72,835 SH | Increased-552 SH |
| PROCTER AND GAMBLE CO | COM | $2.5M | 1.1%Prev: 1.1% | 17,537 SH | Increased+3,880 SH |
| REALTY INCOME CORP | COM | $3.0M | 1.3%Prev: 1.3% | 53,194 SH | Increased+10,430 SH |
| RTX CORPORATION | COM | $3.8M | 1.7%Prev: 1.6% | 20,929 SH | Increased+1,634 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $8.3M | 3.6%Prev: 3.0% | 302,599 SH | Increased+82,919 SH |
| SHELL PLC | SPON ADS | $2.9M | 1.3%Prev: 1.2% | 38,987 SH | Increased+4,565 SH |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $4.7M | 2.1%Prev: 2.3% | 9,828 SH | Increased |
| SPDR GOLD TR | GOLD SHS | $333K | 0.1% | 840 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $271K | 0.1%Prev: 0.1% | 397 SH | Increased+1 SH |
| STATE STR CORP | COM | $3.4M | 1.5%Prev: 1.4% | 26,323 SH | Increased+2,589 SH |
| STRYKER CORPORATION | COM | $259K | 0.1% | 738 SH | New |
| SYSCO CORP | COM | $3.0M | 1.3%Prev: 1.5% | 41,101 SH | Increased+5,256 SH |
| TARGET CORP | COM | $2.0M | 0.9%Prev: 0.8% | 20,665 SH | Increased+3,924 SH |
| TOTALENERGIES SE | ACT | $2.7M | 1.2% | 41,092 SH | New |
| TRUST FOR PROFESSIONAL MANAG | JENSEN QUALITY | $3.2M | 1.4%Prev: 1.4% | 119,204 SH | Increased+15,716 SH |
| US BANCORP DEL | COM NEW | $6.7M | 2.9%Prev: 2.8% | 124,771 SH | Increased+8,598 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.6M | 0.7%Prev: 0.7% | 3,291 SH | Increased+500 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $1.3M | 0.6%Prev: 0.6% | 4,408 SH | Increased+469 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $10.8M | 4.7%Prev: 5.2% | 17,249 SH | Increased+500 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.6M | 0.7%Prev: 0.7% | 6,146 SH | Increased+778 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.9M | 1.7%Prev: 2.0% | 11,683 SH | Decreased-435 SH |
| VANGUARD INDEX FDS | VALUE ETF | $1.9M | 0.8%Prev: 0.9% | 9,907 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $4.1M | 1.8%Prev: 0.9% | 49,598 SH | Increased+26,946 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $4.9M | 2.1%Prev: 2.3% | 22,291 SH | Increased+835 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $4.1M | 1.8%Prev: 1.8% | 65,793 SH | Increased+5,187 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $211K | 0.1%Prev: 0.1% | 1,471 SH | Increased+3 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $576K | 0.3%Prev: 0.3% | 6,397 SH | Increased |
| VANGUARD WORLD FD | HEALTH CAR ETF | $9.4M | 4.1%Prev: 3.7% | 32,813 SH | Increased+4,493 SH |
| VANGUARD WORLD FD | INF TECH ETF | $448K | 0.2%Prev: 0.2% | 595 SH | Increased+71 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $1.8M | 0.8%Prev: 0.9% | 12,446 SH | Increased |
| VANGUARD WORLD FD | UTILITIES ETF | $3.7M | 1.6%Prev: 1.7% | 19,757 SH | Increased+1,926 SH |
| WASTE MGMT INC DEL | COM | $228K | 0.1% | 1,040 SH | New |
| WELLS FARGO CO NEW | COM | $8.1M | 3.5%Prev: 3.5% | 86,493 SH | Increased+4,906 SH |
| WEST BANCORPORATION INC | CAP STK | $311K | 0.1% | 14,000 SH | New |
| 13F-HR |
| 0001901337-26-000006 |
| $529.6M |
| View |
| Jul 21, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003980 | $191.0M | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0001901337-26-000003 | $240.1M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002214 | $111.0M | View |