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CIK 0001965246 • 2 13F filings • Apr 18, 2025 – Jul 17, 2025
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $13.9M | 5.0%Prev: 5.1% | 78,871 SH | Increased+2,970 SH |
| ALTRIA GROUP INC | COM | $2.6M | 0.9%Prev: 1.2% | 43,512 SH | Decreased-966 SH |
| AMAZON COM INC | COM | $4.2M | 1.5%Prev: 0.9% | 19,093 SH | Increased+8,514 SH |
| APPLE INC | COM | $6.8M | 2.5%Prev: 2.6% | 33,344 SH | Increased+6,034 SH |
| ATMOS ENERGY CORP | COM | $236K | 0.1%Prev: 0.1% | 1,534 SH | Decreased-143 SH |
| BANK AMERICA CORP | COM | $2.0M | 0.7%Prev: 0.8% | 41,371 SH | Increased-1,677 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $13.3M | 4.8%Prev: 6.4% | 27,399 SH | Decreased-504 SH |
| BOEING CO | COM | $839K | 0.3%Prev: 0.4% | 4,002 SH | Increased-757 SH |
| BP PLC | SPONSORED ADR | $2.6M | 0.9%Prev: 1.3% | 85,317 SH | Decreased-56 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $357K | 0.1%Prev: 0.2% | 7,704 SH | Decreased+1,065 SH |
| CATERPILLAR INC | COM | $8.9M | 3.2%Prev: 3.3% | 22,978 SH | Increased-110 SH |
| CHEVRON CORP NEW | COM | $10.1M | 3.7%Prev: 1.9% | 70,529 SH | Increased+44,711 SH |
| COCA COLA CO | COM | $543K | 0.2%Prev: 0.3% | 7,678 SH | Decreased-699 SH |
| CONCRETE PUMPING HLDGS INC | COM | $62K | 0.0%Prev: 0.0% | 10,000 SH | Increased |
| COSTCO WHSL CORP NEW | COM | $1.4M | 0.5%Prev: 0.6% | 1,406 SH | Decreased-147 SH |
| CROWN CASTLE INC | COM | $6.8M | 2.4%Prev: 2.9% | 65,839 SH | Increased+2,419 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $508K | 0.2% | 14,175 SH | New |
| DUKE ENERGY CORP NEW | COM NEW | $680K | 0.2%Prev: 0.4% | 5,760 SH | Decreased-2,516 SH |
| ECOLAB INC | COM | $11.0M | 4.0%Prev: 4.5% | 40,815 SH | Increased-81 SH |
| EOG RES INC | COM | $4.8M | 1.7%Prev: 2.2% | 40,005 SH | Decreased+6 SH |
| EXXON MOBIL CORP | COM | $8.6M | 3.1%Prev: 4.3% | 79,724 SH | Decreased-3,119 SH |
| FEDEX CORP | COM | $8.1M | 2.9%Prev: 3.7% | 35,563 SH | Decreased+728 SH |
| FIRST HORIZON CORPORATION | COM | $2.5M | 0.9%Prev: 0.8% | 118,484 SH | Increased+20,548 SH |
| FISERV INC | COM | $223K | 0.1%Prev: 0.1% | 1,293 SH | Decreased |
| FORTINET INC | COM | $2.0M | 0.7%Prev: 0.6% | 18,706 SH | Increased+4,085 SH |
| GENERAL DYNAMICS CORP | COM | $500K | 0.2%Prev: 0.4% | 1,714 SH | Decreased-1,924 SH |
| HOME DEPOT INC | COM | $4.6M | 1.7%Prev: 2.1% | 12,516 SH | Decreased-634 SH |
| HUMANA INC | COM | $702K | 0.3%Prev: 0.3% | 2,871 SH | Decreased |
| HUNT J B TRANS SVCS INC | COM | $1.4M | 0.5%Prev: 0.6% | 9,435 SH | Decreased+210 SH |
| INTEL CORP | COM | $397K | 0.1%Prev: 0.3% | 17,705 SH | Decreased-9,681 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $1.3M | 0.5%Prev: 0.5% | 4,511 SH | Increased-478 SH |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $4.4M | 1.6%Prev: 0.7% | 83,827 SH | Increased+49,199 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $335K | 0.1%Prev: 0.1% | 1,842 SH | Increased+21 SH |
| INVESCO QQQ TR | UNIT SER 1 | $2.2M | 0.8%Prev: 0.7% | 4,023 SH | Increased+381 SH |
| ISHARES TR | CORE S&P SCP ETF | $825K | 0.3%Prev: 0.3% | 7,548 SH | Increased+128 SH |
| ISHARES TR | CORE US AGGBD ET | $588K | 0.2% | 5,927 SH | New |
| ISHARES TR | IBOXX HI YD ETF | $770K | 0.3%Prev: 0.3% | 9,553 SH | Decreased-409 SH |
| ISHARES TR | MSCI EAFE ETF | $1.3M | 0.5%Prev: 1.2% | 14,335 SH | Decreased-19,344 SH |
| ISHARES TR | SHRT NAT MUN ETF | $350K | 0.1% | 3,290 SH | New |
| ISHARES TR | US AER DEF ETF | $1.6M | 0.6% | 8,346 SH | New |
| JPMORGAN CHASE & CO. | COM | $13.5M | 4.9%Prev: 5.0% | 46,413 SH | Increased-512 SH |
| LAM RESEARCH CORP | COM NEW | $8.5M | 3.1%Prev: 2.8% | 87,517 SH | Increased-383 SH |
| LOCKHEED MARTIN CORP | COM | $8.2M | 3.0%Prev: 3.7% | 17,616 SH | Decreased-1,417 SH |
| LOWES COS INC | COM | $1.3M | 0.5%Prev: 0.7% | 5,943 SH | Decreased-549 SH |
| MARATHON PETE CORP | COM | $398K | 0.1%Prev: 0.2% | 2,396 SH | Decreased-1,541 SH |
| MEDTRONIC PLC | SHS | $4.1M | 1.5%Prev: 1.7% | 47,166 SH | Increased+3,152 SH |
| MERCK & CO INC | COM | $2.9M | 1.0%Prev: 1.2% | 36,216 SH | Increased+6,472 SH |
| MICROSOFT CORP | COM | $14.3M | 5.2%Prev: 4.7% | 28,765 SH | Increased+57 SH |
| NOVO-NORDISK A S | ADR | $1.8M | 0.7%Prev: 0.6% | 26,308 SH | Increased+8,002 SH |
| NUCOR CORP | COM | $1.2M | 0.5%Prev: 0.6% | 9,631 SH | Decreased-1,149 SH |
| NXP SEMICONDUCTORS N V | COM | $390K | 0.1%Prev: 0.1% | 1,785 SH | Increased+208 SH |
| OCCIDENTAL PETE CORP | COM | $2.0M | 0.7%Prev: 1.1% | 48,146 SH | Decreased-878 SH |
| ORACLE CORP | COM | $1.4M | 0.5%Prev: 0.3% | 6,190 SH | Increased+659 SH |
| OWENS CORNING NEW | COM | $1.6M | 0.6%Prev: 0.6% | 11,994 SH | Increased+2,259 SH |
| PALO ALTO NETWORKS INC | COM | $12.7M | 4.6%Prev: 4.5% | 62,076 SH | Increased+1,116 SH |
| PEPSICO INC | COM | $8.9M | 3.2% | 67,304 SH | New |
| PROSHARES TR | S&P 500 DV ARIST | $9.4M | 3.4%Prev: 2.6% | 93,466 SH | Increased+33,743 SH |
| REGIONS FINANCIAL CORP NEW | COM | $1.4M | 0.5%Prev: 0.6% | 58,920 SH | Increased-181 SH |
| RTX CORPORATION | COM | $519K | 0.2%Prev: 0.4% | 3,552 SH | Decreased-2,654 SH |
| SCHWAB CHARLES CORP | COM | $2.2M | 0.8%Prev: 0.8% | 24,142 SH | Increased-815 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $620K | 0.2%Prev: 0.3% | 23,379 SH | Decreased+79 SH |
| SELECT SECTOR SPDR TR | ENERGY | $408K | 0.1%Prev: 0.6% | 4,808 SH | Decreased-10,180 SH |
| SOUTHERN CO | COM | $279K | 0.1%Prev: 0.2% | 3,037 SH | Decreased-2,677 SH |
| SOUTHWEST AIRLS CO | COM | $1.5M | 0.5%Prev: 0.7% | 46,644 SH | Decreased-508 SH |
| SPDR INDEX SHS FDS | EURO STOXX 50 | $317K | 0.1%Prev: 0.1% | 5,308 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $1.1M | 0.4%Prev: 0.4% | 1,842 SH | Increased+6 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $1.1M | 0.4%Prev: 0.4% | 1,857 SH | Increased+25 SH |
| STEEL DYNAMICS INC | COM | $1.4M | 0.5%Prev: 0.6% | 11,129 SH | Increased+178 SH |
| TARGET CORP | COM | $533K | 0.2% | 5,405 SH | New |
| TRUIST FINL CORP | COM | $2.0M | 0.7%Prev: 0.6% | 45,982 SH | Increased+10,596 SH |
| ULTA BEAUTY INC | COM | $219K | 0.1% | 468 SH | New |
| UNITED PARCEL SERVICE INC | CL B | $9.1M | 3.3%Prev: 4.3% | 90,247 SH | Decreased-750 SH |
| UNITEDHEALTH GROUP INC | COM | $9.7M | 3.5%Prev: 1.8% | 31,037 SH | Increased+23,235 SH |
| US BANCORP DEL | COM NEW | $215K | 0.1%Prev: 0.1% | 4,755 SH | Decreased-410 SH |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $3.7M | 1.3%Prev: 1.4% | 39,615 SH | Increased+2,551 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $5.7M | 2.1% | 72,595 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $302K | 0.1%Prev: 0.1% | 4,097 SH | Increased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $667K | 0.2% | 1,175 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $204K | 0.1% | 672 SH | New |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $421K | 0.2%Prev: 0.2% | 6,260 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $352K | 0.1% | 7,119 SH | New |
| VANGUARD STAR FDS | VG TL INTL STK F | $485K | 0.2%Prev: 0.2% | 7,017 SH | Increased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $342K | 0.1% | 6,004 SH | New |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $703K | 0.3% | 5,270 SH | New |
| VERIZON COMMUNICATIONS INC | COM | $1.8M | 0.6%Prev: 0.6% | 41,059 SH | Increased+9,242 SH |
| VULCAN MATLS CO | COM | $1.8M | 0.7%Prev: 0.6% | 7,066 SH | Increased+809 SH |
| WALMART INC | COM | $278K | 0.1%Prev: 0.2% | 2,848 SH | Decreased-2,849 SH |
| XPO INC | COM | $206K | 0.1% | 1,628 SH | New |