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CIK 0002105146 • 3 13F filings • Jan 15, 2026 – Jul 23, 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 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $2.6M | 1.6% | 12,173 SH | |
| ADOBE INC | COM | $389K | 0.2% | 1,600 SH | |
| AFLAC INC | COM | $833K | 0.5% | 7,592 SH | |
| ALPHABET INC | CAP STK CL A | $3.1M | 1.8% | 10,793 SH | |
| ALPHABET INC | CAP STK CL C | $3.2M | 1.9% | 10,981 SH | |
| ALTRIA GROUP INC | COM | $617K | 0.4% | 9,347 SH | |
| AMAZON COM INC | COM | $2.5M | 1.5% | 12,177 SH | |
| AMERICAN EXPRESS CO | COM | $706K | 0.4% | 2,335 SH | |
| AMGEN INC | COM | $2.2M | 1.3% | 6,180 SH | |
| APPLE INC | COM | $15.9M | 9.4% | 62,487 SH | |
| ASML HLDG NV | N Y REGISTRY SHS | $489K | 0.3% | 370 SH | |
| BANNER CORP | COM NEW | $286K | 0.2% | 4,714 SH | |
| BAR HBR BANKSHARES | COM | $418K | 0.2% | 12,880 SH | |
| BEACON FINANCIAL CORP. | COM | $311K | 0.2% | 10,380 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL A | $718K | 0.4% | 1 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $689K | 0.4% | 1,437 SH | |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $1.4M | 0.8% | 27,497 SH | |
| BLACKROCK INC | COM | $263K | 0.2% | 273 SH | |
| BROADCOM INC | COM | $810K | 0.5% | 2,617 SH | |
| CARLISLE COS INC | COM | $295K | 0.2% | 885 SH | |
| CATERPILLAR INC | COM | $500K | 0.3% | 706 SH | |
| CBOE GLOBAL MKTS INC | COM | $258K | 0.2% | 917 SH | |
| CHEVRON CORPORATION | COM | $2.7M | 1.6% | 12,989 SH | |
| CISCO SYS INC | COM | $2.2M | 1.3% | 28,699 SH | |
| COMCAST CORP NEW | CL A | $219K | 0.1% | 7,640 SH | |
| COMMUNITY TR BANCORP INC | COM | $207K | 0.1% | 3,405 SH | |
| CONSOLIDATED EDISON INC | COM | $705K | 0.4% | 6,231 SH | |
| CORNING INC | COM | $277K | 0.2% | 2,035 SH | |
| COSTCO WHOLESALE CORPORATION | COM | $783K | 0.5% | 786 SH | |
| CSX CORP | COM | $401K | 0.2% | 9,765 SH | |
| CULLEN FROST BANKERS INC | COM | $782K | 0.5% | 5,704 SH | |
| CUMMINS INC | COM | $1.4M | 0.9% | 2,680 SH | |
| DEERE & CO | COM | $711K | 0.4% | 1,263 SH | |
| DONALDSON INC | COM | $237K | 0.1% | 2,790 SH | |
| ELI LILLY & CO | COM | $518K | 0.3% | 563 SH | |
| EMERSON ELEC CO | COM | $325K | 0.2% | 2,484 SH | |
| EXXON MOBIL CORP | COM | $1.5M | 0.9% | 8,787 SH | |
| FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | $1.3M | 0.8% | 14,033 SH | |
| GENERAL DYNAMICS CORP | COM | $1.1M | 0.7% | 3,277 SH | |
| GENUINE PARTS CO | COM | $386K | 0.2% | 3,650 SH | |
| HOME DEPOT INC | COM | $310K | 0.2% | 944 SH | |
| HONEYWELL INTL INC | COM | $562K | 0.3% | 2,487 SH | |
| HUBBELL INC | COM | $558K | 0.3% | 1,138 SH | |
| HUNTINGTON INGALLS INDS INC | COM | $266K | 0.2% | 700 SH | |
| ILLINOIS TOOL WKS INC | COM | $1.5M | 0.9% | 5,589 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $678K | 0.4% | 2,797 SH | |
| INTUIT | COM | $328K | 0.2% | 759 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $3.6M | 2.1% | 18,725 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $1.4M | 0.8% | 2,482 SH | |
| ISHARES TR | 0-3 MNTH TREASRY | $2.4M | 1.4% | 24,087 SH | |
| ISHARES TR | CORE MSCI EAFE | $322K | 0.2% | 3,555 SH | |
| ISHARES TR | CORE S&P MCP ETF | $447K | 0.3% | 6,613 SH | |
| ISHARES TR | CORE S&P SCP ETF | $1.8M | 1.0% | 14,123 SH | |
| ISHARES TR | CORE S&P US GWT | $432K | 0.3% | 2,785 SH | |
| ISHARES TR | CORE S&P US VLU | $406K | 0.2% | 3,966 SH | |
| ISHARES TR | ESG MSCI KLD 400 | $270K | 0.2% | 2,232 SH | |
| ISHARES TR | ESG OPTIMIZED | $370K | 0.2% | 2,803 SH | |
| ISHARES TR | EXPND TEC SC ETF | $712K | 0.4% | 6,012 SH | |
| JOHNSON & JOHNSON | COM | $2.8M | 1.6% | 11,271 SH | |
| JPMORGAN CHASE & CO | COM | $1.4M | 0.8% | 4,770 SH | |
| KROGER CO | COM | $939K | 0.6% | 12,975 SH | |
| L3HARRIS TECHNOLOGIES INC | COM | $722K | 0.4% | 2,093 SH | |
| LOCKHEED MARTIN CORP | COM | $2.4M | 1.4% | 4,026 SH | |
| LOWES COS INC | COM | $509K | 0.3% | 2,153 SH | |
| MASTERCARD INCORPORATED | CL A | $314K | 0.2% | 628 SH | |
| MCDONALDS CORP | COM | $425K | 0.3% | 1,369 SH | |
| MERCADOLIBRE INC | COM | $543K | 0.3% | 314 SH | |
| MERCK & CO INC | COM | $737K | 0.4% | 6,131 SH | |
| META PLATFORMS INC | CL A | $650K | 0.4% | 1,136 SH | |
| MICROSOFT CORP | COM | $7.4M | 4.4% | 20,125 SH | |
| NBT BANCORP INC | COM | $657K | 0.4% | 15,439 SH | |
| NETFLIX INC. | COM | $540K | 0.3% | 5,620 SH | |
| NIKE INC | CL B | $211K | 0.1% | 4,000 SH | |
| NORFOLK SOUTHN CORP | COM | $634K | 0.4% | 2,209 SH | |
| NORTHROP GRUMMAN CORP | COM | $993K | 0.6% | 1,455 SH | |
| NVIDIA CORPORATION | COM | $2.1M | 1.2% | 11,892 SH | |
| ORACLE CORP | COM | $652K | 0.4% | 4,434 SH | |
| OREILLY AUTOMOTIVE INC | COM | $304K | 0.2% | 3,295 SH | |
| PACCAR INC | COM | $301K | 0.2% | 2,610 SH | |
| PARKER-HANNIFIN CORP | COM | $604K | 0.4% | 675 SH | |
| PEPSICO INC | COM | $399K | 0.2% | 2,567 SH | |
| PIMCO ETF TR | ACTIVE BD ETF | $255K | 0.2% | 2,765 SH | |
| PIMCO ETF TR | MULTISECTOR BD | $1.7M | 1.0% | 66,169 SH | |
| PROCTER & GAMBLE CO | COM | $1.7M | 1.0% | 11,577 SH | |
| PUBLIC STORAGE OPER CO | COM | $401K | 0.2% | 1,480 SH | |
| QUALCOMM INC | COM | $458K | 0.3% | 3,555 SH | |
| RAYMOND JAMES FINL INC | COM | $229K | 0.1% | 1,585 SH | |
| ROSS STORES INC | COM | $1.9M | 1.1% | 8,560 SH | |
| RTX CORPORATION | COM | $1.0M | 0.6% | 5,434 SH | |
| SALESFORCE INC | COM | $373K | 0.2% | 2,000 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $1.2M | 0.7% | 43,547 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $817K | 0.5% | 26,638 SH | |
| SEI INVTS CO | COM | $213K | 0.1% | 2,720 SH | |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $3.1M | 1.8% | 68,160 SH | |
| SHOPIFY INC | CL A SUB VTG SHS | $584K | 0.3% | 4,923 SH | |
| SNAP ON INC | COM | $804K | 0.5% | 2,214 SH | |
| SOUTHERN CO | COM | $298K | 0.2% | 3,090 SH | |
| SPDR GOLD TR | GOLD SHS | $906K | 0.5% | 2,105 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $3.6M | 2.1% | 24,865 SH | |
| STATE STR SPDR DOW JONES IND | UT SER 1 | $720K | 0.4% | 1,554 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $940K | 0.6% | 1,445 SH | |
| TESLA INC | COM | $613K | 0.4% | 1,648 SH | |
| TJX COS INC NEW | COM | $552K | 0.3% | 3,459 SH | |
| TRAVELERS COMPANIES INC | COM | $1.2M | 0.7% | 4,190 SH | |
| UNION PAC CORP | COM | $226K | 0.1% | 930 SH | |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 GRTH | $320K | 0.2% | 2,570 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $234K | 0.1% | 536 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $3.5M | 2.0% | 12,063 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $7.5M | 4.4% | 12,509 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.1M | 1.2% | 7,989 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $8.6M | 5.1% | 26,926 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $265K | 0.2% | 3,533 SH | |
| VANGUARD MUN BD FDS | SHORT TAX EXEMPT | $346K | 0.2% | 4,535 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $217K | 0.1% | 1,979 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $9.7M | 5.7% | 44,972 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $3.1M | 1.8% | 40,358 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.2M | 1.3% | 34,313 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $2.9M | 1.7% | 19,709 SH | |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $1.2M | 0.7% | 13,948 SH | |
| VERIZON COMMUNICATIONS INC | COM | $1.5M | 0.9% | 29,271 SH | |
| VISA INC | COM CL A | $718K | 0.4% | 2,374 SH | |
| WALMART INC | COM | $1.3M | 0.8% | 10,851 SH | |
| WORLD GOLD TR | SPDR GLD MINIS | $3.1M | 1.8% | 33,250 SH |
| 13F-HR |
| 0002105146-26-000003 |
| $186.4M |
| View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0002105146-26-000002 | $169.6M | View |