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CIK 0002057200 • 5 13F filings • Apr 14, 2025 – Jul 30, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $251K | 0.1%Prev: 0.1% | 2,005 SH | Decreased |
| ABBVIE INC | COM | $2.8M | 1.4%Prev: 1.4% | 12,180 SH | Increased+134 SH |
| ALPHABET INC | CAP STK CL C | $6.7M | 3.4%Prev: 3.2% | 21,207 SH | Increased-240 SH |
| ALTRIA GROUP INC | COM | $308K | 0.2%Prev: 0.2% | 5,346 SH | Decreased-81 SH |
| AMAZON COM INC | COM | $7.3M | 3.7%Prev: 4.0% | 31,545 SH | Decreased+303 SH |
| AMERICAN EXPRESS CO | COM | $1.9M | 1.0%Prev: 1.0% | 5,092 SH | Increased+43 SH |
| AMERICAN WTR WKS CO INC NEW | COM | $672K | 0.3%Prev: 0.3% | 5,151 SH | Increased |
| ANALOG DEVICES INC | COM | $258K | 0.1%Prev: 0.1% | 952 SH | Increased |
| APPLE INC | COM | $7.3M | 3.7%Prev: 3.8% | 26,842 SH | Decreased-248 SH |
| AT&T INC | COM | $6.4M | 3.3%Prev: 3.3% | 259,199 SH | Increased+3,418 SH |
| BANK AMERICA CORP | COM | $6.4M | 3.3%Prev: 3.2% | 117,037 SH | Increased+923 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $476K | 0.2%Prev: 0.2% | 947 SH | Increased |
| BLACKROCK INC | COM | $792K | 0.4%Prev: 0.4% | 740 SH | Decreased |
| BROADCOM INC | COM | $265K | 0.1%Prev: 0.1% | 766 SH | Decreased-30 SH |
| CATERPILLAR INC | COM | $431K | 0.2%Prev: 0.2% | 753 SH | Increased+3 SH |
| CHEVRON CORP NEW | COM | $2.6M | 1.3%Prev: 1.4% | 16,990 SH | Decreased+181 SH |
| CISCO SYS INC | COM | $514K | 0.3%Prev: 0.2% | 6,672 SH | Increased |
| CITIGROUP INC | COM NEW | $7.7M | 3.9%Prev: 3.5% | 66,320 SH | Increased-40 SH |
| COCA COLA CO | COM | $6.8M | 3.5%Prev: 3.5% | 97,647 SH | Increased+921 SH |
| COSTCO WHSL CORP NEW | COM | $343K | 0.2%Prev: 0.2% | 398 SH | Decreased |
| DUKE ENERGY CORP NEW | COM NEW | $3.1M | 1.6%Prev: 1.6% | 26,063 SH | Decreased+387 SH |
| ELI LILLY & CO | COM | $442K | 0.2%Prev: 0.2% | 411 SH | Increased-25 SH |
| EXXON MOBIL CORP | COM | $7.0M | 3.6%Prev: 3.6% | 58,257 SH | Increased-796 SH |
| FASTENAL CO | COM | $262K | 0.1%Prev: 0.1% | 6,539 SH | Decreased |
| FIDELITY MERRIMACK STR TR | CORP BOND ETF | $341K | 0.2%Prev: 0.2% | 7,119 SH | Increased+1,018 SH |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | $276K | 0.1%Prev: 0.1% | 1,024 SH | Decreased+10 SH |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | $2.9M | 1.5%Prev: 1.7% | 76,527 SH | Decreased-8,074 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S | $6.3M | 3.2%Prev: 3.3% | 155,041 SH | Decreased-2,620 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST UQ EQT | $32.9M | 16.8%Prev: 16.9% | 643,437 SH | Increased-10,151 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $962K | 0.5%Prev: 0.5% | 19,263 SH | Increased-100 SH |
| FORD MTR CO | COM | $195K | 0.1%Prev: 0.1% | 14,900 SH | Decreased |
| GENERAL DYNAMICS CORP | COM | $215K | 0.1%Prev: 0.1% | 638 SH | Decreased |
| GILEAD SCIENCES INC | COM | $1.9M | 0.9%Prev: 0.9% | 15,104 SH | Increased+168 SH |
| HOME DEPOT INC | COM | $3.7M | 1.9%Prev: 2.0% | 10,772 SH | Decreased+159 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $1.2M | 0.6%Prev: 0.6% | 3,889 SH | Decreased-33 SH |
| INVESCO QQQ TR | UNIT SER 1 | $939K | 0.5%Prev: 0.5% | 1,529 SH | Decreased-59 SH |
| ISHARES TR | CORE S&P TTL STK | $221K | 0.1%Prev: 0.1% | 1,486 SH | Decreased-130 SH |
| ISHARES TR | CORE S&P500 ETF | $277K | 0.1%Prev: 0.1% | 405 SH | Increased+1 SH |
| JOHNSON & JOHNSON | COM | $6.7M | 3.4%Prev: 3.1% | 32,300 SH | Increased+183 SH |
| JPMORGAN CHASE & CO. | COM | $1.1M | 0.6%Prev: 0.6% | 3,508 SH | Increased |
| KAYNE ANDERSON ENERGY INFRST | COM | $200K | 0.1%Prev: 0.1% | 16,173 SH | Increased |
| LOCKHEED MARTIN CORP | COM | $2.7M | 1.4%Prev: 1.3% | 5,535 SH | Increased+76 SH |
| MARVELL TECHNOLOGY INC | COM | $2.0M | 1.0%Prev: 1.2% | 24,103 SH | Decreased+153 SH |
| META PLATFORMS INC | CL A | $7.1M | 3.6%Prev: 3.4% | 10,705 SH | Increased+449 SH |
| METLIFE INC | COM | $214K | 0.1%Prev: 0.1% | 2,705 SH | Increased |
| MICROSOFT CORP | COM | $6.3M | 3.2%Prev: 3.4% | 13,060 SH | Decreased+132 SH |
| NEXTERA ENERGY INC | COM | $400K | 0.2%Prev: 0.2% | 4,984 SH | Decreased-156 SH |
| NORFOLK SOUTHN CORP | COM | $237K | 0.1%Prev: 0.1% | 822 SH | Increased+2 SH |
| NVIDIA CORPORATION | COM | $3.7M | 1.9%Prev: 2.0% | 19,817 SH | Decreased+37 SH |
| ORACLE CORP | COM | $1.8M | 0.9%Prev: 0.6% | 9,359 SH | Increased+4,635 SH |
| PAYCHEX INC | COM | $365K | 0.2%Prev: 0.2% | 3,252 SH | Increased |
| PEPSICO INC | COM | $571K | 0.3%Prev: 0.3% | 3,975 SH | Increased |
| PFIZER INC | COM | $3.6M | 1.8%Prev: 1.8% | 144,138 SH | Increased+2,596 SH |
| PHILIP MORRIS INTL INC | COM | $364K | 0.2%Prev: 0.2% | 2,267 SH | Increased |
| PROCTER AND GAMBLE CO | COM | $4.0M | 2.0%Prev: 2.1% | 28,043 SH | Decreased+370 SH |
| PRUDENTIAL FINL INC | COM | $291K | 0.1%Prev: 0.1% | 2,580 SH | Increased-11 SH |
| REGIONS FINANCIAL CORP NEW | COM | $362K | 0.2%Prev: 0.2% | 13,363 SH | Increased |
| SOUTHERN CO | COM | $5.7M | 2.9%Prev: 3.0% | 64,819 SH | Decreased+935 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $4.3M | 2.2%Prev: 2.3% | 6,345 SH | Decreased-79 SH |
| SUPER MICRO COMPUTER INC | COM NEW | $682K | 0.3%Prev: 0.5% | 23,293 SH | Decreased-705 SH |
| TEXAS INSTRS INC | COM | $419K | 0.2%Prev: 0.2% | 2,414 SH | Increased+3 SH |
| TRUIST FINL CORP | COM | $6.5M | 3.3%Prev: 3.1% | 132,529 SH | Increased+1,084 SH |
| UNILEVER PLC | SPON ADR NEW | $376K | 0.2%Prev: 0.2% | 5,753 SH | Decreased-720 SH |
| UNITEDHEALTH GROUP INC | COM | $3.2M | 1.6%Prev: 1.6% | 9,565 SH | Increased+115 SH |
| VERIZON COMMUNICATIONS INC | COM | $5.8M | 2.9%Prev: 2.9% | 141,766 SH | Increased+1,913 SH |
| VULCAN MATLS CO | COM | $285K | 0.1%Prev: 0.2% | 1,000 SH | Decreased |
| WALMART INC | COM | $299K | 0.2%Prev: 0.1% | 2,683 SH | Increased |
| WELLS FARGO CO NEW | COM | $3.5M | 1.8%Prev: 1.7% | 37,735 SH | Increased+472 SH |
| 13F-HR |
| 0001754960-26-000667 |
| $213.4M |
| View |
| Apr 30, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000347 | $201.8M | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000182 | $160.8M | View |