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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 | $276K | 0.2% | 2,082 SH | |
| ABBVIE INC | COM | $2.4M | 1.5% | 11,447 SH | |
| ALPHABET INC | CAP STK CL C | $3.6M | 2.2% | 23,060 SH | |
| ALTRIA GROUP INC | COM | $345K | 0.2% | 5,755 SH | |
| AMAZON COM INC | COM | $6.2M | 3.8% | 32,504 SH | |
| AMERICAN EXPRESS CO | COM | $1.4M | 0.8% | 5,028 SH | |
| AMERICAN WTR WKS CO INC NEW | COM | $762K | 0.5% | 5,164 SH | |
| ANALOG DEVICES INC | COM | $203K | 0.1% | 1,009 SH | |
| APPLE INC | COM | $6.0M | 3.7% | 26,975 SH | |
| AT&T INC | COM | $6.3M | 3.9% | 223,454 SH | |
| BANK AMERICA CORP | COM | $4.8M | 3.0% | 114,556 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $500K | 0.3% | 938 SH | |
| BLACKROCK INC | COM | $771K | 0.5% | 814 SH | |
| CATERPILLAR INC | COM | $282K | 0.2% | 854 SH | |
| CHEVRON CORP NEW | COM | $2.8M | 1.8% | 17,036 SH | |
| CISCO SYS INC | COM | $406K | 0.3% | 6,572 SH | |
| CITIGROUP INC | COM NEW | $5.5M | 3.4% | 76,785 SH | |
| COCA COLA CO | COM | $6.7M | 4.2% | 93,439 SH | |
| COSTCO WHSL CORP NEW | COM | $2.0M | 1.2% | 2,064 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $2.9M | 1.8% | 23,535 SH | |
| ELI LILLY & CO | COM | $379K | 0.2% | 459 SH | |
| EXXON MOBIL CORP | COM | $6.3M | 3.9% | 53,209 SH | |
| FASTENAL CO | COM | $256K | 0.2% | 3,300 SH | |
| FIDELITY MERRIMACK STR TR | CORP BOND ETF | $236K | 0.1% | 5,017 SH | |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | $215K | 0.1% | 967 SH | |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | $2.9M | 1.8% | 86,177 SH | |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S | $6.2M | 3.9% | 170,736 SH | |
| FIRST TR EXCHNG TRADED FD VI | FT VEST UQ EQT | $24.2M | 15.1% | 558,364 SH | |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $855K | 0.5% | 19,363 SH | |
| FORD MTR CO | COM | $149K | 0.1% | 14,899 SH | |
| GILEAD SCIENCES INC | COM | $1.5M | 1.0% | 13,832 SH | |
| HOME DEPOT INC | COM | $3.8M | 2.4% | 10,453 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $1.0M | 0.6% | 4,116 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $647K | 0.4% | 1,380 SH | |
| ISHARES TR | CORE S&P TTL STK | $267K | 0.2% | 2,186 SH | |
| ISHARES TR | CORE S&P500 ETF | $331K | 0.2% | 589 SH | |
| JOHNSON & JOHNSON | COM | $5.1M | 3.2% | 30,693 SH | |
| JPMORGAN CHASE & CO. | COM | $900K | 0.6% | 3,670 SH | |
| KAYNE ANDERSON ENERGY INFRST | COM | $208K | 0.1% | 16,173 SH | |
| KIMBERLY-CLARK CORP | COM | $264K | 0.2% | 1,853 SH | |
| LOCKHEED MARTIN CORP | COM | $2.2M | 1.4% | 4,868 SH | |
| MARVELL TECHNOLOGY INC | COM | $1.4M | 0.9% | 23,460 SH | |
| META PLATFORMS INC | CL A | $5.7M | 3.5% | 9,867 SH | |
| METLIFE INC | COM | $217K | 0.1% | 2,705 SH | |
| MICROSOFT CORP | COM | $5.4M | 3.3% | 14,281 SH | |
| NEXTERA ENERGY INC | COM | $375K | 0.2% | 5,296 SH | |
| NVIDIA CORPORATION | COM | $3.0M | 1.9% | 27,849 SH | |
| PAYCHEX INC | COM | $502K | 0.3% | 3,252 SH | |
| PEPSICO INC | COM | $687K | 0.4% | 4,581 SH | |
| PFIZER INC | COM | $3.0M | 1.8% | 116,596 SH | |
| PHILIP MORRIS INTL INC | COM | $351K | 0.2% | 2,210 SH | |
| PRINCIPAL EXCHANGE TRADED FD | SPECTRUM PFD | $206K | 0.1% | 11,029 SH | |
| PROCTER AND GAMBLE CO | COM | $3.8M | 2.4% | 22,352 SH | |
| PRUDENTIAL FINL INC | COM | $288K | 0.2% | 2,580 SH | |
| REGIONS FINANCIAL CORP NEW | COM | $301K | 0.2% | 13,860 SH | |
| SOUTHERN CO | COM | $5.4M | 3.4% | 59,013 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $3.3M | 2.1% | 5,970 SH | |
| SUPER MICRO COMPUTER INC | COM NEW | $814K | 0.5% | 23,786 SH | |
| TEXAS INSTRS INC | COM | $469K | 0.3% | 2,608 SH | |
| TRUIST FINL CORP | COM | $4.9M | 3.1% | 119,622 SH | |
| UNILEVER PLC | SPON ADR NEW | $385K | 0.2% | 6,473 SH | |
| VERIZON COMMUNICATIONS INC | COM | $5.1M | 3.2% | 112,974 SH | |
| VULCAN MATLS CO | COM | $233K | 0.1% | 1,000 SH | |
| WALMART INC | COM | $277K | 0.2% | 3,158 SH | |
| WELLS FARGO CO NEW | COM | $2.6M | 1.6% | 35,958 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 |