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CIK 0001967261 • 6 13F filings • May 12, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Abbott Laboratories | Stock | $1.9M | 1.1%Prev: 1.2% | 15,369 SH | Decreased+390 SH |
| AbbVie | Stock | $2.7M | 1.5%Prev: 1.6% | 11,830 SH | Increased+308 SH |
| Allstate | Stock | $2.1M | 1.2%Prev: 1.3% | 10,277 SH | Decreased-30 SH |
| Alphabet | Stock | $820K | 0.5%Prev: 0.4% | 2,620 SH | Increased |
| Amgen | Stock | $2.2M | 1.2%Prev: 1.1% | 6,693 SH | Increased-22 SH |
| Apple | Stock | $1.0M | 0.6%Prev: 0.6% | 3,718 SH | Increased |
| BlackRock | Stock | $2.1M | 1.2%Prev: 1.3% | 2,001 SH | Decreased+51 SH |
| Blackstone | Stock | $2.4M | 1.4%Prev: 1.5% | 15,594 SH | Decreased+220 SH |
| Booz Allen Hamilton Holdings | Stock | $1.5M | 0.9%Prev: 0.6% | 18,010 SH | Increased+7,995 SH |
| Bristol-Myers Squibb | Stock | $2.0M | 1.1%Prev: 0.8% | 36,770 SH | Increased+4,945 SH |
| Broadcom | Stock | $680K | 0.4%Prev: 0.4% | 1,965 SH | Decreased-240 SH |
| Cisco Systems | Stock | $2.3M | 1.3%Prev: 1.2% | 29,775 SH | Increased-85 SH |
| Clorox | Stock | $1.5M | 0.8%Prev: 0.8% | 14,780 SH | Increased+4,340 SH |
| Dollar General | Stock | $2.1M | 1.2%Prev: 0.8% | 15,650 SH | Increased+2,680 SH |
| Dow | Stock | $1.4M | 0.8%Prev: 0.6% | 61,445 SH | Increased+15,350 SH |
| Eaton Corporation PLC | Stock | $324K | 0.2%Prev: 0.2% | 1,018 SH | Decreased+30 SH |
| Fidelity NASDAQ Composite Index Fund | ETF | $7.5M | 4.3%Prev: 4.5% | 82,214 SH | Decreased-3,940 SH |
| General Dynamics | Stock | $2.4M | 1.3%Prev: 1.4% | 7,062 SH | Decreased-15 SH |
| General Electric | Stock | $319K | 0.2%Prev: 0.2% | 1,036 SH | Increased |
| Gentex | Stock | $1.8M | 1.0%Prev: 1.2% | 77,478 SH | Decreased+3,685 SH |
| Genuine Parts | Stock | $1.6M | 0.9%Prev: 1.0% | 13,330 SH | Decreased+430 SH |
| Gilead Sciences | Stock | $1.8M | 1.0%Prev: 1.0% | 14,702 SH | Increased-40 SH |
| Goldman Sachs Group | Stock | $3.6M | 2.1%Prev: 1.9% | 4,121 SH | Increased+24 SH |
| Halliburton | Stock | $1.9M | 1.1%Prev: 1.0% | 66,570 SH | Increased-1,520 SH |
| Hartford Financial Services Group | Stock | $2.0M | 1.1%Prev: 1.1% | 14,409 SH | Increased-15 SH |
| Hershey Company | Stock | $2.0M | 1.1%Prev: 1.2% | 11,107 SH | Decreased-190 SH |
| Home Depot | Stock | $1.6M | 0.9%Prev: 1.0% | 4,581 SH | Decreased+260 SH |
| Honeywell International | Stock | $1.7M | 0.9%Prev: 1.0% | 8,501 SH | Decreased+49 SH |
| Huntington Ingalls Industries | Stock | $2.8M | 1.6%Prev: 1.4% | 8,125 SH | Increased-252 SH |
| iShares MSCI EAFE Fund | ETF | $13.0M | 7.3%Prev: 7.2% | 135,012 SH | Increased+2,862 SH |
| iShares MSCI Emerging Markets ex China Fund | ETF | $4.1M | 2.3%Prev: 2.3% | 56,497 SH | Increased-953 SH |
| iShares MSCI Emerging Markets Fund | ETF | $6.0M | 3.4%Prev: 3.4% | 108,969 SH | Increased-301 SH |
| iShares Russell 2000 Fund | ETF | $10.7M | 6.1%Prev: 5.9% | 43,517 SH | Increased+1,850 SH |
| Kaiser Aluminum | Stock | $2.3M | 1.3%Prev: 0.9% | 20,369 SH | Increased-430 SH |
| Kinder Morgan | Stock | $2.0M | 1.1%Prev: 1.2% | 72,510 SH | Decreased+600 SH |
| L3Harris Technologies | Stock | $2.2M | 1.2%Prev: 1.3% | 7,443 SH | Decreased-40 SH |
| Lear | Stock | $2.0M | 1.1%Prev: 1.0% | 17,375 SH | Increased+30 SH |
| Lockheed Martin | Stock | $1.8M | 1.0%Prev: 1.1% | 3,709 SH | Decreased-15 SH |
| LyondellBasell Industries NV | Stock | $1.8M | 1.0%Prev: 0.9% | 40,674 SH | Increased+8,025 SH |
| Masco | Stock | $1.6M | 0.9%Prev: 1.0% | 25,698 SH | Decreased+303 SH |
| Microsoft | Stock | $1.4M | 0.8%Prev: 0.9% | 2,896 SH | Decreased+75 SH |
| Morgan Stanley | Stock | $3.1M | 1.7%Prev: 1.8% | 17,369 SH | Increased-1,625 SH |
| Northern Trust | Stock | $2.3M | 1.3%Prev: 1.3% | 16,963 SH | Increased+470 SH |
| NXP Semiconductors NV | Stock | $1.9M | 1.1%Prev: 1.1% | 8,866 SH | Increased+660 SH |
| PNC Financial Services Group | Stock | $2.1M | 1.2%Prev: 1.2% | 10,224 SH | Increased-26 SH |
| PowerShares QQQ Trust | ETF | $34.4M | 19.5%Prev: 20.0% | 56,042 SH | Increased-658 SH |
| Qualcomm | Stock | $2.2M | 1.3%Prev: 1.3% | 12,981 SH | Decreased-440 SH |
| Raytheon Technologies | Stock | $2.4M | 1.3%Prev: 1.2% | 12,879 SH | Increased+415 SH |
| Skyworks Solutions | Stock | $1.6M | 0.9%Prev: 0.9% | 25,678 SH | Increased+6,430 SH |
| State Street | Stock | $2.6M | 1.4%Prev: 1.4% | 19,767 SH | Increased-240 SH |
| Synchrony Financial | Stock | $2.5M | 1.4%Prev: 1.4% | 30,224 SH | Increased-2,260 SH |
| Target | Stock | $2.1M | 1.2%Prev: 1.2% | 21,359 SH | Increased-625 SH |
| Thor Industries | Stock | $1.9M | 1.1%Prev: 1.1% | 18,766 SH | Increased+280 SH |
| United Parcel Service | Stock | $1.3M | 0.8%Prev: 0.7% | 13,377 SH | Increased-40 SH |
| Vanguard FTSE Emerging Markets Fund | ETF | $5.4M | 3.0%Prev: 3.1% | 100,042 SH | Increased+1,800 SH |
| Whirlpool | Stock | $1.3M | 0.7%Prev: 0.8% | 17,765 SH | Decreased+575 SH |
| Williams Companies | Stock | $2.3M | 1.3%Prev: 1.4% | 38,360 SH | Decreased-100 SH |
| 13F-HR |
| 0001967261-26-000002 |
| $201.5M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001967261-25-000004 | $155.5M | View |
| Aug 14, 2026 | Q1 2026 | 13F-HR | 0001967261-26-000003 | $179.7M | View |
| May 12, 2025 | Q1 2025 | 13F-HR | 0001967261-25-000002 | $138.5M | View |