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CIK 0001806752 • 6 13F filings • Apr 25, 2025 – Jul 20, 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 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $264K | 0.1% | 1,800 SH | |
| ABBOTT LABS | COM | $3.1M | 1.1% | 23,126 SH | |
| ABBVIE INC | COM | $604K | 0.2% | 2,882 SH | |
| ADOBE INC | COM | $3.1M | 1.1% | 8,159 SH | |
| ADVANCED MICRO DEVICES INC | COM | $2.4M | 0.9% | 23,641 SH | |
| AIR PRODS & CHEMS INC | COM | $2.4M | 0.8% | 8,161 SH | |
| ALPHABET INC | CAP STK CL A | $4.4M | 1.6% | 28,583 SH | |
| AMAZON COM INC | COM | $6.3M | 2.2% | 33,275 SH | |
| AMDOCS LTD | SHS | $3.6M | 1.3% | 39,853 SH | |
| AMERICAN ELEC PWR CO INC | COM | $1.7M | 0.6% | 15,174 SH | |
| AMERICAN TOWER CORP NEW | COM | $1.8M | 0.6% | 8,059 SH | |
| AMPHENOL CORP NEW | CL A | $1.6M | 0.6% | 24,011 SH | |
| APPLE INC | COM | $7.3M | 2.6% | 32,823 SH | |
| BAKER HUGHES COMPANY | CL A | $2.6M | 0.9% | 59,272 SH | |
| BANK AMERICA CORP | COM | $2.9M | 1.0% | 68,471 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $5.3M | 1.9% | 9,986 SH | |
| BROADCOM INC | COM | $1.5M | 0.5% | 9,128 SH | |
| CATERPILLAR INC | COM | $7.7M | 2.7% | 23,435 SH | |
| CDW CORP | COM | $1.1M | 0.4% | 7,160 SH | |
| COPART INC | COM | $4.1M | 1.5% | 73,235 SH | |
| COSTCO WHSL CORP NEW | COM | $5.5M | 1.9% | 5,818 SH | |
| DEERE & CO | COM | $1.8M | 0.6% | 3,779 SH | |
| DELL TECHNOLOGIES INC | CL C | $2.6M | 0.9% | 28,610 SH | |
| DIGITAL RLTY TR INC | COM | $2.3M | 0.8% | 15,949 SH | |
| DISNEY WALT CO | COM | $2.4M | 0.8% | 23,969 SH | |
| DOLLAR GEN CORP NEW | COM | $1.4M | 0.5% | 15,665 SH | |
| EDWARDS LIFESCIENCES CORP | COM | $2.2M | 0.8% | 30,505 SH | |
| ELI LILLY & CO | COM | $1.5M | 0.5% | 1,789 SH | |
| EXXON MOBIL CORP | COM | $6.6M | 2.3% | 55,599 SH | |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | $19.6M | 6.9% | 549,123 SH | |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US | $3.0M | 1.0% | 46,935 SH | |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | $9.9M | 3.5% | 90,087 SH | |
| GOLDMAN SACHS GROUP INC | COM | $5.3M | 1.9% | 9,750 SH | |
| HCA HEALTHCARE INC | COM | $2.2M | 0.8% | 6,434 SH | |
| HENRY JACK & ASSOC INC | COM | $456K | 0.2% | 2,497 SH | |
| HERSHEY CO | COM | $684K | 0.2% | 3,998 SH | |
| HONEYWELL INTL INC | COM | $5.3M | 1.9% | 25,177 SH | |
| ILLUMINA INC | COM | $749K | 0.3% | 9,445 SH | |
| INTERCONTINENTAL EXCHANGE IN | COM | $2.2M | 0.8% | 12,699 SH | |
| ISHARES INC | EMNG MKTS EQT | $7.7M | 2.7% | 164,818 SH | |
| ISHARES TR | 20 YR TR BD ETF | $4.8M | 1.7% | 52,363 SH | |
| ISHARES TR | CORE HIGH DV ETF | $462K | 0.2% | 3,814 SH | |
| ISHARES TR | SELECT DIVID ETF | $445K | 0.2% | 3,314 SH | |
| ISHARES TR | SHORT TREAS BD | $4.7M | 1.7% | 42,975 SH | |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $572K | 0.2% | 10,018 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $3.0M | 1.1% | 59,111 SH | |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | $7.0M | 2.5% | 122,626 SH | |
| JOHNSON & JOHNSON | COM | $8.3M | 2.9% | 49,849 SH | |
| JPMORGAN CHASE & CO. | COM | $9.6M | 3.4% | 39,010 SH | |
| LOWES COS INC | COM | $6.0M | 2.1% | 25,888 SH | |
| MANHATTAN ASSOCIATES INC | COM | $1.4M | 0.5% | 8,347 SH | |
| MARATHON PETE CORP | COM | $657K | 0.2% | 4,513 SH | |
| MARKETAXESS HLDGS INC | COM | $2.3M | 0.8% | 10,680 SH | |
| MASTERCARD INCORPORATED | CL A | $7.3M | 2.6% | 13,231 SH | |
| MCDONALDS CORP | COM | $2.5M | 0.9% | 8,042 SH | |
| META PLATFORMS INC | CL A | $4.7M | 1.7% | 8,235 SH | |
| MICROSOFT CORP | COM | $6.1M | 2.2% | 16,295 SH | |
| NETFLIX INC | COM | $4.5M | 1.6% | 4,820 SH | |
| NEW YORK TIMES CO | CL A | $681K | 0.2% | 13,721 SH | |
| NEXTERA ENERGY INC | COM | $6.7M | 2.4% | 94,631 SH | |
| NVIDIA CORPORATION | COM | $5.5M | 1.9% | 50,432 SH | |
| ORACLE CORP | COM | $1.9M | 0.7% | 13,549 SH | |
| OWENS CORNING NEW | COM | $1.2M | 0.4% | 8,564 SH | |
| PEPSICO INC | COM | $4.5M | 1.6% | 29,969 SH | |
| PFIZER INC | COM | $2.0M | 0.7% | 80,783 SH | |
| PPG INDS INC | COM | $2.1M | 0.8% | 19,536 SH | |
| PROCTER AND GAMBLE CO | COM | $844K | 0.3% | 4,955 SH | |
| PROGRESSIVE CORP | COM | $2.3M | 0.8% | 8,102 SH | |
| PROLOGIS INC. | COM | $2.2M | 0.8% | 19,370 SH | |
| QUALCOMM INC | COM | $1.3M | 0.5% | 8,453 SH | |
| SALESFORCE INC | COM | $3.8M | 1.4% | 14,291 SH | |
| SCHWAB CHARLES CORP | COM | $4.0M | 1.4% | 50,724 SH | |
| STARBUCKS CORP | COM | $2.7M | 1.0% | 27,915 SH | |
| STRYKER CORPORATION | COM | $8.4M | 3.0% | 22,620 SH | |
| TESLA INC | COM | $547K | 0.2% | 2,109 SH | |
| TRACTOR SUPPLY CO | COM | $1.5M | 0.5% | 27,364 SH | |
| TRANSDIGM GROUP INC | COM | $2.7M | 0.9% | 1,927 SH | |
| VISA INC | COM CL A | $698K | 0.2% | 1,991 SH | |
| WALMART INC | COM | $4.8M | 1.7% | 55,175 SH | |
| ZOETIS INC | CL A | $1.5M | 0.5% | 8,983 SH |
| 13F-HR |
| 0002085853-25-000070 |
| $328.6M |
| View |
| Jul 20, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000772 | $340.8M | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000411 | $321.1M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000533 | $283.6M | View |