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CIK 0001976780 • 7 13F filings • May 2, 2025 – Jul 29, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $1.0M | 0.6%Prev: 0.8% | 8,092 SH | Decreased-1,000 SH |
| ABBVIE INC | COM | $911K | 0.6%Prev: 0.6% | 3,988 SH | Decreased+18 SH |
| ADVANCED MICRO DEVICES INC | COM | $1.8M | 1.1%Prev: 0.9% | 8,328 SH | Increased-796 SH |
| AIR PRODS & CHEMS INC | COM | $762K | 0.5%Prev: 0.6% | 3,083 SH | Decreased-230 SH |
| ALLSTATE CORP | COM | $1.5M | 1.0%Prev: 1.0% | 7,233 SH | Decreased-644 SH |
| ALPHABET INC | CAP STK CL A | $6.8M | 4.3%Prev: 3.6% | 21,801 SH | Increased-2,262 SH |
| ALPHABET INC | CAP STK CL C | $261K | 0.2%Prev: 0.1% | 833 SH | Increased |
| AMAZON COM INC | COM | $1.6M | 1.0%Prev: 0.9% | 6,953 SH | Increased+51 SH |
| ANALOG DEVICES INC | COM | $501K | 0.3% | 1,847 SH | New |
| APPLE INC | COM | $6.5M | 4.1%Prev: 3.9% | 23,768 SH | Increased-1,262 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.3M | 1.5%Prev: 1.5% | 4,653 SH | Decreased-278 SH |
| BEST BUY INC | COM | $376K | 0.2% | 5,618 SH | New |
| BROADCOM INC | COM | $1.4M | 0.9%Prev: 0.9% | 4,056 SH | Decreased-413 SH |
| CADENCE DESIGN SYSTEM INC | COM | $448K | 0.3% | 1,433 SH | New |
| CHEVRON CORP NEW | COM | $853K | 0.5%Prev: 0.5% | 5,595 SH | Decreased |
| CHIPOTLE MEXICAN GRILL INC | COM | $651K | 0.4%Prev: 0.5% | 17,586 SH | Decreased-4,322 SH |
| CHUBB LIMITED | COM | $1.2M | 0.7%Prev: 0.7% | 3,702 SH | Increased-84 SH |
| CME GROUP INC | COM | $966K | 0.6%Prev: 0.6% | 3,538 SH | Decreased-120 SH |
| COMCAST CORP NEW | CL A | $320K | 0.2%Prev: 0.4% | 10,714 SH | Decreased-7,610 SH |
| CONSTELLATION BRANDS INC | CL A | $622K | 0.4%Prev: 0.3% | 4,505 SH | Increased+949 SH |
| COSTCO WHSL CORP NEW | COM | $1.0M | 0.6%Prev: 0.7% | 1,189 SH | Decreased-25 SH |
| CUMMINS INC | COM | $3.1M | 2.0%Prev: 1.7% | 6,104 SH | Increased-360 SH |
| DARDEN RESTAURANTS INC | COM | $976K | 0.6%Prev: 0.7% | 5,306 SH | Decreased-557 SH |
| DEXCOM INC | COM | $436K | 0.3% | 6,568 SH | New |
| DIAMONDBACK ENERGY INC | COM | $446K | 0.3%Prev: 0.6% | 2,965 SH | Decreased-3,309 SH |
| EATON CORP PLC | SHS | $1.2M | 0.8%Prev: 0.9% | 3,761 SH | Decreased-148 SH |
| EDWARDS LIFESCIENCES CORP | COM | $979K | 0.6%Prev: 0.6% | 11,486 SH | Increased-540 SH |
| ENTERGY CORP NEW | COM | $316K | 0.2% | 3,417 SH | New |
| FIDELITY NATL INFORMATION SV | COM | $353K | 0.2%Prev: 0.4% | 5,308 SH | Decreased-3,878 SH |
| FISERV INC | COM | $216K | 0.1%Prev: 0.9% | 3,212 SH | Decreased-8,668 SH |
| GE VERNOVA INC | COM | $1.3M | 0.8%Prev: 0.8% | 2,029 SH | Decreased-208 SH |
| GILEAD SCIENCES INC | COM | $384K | 0.2%Prev: 0.2% | 3,126 SH | Increased-96 SH |
| HCA HEALTHCARE INC | COM | $1.5M | 1.0%Prev: 0.9% | 3,290 SH | Increased-152 SH |
| HOME DEPOT INC | COM | $1.5M | 1.0%Prev: 1.1% | 4,456 SH | Decreased-83 SH |
| INTERCONTINENTAL EXCHANGE IN | COM | $1.7M | 1.1%Prev: 1.1% | 10,279 SH | Decreased-484 SH |
| IQVIA HLDGS INC | COM | $2.4M | 1.5%Prev: 1.3% | 10,537 SH | Increased-605 SH |
| ISHARES INC | CORE MSCI EMKT | $4.3M | 2.7%Prev: 2.8% | 63,992 SH | Decreased-4,587 SH |
| ISHARES TR | 10+ YR INVST GRD | $462K | 0.3%Prev: 0.1% | 9,148 SH | Increased+4,714 SH |
| ISHARES TR | CALIF MUN BD ETF | $447K | 0.3%Prev: 0.4% | 7,782 SH | Decreased-4,680 SH |
| ISHARES TR | CORE MSCI EAFE | $4.5M | 2.8%Prev: 2.9% | 50,090 SH | Decreased-2,982 SH |
| ISHARES TR | CORE S&P SCP ETF | $2.3M | 1.5%Prev: 1.5% | 19,508 SH | Decreased-1,493 SH |
| ISHARES TR | CORE S&P500 ETF | $931K | 0.6%Prev: 0.6% | 1,359 SH | Decreased-159 SH |
| ISHARES TR | CORE US AGGBD ET | $2.8M | 1.8%Prev: 1.5% | 28,271 SH | Increased+3,915 SH |
| ISHARES TR | EGSADVNCDMSCI EM | $4.9M | 3.1%Prev: 3.0% | 106,019 SH | Increased-2,379 SH |
| ISHARES TR | ESG AWARE MSCI | $3.9M | 2.4%Prev: 2.4% | 84,032 SH | Increased-1,484 SH |
| ISHARES TR | ESG AWR US AGRGT | $2.0M | 1.3%Prev: 1.3% | 42,471 SH | Decreased-162 SH |
| ISHARES TR | ESG AWRE USD ETF | $5.5M | 3.5%Prev: 3.5% | 235,976 SH | Decreased-7,848 SH |
| ISHARES TR | ESG EAFE ETF | $4.9M | 3.1%Prev: 3.1% | 65,321 SH | Decreased-1,360 SH |
| ISHARES TR | ESG MSCI USA ETF | $5.5M | 3.5%Prev: 3.8% | 95,787 SH | Decreased-10,457 SH |
| ISHARES TR | ISHS 5-10YR INVT | $7.0M | 4.4%Prev: 4.2% | 129,896 SH | Increased+4,971 SH |
| ISHARES TR | RUS MID CAP ETF | $423K | 0.3%Prev: 0.3% | 4,398 SH | Decreased-122 SH |
| ISHARES TR | US TREAS BD ETF | $763K | 0.5%Prev: 0.4% | 33,139 SH | Increased+5,226 SH |
| ISHARES TR | USD GRN BOND ETF | $1.1M | 0.7%Prev: 0.8% | 23,812 SH | Decreased-1,971 SH |
| JOHNSON & JOHNSON | COM | $1.2M | 0.7%Prev: 0.7% | 5,678 SH | Increased-154 SH |
| JOHNSON CTLS INTL PLC | SHS | $1.7M | 1.1%Prev: 1.1% | 14,519 SH | Increased-999 SH |
| JPMORGAN CHASE & CO. | COM | $5.2M | 3.3%Prev: 3.3% | 16,064 SH | Decreased-796 SH |
| LAM RESEARCH CORP | COM NEW | $3.4M | 2.2%Prev: 1.8% | 20,004 SH | Increased-2,108 SH |
| LEXICON PHARMACEUTICALS INC | COM NEW | $23K | 0.0%Prev: 0.0% | 20,000 SH | Decreased |
| MARATHON PETE CORP | COM | $834K | 0.5%Prev: 0.6% | 5,127 SH | Decreased-141 SH |
| MEDTRONIC PLC | SHS | $512K | 0.3%Prev: 0.3% | 5,326 SH | Decreased-59 SH |
| MERCK & CO INC | COM | $336K | 0.2%Prev: 0.2% | 3,190 SH | Increased-45 SH |
| META PLATFORMS INC | CL A | $1.6M | 1.0%Prev: 1.2% | 2,392 SH | Decreased-178 SH |
| MICROSOFT CORP | COM | $6.0M | 3.8%Prev: 4.3% | 12,489 SH | Decreased-841 SH |
| MOTOROLA SOLUTIONS INC | COM NEW | $906K | 0.6%Prev: 0.7% | 2,364 SH | Decreased-112 SH |
| NEXTERA ENERGY INC | COM | $395K | 0.2%Prev: 0.2% | 4,926 SH | Increased+45 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $3.9M | 2.5%Prev: 2.5% | 86,838 SH | Decreased-4,696 SH |
| NUSHARES ETF TR | NUVEEN ESG MIDVL | $2.3M | 1.5%Prev: 1.5% | 59,513 SH | Decreased-2,283 SH |
| NVIDIA CORPORATION | COM | $3.9M | 2.5%Prev: 2.5% | 20,945 SH | Decreased-1,143 SH |
| NXP SEMICONDUCTORS N V | COM | $1.2M | 0.8%Prev: 0.9% | 5,515 SH | Decreased-589 SH |
| REALTY INCOME CORP | COM | $439K | 0.3% | 7,783 SH | New |
| S&P GLOBAL INC | COM | $888K | 0.6%Prev: 0.5% | 1,699 SH | Increased-26 SH |
| SALESFORCE INC | COM | $1.3M | 0.8%Prev: 0.7% | 4,923 SH | Increased-162 SH |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $204K | 0.1% | 1,320 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET IND | $213K | 0.1% | 1,374 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $235K | 0.1% | 1,632 SH | New |
| SPDR INDEX SHS FDS | MSCI ACWI CLMTE | $4.9M | 3.1%Prev: 3.1% | 113,192 SH | Decreased-6,328 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $2.0M | 1.3% | 22,549 SH | New |
| STERIS PLC | SHS USD | $998K | 0.6%Prev: 0.6% | 3,935 SH | Decreased-299 SH |
| SYNOPSYS INC | COM | $550K | 0.3%Prev: 0.6% | 1,170 SH | Decreased-920 SH |
| SYSCO CORP | COM | $306K | 0.2% | 4,152 SH | New |
| TJX COS INC NEW | COM | $3.8M | 2.4%Prev: 2.4% | 25,037 SH | Decreased-2,034 SH |
| TRANE TECHNOLOGIES PLC | SHS | $3.2M | 2.0%Prev: 2.3% | 8,314 SH | Decreased-486 SH |
| UNION PAC CORP | COM | $982K | 0.6%Prev: 0.7% | 4,245 SH | Decreased-227 SH |
| UNITEDHEALTH GROUP INC | COM | $735K | 0.5%Prev: 0.4% | 2,228 SH | Increased+436 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $349K | 0.2%Prev: 0.2% | 1,040 SH | Increased |
| VERIZON COMMUNICATIONS INC | COM | $428K | 0.3%Prev: 0.3% | 10,520 SH | Decreased+128 SH |
| VISA INC | COM CL A | $1.6M | 1.0%Prev: 1.0% | 4,542 SH | Decreased-308 SH |
| WALMART INC | COM | $841K | 0.5%Prev: 0.5% | 7,548 SH | Increased-199 SH |
| WORLD GOLD TR | SPDR GLD MINIS | $261K | 0.2% | 3,061 SH | New |
| 13F-HR |
| 0001976780-26-000003 |
| $186.4M |
| View |
| Oct 29, 2025 | Q2 2025 | 13F-HR | 0001976780-25-000007 | $153.3M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0001976780-26-000002 | $155.8M | View |
| Oct 29, 2025 | Q1 2025 | 13F-HR/A | 0001976780-25-000008 | $154.7M | View |