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CIK 0001999898 • 6 13F filings • Apr 25, 2025 – Jul 29, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC C | Common Stock | $8.5M | 6.3%Prev: 4.6% | 25,850 SH | Increased-15 SH |
| AMAZON.COM INC COM | Common Stock | $4.4M | 3.3%Prev: 3.0% | 19,095 SH | Increased+60 SH |
| AON PLC | Int'l Common Stock | $2.8M | 2.1%Prev: 2.3% | 8,485 SH | Decreased-320 SH |
| APPLE INC COM | Common Stock | $6.4M | 4.8%Prev: 4.8% | 26,010 SH | Decreased-10 SH |
| BLACKSTONE INC | Common Stock | $3.5M | 2.6%Prev: 2.8% | 22,270 SH | Decreased-50 SH |
| BOEING CO | Common Stock | $406K | 0.3% | 1,625 SH | New |
| CANADIAN NATL RY CO COM | Int'l Common Stock | $405K | 0.3%Prev: 0.3% | 4,075 SH | Decreased-225 SH |
| CHEVRON CORP NEW COM | Common Stock | $3.0M | 2.2%Prev: 2.0% | 18,090 SH | Increased+660 SH |
| COSTCO WHOLESALE CORP | Common Stock | $1.5M | 1.1% | 1,480 SH | New |
| DEXCOM INC | Common Stock | $2.7M | 2.0%Prev: 1.8% | 36,780 SH | Increased-560 SH |
| ECOLAB INC | Common Stock | $3.7M | 2.8%Prev: 2.7% | 13,384 SH | Increased+40 SH |
| FASTENAL CO COM | Common Stock | $4.4M | 3.2%Prev: 3.3% | 97,620 SH | Decreased+6,280 SH |
| GE VERNOVA INC | Common Stock | $3.0M | 2.2%Prev: 1.8% | 4,460 SH | Increased+555 SH |
| GENERAC HLDGS INC | Common Stock | $2.5M | 1.8%Prev: 1.8% | 14,295 SH | Decreased-510 SH |
| HOME DEPOT INC COM | Common Stock | $2.6M | 2.0%Prev: 2.1% | 6,865 SH | Decreased-200 SH |
| INTERCONTINENTAL EXCHANGE INC | Common Stock | $3.1M | 2.3%Prev: 2.3% | 17,880 SH | Decreased-1,200 SH |
| INTUITIVE SURGICAL INC | Common Stock | $2.9M | 2.1%Prev: 1.8% | 5,448 SH | Increased-10 SH |
| IRHYTHM TECHNOLOGIES INC | Common Stock | $3.7M | 2.7%Prev: 3.0% | 22,620 SH | Decreased-1,265 SH |
| ISHARES CORE TOTAL US AGG BOND ETF | Fixed Income ETF | $1.1M | 0.8%Prev: 0.8% | 10,508 SH | Increased+100 SH |
| JOHNSON & JOHNSON COM | Common Stock | $4.7M | 3.5%Prev: 3.0% | 21,538 SH | Increased-335 SH |
| JPMORGAN CHASE & CO COM | Common Stock | $5.7M | 4.2%Prev: 4.5% | 18,796 SH | Decreased-600 SH |
| LILLY ELI & CO COM | Common Stock | $8.5M | 6.3%Prev: 4.4% | 7,923 SH | Increased-61 SH |
| MASTERCARD INCORPORATED | Common Stock | $4.2M | 3.1%Prev: 3.3% | 8,053 SH | Decreased-20 SH |
| MICROSOFT CORP COM | Common Stock | $6.1M | 4.5%Prev: 5.1% | 13,630 SH | Decreased |
| ORACLE CORP | Common Stock | $2.1M | 1.5%Prev: 2.4% | 11,910 SH | Decreased |
| PROCTER & GAMBLE CO COM | Common Stock | $3.7M | 2.8%Prev: 2.9% | 25,654 SH | Decreased-390 SH |
| RB GLOBAL INC | Int'l Common Stock | $3.0M | 2.2%Prev: 2.2% | 26,080 SH | Decreased-1,785 SH |
| ROCKWELL AUTOMATION | Common Stock | $5.2M | 3.8%Prev: 3.0% | 12,368 SH | Increased+510 SH |
| S&P GLOBAL INC | Common Stock | $3.6M | 2.7%Prev: 2.6% | 6,836 SH | Increased-532 SH |
| SALESFORCE INC | Common Stock | $1.5M | 1.1%Prev: 1.4% | 6,794 SH | Decreased-1,075 SH |
| SERVICENOW INC | Common Stock | $1.1M | 0.8% | 8,450 SH | New |
| STARBUCKS CORP COM | Common Stock | $1.1M | 0.8%Prev: 1.1% | 11,605 SH | Decreased-6,310 SH |
| STRYKER CORP | Common Stock | $4.5M | 3.4%Prev: 3.4% | 12,485 SH | Decreased-35 SH |
| TOAST INC | Common Stock | $1.7M | 1.2%Prev: 1.3% | 50,410 SH | Decreased+900 SH |
| UBER TECHNOLOGIES INC | Common Stock | $5.4M | 4.0%Prev: 4.6% | 63,610 SH | Decreased-1,020 SH |
| VANGUARD INTERMEDIATE TERM BOND ETF | Fixed Income ETF | $1.6M | 1.2%Prev: 1.1% | 20,254 SH | Increased+500 SH |
| WALMART INC | Common Stock | $5.7M | 4.2%Prev: 3.9% | 47,620 SH | Increased-4,674 SH |
| WASTE MGMT INC DEL COM | Common Stock | $1.4M | 1.1%Prev: 1.6% | 6,355 SH | Decreased-3,800 SH |
| WEC ENERGY GROUP INC | Common Stock | $1.3M | 0.9%Prev: 1.0% | 11,680 SH | Decreased |
| WORKDAY INC A | Common Stock | $2.2M | 1.6%Prev: 2.5% | 12,075 SH | Decreased-1,940 SH |
| XYLEM INC COM | Common Stock | $464K | 0.3%Prev: 0.4% | 3,270 SH | Decreased-40 SH |
| 13F-HR |
| 0001999898-26-000004 |
| $132.3M |
| View |
| Jul 24, 2025 | Q2 2025 | 13F-HR | 0001999898-25-000004 | $133.2M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001999898-26-000002 | $124.6M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001999898-25-000002 | $126.5M | View |