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CIK 0002054458 • 7 13F filings • May 15, 2025 – Jul 31, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $503K | 0.7%Prev: 0.7% | 4,018 SH | Increased+563 SH |
| ABBVIE INC | COM | $424K | 0.6%Prev: 0.6% | 1,857 SH | Increased+40 SH |
| AIR PRODS & CHEMS INC | COM | $581K | 0.8%Prev: 0.9% | 2,353 SH | Decreased+146 SH |
| ALPHABET INC | CAP STK CL A | $3.9M | 5.5%Prev: 4.3% | 12,594 SH | Increased+562 SH |
| ALPHABET INC | CAP STK CL C | $454K | 0.6%Prev: 0.5% | 1,448 SH | Increased |
| ALTRIA GROUP INC | COM | $360K | 0.5%Prev: 0.6% | 6,245 SH | Decreased |
| AMAZON COM INC | COM | $879K | 1.2%Prev: 1.2% | 3,810 SH | Increased+102 SH |
| AMGEN INC | COM | $213K | 0.3% | 650 SH | New |
| AMPHENOL CORP NEW | CL A | $845K | 1.2%Prev: 1.1% | 6,250 SH | Increased |
| APPLE INC | COM | $4.9M | 6.9%Prev: 6.6% | 18,181 SH | Increased+369 SH |
| ARISTA NETWORKS INC | COM SHS | $342K | 0.5%Prev: 0.5% | 2,610 SH | Decreased+190 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $724K | 1.0%Prev: 1.2% | 2,814 SH | Decreased+135 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.4M | 3.3%Prev: 3.0% | 4,710 SH | Increased+696 SH |
| CATERPILLAR INC | COM | $376K | 0.5%Prev: 0.4% | 657 SH | Increased+15 SH |
| CHEVRON CORP NEW | COM | $721K | 1.0%Prev: 1.0% | 4,731 SH | Increased+374 SH |
| CISCO SYS INC | COM | $666K | 0.9%Prev: 0.8% | 8,652 SH | Increased+1,119 SH |
| CORNING INC | COM | $714K | 1.0%Prev: 0.8% | 8,155 SH | Increased+1,100 SH |
| EQUINIX INC | COM | $233K | 0.3%Prev: 0.3% | 304 SH | Decreased |
| EXXON MOBIL CORP | COM | $1.3M | 1.8%Prev: 1.7% | 10,579 SH | Increased+405 SH |
| GE VERNOVA INC | COM | $467K | 0.7%Prev: 0.6% | 715 SH | Increased+50 SH |
| GOLDMAN SACHS GROUP INC | COM | $1.1M | 1.5%Prev: 1.4% | 1,233 SH | Increased+23 SH |
| HOME DEPOT INC | COM | $280K | 0.4% | 814 SH | New |
| HONEYWELL INTL INC | COM | $672K | 0.9%Prev: 1.1% | 3,445 SH | Decreased-4 SH |
| INTUIT | COM | $556K | 0.8%Prev: 0.8% | 840 SH | Decreased |
| ISHARES INC | MSCI WORLD ETF | $576K | 0.8%Prev: 0.8% | 3,100 SH | Increased |
| ISHARES TR | 0-3 MNTH TREASRY | $592K | 0.8%Prev: 0.9% | 5,900 SH | Decreased |
| ISHARES TR | 1 3 YR TREAS BD | $636K | 0.9%Prev: 1.2% | 7,685 SH | Decreased-2,295 SH |
| ISHARES TR | CORE MSCI TOTAL | $611K | 0.9%Prev: 0.5% | 7,220 SH | Increased+3,230 SH |
| ISHARES TR | ISHS 1-5YR INVS | $832K | 1.2%Prev: 1.2% | 15,725 SH | Decreased |
| ISHARES TR | TRUST ISHARE 0-1 | $1.9M | 2.6% | 16,892 SH | New |
| JOHNSON & JOHNSON | COM | $1.1M | 1.6%Prev: 1.3% | 5,395 SH | Increased+498 SH |
| JPMORGAN CHASE & CO. | COM | $1.2M | 1.7%Prev: 1.7% | 3,747 SH | Increased+35 SH |
| LAM RESEARCH CORP | COM NEW | $214K | 0.3% | 1,250 SH | New |
| LENNAR CORP | CL A | $496K | 0.7%Prev: 0.9% | 4,823 SH | Decreased+169 SH |
| MCDONALDS CORP | COM | $627K | 0.9%Prev: 0.8% | 2,051 SH | Increased+356 SH |
| MERCK & CO INC | COM | $624K | 0.9%Prev: 0.7% | 5,926 SH | Increased |
| META PLATFORMS INC | CL A | $908K | 1.3%Prev: 1.4% | 1,376 SH | Decreased+85 SH |
| MICROSOFT CORP | COM | $4.0M | 5.6%Prev: 6.1% | 8,225 SH | Decreased+217 SH |
| MILLROSE PPTYS INC | COM CL A | $393K | 0.6%Prev: 0.7% | 13,150 SH | Decreased-125 SH |
| MONDELEZ INTL INC | CL A | $300K | 0.4%Prev: 0.5% | 5,567 SH | Decreased |
| NETFLIX INC | COM | $253K | 0.4%Prev: 0.4% | 2,700 SH | Increased+2,489 SH |
| NEXTERA ENERGY INC | COM | $398K | 0.6%Prev: 0.4% | 4,958 SH | Increased+1,785 SH |
| NVIDIA CORPORATION | COM | $1.6M | 2.3%Prev: 2.4% | 8,629 SH | Decreased-8 SH |
| OLD DOMINION FREIGHT LINE IN | COM | $214K | 0.3% | 1,366 SH | New |
| ONEOK INC NEW | COM | $277K | 0.4%Prev: 0.3% | 3,765 SH | Increased+775 SH |
| ORACLE CORP | COM | $1.2M | 1.7%Prev: 2.5% | 6,290 SH | Decreased+160 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $640K | 0.9%Prev: 1.0% | 3,600 SH | Decreased |
| PEPSICO INC | COM | $403K | 0.6%Prev: 0.4% | 2,807 SH | Increased+1,090 SH |
| PHILIP MORRIS INTL INC | COM | $634K | 0.9%Prev: 0.8% | 3,954 SH | Increased+400 SH |
| PROCTER AND GAMBLE CO | COM | $1.1M | 1.5%Prev: 1.6% | 7,483 SH | Decreased+304 SH |
| QUALCOMM INC | COM | $740K | 1.0%Prev: 0.9% | 4,328 SH | Increased+502 SH |
| RIO TINTO PLC | SPONSORED ADR | $492K | 0.7%Prev: 0.6% | 6,151 SH | Increased+295 SH |
| SALESFORCE INC | COM | $222K | 0.3% | 838 SH | New |
| SPDR GOLD TR | GOLD SHS | $489K | 0.7%Prev: 0.6% | 1,235 SH | Increased+131 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $733K | 1.0%Prev: 0.9% | 2,413 SH | Increased+220 SH |
| THOMSON REUTERS CORP | COM | $330K | 0.5%Prev: 0.5% | 2,503 SH | Decreased+205 SH |
| UNION PAC CORP | COM | $826K | 1.2%Prev: 1.2% | 3,572 SH | Increased+81 SH |
| VALERO ENERGY CORP | COM | $316K | 0.4%Prev: 0.4% | 1,942 SH | Increased+410 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $230K | 0.3%Prev: 0.3% | 640 SH | Increased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $9.0M | 12.6%Prev: 12.9% | 14,354 SH | Increased |
| VANGUARD INDEX FDS | SM CP VAL ETF | $773K | 1.1%Prev: 1.1% | 3,650 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.1M | 1.6%Prev: 1.6% | 3,360 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $861K | 1.2%Prev: 0.8% | 11,705 SH | Increased+3,705 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $564K | 0.8%Prev: 0.8% | 6,750 SH | Increased |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $827K | 1.2%Prev: 1.2% | 14,080 SH | Decreased |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $2.2M | 3.1%Prev: 3.1% | 9,940 SH | Increased |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $4.0M | 5.5%Prev: 5.7% | 27,539 SH | Increased |
| VISA INC | COM CL A | $1.4M | 1.9%Prev: 1.9% | 3,927 SH | Increased+177 SH |
| WALMART INC | COM | $322K | 0.5%Prev: 0.4% | 2,890 SH | Increased+540 SH |
| ZOETIS INC | CL A | $622K | 0.9%Prev: 1.0% | 4,940 SH | Decreased+64 SH |
| 13F-HR |
| 0001172661-26-002998 |
| $72.3M |
| View |
| Aug 5, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002888 | $62.0M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001172661-26-002195 | $62.8M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001978 | $68.0M | View |