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CIK 0002021711 • 7 13F filings • Apr 17, 2025 – Oct 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $414K | 0.3%Prev: 0.3% | 1,887 SH | Decreased+22 SH |
| AMERICAN ELEC PWR CO INC | COM | $791K | 0.6%Prev: 0.5% | 7,027 SH | Decreased |
| APPLE INC | COM | $328K | 0.3%Prev: 0.2% | 1,289 SH | Decreased-84 SH |
| BERKSHIRE HATHAWAY INC DEL | COM | $298K | 0.2% | 593 SH | New |
| BLACKROCK FLOATING RATE INCO | COM | $4.3M | 3.4%Prev: 2.7% | 330,896 SH | Decreased-107,414 SH |
| BRUNSWICK CORP | COM | $348K | 0.3%Prev: 0.3% | 5,500 SH | Decreased |
| CALAMOS CONV OPPORTUNITIES & | COM | $2.9M | 2.3% | 267,662 SH | New |
| CONOCOPHILLIPS | COM | $974K | 0.8%Prev: 0.6% | 10,295 SH | Decreased |
| CREDO TECHNOLOGY GROUP HOLDI | COM | $1.9M | 1.6% | 13,333 SH | New |
| DUKE ENERGY CORP NEW | COM | $577K | 0.5% | 4,666 SH | New |
| EXXON MOBIL CORP | COM | $1.5M | 1.2%Prev: 1.1% | 13,713 SH | Decreased |
| INTEL CORP | COM | $2.2M | 1.7%Prev: 18.4% | 64,296 SH | Decreased-169,364 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $291K | 0.2%Prev: 0.2% | 1,033 SH | Increased |
| ISHARES INC | COM | $600K | 0.5% | 8,881 SH | New |
| ISHARES TR | COM | $12.7M | 10.2% | 43,656 SH | New |
| LINDE PLC | COM | $1.1M | 0.9% | 2,313 SH | New |
| MCKESSON CORP | COM | $433K | 0.3%Prev: 0.2% | 561 SH | Increased |
| MICROSOFT CORP | COM | $726K | 0.6%Prev: 0.5% | 1,402 SH | Decreased-1,049 SH |
| PEPSICO INC | COM | $335K | 0.3%Prev: 0.2% | 2,385 SH | Increased+10 SH |
| PHILLIPS 66 | COM | $552K | 0.4%Prev: 0.4% | 4,059 SH | Decreased |
| PIMCO ETF TR | COM | $278K | 0.2% | 5,129 SH | New |
| PPL CORP | COM | $342K | 0.3%Prev: 0.2% | 9,204 SH | Increased |
| ROCKWELL AUTOMATION INC | COM | $524K | 0.4%Prev: 0.3% | 1,500 SH | Decreased+275 SH |
| SCHWAB STRATEGIC TR | COM | $259K | 0.2% | 11,105 SH | New |
| SPDR INDEX SHS FDS | COM | $22.0M | 17.6% | 492,024 SH | New |
| SPDR SERIES TRUST | COM | $27.4M | 21.9% | 430,002 SH | New |
| STRYKER CORPORATION | COM | $461K | 0.4%Prev: 0.2% | 1,247 SH | Increased+93 SH |
| TRANE TECHNOLOGIES PLC | COM | $283K | 0.2% | 671 SH | New |
| UNITED BANKSHARES INC WEST V | COM | $207K | 0.2%Prev: 0.1% | 5,565 SH | Decreased |
| VANECK ETF TRUST | COM | $2.7M | 2.2% | 27,493 SH | New |
| VANGUARD INDEX FDS | COM | $12.1M | 9.7% | 82,406 SH | New |
| VANGUARD INTL EQUITY INDEX F | COM | $10.9M | 8.7% | 216,233 SH | New |
| VANGUARD MALVERN FDS | COM | $1.3M | 1.1% | 26,461 SH | New |
| VANGUARD TAX-MANAGED FDS | COM | $6.1M | 4.9% | 101,202 SH | New |
| WISDOMTREE TR | COM | $6.8M | 5.4% | 137,197 SH | New |
| 13F-HR |
| 0002021711-25-000006 |
| $124.9M |
| View |
| Jul 16, 2026 | Q2 2026 | 13F-HR | 0002021711-26-000003 | $177.1M | View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0002021711-25-000003 | $107.6M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0002021711-26-000002 | $139.0M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0002021711-25-000002 | $93.0M | View |