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CIK 0002053727 • 6 13F filings • Apr 23, 2025 – Jul 28, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $2.6M | 1.6% | 19,660 SH | |
| ABBVIE INC | COM | $3.2M | 1.9% | 15,061 SH | |
| ALPHABET INC | CAP STK CL A | $975K | 0.6% | 6,301 SH | |
| ALPHABET INC | CAP STK CL C | $3.3M | 2.0% | 21,230 SH | |
| ALTRIA GROUP INC | COM | $631K | 0.4% | 10,502 SH | |
| AMAZON COM INC | COM | $4.7M | 2.8% | 24,621 SH | |
| AON PLC | SHS CL A | $1.2M | 0.7% | 3,086 SH | |
| APPLE INC | COM | $6.1M | 3.7% | 27,511 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $7.2M | 4.3% | 13,522 SH | |
| BLACKROCK INC | COM | $1.3M | 0.8% | 1,365 SH | |
| BLOCK H & R INC | COM | $338K | 0.2% | 6,158 SH | |
| BROADCOM INC | COM | $5.3M | 3.2% | 31,517 SH | |
| CBOE GLOBAL MKTS INC | COM | $2.0M | 1.2% | 8,726 SH | |
| CF INDS HLDGS INC | COM | $604K | 0.4% | 7,739 SH | |
| CHEVRON CORP NEW | COM | $306K | 0.2% | 1,832 SH | |
| CISCO SYS INC | COM | $634K | 0.4% | 10,277 SH | |
| CME GROUP INC | COM | $1.9M | 1.2% | 7,275 SH | |
| COCA COLA CO | COM | $597K | 0.4% | 8,343 SH | |
| COLGATE PALMOLIVE CO | COM | $601K | 0.4% | 6,411 SH | |
| CONOCOPHILLIPS | COM | $5.5M | 3.3% | 52,551 SH | |
| COSTCO WHSL CORP NEW | COM | $2.5M | 1.5% | 2,638 SH | |
| CRH PLC | ORD | $704K | 0.4% | 8,000 SH | |
| DEVON ENERGY CORP NEW | COM | $1.4M | 0.8% | 37,247 SH | |
| EOG RES INC | COM | $1.9M | 1.2% | 14,942 SH | |
| EXPEDITORS INTL WASH INC | COM | $1.3M | 0.8% | 10,699 SH | |
| EXXON MOBIL CORP | COM | $652K | 0.4% | 5,485 SH | |
| FOX CORP | CL A COM | $593K | 0.4% | 10,474 SH | |
| GENERAL MLS INC | COM | $597K | 0.4% | 9,978 SH | |
| GILEAD SCIENCES INC | COM | $1.8M | 1.1% | 16,280 SH | |
| HERSHEY CO | COM | $1.8M | 1.1% | 10,608 SH | |
| HOME DEPOT INC | COM | $2.1M | 1.3% | 5,656 SH | |
| ILLINOIS TOOL WKS INC | COM | $1.2M | 0.7% | 4,944 SH | |
| JOHNSON & JOHNSON | COM | $2.0M | 1.2% | 11,865 SH | |
| KIMBERLY-CLARK CORP | COM | $641K | 0.4% | 4,505 SH | |
| LOCKHEED MARTIN CORP | COM | $703K | 0.4% | 1,571 SH | |
| LOWES COS INC | COM | $214K | 0.1% | 919 SH | |
| MASTERCARD INCORPORATED | CL A | $1.3M | 0.8% | 2,377 SH | |
| MCDONALDS CORP | COM | $3.4M | 2.1% | 10,933 SH | |
| MERCK & CO INC | COM | $4.0M | 2.4% | 44,821 SH | |
| META PLATFORMS INC | CL A | $214K | 0.1% | 370 SH | |
| MICROSOFT CORP | COM | $5.6M | 3.4% | 15,006 SH | |
| MONDELEZ INTL INC | CL A | $684K | 0.4% | 10,086 SH | |
| NEXTERA ENERGY INC | COM | $335K | 0.2% | 4,725 SH | |
| NVIDIA CORPORATION | COM | $2.3M | 1.4% | 20,941 SH | |
| PALO ALTO NETWORKS INC | COM | $210K | 0.1% | 1,227 SH | |
| PAYCHEX INC | COM | $1.3M | 0.8% | 8,325 SH | |
| PEPSICO INC | COM | $1.8M | 1.1% | 12,140 SH | |
| PRICE T ROWE GROUP INC | COM | $1.7M | 1.0% | 18,563 SH | |
| PROCTER AND GAMBLE CO | COM | $2.3M | 1.4% | 13,473 SH | |
| QUALCOMM INC | COM | $1.3M | 0.8% | 8,261 SH | |
| QUEST DIAGNOSTICS INC | COM | $569K | 0.3% | 3,364 SH | |
| RTX CORPORATION | COM | $790K | 0.5% | 5,966 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $4.0M | 2.4% | 143,784 SH | |
| SNAP ON INC | COM | $1.9M | 1.1% | 5,627 SH | |
| SPDR SER TR | BLOOMBERG 1-3 MO | $11.3M | 6.8% | 122,847 SH | |
| SPDR SER TR | BLOOMBERG 3-12 M | $10.3M | 6.2% | 103,310 SH | |
| T-MOBILE US INC | COM | $536K | 0.3% | 2,011 SH | |
| TESLA INC | COM | $424K | 0.3% | 1,636 SH | |
| UNITEDHEALTH GROUP INC | COM | $2.8M | 1.7% | 5,361 SH | |
| US BANCORP DEL | COM NEW | $559K | 0.3% | 13,234 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $4.8M | 2.9% | 13,062 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $944K | 0.6% | 1,833 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $1.8M | 1.1% | 10,429 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $11.4M | 6.9% | 194,440 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.5M | 0.9% | 7,691 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $253K | 0.2% | 4,071 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $892K | 0.5% | 6,916 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $6.9M | 4.2% | 12,747 SH | |
| VERIZON COMMUNICATIONS INC | COM | $682K | 0.4% | 15,030 SH | |
| VICI PPTYS INC | COM | $593K | 0.4% | 18,176 SH | |
| VISA INC | COM CL A | $1.3M | 0.8% | 3,805 SH | |
| WALMART INC | COM | $3.7M | 2.2% | 41,657 SH | |
| YUM BRANDS INC | COM | $1.3M | 0.8% | 8,044 SH | |
| ZOETIS INC | CL A | $1.2M | 0.7% | 7,197 SH |
| 13F-HR |
| 0002053727-26-000003 |
| $261.7M |
| View |
| Jul 25, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004166 | $178.9M | View |
| May 1, 2026 | Q1 2026 | 13F-HR | 0002053727-26-000002 | $225.9M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002264 | $166.0M | View |