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CIK 0001962457 • 6 13F filings • May 6, 2025 – Jul 28, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $1.1M | 1.2%Prev: 0.9% | 6,569 SH | Decreased-4,934 SH |
| ABBVIE INC | COM | $554K | 0.6%Prev: 0.5% | 2,423 SH | Decreased-1,500 SH |
| ADVANCED MICRO DEVICES INC | COM | $574K | 0.7%Prev: 0.3% | 2,680 SH | Decreased-1,390 SH |
| ALPHABET INC | CAP STK CL A | $374K | 0.4%Prev: 0.3% | 1,195 SH | Decreased-840 SH |
| ALPHABET INC | CAP STK CL C | $473K | 0.5%Prev: 0.3% | 1,508 SH | Decreased-463 SH |
| AMAZON COM INC | COM | $1.6M | 1.8%Prev: 0.6% | 6,920 SH | Increased+1,881 SH |
| AMERICAN EXPRESS CO | COM | $1.9M | 2.1%Prev: 1.5% | 5,084 SH | Decreased-3,713 SH |
| AMGEN INC | COM | $642K | 0.7%Prev: 0.5% | 1,961 SH | Decreased-1,457 SH |
| APPLE INC | COM | $3.8M | 4.4%Prev: 3.5% | 14,043 SH | Decreased-11,925 SH |
| AT&T INC | COM | $486K | 0.6%Prev: 0.5% | 19,558 SH | Decreased-15,372 SH |
| BANK AMERICA CORP | COM | $542K | 0.6%Prev: 0.4% | 9,855 SH | Decreased-4,448 SH |
| BLACKROCK INC | COM | $533K | 0.6%Prev: 0.5% | 498 SH | Decreased-299 SH |
| BROADCOM INC | COM | $4.6M | 5.2%Prev: 2.8% | 13,270 SH | Decreased-2,921 SH |
| CAPITAL ONE FINL CORP | COM | $1.0M | 1.2%Prev: 0.6% | 4,160 SH | Decreased-1,560 SH |
| CATERPILLAR INC | COM | $1.5M | 1.7%Prev: 1.3% | 2,671 SH | Decreased-2,498 SH |
| CHEVRON CORP NEW | COM | $323K | 0.4%Prev: 0.4% | 2,122 SH | Decreased-2,296 SH |
| CHIPOTLE MEXICAN GRILL INC | COM | $339K | 0.4%Prev: 0.2% | 9,172 SH | Decreased-1,864 SH |
| CHUBB LIMITED | COM | $243K | 0.3%Prev: 0.2% | 779 SH | Decreased-516 SH |
| CISCO SYS INC | COM | $810K | 0.9%Prev: 0.7% | 10,520 SH | Decreased-9,750 SH |
| CITIGROUP INC | COM NEW | $453K | 0.5%Prev: 0.3% | 3,886 SH | Decreased-2,662 SH |
| COCA COLA CO | COM | $1.0M | 1.2%Prev: 0.9% | 14,494 SH | Decreased-10,437 SH |
| COLGATE PALMOLIVE CO | COM | $417K | 0.5%Prev: 0.2% | 5,282 SH | Increased+1,339 SH |
| COSTCO WHSL CORP NEW | COM | $717K | 0.8%Prev: 1.0% | 831 SH | Decreased-1,256 SH |
| CUMMINS INC | COM | $721K | 0.8%Prev: 0.4% | 1,413 SH | Increased-219 SH |
| DANAHER CORPORATION | COM | $240K | 0.3%Prev: 0.2% | 1,049 SH | Decreased-395 SH |
| DEERE & CO | COM | $210K | 0.2%Prev: 0.3% | 451 SH | Decreased-747 SH |
| DELL TECHNOLOGIES INC | CL C | $362K | 0.4%Prev: 0.2% | 2,876 SH | Decreased-235 SH |
| EATON CORP PLC | SHS | $712K | 0.8%Prev: 0.7% | 2,235 SH | Decreased-1,290 SH |
| EBAY INC. | COM | $422K | 0.5%Prev: 0.5% | 4,848 SH | Decreased-5,508 SH |
| ELEVANCE HEALTH INC FORMERLY | COM | $374K | 0.4%Prev: 0.3% | 1,067 SH | Decreased-643 SH |
| ELI LILLY & CO | COM | $1.3M | 1.5%Prev: 0.8% | 1,217 SH | Decreased-791 SH |
| ENTERPRISE PRODS PARTNERS L | COM | $616K | 0.7%Prev: 0.5% | 19,211 SH | Decreased-11,918 SH |
| EXXON MOBIL CORP | COM | $1.8M | 2.0%Prev: 1.4% | 14,630 SH | Decreased-9,561 SH |
| GENERAL DYNAMICS CORP | COM | $830K | 0.9%Prev: 0.6% | 2,465 SH | Decreased-1,003 SH |
| GILEAD SCIENCES INC | COM | $554K | 0.6%Prev: 0.5% | 4,512 SH | Decreased-4,652 SH |
| GOLDMAN SACHS GROUP INC | COM | $2.0M | 2.3%Prev: 1.6% | 2,310 SH | Decreased-1,451 SH |
| HOME DEPOT INC | COM | $669K | 0.8%Prev: 0.8% | 1,945 SH | Decreased-1,633 SH |
| HONEYWELL INTL INC | COM | $543K | 0.6%Prev: 0.7% | 2,784 SH | Decreased-3,445 SH |
| ILLINOIS TOOL WKS INC | COM | $353K | 0.4%Prev: 0.3% | 1,435 SH | Decreased-616 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $1.2M | 1.4%Prev: 1.1% | 4,084 SH | Decreased-3,666 SH |
| INTUIT | COM | $648K | 0.7%Prev: 0.4% | 978 SH | Decreased-210 SH |
| INVESCO QQQ TR | UNIT SER 1 | $968K | 1.1%Prev: 1.3% | 1,576 SH | Decreased-2,502 SH |
| ISHARES TR | RUS 1000 VAL ETF | $239K | 0.3%Prev: 0.1% | 1,134 SH | Increased |
| JOHNSON & JOHNSON | COM | $477K | 0.5%Prev: 0.4% | 2,305 SH | Decreased-1,940 SH |
| JPMORGAN CHASE & CO. | COM | $2.0M | 2.2%Prev: 2.0% | 6,098 SH | Decreased-6,179 SH |
| LINDE PLC | SHS | $209K | 0.2%Prev: 0.3% | 490 SH | Decreased-677 SH |
| LOCKHEED MARTIN CORP | COM | $214K | 0.2%Prev: 0.2% | 443 SH | Decreased-509 SH |
| LOWES COS INC | COM | $866K | 1.0%Prev: 0.7% | 3,592 SH | Decreased-1,790 SH |
| LULULEMON ATHLETICA INC | COM | $274K | 0.3% | 1,319 SH | New |
| MASTERCARD INCORPORATED | CL A | $980K | 1.1%Prev: 0.7% | 1,717 SH | Decreased-632 SH |
| MCDONALDS CORP | COM | $584K | 0.7%Prev: 0.6% | 1,910 SH | Decreased-1,876 SH |
| MERCK & CO INC | COM | $493K | 0.6%Prev: 0.3% | 4,681 SH | Decreased-2,744 SH |
| META PLATFORMS INC | CL A | $1.0M | 1.2%Prev: 1.0% | 1,584 SH | Decreased-996 SH |
| METLIFE INC | COM | $318K | 0.4%Prev: 0.3% | 4,026 SH | Decreased-3,331 SH |
| MICRON TECHNOLOGY INC | COM | $742K | 0.8%Prev: 0.4% | 2,600 SH | Decreased-2,114 SH |
| MICROSOFT CORP | COM | $4.5M | 5.2%Prev: 2.4% | 9,401 SH | Decreased+610 SH |
| MORGAN STANLEY | COM NEW | $428K | 0.5%Prev: 0.4% | 2,409 SH | Decreased-2,942 SH |
| NETFLIX INC | COM | $2.1M | 2.4%Prev: 2.9% | 22,642 SH | Decreased+18,014 SH |
| NIKE INC | CL B | $505K | 0.6%Prev: 0.7% | 7,932 SH | Decreased-10,366 SH |
| NORTHROP GRUMMAN CORP | COM | $287K | 0.3%Prev: 0.3% | 504 SH | Decreased-529 SH |
| NVIDIA CORPORATION | COM | $3.2M | 3.7%Prev: 2.6% | 17,193 SH | Decreased-8,894 SH |
| NVR INC | COM | $2.2M | 2.5%Prev: 1.9% | 305 SH | Decreased-144 SH |
| ORACLE CORP | COM | $1.5M | 1.7%Prev: 2.0% | 7,829 SH | Decreased-5,862 SH |
| PARKER-HANNIFIN CORP | COM | $361K | 0.4%Prev: 0.2% | 411 SH | Decreased-183 SH |
| PNC FINL SVCS GROUP INC | COM | $299K | 0.3%Prev: 0.2% | 1,432 SH | Decreased-507 SH |
| PROCTER AND GAMBLE CO | COM | $554K | 0.6%Prev: 0.7% | 3,868 SH | Decreased-4,993 SH |
| PROGRESSIVE CORP | COM | $654K | 0.7%Prev: 0.6% | 2,872 SH | Decreased-1,907 SH |
| QUALCOMM INC | COM | $230K | 0.3%Prev: 0.2% | 1,342 SH | Decreased-1,372 SH |
| ROYAL CARIBBEAN GROUP | COM | $214K | 0.2%Prev: 0.1% | 769 SH | Decreased-8 SH |
| RTX CORPORATION | COM | $979K | 1.1%Prev: 0.9% | 5,339 SH | Decreased-4,750 SH |
| SALESFORCE INC | COM | $294K | 0.3%Prev: 0.3% | 1,108 SH | Decreased-922 SH |
| SAP SE | SPON ADR | $907K | 1.0%Prev: 0.8% | 3,732 SH | Decreased-1,665 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $208K | 0.2%Prev: 0.2% | 7,720 SH | Decreased-6,723 SH |
| SERVICENOW INC | COM | $778K | 0.9%Prev: 1.1% | 5,077 SH | Decreased+2,845 SH |
| SHERWIN WILLIAMS CO | COM | $669K | 0.8%Prev: 0.6% | 2,064 SH | Decreased-1,054 SH |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $3.9M | 4.5%Prev: 2.6% | 8,178 SH | Decreased-2,458 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $7.4M | 8.5%Prev: 8.2% | 10,871 SH | Decreased-12,461 SH |
| STARBUCKS CORP | COM | $338K | 0.4%Prev: 0.2% | 4,015 SH | Decreased-867 SH |
| SUNCOR ENERGY INC NEW | COM | $235K | 0.3%Prev: 0.2% | 5,308 SH | Decreased-2,000 SH |
| T-MOBILE US INC | COM | $819K | 0.9%Prev: 0.8% | 4,033 SH | Decreased-2,206 SH |
| TEXAS INSTRS INC | COM | $292K | 0.3%Prev: 0.3% | 1,683 SH | Decreased-1,473 SH |
| TRANSDIGM GROUP INC | COM | $370K | 0.4%Prev: 0.4% | 278 SH | Decreased-277 SH |
| TRAVELERS COMPANIES INC | COM | $1.1M | 1.3%Prev: 1.0% | 3,906 SH | Decreased-2,727 SH |
| UNITEDHEALTH GROUP INC | COM | $384K | 0.4%Prev: 0.3% | 1,162 SH | Decreased-637 SH |
| VERIZON COMMUNICATIONS INC | COM | $280K | 0.3%Prev: 0.3% | 6,877 SH | Decreased-5,492 SH |
| VISA INC | COM CL A | $1.1M | 1.3%Prev: 1.1% | 3,186 SH | Decreased-2,795 SH |
| WALMART INC | COM | $2.9M | 3.3%Prev: 2.4% | 25,679 SH | Decreased-18,733 SH |
| YUM BRANDS INC | COM | $404K | 0.5%Prev: 0.3% | 2,673 SH | Decreased-1,001 SH |
| 13F-HR |
| 0001962457-26-000003 |
| $151.2M |
| View |
| Jul 23, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004111 | $133.2M | View |
| Apr 28, 2026 | Q1 2026 | 13F-HR | 0001962457-26-000002 | $137.2M | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002644 | $121.1M | View |