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CIK 0002043765 • 7 13F filings • May 8, 2025 – Oct 14, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $353K | 0.3% | 2,665 SH | |
| ABBVIE INC | COM | $2.2M | 2.0% | 10,479 SH | |
| ALPHABET INC | CAP STK CL A | $1.4M | 1.2% | 8,937 SH | |
| ALPHABET INC | CAP STK CL C | $1.6M | 1.4% | 10,316 SH | |
| ALTRIA GROUP INC | COM | $265K | 0.2% | 4,423 SH | |
| AMAZON COM INC | COM | $209K | 0.2% | 1,098 SH | |
| AMERICAN EXPRESS CO | COM | $324K | 0.3% | 1,206 SH | |
| APPLE INC | COM | $13.2M | 11.8% | 59,312 SH | |
| APPLIED MATLS INC | COM | $259K | 0.2% | 1,784 SH | |
| ASTRAZENECA PLC | SPONSORED ADR | $5.2M | 4.6% | 70,134 SH | |
| AT&T INC | COM | $912K | 0.8% | 32,235 SH | |
| BANCO SANTANDER S.A. | ADR | $426K | 0.4% | 63,555 SH | |
| BANK AMERICA CORP | COM | $1.5M | 1.3% | 34,917 SH | |
| BANK NOVA SCOTIA HALIFAX | COM | $799K | 0.7% | 16,839 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL A | $798K | 0.7% | 1 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.6M | 1.5% | 3,059 SH | |
| BLACKSTONE INC | COM | $2.4M | 2.2% | 17,350 SH | |
| BROADCOM INC | COM | $2.9M | 2.6% | 17,066 SH | |
| BUNGE GLOBAL SA | COM SHS | $1.2M | 1.1% | 15,918 SH | |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $1.9M | 1.7% | 53,363 SH | |
| CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | $294K | 0.3% | 11,992 SH | |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | $254K | 0.2% | 9,653 SH | |
| CATERPILLAR INC | COM | $1.1M | 1.0% | 3,278 SH | |
| CHEVRON CORP NEW | COM | $2.4M | 2.1% | 14,243 SH | |
| CHUBB LIMITED | COM | $3.5M | 3.2% | 11,736 SH | |
| CISCO SYS INC | COM | $4.9M | 4.4% | 79,403 SH | |
| CONSOLIDATED EDISON INC | COM | $844K | 0.8% | 7,628 SH | |
| CSX CORP | COM | $1.9M | 1.7% | 63,946 SH | |
| CUMMINS INC | COM | $1.4M | 1.3% | 4,581 SH | |
| DISNEY WALT CO | COM | $427K | 0.4% | 4,331 SH | |
| DOW INC | COM | $2.2M | 2.0% | 63,932 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $1.5M | 1.4% | 12,620 SH | |
| DUPONT DE NEMOURS INC | COM | $561K | 0.5% | 7,515 SH | |
| EXPAND ENERGY CORPORATION | COM | $2.1M | 1.9% | 18,964 SH | |
| EXXON MOBIL CORP | COM | $3.7M | 3.3% | 31,017 SH | |
| FEDEX CORP | COM | $277K | 0.2% | 1,136 SH | |
| FIFTH THIRD BANCORP | COM | $1.4M | 1.2% | 35,296 SH | |
| GE AEROSPACE | COM NEW | $208K | 0.2% | 1,040 SH | |
| GENERAL DYNAMICS CORP | COM | $922K | 0.8% | 3,381 SH | |
| HOME DEPOT INC | COM | $999K | 0.9% | 2,725 SH | |
| HONEYWELL INTL INC | COM | $1.6M | 1.4% | 7,425 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $232K | 0.2% | 935 SH | |
| JOHNSON & JOHNSON | COM | $309K | 0.3% | 1,864 SH | |
| JPMORGAN CHASE & CO. | COM | $3.5M | 3.2% | 14,387 SH | |
| KLA CORP | COM NEW | $227K | 0.2% | 334 SH | |
| KRAFT HEINZ CO | COM | $224K | 0.2% | 7,362 SH | |
| LOCKHEED MARTIN CORP | COM | $1.2M | 1.0% | 2,623 SH | |
| MERCK & CO INC | COM | $709K | 0.6% | 7,894 SH | |
| MICRON TECHNOLOGY INC | COM | $737K | 0.7% | 8,485 SH | |
| MICROSOFT CORP | COM | $781K | 0.7% | 2,082 SH | |
| NUVEEN MUN VALUE FD INC | COM | $176K | 0.2% | 20,075 SH | |
| NVIDIA CORPORATION | COM | $1.4M | 1.3% | 13,041 SH | |
| OLD REP INTL CORP | COM | $6.0M | 5.4% | 153,877 SH | |
| PHILIP MORRIS INTL INC | COM | $4.3M | 3.9% | 27,403 SH | |
| PHILLIPS 66 | COM | $1.5M | 1.3% | 12,165 SH | |
| PRUDENTIAL FINL INC | COM | $3.2M | 2.9% | 29,000 SH | |
| QUALCOMM INC | COM | $5.1M | 4.5% | 32,962 SH | |
| RTX CORPORATION | COM | $4.4M | 3.9% | 33,061 SH | |
| SEACOAST BKG CORP FLA | COM NEW | $445K | 0.4% | 17,301 SH | |
| SOUTHERN CO | COM | $412K | 0.4% | 4,480 SH | |
| TOTALENERGIES SE | SPONSORED ADS | $1.5M | 1.3% | 22,746 SH | |
| UBS GROUP AG | SHS | $1.8M | 1.6% | 59,979 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $233K | 0.2% | 5,158 SH | |
| VERIZON COMMUNICATIONS INC | COM | $1.4M | 1.2% | 30,748 SH |
| 13F-HR |
| 0002085853-25-000270 |
| $132.0M |
| View |
| Jul 22, 2026 | Q2 2026 | 13F-HR | 0002043765-26-000002 | $166.6M | View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000916 | $118.7M | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000478 | $140.5M | View |
| May 8, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000609 | $111.8M | View |