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CIK 0002023170 • 1 13F filing • Feb 5, 2026 – Feb 5, 2026
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Past 1 quarter
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | Common Stock | $800K | 0.4% | 4,995 SH | |
| AES CORP | Common Stock | $244K | 0.1% | 17,050 SH | |
| Alphabet Inc | Common Stock | $1.9M | 1.0% | 6,076 SH | |
| AMAZON COM INC | Common Stock | $4.3M | 2.3% | 18,567 SH | |
| AMERICAN ELEC PWR CO INC | Common Stock | $4.6M | 2.5% | 39,706 SH | |
| AMERIPRISE FINL INC | Common Stock | $221K | 0.1% | 450 SH | |
| AMPHENOL CORP | Common Stock | $4.2M | 2.3% | 31,109 SH | |
| APPLE INC | Common Stock | $1.2M | 0.7% | 4,577 SH | |
| ARISTA NETWORKS INC | Common Stock | $4.5M | 2.5% | 34,695 SH | |
| AT&T INC | Common Stock | $531K | 0.3% | 21,371 SH | |
| BANK MONTREAL MEDIUM | Int'l Common Stock | $690K | 0.4% | 5,314 SH | |
| BANK NEW YORK MELLON CORP | Common Stock | $3.1M | 1.7% | 26,746 SH | |
| BHP Group Ltd | Int'l Common Stock | $450K | 0.2% | 7,458 SH | |
| BOOKING HOLDINGS INC | Common Stock | $3.5M | 1.9% | 645 SH | |
| BOSTON SCIENTIFIC CORP | Common Stock | $3.1M | 1.7% | 32,941 SH | |
| BRISTOL-MYERS SQUIBB CO | Common Stock | $280K | 0.2% | 5,195 SH | |
| Broadcom Inc | Common Stock | $4.3M | 2.4% | 12,531 SH | |
| CANADIAN PACIFIC KANSAS CITY | Common Stock | $276K | 0.2% | 3,749 SH | |
| CBOE GLOBAL MKTS INC | Common Stock | $2.0M | 1.1% | 8,146 SH | |
| CENCORA INC | Common Stock | $2.2M | 1.2% | 6,527 SH | |
| CHEVRON CORPORATION | Common Stock | $238K | 0.1% | 1,559 SH | |
| CISCO SYS INC | Common Stock | $315K | 0.2% | 4,083 SH | |
| CUMMINS INC | Common Stock | $3.3M | 1.8% | 6,536 SH | |
| DISNEY WALT CO | Common Stock | $2.9M | 1.6% | 25,111 SH | |
| DOMINION ENERGY INC | Common Stock | $517K | 0.3% | 8,828 SH | |
| DUKE ENERGY CORP NEW | Common Stock | $698K | 0.4% | 5,955 SH | |
| ELI LILLY & CO | Common Stock | $2.6M | 1.4% | 2,448 SH | |
| EMCOR GROUP INC | Common Stock | $1.7M | 0.9% | 2,821 SH | |
| Enbridge Inc | Int'l Common Stock | $587K | 0.3% | 12,281 SH | |
| EXELON CORP | Common Stock | $253K | 0.1% | 5,802 SH | |
| EXXON MOBIL CORP | Common Stock | $514K | 0.3% | 4,273 SH | |
| Federated Hermes Inc | Common Stock | $377K | 0.2% | 7,248 SH | |
| FIDELITY NATIONAL FINANCIAL IN | Common Stock | $608K | 0.3% | 11,139 SH | |
| FIRST AMERN FINL CORP | Common Stock | $254K | 0.1% | 4,140 SH | |
| GE AEROSPACE | Common Stock | $7.7M | 4.2% | 24,990 SH | |
| GE VERNOVA INC | Common Stock | $3.3M | 1.8% | 5,067 SH | |
| GENUINE PARTS CO | Common Stock | $325K | 0.2% | 2,640 SH | |
| GREAT LAKES DREDGE & DOCK CORP | Common Stock | $157K | 0.1% | 12,000 SH | |
| HARTFORD INSURANCE GROUP INC | Common Stock | $2.1M | 1.2% | 15,540 SH | |
| HOWMET AEROSPACE INC | Common Stock | $2.7M | 1.5% | 12,989 SH | |
| INTERACTIVE BROKERS GROUP INC | Common Stock | $2.0M | 1.1% | 31,269 SH | |
| INTERDIGITAL INC | Common Stock | $2.4M | 1.3% | 7,520 SH | |
| INTERNATIONAL BUSINESS MACHS | Common Stock | $667K | 0.4% | 2,252 SH | |
| INVESCO EXCHANGE-TRADED FD TR | Fixed Income ETF | $1.0M | 0.6% | 46,192 SH | |
| ISHARES TR | Exchange Traded Fund | $7.0M | 3.8% | 32,552 SH | |
| ISHARES TR | Fixed Income ETF | $967K | 0.5% | 19,168 SH | |
| Johnson & Johnson | Common Stock | $389K | 0.2% | 1,880 SH | |
| JPMORGAN CHASE & CO | Common Stock | $3.1M | 1.7% | 9,631 SH | |
| KIMBERLY-CLARK CORP | Common Stock | $228K | 0.1% | 2,260 SH | |
| KINROSS GOLD CORP | Common Stock | $1.7M | 0.9% | 60,011 SH | |
| Kraft Heinz Co | Common Stock | $403K | 0.2% | 16,635 SH | |
| LAM RESEARCH CORP | Common Stock | $3.1M | 1.7% | 18,237 SH | |
| MAIN STR CAP CORP | Common Stock | $641K | 0.4% | 10,620 SH | |
| MARKEL GROUP INC | Common Stock | $260K | 0.1% | 121 SH | |
| MASTERCARD INCORPORATED | Common Stock | $2.9M | 1.6% | 5,019 SH | |
| Meta Platforms Inc | Common Stock | $2.9M | 1.6% | 4,319 SH | |
| MICRON TECHNOLOGY INC | Common Stock | $2.7M | 1.5% | 9,352 SH | |
| MICROSOFT CORP | Common Stock | $1.6M | 0.9% | 3,241 SH | |
| NEXTERA ENERGY INC | Common Stock | $449K | 0.2% | 5,588 SH | |
| NORTHWESTERN ENERGY GROUP INC | Common Stock | $720K | 0.4% | 11,153 SH | |
| NVIDIA CORPORATION | Common Stock | $5.1M | 2.8% | 27,307 SH | |
| OMNICOM GROUP INC | Common Stock | $229K | 0.1% | 2,834 SH | |
| ONEOK INC NEW | Common Stock | $590K | 0.3% | 8,028 SH | |
| PARKER-HANNIFIN CORP | Common Stock | $3.4M | 1.8% | 3,833 SH | |
| PFIZER INC | Common Stock | $618K | 0.3% | 24,827 SH | |
| PHILLIPS 66 | Common Stock | $486K | 0.3% | 3,765 SH | |
| PRUDENTIAL FINL INC | Common Stock | $787K | 0.4% | 6,976 SH | |
| RESMED INC | Common Stock | $2.2M | 1.2% | 8,952 SH | |
| Rio Tinto PLC | Int'l Common Stock | $805K | 0.4% | 10,056 SH | |
| ROYAL CARIBBEAN GROUP | Common Stock | $1.5M | 0.8% | 5,439 SH | |
| SPDR SERIES TRUST | Fixed Income ETF | $7.4M | 4.0% | 325,655 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | Int'l Common Stock | $6.6M | 3.6% | 21,585 SH | |
| TESLA INC | Common Stock | $1.3M | 0.7% | 2,804 SH | |
| TJX COS INC NEW | Common Stock | $3.3M | 1.8% | 21,621 SH | |
| TORONTO DOMINION BK ONT | Int'l Common Stock | $750K | 0.4% | 7,960 SH | |
| UBER TECHNOLOGIES INC | Common Stock | $3.2M | 1.7% | 38,906 SH | |
| Ubiquiti Inc | Common Stock | $1.8M | 1.0% | 3,258 SH | |
| VANGUARD INDEX FDS | Exchange Traded Fund | $2.3M | 1.2% | 9,920 SH | |
| VANGUARD SCOTTSDALE FDS | Fixed Income ETF | $22.6M | 12.4% | 283,079 SH | |
| VANGUARD SPECIALIZED FUNDS | Exchange Traded Fund | $1.1M | 0.6% | 5,055 SH | |
| VANGUARD STAR FDS | International Equity ETF | $2.8M | 1.5% | 37,233 SH | |
| VANGUARD WORLD FD | Exchange Traded Fund | $1.8M | 1.0% | 13,034 SH | |
| VERIZON COMMUNICATIONS INC | Common Stock | $299K | 0.2% | 7,348 SH | |
| VISA INC | Common Stock | $3.1M | 1.7% | 8,755 SH |
Open a filing on Jive Data
| Filing Date | Quarter | Form | Accession | Portfolio | Filing |
|---|---|---|---|---|---|
| Feb 5, 2026 | Q4 2025 | 13F-HR | 0002023170-26-000001 | $182.7M | View |