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CIK 0002111830 • 3 13F filings • Feb 23, 2026 – Jul 28, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $20 | 0.4% | 168 SH | New |
| ABBVIE INC | COM | $36 | 0.6%Prev: 0.0% | 168 SH | Decreased-17 SH |
| AGILENT TECHNOLOGIES INC | COM | $14 | 0.2% | 100 SH | New |
| AKAMAI TECHNOLOGIES INC | COM | $6 | 0.1%Prev: 0.0% | 62 SH | Decreased |
| AMAZON.COM INC | COM | $263 | 4.6% | 1,140 SH | New |
| AMERICAN EXPRESS CO | COM | $163 | 2.9%Prev: 0.1% | 463 SH | Decreased-3 SH |
| AMERIPRISE FINL INC | COM | $49 | 0.9%Prev: 0.0% | 100 SH | Decreased-3 SH |
| APPLE INC | COM | $2K | 26.7%Prev: 1.2% | 6,134 SH | Decreased-136 SH |
| APPLIED MATLS INC | COM | $7 | 0.1%Prev: 0.0% | 22 SH | Decreased-9 SH |
| BANK NEW YORK MELLON COR | COM | $60 | 1.1% | 497 SH | New |
| BEST BUY INC | COM | $233 | 4.1%Prev: 0.2% | 3,547 SH | Decreased |
| BLACKSTONE INC | COM | $22 | 0.4%Prev: 0.0% | 143 SH | Decreased |
| BOEING CO | COM | $28 | 0.5%Prev: 0.0% | 112 SH | Decreased-6 SH |
| BRISTOL MYERS SQUIBB CO | COM | $14 | 0.2% | 262 SH | New |
| CARDINAL HEALTH INC | COM | $15 | 0.3%Prev: 0.0% | 69 SH | Decreased |
| CARRIER GLOBAL CORP | COM | $1 | 0.0% | 22 SH | New |
| CENTERPOINT ENERGY INC | COM | $3 | 0.1%Prev: 0.0% | 75 SH | Decreased |
| CHEVRON CORP NEW | COM | $26 | 0.5% | 157 SH | New |
| CHURCH & DWIGHT INC | COM | $69 | 1.2% | 750 SH | New |
| CISCO SYS INC | COM | $4 | 0.1%Prev: 0.2% | 50 SH | Decreased-2,232 SH |
| CITIGROUP INC | COM NEW | $47 | 0.8%Prev: 0.0% | 413 SH | Decreased-33 SH |
| CORNING INC | COM | $133 | 2.3%Prev: 0.2% | 1,440 SH | Decreased |
| CRANE CO | COMMON STOCK | $2 | 0.0% | 10 SH | New |
| CRANE NXT CO | COM | $1 | 0.0%Prev: 0.0% | 10 SH | Decreased |
| CUMMINS INC | COM | $2 | 0.0%Prev: 0.0% | 4 SH | Decreased |
| D R HORTON INC | COM | $3 | 0.1%Prev: 0.0% | 20 SH | Decreased-4 SH |
| DANAHER CORP | COM | $101 | 1.8% | 430 SH | New |
| DISNEY WALT CO | COM | $123 | 2.2%Prev: 0.1% | 1,112 SH | Decreased-24 SH |
| DOVER CORP | COM | $49 | 0.9%Prev: 0.0% | 245 SH | Decreased |
| ECOLAB INC | COM | $60 | 1.1%Prev: 0.0% | 219 SH | Decreased |
| EMERSON ELEC CO | COM | $59 | 1.0%Prev: 0.0% | 405 SH | Decreased |
| EXELIXIS INC | COM | $5 | 0.1%Prev: 0.0% | 125 SH | Decreased |
| EXELON CORP | COM | $9 | 0.2%Prev: 0.0% | 200 SH | Decreased |
| FISERV INC | COM | $12 | 0.2%Prev: 0.0% | 182 SH | Decreased |
| GARTNER INC | COM | $3 | 0.1%Prev: 0.0% | 13 SH | Decreased |
| GOLDMAN SACHS GROUP INC | COM | $20 | 0.4%Prev: 0.0% | 21 SH | Decreased-2 SH |
| HCA HEALTHCARE INC | COM | $17 | 0.3%Prev: 0.0% | 37 SH | Decreased-1 SH |
| HOME DEPOT INC | COM | $23 | 0.4%Prev: 0.0% | 62 SH | Decreased |
| HONEYWELL INTL INC | COM | $9 | 0.2%Prev: 0.0% | 40 SH | Decreased+17 SH |
| ILLINOIS TOOL WKS INC | COM | $109 | 1.9%Prev: 0.1% | 427 SH | Decreased |
| INGERSOLL RAND INC | COM | $2 | 0.0%Prev: 0.0% | 27 SH | Decreased-9 SH |
| INTEL CORP | COM | $1 | 0.0%Prev: 0.0% | 21 SH | Decreased-32 SH |
| INTERPARFUMS INC | COM | $8 | 0.1%Prev: 0.0% | 93 SH | Decreased |
| JACOBS SOLUTIONS INC | COM | $2 | 0.0%Prev: 0.0% | 17 SH | Decreased |
| JOHNSON & JOHNSON | COM | $206 | 3.6%Prev: 0.2% | 943 SH | Decreased-23 SH |
| JPMORGAN CHASE & CO | COM | $64 | 1.1%Prev: 0.1% | 210 SH | Decreased-30 SH |
| KLA CORP | COM NEW | $46 | 0.8%Prev: 0.1% | 31 SH | Decreased-289 SH |
| KONTOOR BRANDS INC | COM | $2 | 0.0%Prev: 0.0% | 33 SH | Decreased |
| MCDONALDS CORP | COM | $1 | 0.0%Prev: 0.0% | 2 SH | Decreased-5 SH |
| MERCK & CO. INC. | COM | $85 | 1.5% | 773 SH | New |
| METLIFE INC | COM | $4 | 0.1%Prev: 0.0% | 48 SH | Decreased |
| MICROSOFT CORP | COM | $488 | 8.6%Prev: 0.3% | 1,074 SH | Decreased-126 SH |
| MOODYS CORP | COM | $65 | 1.1%Prev: 0.0% | 125 SH | Decreased |
| MORGAN STANLEY | COM NEW | $16 | 0.3%Prev: 0.0% | 90 SH | Decreased-8 SH |
| MOTOROLA SOLUTIONS INC | COM NEW | $43 | 0.8%Prev: 0.0% | 111 SH | Decreased-2 SH |
| NASDAQ INC | COM | $8 | 0.1%Prev: 0.0% | 81 SH | Decreased-13 SH |
| NORTHROP GRUMMAN CORP | COM | $39 | 0.7%Prev: 0.0% | 60 SH | Decreased-1 SH |
| ORACLE CORP | COM | $62 | 1.1%Prev: 0.0% | 344 SH | Decreased-16 SH |
| PARKER-HANNIFIN CORP | COM | $58 | 1.0%Prev: 0.0% | 62 SH | Decreased-2 SH |
| PEPSICO INC | COM | $58 | 1.0%Prev: 0.0% | 394 SH | Decreased-9 SH |
| PFIZER INC | COM | $14 | 0.2%Prev: 0.0% | 547 SH | Decreased-34 SH |
| PRUDENTIAL FINL INC | COM | $23 | 0.4%Prev: 0.0% | 213 SH | Decreased-447 SH |
| PTC INC | COM | $2 | 0.0%Prev: 0.0% | 15 SH | Decreased |
| RALLIANT CORP | COM | $3 | 0.1%Prev: 0.0% | 66 SH | Decreased |
| RAYMOND JAMES FINL INC | COM | $3 | 0.1%Prev: 0.0% | 18 SH | Decreased-6 SH |
| RELIANCE INC | COM | $4 | 0.1%Prev: 0.0% | 13 SH | Decreased |
| ROSS STORES INC | COM | $93 | 1.6%Prev: 0.1% | 492 SH | Decreased-3 SH |
| SEALED AIR CORP NEW | COM | $2 | 0.0% | 40 SH | New |
| SOFI TECHNOLOGIES INC | COM | $10 | 0.2%Prev: 0.0% | 393 SH | Decreased |
| STARBUCKS CORP | COM | $28 | 0.5%Prev: 0.0% | 296 SH | Decreased-4 SH |
| STATE STR CORP | COM | $30 | 0.5%Prev: 0.0% | 240 SH | Decreased-10 SH |
| SYNOPSYS INC | COM | $36 | 0.6%Prev: 0.0% | 71 SH | Decreased |
| TESLA INC | COM | $126 | 2.2%Prev: 0.1% | 300 SH | Decreased-26 SH |
| TEXAS INSTRS INC | COM | $6 | 0.1%Prev: 0.0% | 32 SH | Decreased-7 SH |
| THE CIGNA GROUP | COM | $6 | 0.1%Prev: 0.0% | 21 SH | Decreased |
| THE COCA-COLA CO | COM | $43 | 0.8% | 600 SH | New |
| THERMO FISHER SCIENTIFIC | COM | $46 | 0.8% | 75 SH | New |
| TRACTOR SUPPLY CO | COM | $4 | 0.1%Prev: 0.0% | 70 SH | Decreased |
| TRANSDIGM GROUP INC | COM | $103 | 1.8%Prev: 0.1% | 71 SH | Decreased-1 SH |
| ULTA BEAUTY INC | COM | $96 | 1.7%Prev: 0.0% | 142 SH | Decreased |
| UNION PAC CORP | COM | $6 | 0.1%Prev: 0.0% | 26 SH | Decreased-7 SH |
| UNITEDHEALTH GROUP INC | COM | $328 | 5.8%Prev: 0.4% | 968 SH | Decreased-405 SH |
| US BANCORP DEL | COM NEW | $3 | 0.1% | 63 SH | New |
| V F CORP | COM | $4 | 0.1%Prev: 0.0% | 236 SH | Decreased |
| VERALTO CORP | COM SHS | $14 | 0.2%Prev: 0.0% | 142 SH | Decreased |
| VONTIER CORP | COM | $3 | 0.1% | 80 SH | New |
| WALMART INC | COM | $13 | 0.2%Prev: 0.0% | 111 SH | Decreased-30 SH |
| WASTE MGMT INC DEL | COM | $8 | 0.1%Prev: 0.0% | 36 SH | Decreased-4 SH |
| YUM BRANDS INC | COM | $14 | 0.2%Prev: 0.0% | 90 SH | Decreased |
| YUM CHINA HLDGS INC | COM | $4 | 0.1%Prev: 0.0% | 90 SH | Decreased |
| 13F-HR |
| 0002111830-26-000002 |
| $132K |
| View |