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CIK 0001356202 • 4 13F filings • Apr 23, 2025 – Jan 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $1.4M | 0.7%Prev: 0.7% | 10,950 SH | Decreased |
| ABBVIE INC | COM | $5.4M | 2.6%Prev: 2.6% | 23,710 SH | Decreased-512 SH |
| ADVANCED MICRO DEVICES INC | COM | $2.6M | 1.2%Prev: 0.9% | 12,100 SH | Increased-115 SH |
| ALBEMARLE CORP | COM | $1.9M | 0.9%Prev: 0.6% | 13,785 SH | Increased-3,070 SH |
| ALPHABET INC | CAP STK CL A | $7.5M | 3.6%Prev: 3.7% | 23,829 SH | Decreased-8,850 SH |
| AMAZON COM INC | COM | $6.5M | 3.1%Prev: 3.1% | 28,372 SH | Decreased-2,279 SH |
| AMGEN INC | COM | $565K | 0.3%Prev: 0.2% | 1,725 SH | Increased |
| APPLE INC | COM | $6.5M | 3.1%Prev: 3.0% | 23,923 SH | Increased-1,512 SH |
| APPLIED MATLS INC | COM | $4.8M | 2.3%Prev: 2.0% | 18,781 SH | Increased-2,378 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $1.9M | 0.9%Prev: 1.0% | 7,500 SH | Decreased |
| BANK AMERICA CORP | COM | $488K | 0.2%Prev: 0.2% | 8,875 SH | Decreased-775 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $391K | 0.2%Prev: 0.2% | 777 SH | Decreased-248 SH |
| BLACKBERRY LTD | COM | $444K | 0.2%Prev: 0.3% | 117,200 SH | Decreased-25,000 SH |
| BLACKSTONE INC | COM | $4.7M | 2.2%Prev: 2.3% | 30,282 SH | Decreased+1,007 SH |
| BOEING CO | COM | $3.0M | 1.4%Prev: 1.3% | 13,625 SH | Increased+600 SH |
| BOEING CO | DEP CONV PFD A | $2.9M | 1.4%Prev: 1.3% | 41,921 SH | Increased+1,245 SH |
| BROADCOM INC | COM | $5.6M | 2.7%Prev: 2.8% | 16,313 SH | Decreased-2,081 SH |
| CATERPILLAR INC | COM | $1.9M | 0.9%Prev: 0.7% | 3,250 SH | Increased |
| CHEVRON CORP NEW | COM | $216K | 0.1%Prev: 0.1% | 1,420 SH | Decreased-250 SH |
| CHUBB LIMITED | COM | $930K | 0.4%Prev: 0.4% | 2,980 SH | Increased |
| CLEVELAND-CLIFFS INC NEW | COM | $910K | 0.4%Prev: 0.5% | 68,500 SH | Decreased-12,500 SH |
| COCA COLA CO | COM | $2.8M | 1.3%Prev: 1.2% | 39,515 SH | Increased+1,255 SH |
| COSTCO WHSL CORP NEW | COM | $565K | 0.3%Prev: 0.3% | 655 SH | Decreased |
| DIGITAL RLTY TR INC | COM | $3.1M | 1.5%Prev: 1.7% | 20,333 SH | Decreased-450 SH |
| DISNEY WALT CO | COM | $3.4M | 1.6%Prev: 1.7% | 29,740 SH | Decreased-2,597 SH |
| DOMINION ENERGY INC | COM | $2.3M | 1.1%Prev: 0.2% | 39,975 SH | Increased+32,775 SH |
| DUKE ENERGY CORP NEW | COM NEW | $1.3M | 0.6%Prev: 0.6% | 11,345 SH | Decreased+120 SH |
| EATON CORP PLC | SHS | $3.3M | 1.6%Prev: 2.0% | 10,389 SH | Decreased-896 SH |
| EXELON CORP | COM | $1.1M | 0.5%Prev: 0.5% | 25,081 SH | Decreased+130 SH |
| EXPEDIA GROUP INC | COM NEW | $4.6M | 2.2%Prev: 1.8% | 16,214 SH | Increased-1,907 SH |
| EXXON MOBIL CORP | COM | $492K | 0.2%Prev: 0.3% | 4,090 SH | Decreased-820 SH |
| FEDEX CORP | COM | $1.6M | 0.8%Prev: 0.7% | 5,452 SH | Increased-983 SH |
| FIRST SOLAR INC | COM | $4.3M | 2.1%Prev: 1.9% | 16,532 SH | Increased-2,010 SH |
| FREEPORT-MCMORAN INC | CL B | $2.9M | 1.4%Prev: 1.0% | 56,125 SH | Increased |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | $2.6M | 1.3%Prev: 1.2% | 32,174 SH | Increased-2,300 SH |
| GILEAD SCIENCES INC | COM | $1.2M | 0.6%Prev: 0.5% | 9,488 SH | Increased-390 SH |
| GOLDMAN SACHS GROUP INC | COM | $1.5M | 0.7%Prev: 0.6% | 1,660 SH | Increased |
| HOME DEPOT INC | COM | $3.0M | 1.4%Prev: 1.6% | 8,625 SH | Decreased+278 SH |
| HOWARD HUGHES HOLDINGS INC | COM | $305K | 0.1%Prev: 0.1% | 3,825 SH | Decreased |
| HUMANA INC | COM | $247K | 0.1%Prev: 0.1% | 965 SH | Decreased |
| INTERNATIONAL BUSINESS MACHS | COM | $3.5M | 1.7%Prev: 1.6% | 11,744 SH | Increased-307 SH |
| INVESCO EXCH TRADED FD TR II | PFD ETF | $502K | 0.2%Prev: 0.2% | 44,631 SH | Increased+13,218 SH |
| ISHARES TR | CORE DIV GRWTH | $252K | 0.1% | 3,630 SH | New |
| ISHARES TR | GL CLEAN ENE ETF | $497K | 0.2%Prev: 0.2% | 30,279 SH | Increased-1,434 SH |
| ISHARES TR | RUS 1000 GRW ETF | $632K | 0.3%Prev: 0.3% | 1,336 SH | Increased |
| ISHARES TR | RUS 1000 VAL ETF | $326K | 0.2%Prev: 0.1% | 1,549 SH | Increased |
| JOHNSON & JOHNSON | COM | $2.9M | 1.4%Prev: 1.3% | 13,949 SH | Increased-530 SH |
| JPMORGAN CHASE & CO. | COM | $3.4M | 1.6%Prev: 1.6% | 10,584 SH | Increased-64 SH |
| LENNAR CORP | CL A | $1.3M | 0.6%Prev: 0.7% | 12,619 SH | Decreased+1,176 SH |
| LINDE PLC | SHS | $640K | 0.3%Prev: 0.3% | 1,500 SH | Decreased |
| MCDONALDS CORP | COM | $1.9M | 0.9%Prev: 0.8% | 6,137 SH | Increased+185 SH |
| MEDTRONIC PLC | SHS | $3.2M | 1.5%Prev: 1.5% | 33,386 SH | Decreased-893 SH |
| MERCK & CO INC | COM | $3.6M | 1.7%Prev: 1.5% | 34,269 SH | Increased-3,170 SH |
| META PLATFORMS INC | CL A | $5.5M | 2.6%Prev: 3.0% | 8,323 SH | Decreased-507 SH |
| MICRON TECHNOLOGY INC | COM | $2.8M | 1.3%Prev: 0.9% | 9,660 SH | Increased-2,150 SH |
| MICROSOFT CORP | COM | $5.2M | 2.5%Prev: 2.7% | 10,667 SH | Decreased-609 SH |
| NETFLIX INC | COM | $2.9M | 1.4%Prev: 1.7% | 30,542 SH | Decreased+27,581 SH |
| NEXTERA ENERGY INC | COM | $3.2M | 1.5%Prev: 1.5% | 40,294 SH | Increased-2,210 SH |
| NVIDIA CORPORATION | COM | $3.5M | 1.7%Prev: 1.8% | 18,643 SH | Decreased-1,551 SH |
| ORACLE CORP | COM | $3.5M | 1.7%Prev: 2.5% | 17,895 SH | Decreased-1,177 SH |
| PAYPAL HLDGS INC | COM | $1.5M | 0.7%Prev: 0.9% | 25,897 SH | Decreased-2,335 SH |
| PFIZER INC | COM | $1.8M | 0.8%Prev: 0.9% | 70,627 SH | Decreased-830 SH |
| PROCTER AND GAMBLE CO | COM | $2.0M | 1.0%Prev: 1.0% | 14,238 SH | Decreased+70 SH |
| QUALCOMM INC | COM | $3.6M | 1.7%Prev: 1.7% | 21,170 SH | Decreased-1,284 SH |
| REALTY INCOME CORP | COM | $1.3M | 0.6%Prev: 0.7% | 23,830 SH | Decreased-830 SH |
| SALESFORCE INC | COM | $2.9M | 1.4%Prev: 1.3% | 11,020 SH | Increased-977 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $554K | 0.3%Prev: 0.2% | 20,200 SH | Increased+6,900 SH |
| SELECT SECTOR SPDR TR | STATE STREET COM | $2.0M | 1.0% | 17,240 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET CON | $2.9M | 1.4% | 26,610 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $1.4M | 0.7% | 25,809 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $1.6M | 0.8% | 10,246 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET IND | $1.2M | 0.6% | 8,052 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET REA | $388K | 0.2% | 9,612 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $4.2M | 2.0% | 29,220 SH | New |
| SERVICE CORP INTL | COM | $232K | 0.1%Prev: 0.1% | 2,982 SH | Decreased |
| SPDR S&P 500 ETF TR | TR UNIT | $760K | 0.4%Prev: 0.2% | 1,115 SH | Increased+593 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $866K | 0.4% | 7,987 SH | New |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | $1.7M | 0.8%Prev: 0.9% | 6,733 SH | Decreased-1,105 SH |
| TESLA INC | COM | $301K | 0.1%Prev: 0.1% | 670 SH | Increased |
| THE TRADE DESK INC | COM CL A | $902K | 0.4%Prev: 0.1% | 23,750 SH | Increased+18,950 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $2.0M | 1.0%Prev: 0.9% | 3,465 SH | Increased-628 SH |
| TJX COS INC NEW | COM | $3.7M | 1.8%Prev: 1.8% | 23,834 SH | Decreased-2,255 SH |
| UBER TECHNOLOGIES INC | COM | $4.4M | 2.1%Prev: 2.7% | 53,960 SH | Decreased-4,155 SH |
| ULTA BEAUTY INC | COM | $1.9M | 0.9%Prev: 0.9% | 3,134 SH | Decreased-500 SH |
| UNITED PARCEL SERVICE INC | CL B | $238K | 0.1% | 2,400 SH | New |
| UNITEDHEALTH GROUP INC | COM | $3.4M | 1.6%Prev: 1.7% | 10,432 SH | Decreased-38 SH |
| VICI PPTYS INC | COM | $2.1M | 1.0%Prev: 1.1% | 74,699 SH | Decreased+4,320 SH |
| VISA INC | COM CL A | $2.7M | 1.3%Prev: 1.2% | 7,606 SH | Increased-84 SH |
| WALMART INC | COM | $2.5M | 1.2%Prev: 1.1% | 22,725 SH | Increased+119 SH |
| WELLTOWER INC | COM | $603K | 0.3%Prev: 0.3% | 3,250 SH | Increased |
| WILLIAMS COS INC | COM | $1.6M | 0.7%Prev: 0.8% | 26,023 SH | Decreased-800 SH |
| WORKDAY INC | CL A | $968K | 0.5%Prev: 0.6% | 4,506 SH | Decreased-723 SH |
| WYNN RESORTS LTD | COM | $301K | 0.1%Prev: 0.1% | 2,500 SH | Decreased |
| 13F-HR |
| 0001356202-26-000005 |
| $226.1M |
| View |
| Jul 30, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004315 | $222.2M | View |
| Apr 9, 2026 | Q1 2026 | 13F-HR | 0001356202-26-000002 | $199.6M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002302 | $251.3M | View |