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CIK 0001965307 • 6 13F filings • May 7, 2025 – Jul 27, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | SHS CLASS A | $211K | 1.4% | 787 SH | New |
| ALPHABET INC | CAP STK CL A | $511K | 3.3%Prev: 2.8% | 1,631 SH | Increased+45 SH |
| AMAZON COM INC | COM | $696K | 4.5%Prev: 4.8% | 3,016 SH | Increased+55 SH |
| APPLE INC | COM | $770K | 5.0%Prev: 5.2% | 2,832 SH | Increased+75 SH |
| BANK AMERICA CORP | COM | $228K | 1.5%Prev: 1.6% | 4,141 SH | Increased-32 SH |
| BROADCOM INC | COM | $354K | 2.3%Prev: 2.2% | 1,024 SH | Increased+117 SH |
| CHUBB LIMITED | COM | $262K | 1.7%Prev: 1.7% | 838 SH | Increased+40 SH |
| CINTAS CORP | COM | $620K | 4.0% | 3,296 SH | New |
| CISCO SYS INC | COM | $287K | 1.9%Prev: 1.8% | 3,730 SH | Increased+103 SH |
| ENERGY TRANSFER L P | COM UT LTD PTN | $240K | 1.5%Prev: 1.8% | 14,563 SH | Decreased |
| ENTERGY CORP NEW | COM | $284K | 1.8%Prev: 2.2% | 3,068 SH | Decreased-164 SH |
| ENTERPRISE PRODS PARTNERS L | COM | $237K | 1.5%Prev: 1.7% | 7,407 SH | Increased |
| HOME DEPOT INC | COM | $219K | 1.4%Prev: 2.1% | 636 SH | Decreased-82 SH |
| INTUITIVE SURGICAL INC | COM NEW | $209K | 1.3% | 369 SH | New |
| ISHARES TR | IBOXX HI YD ETF | $1.0M | 6.7%Prev: 7.7% | 12,929 SH | Decreased |
| ISHARES TR | ISHS 5-10YR INVT | $746K | 4.8%Prev: 5.5% | 13,845 SH | Decreased+41 SH |
| ISHARES TR | ULTRA SHORT DUR | $573K | 3.7%Prev: 4.2% | 11,329 SH | Decreased |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $569K | 3.7%Prev: 4.2% | 11,248 SH | Decreased |
| JOHNSON & JOHNSON | COM | $218K | 1.4% | 1,054 SH | New |
| JPMORGAN CHASE & CO. | COM | $343K | 2.2%Prev: 2.4% | 1,066 SH | Increased+17 SH |
| LINDE PLC | SHS | $265K | 1.7%Prev: 1.8% | 621 SH | Increased+93 SH |
| LPL FINL HLDGS INC | COM | $464K | 3.0% | 1,300 SH | New |
| META PLATFORMS INC | CL A | $504K | 3.2%Prev: 3.7% | 764 SH | Increased+87 SH |
| MICROSOFT CORP | COM | $954K | 6.1%Prev: 7.6% | 1,972 SH | Decreased-9 SH |
| MPLX LP | COM UNIT REP LTD | $320K | 2.1%Prev: 2.2% | 5,994 SH | Increased |
| NETFLIX INC | COM | $213K | 1.4%Prev: 1.8% | 2,272 SH | Decreased+2,071 SH |
| NVIDIA CORPORATION | COM | $1.7M | 10.9%Prev: 11.8% | 9,095 SH | Increased+486 SH |
| PLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | $222K | 1.4%Prev: 1.5% | 12,343 SH | Increased |
| SCHWAB STRATEGIC TR | US TIPS ETF | $609K | 3.9%Prev: 4.6% | 23,000 SH | Decreased |
| SNAP ON INC | COM | $203K | 1.3%Prev: 1.5% | 588 SH | Decreased |
| TESLA INC | COM | $255K | 1.6%Prev: 2.0% | 567 SH | Decreased-57 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $218K | 1.4% | 376 SH | New |
| US BANCORP DEL | COM NEW | $305K | 2.0%Prev: 2.1% | 5,717 SH | Increased-78 SH |
| VISA INC | COM CL A | $265K | 1.7%Prev: 2.7% | 755 SH | Decreased-313 SH |
| WESTERN MIDSTREAM PARTNERS L | COM UNIT LP INT | $214K | 1.4%Prev: 1.6% | 5,409 SH | Increased |
| WILLIAMS COS INC | COM | $205K | 1.3%Prev: 1.6% | 3,409 SH | Decreased |
| 13F-HR |
| 0001965307-26-000003 |
| $17.3M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001965307-25-000004 | $125K | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0001965307-26-000002 | $16.4M | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0001965307-25-000003 | $133K | View |