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CIK 0002048733 • 6 13F filings • Apr 28, 2025 – Aug 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $2.3M | 1.9%Prev: 1.5% | 7,241 SH | Increased |
| ALPHABET INC | CAP STK CL C | $6.9M | 5.8%Prev: 4.9% | 22,125 SH | Increased-1,017 SH |
| AMGEN INC | COM | $4.8M | 4.0%Prev: 3.6% | 14,597 SH | Increased-40 SH |
| APPLE INC | COM | $5.9M | 4.9%Prev: 4.8% | 21,605 SH | Increased-95 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $4.5M | 3.8%Prev: 4.4% | 17,669 SH | Decreased+345 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $5.7M | 4.7%Prev: 4.9% | 11,280 SH | Decreased-10 SH |
| CLOROX CO DEL | COM | $202K | 0.2%Prev: 0.2% | 2,000 SH | Decreased |
| CONOCOPHILLIPS | COM | $4.4M | 3.7%Prev: 3.9% | 47,083 SH | Decreased+50 SH |
| DIAGEO PLC | SPON ADR NEW | $2.1M | 1.8%Prev: 2.0% | 24,426 SH | Decreased+100 SH |
| ENTERPRISE PRODS PARTNERS L | COM | $4.2M | 3.5%Prev: 3.6% | 131,595 SH | Increased |
| EXXON MOBIL CORP | COM | $4.3M | 3.6%Prev: 3.5% | 35,791 SH | Increased |
| ISHARES TR | PFD AND INCM SEC | $647K | 0.5%Prev: 0.6% | 20,900 SH | Decreased |
| JOHNSON & JOHNSON | COM | $5.4M | 4.6%Prev: 4.2% | 26,258 SH | Increased-45 SH |
| JPMORGAN CHASE & CO. | COM | $2.4M | 2.0%Prev: 2.0% | 7,390 SH | Increased |
| MASTERCARD INCORPORATED | CL A | $7.1M | 5.9%Prev: 6.1% | 12,376 SH | Decreased-60 SH |
| MCDONALDS CORP | COM | $3.8M | 3.2%Prev: 3.3% | 12,324 SH | Increased |
| NATIONAL FUEL GAS CO | COM | $215K | 0.2%Prev: 0.2% | 2,680 SH | Decreased |
| PEPSICO INC | COM | $270K | 0.2%Prev: 0.2% | 1,880 SH | Increased |
| PHILIP MORRIS INTL INC | COM | $7.1M | 5.9%Prev: 6.2% | 44,067 SH | Decreased+16 SH |
| PROCTER AND GAMBLE CO | COM | $3.8M | 3.2%Prev: 3.5% | 26,296 SH | Decreased+365 SH |
| SOUTHERN CO | COM | $202K | 0.2%Prev: 0.2% | 2,317 SH | Decreased |
| THERMO FISHER SCIENTIFIC INC | COM | $5.3M | 4.4%Prev: 3.9% | 9,141 SH | Increased-190 SH |
| TRAVELERS COMPANIES INC | COM | $5.9M | 4.9%Prev: 4.9% | 20,319 SH | Increased-25 SH |
| UNION PAC CORP | COM | $3.9M | 3.3%Prev: 3.5% | 17,055 SH | Decreased |
| UNITEDHEALTH GROUP INC | COM | $2.7M | 2.2%Prev: 2.3% | 8,104 SH | Decreased+300 SH |
| US BANCORP DEL | COM NEW | $4.4M | 3.7%Prev: 3.5% | 82,524 SH | Increased |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $1.0M | 0.9%Prev: 0.6% | 20,400 SH | Increased+7,500 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.5M | 2.1%Prev: 2.2% | 4,048 SH | Increased-40 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.3M | 2.8%Prev: 3.9% | 9,961 SH | Decreased-3,785 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $219K | 0.2% | 2,905 SH | New |
| VERIZON COMMUNICATIONS INC | COM | $338K | 0.3%Prev: 0.3% | 8,300 SH | Decreased |
| WALMART INC | COM | $7.1M | 5.9%Prev: 5.7% | 63,364 SH | Increased-850 SH |
| WELLS FARGO CO NEW | COM | $6.5M | 5.5%Prev: 5.1% | 70,211 SH | Increased-50 SH |
| 13F-HR |
| 0001754960-26-000693 |
| $132.8M |
| View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000421 | $109.1M | View |
| Apr 14, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000254 | $129.7M | View |
| Apr 28, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000258 | $103.9M | View |