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CIK 0001731359 • 6 13F filings • Apr 11, 2025 – Jul 31, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $327K | 0.1%Prev: 0.1% | 2,610 SH | Decreased-61 SH |
| ABBVIE INC | COM | $504K | 0.2%Prev: 0.2% | 2,204 SH | Decreased+27 SH |
| ALPHABET INC | CAP STK CL A | $19.4M | 7.2%Prev: 6.1% | 61,892 SH | Increased+36 SH |
| ALPHABET INC | CAP STK CL C | $1.7M | 0.6%Prev: 0.5% | 5,531 SH | Increased-3 SH |
| ALTRIA GROUP INC | COM | $6.3M | 2.4%Prev: 2.9% | 109,113 SH | Decreased+2,213 SH |
| AMAZON COM INC | COM | $1.6M | 0.6%Prev: 0.6% | 6,964 SH | Increased+4 SH |
| AMERICAN EXPRESS CO | COM | $204K | 0.1% | 552 SH | New |
| APPLE INC | COM | $5.4M | 2.0%Prev: 2.1% | 19,967 SH | Increased+24 SH |
| BANK AMERICA CORP | COM | $1.3M | 0.5%Prev: 0.5% | 24,239 SH | Increased+98 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.5M | 0.6%Prev: 0.6% | 2 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $660K | 0.2%Prev: 0.3% | 1,314 SH | Increased+51 SH |
| BLACKSTONE INC | COM | $6.6M | 2.5%Prev: 3.1% | 43,005 SH | Decreased-2,528 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $213K | 0.1% | 3,956 SH | New |
| BROADCOM INC | COM | $431K | 0.2%Prev: 0.2% | 1,245 SH | Increased+98 SH |
| CALAMOS ETF TR | AUTOCALLABLE INC | $212K | 0.1% | 7,912 SH | New |
| CAPITAL ONE FINL CORP | COM | $1.3M | 0.5%Prev: 0.5% | 5,286 SH | Increased-88 SH |
| CHEVRON CORP NEW | COM | $871K | 0.3%Prev: 0.4% | 5,716 SH | Decreased+61 SH |
| CHICAGO ATLANTIC BDC INC | COM | $256K | 0.1%Prev: 0.1% | 24,788 SH | Decreased+66 SH |
| CHORD ENERGY CORPORATION | COM NEW | $3.1M | 1.1% | 33,085 SH | New |
| CROWDSTRIKE HLDGS INC | CL A | $4.3M | 1.6%Prev: 0.4% | 9,076 SH | Increased+6,898 SH |
| CSX CORP | COM | $923K | 0.3%Prev: 0.4% | 25,476 SH | Increased+12 SH |
| DOMINION ENERGY INC | COM | $717K | 0.3%Prev: 0.3% | 12,241 SH | Increased+1,624 SH |
| DOVER CORP | COM | $219K | 0.1% | 1,124 SH | New |
| ELEVANCE HEALTH INC FORMERLY | COM | $232K | 0.1%Prev: 0.1% | 662 SH | Increased+14 SH |
| ELI LILLY & CO | COM | $1.1M | 0.4%Prev: 0.3% | 1,021 SH | Increased+32 SH |
| EMCOR GROUP INC | COM | $3.8M | 1.4% | 6,262 SH | New |
| EXXON MOBIL CORP | COM | $396K | 0.1%Prev: 0.1% | 3,294 SH | Increased+372 SH |
| FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | $279K | 0.1%Prev: 0.1% | 2,883 SH | Decreased-47 SH |
| GOLDMAN SACHS GROUP INC | COM | $256K | 0.1%Prev: 0.1% | 292 SH | Increased |
| HOME DEPOT INC | COM | $890K | 0.3%Prev: 1.7% | 2,586 SH | Decreased-7,766 SH |
| IDEXX LABS INC | COM | $516K | 0.2%Prev: 0.2% | 763 SH | Increased+2 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $731K | 0.3%Prev: 0.3% | 2,892 SH | Increased+3 SH |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $367K | 0.1%Prev: 0.2% | 5,138 SH | Decreased |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $984K | 0.4%Prev: 0.4% | 16,592 SH | Increased+115 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $21.5M | 8.1%Prev: 10.2% | 112,334 SH | Decreased-20,262 SH |
| INVESCO QQQ TR | UNIT SER 1 | $11.0M | 4.1%Prev: 4.4% | 17,908 SH | Increased-212 SH |
| ISHARES TR | CORE S&P MCP ETF | $788K | 0.3%Prev: 0.3% | 11,943 SH | Increased+12 SH |
| ISHARES TR | CORE S&P500 ETF | $723K | 0.3%Prev: 0.3% | 1,055 SH | Decreased-92 SH |
| ISHARES TR | IBONDS 27 ETF | $236K | 0.1% | 9,705 SH | New |
| ISHARES TR | IBONDS DEC 2032 | $7.5M | 2.8%Prev: 4.9% | 292,436 SH | Decreased-177,254 SH |
| ISHARES TR | IBONDS DEC 2033 | $2.6M | 1.0%Prev: 1.0% | 98,764 SH | Increased+4,650 SH |
| ISHARES TR | IBONDS DEC 2034 | $7.5M | 2.8%Prev: 0.4% | 285,269 SH | Increased+249,127 SH |
| ISHARES TR | IBONDS DEC 29 | $1.3M | 0.5%Prev: 0.6% | 57,146 SH | Decreased-5,330 SH |
| ISHARES TR | IBONDS DEC2026 | $354K | 0.1%Prev: 0.1% | 14,615 SH | Increased+1,227 SH |
| ISHARES TR | RUSSELL 2000 ETF | $737K | 0.3%Prev: 0.2% | 2,994 SH | Increased+1,175 SH |
| ISHARES TR | S&P 100 ETF | $419K | 0.2%Prev: 0.2% | 1,223 SH | Increased+2 SH |
| ISHARES TR | S&P 500 GRWT ETF | $1.2M | 0.4%Prev: 0.5% | 9,343 SH | Increased-164 SH |
| ISHARES TR | S&P 500 VAL ETF | $3.2M | 1.2%Prev: 1.3% | 15,275 SH | Increased+2 SH |
| ISHARES TR | U.S. TECH ETF | $261K | 0.1%Prev: 0.1% | 1,308 SH | Increased |
| ISHARES TR | US SML CAP EQT | $7.4M | 2.8% | 98,374 SH | New |
| J P MORGAN EXCHANGE TRADED F | ACTIVEBLDRS EMER | $382K | 0.1%Prev: 0.1% | 7,791 SH | Increased+942 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $471K | 0.2%Prev: 0.2% | 9,250 SH | Increased+1,400 SH |
| JANUS DETROIT STR TR | HENDERSON SECURI | $4.5M | 1.7%Prev: 2.0% | 85,556 SH | Decreased-11,206 SH |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $2.2M | 0.8%Prev: 0.6% | 42,615 SH | Increased+12,575 SH |
| JOHNSON & JOHNSON | COM | $1.5M | 0.6%Prev: 0.6% | 7,350 SH | Increased-22 SH |
| JPMORGAN CHASE & CO. | COM | $10.5M | 3.9%Prev: 4.2% | 32,449 SH | Decreased-889 SH |
| KINROSS GOLD CORP | COM | $204K | 0.1% | 7,250 SH | New |
| KROGER CO | COM | $3.3M | 1.2%Prev: 0.9% | 53,256 SH | Increased+21,658 SH |
| LAM RESEARCH CORP | COM NEW | $313K | 0.1%Prev: 0.1% | 1,828 SH | Increased+23 SH |
| LOCKHEED MARTIN CORP | COM | $1.0M | 0.4%Prev: 0.4% | 2,101 SH | Decreased-18 SH |
| LOWES COS INC | COM | $461K | 0.2%Prev: 0.2% | 1,910 SH | Decreased+24 SH |
| M & T BK CORP | COM | $288K | 0.1%Prev: 0.1% | 1,430 SH | Decreased-421 SH |
| MARKEL GROUP INC | COM | $16.4M | 6.1%Prev: 5.9% | 7,646 SH | Increased-15 SH |
| MARRIOTT INTL INC NEW | CL A | $3.9M | 1.5%Prev: 1.0% | 12,640 SH | Increased+3,177 SH |
| MERCADOLIBRE INC | COM | $2.8M | 1.0%Prev: 1.0% | 1,383 SH | Increased+271 SH |
| MERCK & CO INC | COM | $223K | 0.1% | 2,121 SH | New |
| META PLATFORMS INC | CL A | $542K | 0.2%Prev: 0.2% | 822 SH | Increased+302 SH |
| MICROSOFT CORP | COM | $14.3M | 5.4%Prev: 6.0% | 29,614 SH | Decreased+1,054 SH |
| NEXTERA ENERGY INC | COM | $2.6M | 1.0%Prev: 1.1% | 32,030 SH | Decreased-2,488 SH |
| NORFOLK SOUTHN CORP | COM | $425K | 0.2%Prev: 0.2% | 1,471 SH | Decreased+5 SH |
| NVIDIA CORPORATION | COM | $944K | 0.4%Prev: 0.3% | 5,060 SH | Increased+494 SH |
| ONEOK INC NEW | COM | $4.2M | 1.6%Prev: 2.6% | 57,593 SH | Decreased-30,944 SH |
| ORACLE CORP | COM | $779K | 0.3%Prev: 0.5% | 3,998 SH | Decreased+10 SH |
| PARKER-HANNIFIN CORP | COM | $399K | 0.1%Prev: 0.1% | 454 SH | Increased+6 SH |
| PEPSICO INC | COM | $971K | 0.4%Prev: 0.4% | 6,768 SH | Increased+137 SH |
| PERFORMANCE FOOD GROUP CO | COM | $1.1M | 0.4%Prev: 1.3% | 12,088 SH | Decreased-18,752 SH |
| PHILIP MORRIS INTL INC | COM | $1.3M | 0.5%Prev: 0.5% | 8,079 SH | Decreased+24 SH |
| PIMCO ETF TR | INTER MUN BD ACT | $514K | 0.2% | 9,800 SH | New |
| PROCTER AND GAMBLE CO | COM | $1.5M | 0.6%Prev: 0.7% | 10,679 SH | Decreased-399 SH |
| SCHWAB CHARLES CORP | COM | $4.7M | 1.7%Prev: 2.2% | 46,595 SH | Decreased-9,925 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $514K | 0.2%Prev: 0.2% | 19,609 SH | Increased+114 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $514K | 0.2%Prev: 0.2% | 18,745 SH | Decreased-479 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $323K | 0.1%Prev: 0.1% | 9,910 SH | Decreased-495 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $1.8M | 0.7%Prev: 0.6% | 65,710 SH | Increased+8,597 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $290K | 0.1%Prev: 0.1% | 10,192 SH | Decreased-2,401 SH |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $213K | 0.1% | 1,373 SH | New |
| SIMPLIFY EXCHANGE TRADED FUN | MBS ETF | $5.1M | 1.9%Prev: 1.2% | 101,312 SH | Increased+42,906 SH |
| SOUTHERN CO | COM | $588K | 0.2% | 6,738 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $955K | 0.4%Prev: 0.4% | 1,400 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $229K | 0.1% | 1,647 SH | New |
| STARWOOD PPTY TR INC | COM | $10.5M | 3.9%Prev: 4.3% | 584,842 SH | Decreased+38,911 SH |
| TESLA INC | COM | $253K | 0.1%Prev: 0.1% | 562 SH | Increased+78 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $632K | 0.2%Prev: 1.8% | 1,091 SH | Decreased-8,096 SH |
| TJX COS INC NEW | COM | $3.6M | 1.4%Prev: 0.8% | 23,645 SH | Increased+9,167 SH |
| UNITEDHEALTH GROUP INC | COM | $222K | 0.1%Prev: 0.1% | 673 SH | Increased+84 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $323K | 0.1%Prev: 0.1% | 662 SH | Decreased-16 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $334K | 0.1%Prev: 0.1% | 532 SH | Increased+100 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $5.3M | 2.0%Prev: 2.1% | 36,999 SH | Increased+4 SH |
| VISA INC | COM CL A | $2.1M | 0.8% | 6,110 SH | New |
| VULCAN MATLS CO | COM | $7.8M | 2.9%Prev: 3.5% | 27,186 SH | Decreased-705 SH |
| WASTE MGMT INC DEL | COM | $674K | 0.3%Prev: 0.3% | 3,069 SH | Increased+32 SH |
| WP CAREY INC | COM | $7.9M | 3.0%Prev: 3.3% | 123,483 SH | Decreased+2,120 SH |
| 13F-HR |
| 0001731359-26-000003 |
| $282.9M |
| View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003609 | $235.3M | View |
| May 1, 2026 | Q1 2026 | 13F-HR | 0001731359-26-000002 | $251.7M | View |
| Apr 11, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002062 | $234.9M | View |