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CIK 0002096913 • 4 13F filings • Nov 17, 2025 – Aug 5, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $2.6M | 2.4%Prev: 2.5% | 20,687 SH | Decreased+167 SH |
| ABBVIE INC | COM | $3.0M | 2.8%Prev: 2.8% | 13,294 SH | Decreased+25 SH |
| ALPHABET INC | CAP STK CL A | $2.9M | 2.7%Prev: 2.1% | 9,266 SH | Increased-44 SH |
| AMAZON COM INC | COM | $1.9M | 1.7%Prev: 1.6% | 8,175 SH | Increased+116 SH |
| AMERICAN ELEC PWR CO INC | COM | $347K | 0.3%Prev: 0.3% | 3,010 SH | Increased |
| AMPHENOL CORP NEW | CL A | $2.4M | 2.2%Prev: 2.0% | 17,469 SH | Increased-343 SH |
| APPLE INC | COM | $4.6M | 4.2%Prev: 4.1% | 17,008 SH | Increased-930 SH |
| APPLIED MATLS INC | COM | $2.6M | 2.4%Prev: 1.9% | 10,075 SH | Increased-23 SH |
| ARISTA NETWORKS INC | COM SHS | $1.5M | 1.4% | 11,297 SH | New |
| BOSTON SCIENTIFIC CORP | COM | $1.7M | 1.6%Prev: 1.6% | 18,130 SH | Increased+441 SH |
| BROADCOM INC | COM | $2.9M | 2.7%Prev: 2.6% | 8,508 SH | Increased-292 SH |
| CBOE GLOBAL MKTS INC | COM | $2.1M | 1.9%Prev: 1.8% | 8,339 SH | Increased+41 SH |
| CINTAS CORP | COM | $784K | 0.7%Prev: 0.9% | 4,166 SH | Decreased-411 SH |
| COSTCO WHSL CORP NEW | COM | $2.1M | 1.9%Prev: 2.0% | 2,432 SH | Decreased+29 SH |
| CSX CORP | COM | $522K | 0.5%Prev: 0.5% | 14,413 SH | Decreased-1,301 SH |
| EATON CORP PLC | SHS | $2.8M | 2.6%Prev: 3.0% | 8,831 SH | Decreased-87 SH |
| EMERSON ELEC CO | COM | $1.4M | 1.3%Prev: 1.4% | 10,627 SH | Decreased-1,280 SH |
| EQUINIX INC | COM | $1.2M | 1.1%Prev: 1.3% | 1,593 SH | Decreased-272 SH |
| FASTENAL CO | COM | $1.0M | 0.9%Prev: 1.1% | 25,032 SH | Decreased-501 SH |
| FORTINET INC | COM | $1.1M | 1.0%Prev: 1.2% | 14,353 SH | Decreased-1,806 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $236K | 0.2%Prev: 0.2% | 797 SH | Increased-5 SH |
| INTUIT | COM | $1.2M | 1.1%Prev: 1.3% | 1,810 SH | Decreased-283 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $3.6M | 3.3%Prev: 2.9% | 14,141 SH | Increased+1,170 SH |
| ISHARES TR | A RATE CP BD ETF | $2.1M | 1.9%Prev: 1.7% | 43,899 SH | Increased+5,348 SH |
| ISHARES TR | CORE US AGGBD ET | $1.3M | 1.2%Prev: 0.9% | 12,784 SH | Increased+2,760 SH |
| ISHARES TR | ISHS 1-5YR INVS | $1.3M | 1.2%Prev: 0.9% | 24,755 SH | Increased+5,631 SH |
| JPMORGAN CHASE & CO. | COM | $3.4M | 3.1%Prev: 3.0% | 10,450 SH | Increased-148 SH |
| MCKESSON CORP | COM | $2.5M | 2.3%Prev: 2.1% | 3,007 SH | Increased+34 SH |
| MICROSOFT CORP | COM | $3.5M | 3.2%Prev: 3.3% | 7,152 SH | Decreased+45 SH |
| NETFLIX INC | COM | $1.5M | 1.4%Prev: 1.9% | 16,470 SH | Decreased+14,680 SH |
| NVIDIA CORPORATION | COM | $2.5M | 2.3%Prev: 2.2% | 13,480 SH | Increased+455 SH |
| ORACLE CORP | COM | $2.7M | 2.5%Prev: 3.6% | 13,781 SH | Decreased-274 SH |
| PACKAGING CORP AMER | COM | $2.1M | 1.9%Prev: 2.0% | 10,140 SH | Decreased+121 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $2.4M | 2.2%Prev: 2.2% | 13,231 SH | Decreased-80 SH |
| PROCTER AND GAMBLE CO | COM | $1.5M | 1.4%Prev: 1.4% | 10,593 SH | Decreased+483 SH |
| PROGRESSIVE CORP | COM | $1.1M | 1.0%Prev: 1.4% | 4,949 SH | Decreased-1,262 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $3.0M | 2.7%Prev: 2.6% | 123,649 SH | Increased+2,044 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $595K | 0.5%Prev: 0.5% | 22,669 SH | Increased+1,402 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $229K | 0.2%Prev: 0.2% | 7,026 SH | Decreased-270 SH |
| SELECT SECTOR SPDR TR | STATE STREET COM | $1.3M | 1.2% | 11,361 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $2.8M | 2.5% | 50,343 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $2.1M | 1.9% | 49,684 SH | New |
| SHERWIN WILLIAMS CO | COM | $1.3M | 1.2%Prev: 1.2% | 3,985 SH | Decreased+223 SH |
| SOUTHERN CO | COM | $978K | 0.9%Prev: 1.2% | 11,217 SH | Decreased-2,698 SH |
| SPDR GOLD TR | GOLD SHS | $2.5M | 2.3%Prev: 2.1% | 6,409 SH | Increased-2 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $3.8M | 3.5% | 47,677 SH | New |
| STRYKER CORPORATION | COM | $1.4M | 1.3%Prev: 1.7% | 3,922 SH | Decreased-1,083 SH |
| T-MOBILE US INC | COM | $1.3M | 1.2%Prev: 1.3% | 6,582 SH | Decreased+373 SH |
| TJX COS INC NEW | COM | $2.5M | 2.3%Prev: 2.1% | 16,132 SH | Increased-51 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $586K | 0.5%Prev: 0.5% | 1,627 SH | Increased-4 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $704K | 0.6%Prev: 0.5% | 8,936 SH | Increased+1,309 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.4M | 1.2%Prev: 1.0% | 18,287 SH | Increased+3,509 SH |
| VANGUARD INDEX FDS | VALUE ETF | $2.1M | 1.9%Prev: 1.5% | 11,110 SH | Increased+2,272 SH |
| VANGUARD WORLD FD | ENERGY ETF | $1.6M | 1.5%Prev: 1.4% | 12,751 SH | Increased+143 SH |
| VANGUARD WORLD FD | INF TECH ETF | $210K | 0.2%Prev: 0.2% | 278 SH | Increased |
| VISA INC | COM CL A | $2.4M | 2.2%Prev: 2.1% | 6,853 SH | Increased+98 SH |
| WALMART INC | COM | $1.7M | 1.5%Prev: 1.4% | 14,961 SH | Increased+486 SH |
| WASTE MGMT INC DEL | COM | $2.2M | 2.0%Prev: 2.0% | 10,201 SH | Increased+218 SH |
| WORTHINGTON ENTERPRISES INC | COM | $210K | 0.2%Prev: 0.2% | 4,075 SH | Decreased-5 SH |
| 13F-HR |
| 0002096913-26-000003 |
| $125.1M |
| View |
| May 20, 2026 | Q1 2026 | 13F-HR | 0002096913-26-000002 | $110.5M | View |