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CIK 0002056766 • 1 13F filing • Apr 17, 2025 – Apr 17, 2025
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | SHS CLASS A | $3.2M | 2.3%Prev: 2.0% | 11,860 SH | Increased+845 SH |
| ADOBE INC | COM | $1.1M | 0.8%Prev: 0.9% | 3,177 SH | Decreased-240 SH |
| AGILENT TECHNOLOGIES INC | COM | $1.3M | 1.0%Prev: 0.9% | 9,880 SH | Increased |
| ALLEGION PLC | ORD SHS | $3.5M | 2.6%Prev: 2.9% | 21,977 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $3.2M | 2.4%Prev: 1.9% | 10,250 SH | Increased-50 SH |
| ALPHABET INC | CAP STK CL C | $860K | 0.6%Prev: 0.5% | 2,740 SH | Increased |
| AMAZON COM INC | COM | $1.5M | 1.1%Prev: 1.1% | 6,657 SH | Increased-60 SH |
| AMETEK INC | COM | $2.3M | 1.7%Prev: 1.6% | 11,405 SH | Increased |
| AMGEN INC | COM | $201K | 0.1% | 614 SH | New |
| AMPHENOL CORP NEW | CL A | $2.3M | 1.7%Prev: 1.5% | 16,720 SH | Increased |
| APPLE INC | COM | $3.8M | 2.8%Prev: 2.6% | 13,929 SH | Increased |
| APPLIED MATLS INC | COM | $204K | 0.1% | 795 SH | New |
| AUTODESK INC | COM | $229K | 0.2%Prev: 0.2% | 775 SH | Decreased |
| AUTOMATIC DATA PROCESSING IN | COM | $1.6M | 1.2% | 6,392 SH | New |
| BERKLEY W R CORP | COM | $1.7M | 1.3%Prev: 1.4% | 24,910 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $5.8M | 4.3%Prev: 4.3% | 11,549 SH | Decreased |
| BROADRIDGE FINL SOLUTIONS IN | COM | $446K | 0.3% | 2,000 SH | New |
| C H ROBINSON WORLDWIDE INC | COM NEW | $487K | 0.4%Prev: 0.3% | 3,030 SH | Increased |
| CARLISLE COS INC | COM | $644K | 0.5%Prev: 0.5% | 2,012 SH | Decreased-35 SH |
| CHECK POINT SOFTWARE TECH LT | ORD | $2.0M | 1.5%Prev: 1.7% | 11,017 SH | Decreased |
| CISCO SYS INC | COM | $2.0M | 1.5%Prev: 1.3% | 26,580 SH | Increased |
| COMFORT SYS USA INC | COM | $1.4M | 1.1%Prev: 0.9% | 1,535 SH | Increased |
| COPART INC | COM | $543K | 0.4%Prev: 0.5% | 13,880 SH | Decreased+265 SH |
| COSTCO WHSL CORP NEW | COM | $763K | 0.6%Prev: 0.6% | 885 SH | Decreased |
| CUMMINS INC | COM | $4.4M | 3.3%Prev: 2.7% | 8,700 SH | Increased |
| DANAHER CORPORATION | COM | $1.4M | 1.0%Prev: 0.9% | 6,005 SH | Increased |
| ELEVANCE HEALTH INC FORMERLY | COM | $992K | 0.7%Prev: 0.7% | 2,830 SH | Increased |
| ETFS GOLD TR | PHYSCL GOLD SHS | $529K | 0.4%Prev: 0.4% | 12,875 SH | Increased |
| FISERV INC | COM | $603K | 0.4%Prev: 1.5% | 8,975 SH | Decreased-6,227 SH |
| GENERAL DYNAMICS CORP | COM | $1.1M | 0.8%Prev: 0.8% | 3,199 SH | Decreased |
| GRACO INC | COM | $263K | 0.2%Prev: 0.2% | 3,205 SH | Decreased |
| HERSHEY CO | COM | $2.7M | 2.0%Prev: 2.1% | 15,106 SH | Decreased+11 SH |
| ICON PLC | SHS | $851K | 0.6%Prev: 0.6% | 4,670 SH | Increased+130 SH |
| IDEX CORP | COM | $971K | 0.7%Prev: 0.6% | 5,458 SH | Increased+90 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $438K | 0.3%Prev: 0.3% | 4,366 SH | Increased+466 SH |
| ISHARES TR | 1 3 YR TREAS BD | $758K | 0.6%Prev: 1.4% | 9,150 SH | Decreased-14,230 SH |
| ISHARES TR | TRUST ISHARE 0-1 | $21.5M | 15.8% | 195,143 SH | New |
| JOHNSON & JOHNSON | COM | $1.1M | 0.8%Prev: 0.7% | 5,093 SH | Increased |
| KEYSIGHT TECHNOLOGIES INC | COM | $681K | 0.5%Prev: 0.4% | 3,350 SH | Increased |
| LITTELFUSE INC | COM | $460K | 0.3%Prev: 0.3% | 1,820 SH | Decreased |
| LOCKHEED MARTIN CORP | COM | $3.2M | 2.3%Prev: 2.4% | 6,542 SH | Decreased |
| MARKEL GROUP INC | COM | $213K | 0.2% | 99 SH | New |
| MASTERCARD INCORPORATED | CL A | $1.6M | 1.2%Prev: 1.2% | 2,775 SH | Increased |
| METTLER TOLEDO INTERNATIONAL | COM | $1.1M | 0.8%Prev: 0.7% | 809 SH | Increased |
| MICROSOFT CORP | COM | $7.6M | 5.6%Prev: 6.0% | 15,718 SH | Decreased |
| MOTOROLA SOLUTIONS INC | COM NEW | $1.3M | 0.9%Prev: 1.1% | 3,375 SH | Decreased |
| NIKE INC | CL B | $1.0M | 0.7%Prev: 0.8% | 15,904 SH | Decreased-400 SH |
| NORDSON CORP | COM | $1.5M | 1.1%Prev: 1.0% | 6,197 SH | Increased |
| NORTHROP GRUMMAN CORP | COM | $1.8M | 1.4%Prev: 1.5% | 3,244 SH | Decreased |
| NXP SEMICONDUCTORS N V | COM | $277K | 0.2%Prev: 0.2% | 1,275 SH | Decreased |
| OTIS WORLDWIDE CORP | COM | $935K | 0.7%Prev: 0.7% | 10,705 SH | Decreased+325 SH |
| PARKER-HANNIFIN CORP | COM | $1.4M | 1.0%Prev: 0.9% | 1,610 SH | Increased |
| PRUDENTIAL FINL INC | COM | $339K | 0.2%Prev: 0.2% | 3,000 SH | Increased |
| ROCKWELL AUTOMATION INC | COM | $2.0M | 1.5%Prev: 1.5% | 5,154 SH | Decreased-757 SH |
| ROSS STORES INC | COM | $4.9M | 3.6%Prev: 3.1% | 27,103 SH | Increased |
| SALESFORCE INC | COM | $1.3M | 0.9%Prev: 0.8% | 4,806 SH | Increased |
| SAP SE | SPON ADR | $1.4M | 1.0%Prev: 1.1% | 5,718 SH | Decreased |
| SIMPSON MFG INC | COM | $484K | 0.4% | 3,000 SH | New |
| SMITH A O CORP | COM | $1.3M | 0.9%Prev: 1.1% | 19,302 SH | Decreased-63 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $3.6M | 2.6% | 38,905 SH | New |
| TE CONNECTIVITY PLC | ORD SHS | $1.0M | 0.7%Prev: 0.7% | 4,445 SH | Increased |
| THE CIGNA GROUP | COM | $1.4M | 1.0%Prev: 1.1% | 5,101 SH | Decreased |
| THERMO FISHER SCIENTIFIC INC | COM | $1.1M | 0.8%Prev: 0.7% | 1,970 SH | Increased |
| TJX COS INC NEW | COM | $5.3M | 3.9%Prev: 3.7% | 34,612 SH | Increased |
| ULTA BEAUTY INC | COM | $1.6M | 1.2%Prev: 1.1% | 2,619 SH | Increased |
| UNITEDHEALTH GROUP INC | COM | $972K | 0.7%Prev: 0.8% | 2,944 SH | Decreased-30 SH |
| VERISIGN INC | COM | $251K | 0.2%Prev: 0.2% | 1,035 SH | Decreased |
| VISA INC | COM CL A | $3.1M | 2.2%Prev: 2.2% | 8,720 SH | Increased |
| WALMART INC | COM | $719K | 0.5%Prev: 0.5% | 6,450 SH | Increased |
| WATERS CORP | COM | $1.0M | 0.7%Prev: 0.6% | 2,642 SH | Increased |
| WEST PHARMACEUTICAL SVSC INC | COM | $1.5M | 1.1%Prev: 1.1% | 5,526 SH | Increased |
| ZOETIS INC | CL A | $951K | 0.7% | 7,560 SH | New |
| 13F-HR |
| 0001172661-26-002668 |
| $129.1M |
| View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003014 | $128.9M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001784 | $131.1M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001504 | $109.6M | View |