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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 | $3.0M | 2.3%Prev: 1.8% | 10,060 SH | Increased-1,915 SH |
| ADOBE INC | COM | $1.3M | 1.0%Prev: 0.6% | 3,400 SH | Increased+186 SH |
| AGILENT TECHNOLOGIES INC | COM | $1.3M | 1.0%Prev: 0.9% | 10,780 SH | Increased+682 SH |
| ALLEGION PLC | ORD SHS | $3.2M | 2.5%Prev: 2.5% | 21,977 SH | Decreased-782 SH |
| ALPHABET INC | CAP STK CL A | $1.8M | 1.4%Prev: 1.9% | 10,310 SH | Decreased+1,860 SH |
| ALPHABET INC | CAP STK CL C | $491K | 0.4%Prev: 0.6% | 2,770 SH | Decreased+170 SH |
| AMAZON COM INC | COM | $1.5M | 1.2%Prev: 1.1% | 6,757 SH | Increased+100 SH |
| AMETEK INC | COM | $2.1M | 1.6%Prev: 1.9% | 11,360 SH | Decreased-45 SH |
| AMPHENOL CORP NEW | CL A | $1.7M | 1.3% | 17,280 SH | New |
| APPLE INC | COM | $2.9M | 2.2%Prev: 2.7% | 13,908 SH | Decreased-21 SH |
| AUTODESK INC | COM | $240K | 0.2% | 775 SH | New |
| BERKLEY W R CORP | COM | $1.8M | 1.4%Prev: 1.3% | 24,910 SH | Increased-15 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $5.6M | 4.4%Prev: 4.2% | 11,602 SH | Increased-24 SH |
| C H ROBINSON WORLDWIDE INC | COM NEW | $291K | 0.2% | 3,030 SH | New |
| CARLISLE COS INC | COM | $764K | 0.6%Prev: 0.5% | 2,047 SH | Increased+42 SH |
| CHECK POINT SOFTWARE TECH LT | ORD | $1.7M | 1.3%Prev: 1.2% | 7,667 SH | Increased-3,691 SH |
| CISCO SYS INC | COM | $1.8M | 1.4%Prev: 1.6% | 26,580 SH | Decreased |
| COMFORT SYS USA INC | COM | $1.2M | 0.9%Prev: 1.2% | 2,240 SH | Decreased+1,060 SH |
| COPART INC | COM | $603K | 0.5%Prev: 0.5% | 12,295 SH | Decreased-5,987 SH |
| COSTCO WHSL CORP NEW | COM | $876K | 0.7% | 885 SH | New |
| CUMMINS INC | COM | $2.8M | 2.2%Prev: 3.5% | 8,700 SH | Decreased+270 SH |
| DANAHER CORPORATION | COM | $1.1M | 0.8% | 5,505 SH | New |
| ELEVANCE HEALTH INC | COM | $1.4M | 1.1% | 3,489 SH | New |
| ETFS GOLD TR | PHYSCL GOLD SHS | $406K | 0.3%Prev: 0.4% | 12,875 SH | Decreased |
| FISERV INC | COM | $2.3M | 1.8%Prev: 0.2% | 13,550 SH | Increased+8,600 SH |
| FORTIVE CORP | COM | $615K | 0.5% | 11,795 SH | New |
| GENERAL DYNAMICS CORP | COM | $935K | 0.7%Prev: 0.8% | 3,207 SH | Decreased+8 SH |
| GRACO INC | COM | $233K | 0.2%Prev: 0.2% | 2,705 SH | Decreased-500 SH |
| HERSHEY CO | COM | $2.5M | 1.9%Prev: 2.4% | 15,095 SH | Decreased-100 SH |
| ICON PLC | SHS | $644K | 0.5%Prev: 0.4% | 4,430 SH | Increased-240 SH |
| IDEX CORP | COM | $718K | 0.6%Prev: 0.8% | 4,088 SH | Decreased-1,370 SH |
| ISHARES TR | 1 3 YR TREAS BD | $1.9M | 1.5%Prev: 0.6% | 23,380 SH | Increased+14,230 SH |
| ISHARES TR | SHORT TREAS BD | $23.2M | 18.0% | 210,532 SH | New |
| JOHNSON & JOHNSON | COM | $778K | 0.6%Prev: 0.9% | 5,093 SH | Decreased |
| KEYSIGHT TECHNOLOGIES INC | COM | $549K | 0.4%Prev: 0.7% | 3,350 SH | Decreased |
| LITTELFUSE INC | COM | $413K | 0.3%Prev: 0.5% | 1,820 SH | Decreased |
| LOCKHEED MARTIN CORP | COM | $3.0M | 2.4%Prev: 2.9% | 6,547 SH | Decreased+276 SH |
| MASTERCARD INCORPORATED | CL A | $1.6M | 1.2%Prev: 1.1% | 2,775 SH | Increased |
| METTLER TOLEDO INTERNATIONAL | COM | $950K | 0.7%Prev: 0.8% | 809 SH | Decreased+2 SH |
| MICROSOFT CORP | COM | $7.9M | 6.1%Prev: 4.5% | 15,818 SH | Increased |
| MOTOROLA SOLUTIONS INC | COM NEW | $1.4M | 1.1%Prev: 1.1% | 3,375 SH | Decreased |
| NIKE INC | CL B | $1.2M | 0.9%Prev: 0.6% | 16,354 SH | Increased+450 SH |
| NORDSON CORP | COM | $1.2M | 0.9%Prev: 1.3% | 5,692 SH | Decreased-495 SH |
| NORTHROP GRUMMAN CORP | COM | $1.6M | 1.3%Prev: 1.6% | 3,264 SH | Decreased+120 SH |
| NOVO-NORDISK A S | ADR | $228K | 0.2% | 3,300 SH | New |
| NXP SEMICONDUCTORS N V | COM | $279K | 0.2%Prev: 0.2% | 1,275 SH | Increased |
| OTIS WORLDWIDE CORP | COM | $282K | 0.2%Prev: 0.7% | 2,850 SH | Decreased-8,383 SH |
| PARKER-HANNIFIN CORP | COM | $1.1M | 0.9%Prev: 0.7% | 1,610 SH | Increased+545 SH |
| PRUDENTIAL FINL INC | COM | $322K | 0.3%Prev: 0.2% | 3,000 SH | Increased |
| RALLIANT CORP | COM | $208K | 0.2% | 3,929 SH | New |
| ROCKWELL AUTOMATION INC | COM | $2.1M | 1.7%Prev: 0.5% | 6,436 SH | Increased+4,545 SH |
| ROSS STORES INC | COM | $3.5M | 2.7%Prev: 4.3% | 27,103 SH | Decreased+1,240 SH |
| SALESFORCE INC | COM | $755K | 0.6%Prev: 0.7% | 2,769 SH | Decreased-2,037 SH |
| SAP SE | SPON ADR | $1.7M | 1.3%Prev: 0.7% | 5,718 SH | Increased |
| SMITH A O CORP | COM | $1.1M | 0.8%Prev: 1.0% | 16,400 SH | Decreased-2,902 SH |
| SPDR SERIES TRUST | BLOOMBERG 1-3 MO | $7.6M | 5.9% | 82,455 SH | New |
| TE CONNECTIVITY PLC | ORD SHS | $750K | 0.6%Prev: 0.6% | 4,445 SH | Decreased+515 SH |
| THE CIGNA GROUP | COM | $1.7M | 1.3%Prev: 0.5% | 5,147 SH | Increased+2,627 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $799K | 0.6%Prev: 0.8% | 1,970 SH | Decreased-41 SH |
| TJX COS INC NEW | COM | $4.3M | 3.3%Prev: 4.1% | 34,612 SH | Decreased+750 SH |
| ULTA BEAUTY INC | COM | $1.2M | 1.0%Prev: 1.0% | 2,619 SH | Decreased |
| UNITEDHEALTH GROUP INC | COM | $928K | 0.7%Prev: 0.3% | 2,974 SH | Increased+1,639 SH |
| VERISIGN INC | COM | $299K | 0.2%Prev: 0.2% | 1,035 SH | Increased+5 SH |
| VISA INC | COM CL A | $3.1M | 2.4%Prev: 2.0% | 8,720 SH | Increased-117 SH |
| WALMART INC | COM | $875K | 0.7%Prev: 0.3% | 8,950 SH | Increased+5,550 SH |
| WATERS CORP | COM | $922K | 0.7%Prev: 0.3% | 2,642 SH | Increased+1,142 SH |
| WEST PHARMACEUTICAL SVSC INC | COM | $1.2M | 0.9%Prev: 1.1% | 5,526 SH | Decreased+10 SH |
| 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 |