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CIK 0001664771 • 7 13F filings • Apr 29, 2025 – Oct 19, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $6.0M | 3.0%Prev: 0.4% | 27,377 SH | Increased+23,445 SH |
| AGILENT TECHNOLOGIES INC | COM | $5.2M | 2.6%Prev: 2.2% | 45,813 SH | Increased+10,554 SH |
| ALPHABET INC | CAP STK CL A | $7.8M | 3.9%Prev: 3.3% | 27,147 SH | Increased-12,809 SH |
| ALPHABET INC | CAP STK CL C | $1.7M | 0.8%Prev: 0.5% | 5,836 SH | Increased |
| AMAZON COM INC | COM | $6.6M | 3.3%Prev: 3.8% | 31,581 SH | Decreased-5,057 SH |
| AMERICAN INTL GROUP INC | COM NEW | $5.9M | 3.0%Prev: 4.3% | 78,660 SH | Decreased-13,217 SH |
| AMERICAN TOWER CORP | COM | $3.9M | 2.0% | 22,842 SH | New |
| AMGEN INC | COM | $6.7M | 3.4%Prev: 3.8% | 19,120 SH | Decreased-3,480 SH |
| APPLE INC | COM | $11.5M | 5.8%Prev: 6.0% | 45,356 SH | Increased-4,857 SH |
| BLACKROCK INC | COM | $5.7M | 2.9%Prev: 2.8% | 5,925 SH | Increased+498 SH |
| BROADCOM INC | COM | $5.7M | 2.9%Prev: 2.0% | 18,483 SH | Increased-3,397 SH |
| CISCO SYS INC | COM | $435K | 0.2%Prev: 0.2% | 5,603 SH | Increased-299 SH |
| CORNING INC | COM | $888K | 0.4%Prev: 0.2% | 6,529 SH | Increased-188 SH |
| COSTCO WHOLESALE CORPORATION | COM | $6.8M | 3.4% | 6,804 SH | New |
| D R HORTON INC | COM | $5.3M | 2.7%Prev: 2.3% | 38,903 SH | Increased+5,993 SH |
| DISNEY WALT CO | COM | $626K | 0.3% | 6,500 SH | New |
| ECOLAB INC | COM | $643K | 0.3% | 2,411 SH | New |
| ELI LILLY & CO | COM | $5.5M | 2.8%Prev: 3.0% | 6,019 SH | Increased-625 SH |
| GALLAGHER ARTHUR J & CO | COM | $3.7M | 1.9%Prev: 3.2% | 17,143 SH | Decreased-59 SH |
| INTEL CORP | COM | $794K | 0.4% | 18,000 SH | New |
| JPMORGAN CHASE & CO | COM | $7.9M | 4.0% | 26,817 SH | New |
| LAM RESEARCH CORP | COM NEW | $9.5M | 4.8%Prev: 3.2% | 44,532 SH | Increased-37,211 SH |
| LOCKHEED MARTIN CORP | COM | $4.9M | 2.5%Prev: 2.3% | 8,125 SH | Increased-1,282 SH |
| MARATHON PETE CORP | COM | $9.1M | 4.6%Prev: 2.5% | 37,225 SH | Increased+5,338 SH |
| MASCO CORP | COM | $4.5M | 2.3%Prev: 3.3% | 74,396 SH | Decreased-14,229 SH |
| META PLATFORMS INC | CL A | $6.5M | 3.2%Prev: 3.4% | 11,312 SH | Increased+461 SH |
| MICROSOFT CORP | COM | $5.3M | 2.6%Prev: 3.4% | 14,201 SH | Decreased-2,614 SH |
| NVIDIA CORPORATION | COM | $9.2M | 4.6%Prev: 4.0% | 52,498 SH | Increased-15,917 SH |
| ORACLE CORP | COM | $6.6M | 3.3%Prev: 0.5% | 44,677 SH | Increased+38,628 SH |
| PALO ALTO NETWORKS INC | COM | $6.1M | 3.0%Prev: 2.8% | 37,892 SH | Increased+7,202 SH |
| SALESFORCE INC | COM | $236K | 0.1%Prev: 0.2% | 1,266 SH | Decreased |
| SES AI CORPORATION | CL A COM | $60K | 0.0%Prev: 0.0% | 62,245 SH | Increased+22,245 SH |
| SHERWIN WILLIAMS CO | COM | $4.3M | 2.1%Prev: 2.9% | 13,380 SH | Decreased-1,921 SH |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $7.9M | 4.0% | 12,158 SH | New |
| TESLA INC | COM | $687K | 0.3%Prev: 0.3% | 1,849 SH | Increased-203 SH |
| VISA INC | COM CL A | $6.1M | 3.1%Prev: 4.6% | 20,232 SH | Decreased-3,953 SH |
| VISTRA CORP | COM | $4.0M | 2.0%Prev: 2.0% | 26,377 SH | Increased-4,591 SH |
| WALMART INC | COM | $8.9M | 4.5%Prev: 3.8% | 71,429 SH | Increased-7,694 SH |
| WASTE MGMT INC DEL | COM | $6.4M | 3.2%Prev: 4.0% | 27,893 SH | Decreased-4,386 SH |
| 13F-HR |
| 0001664771-25-000003 |
| $208.4M |
| View |
| Aug 3, 2026 | Q2 2026 | 13F-HR | 0001664771-26-000003 | $225.7M | View |
| Jul 23, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004084 | $196.0M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0001664771-26-000002 | $199.5M | View |
| Apr 29, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002405 | $185.3M | View |