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CIK 0002056079 • 6 13F filings • May 12, 2025 – Aug 10, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | Common / Ordinary Stock | $16K | 0.2%Prev: 0.3% | 50 SH | Decreased-33 SH |
| ALTRIA GROUP INC | Common / Ordinary Stock | $12K | 0.2%Prev: 0.2% | 200 SH | Decreased |
| Amazon.com Inc | Common / Ordinary Stock | $84K | 1.3%Prev: 1.3% | 366 SH | Decreased-60 SH |
| American Century Investment Management Inc | Exchange Traded Fund | $1K | 0.0% | 21 SH | New |
| American Electric Power Co Inc | Common / Ordinary Stock | $16K | 0.3%Prev: 0.2% | 138 SH | Increased |
| Apple Inc | Common / Ordinary Stock | $1.4M | 21.5%Prev: 19.1% | 5,021 SH | Increased-208 SH |
| Archer Aviation Inc | Common / Ordinary Stock | $5K | 0.1%Prev: 0.0% | 700 SH | Increased+400 SH |
| BK OF AMERICA CORP | Common / Ordinary Stock | $43K | 0.7%Prev: 0.6% | 780 SH | Increased |
| BlackRock Fund Advisors | Exchange Traded Fund | $2K | 0.0%Prev: 0.1% | 22 SH | Decreased-30 SH |
| CARRIER GLOBAL CORP | Common / Ordinary Stock | $3K | 0.0%Prev: 0.0% | 51 SH | Decreased |
| Charles Schwab Investment Management Inc | Exchange Traded Fund | $4K | 0.1%Prev: 0.1% | 115 SH | Increased |
| Chevron Corp | Common / Ordinary Stock | $308K | 4.8%Prev: 4.5% | 2,020 SH | Decreased |
| Crane Co | Common / Ordinary Stock | $7K | 0.1%Prev: 0.1% | 40 SH | Increased |
| CRANE HOLDINGS CO | Common / Ordinary Stock | $2K | 0.0%Prev: 0.0% | 40 SH | Decreased |
| Crowdstrike Holdings Inc | Common / Ordinary Stock | $234K | 3.7%Prev: 3.5% | 500 SH | Decreased |
| Dimensional Fund Advisors LP | Exchange Traded Fund | $44K | 0.7% | 1,092 SH | New |
| Eldridge Investment Advisors Inc | Exchange Traded Fund | $703 | 0.0% | 27 SH | New |
| Exxon Mobil Corp | Common / Ordinary Stock | $409K | 6.4%Prev: 5.5% | 3,398 SH | Increased |
| First Trust Advisors LP | Exchange Traded Fund | $1K | 0.0% | 24 SH | New |
| FORD MOTOR CO | Common / Ordinary Stock | $40K | 0.6%Prev: 0.5% | 3,050 SH | Increased |
| Fortinet Inc | Common / Ordinary Stock | $199K | 3.1%Prev: 3.0% | 2,500 SH | Decreased |
| Hartford Insurance Group Inc/T | Common / Ordinary Stock | $41K | 0.7%Prev: 0.6% | 300 SH | Increased |
| HCA Healthcare Inc | Common / Ordinary Stock | $553K | 8.7%Prev: 7.2% | 1,184 SH | Increased |
| Howard Hughes Holdings Inc | Common / Ordinary Stock | $12K | 0.2%Prev: 0.2% | 150 SH | Decreased |
| Invesco ETFs/USA | Exchange Traded Fund | $7K | 0.1% | 12 SH | New |
| ISHARES | Exchange Traded Fund | $8K | 0.1%Prev: 0.1% | 43 SH | Increased |
| iShares Inc | Exchange Traded Fund | $672 | 0.0% | 10 SH | New |
| iShares Trust | Exchange Traded Fund | $2K | 0.0% | 22 SH | New |
| ISHARES/USA | Exchange Traded Fund | $5K | 0.1%Prev: 0.1% | 46 SH | Increased |
| JOBY AVIATION INC. | Common / Ordinary Stock | $7K | 0.1%Prev: 0.1% | 500 SH | Increased+250 SH |
| Johnson & Johnson | Common / Ordinary Stock | $262K | 4.1%Prev: 2.7% | 1,265 SH | Increased+265 SH |
| JP MORGAN INVESTMENT MANAGEMENT INC | Exchange Traded Fund | $658 | 0.0%Prev: 0.0% | 13 SH | Decreased |
| Kenvue Inc | Common / Ordinary Stock | $9K | 0.1% | 500 SH | New |
| KIMBERLY-CLARK CP | Common / Ordinary Stock | $10K | 0.2% | 100 SH | New |
| Lyft Inc | Common / Ordinary Stock | $38K | 0.6%Prev: 0.6% | 1,975 SH | Decreased |
| Merck & Co Inc | Common / Ordinary Stock | $39K | 0.6%Prev: 0.5% | 374 SH | Increased |
| NOBLE CORP PLC | Common / Ordinary Stock | $34K | 0.5%Prev: 0.4% | 1,200 SH | Increased+200 SH |
| NVIDIA Corp | Common / Ordinary Stock | $46K | 0.7%Prev: 0.7% | 246 SH | Decreased |
| Organon & Co | Common / Ordinary Stock | $265 | 0.0%Prev: 0.0% | 37 SH | Decreased |
| Otis Worldwide Corp | Common / Ordinary Stock | $2K | 0.0%Prev: 0.0% | 25 SH | Decreased |
| Palo Alto Networks Inc | Common / Ordinary Stock | $221K | 3.5%Prev: 3.6% | 1,200 SH | Decreased-30 SH |
| Pfizer Inc | Common / Ordinary Stock | $183K | 2.9%Prev: 2.9% | 7,344 SH | Decreased-659 SH |
| Phillips 66 | Common / Ordinary Stock | $3K | 0.1%Prev: 2.0% | 25 SH | Decreased-1,000 SH |
| Pinnacle Financial Partners In | Common / Ordinary Stock | $35K | 0.6%Prev: 0.5% | 369 SH | Increased |
| QUALCOMM Inc | Common / Ordinary Stock | $52K | 0.8%Prev: 0.7% | 306 SH | Increased |
| QuantumScape Corp | Common / Ordinary Stock | $20K | 0.3%Prev: 0.3% | 1,950 SH | Decreased |
| ROYAL CARIBBEAN | Common / Ordinary Stock | $56K | 0.9%Prev: 1.1% | 200 SH | Decreased-36 SH |
| RTX Corp | Common / Ordinary Stock | $788K | 12.4%Prev: 11.0% | 4,295 SH | Increased-280 SH |
| SentinelOne Inc | Common / Ordinary Stock | $38K | 0.6%Prev: 0.4% | 2,500 SH | Increased+1,000 SH |
| SSGA FUNDS MANAGEMENT INC | Exchange Traded Fund | $8K | 0.1%Prev: 5.7% | 130 SH | Decreased-557 SH |
| Stanley Black & Decker Inc | Common / Ordinary Stock | $7K | 0.1%Prev: 0.1% | 100 SH | Decreased |
| STATE STREET ETF/USA | Exchange Traded Fund | $400K | 6.3%Prev: 0.0% | 625 SH | Increased+557 SH |
| Tesla Inc | Common / Ordinary Stock | $18K | 0.3%Prev: 0.3% | 40 SH | Increased |
| TRAVELERS CO INC | Common / Ordinary Stock | $173K | 2.7%Prev: 2.4% | 596 SH | Increased |
| Uber Technologies Inc | Common / Ordinary Stock | $8K | 0.1%Prev: 0.1% | 100 SH | Decreased |
| UTD PARCEL SERV | Common / Ordinary Stock | $371K | 5.8%Prev: 4.4% | 3,742 SH | Increased+100 SH |
| Van Eck Associates Corp | Exchange Traded Fund | $949 | 0.0%Prev: 0.0% | 24 SH | Increased |
| VANGUARD ETF/USA | Exchange Traded Fund | $3K | 0.0%Prev: 0.0% | 7 SH | Increased |
| VANGUARD GROUP INC/THE | Exchange Traded Fund | $7K | 0.1%Prev: 0.0% | 65 SH | Increased+62 SH |
| VIATRIS INC | Common / Ordinary Stock | $11K | 0.2%Prev: 0.1% | 911 SH | Increased |
| Webster Financial Corp | Common / Ordinary Stock | $69K | 1.1%Prev: 0.9% | 1,104 SH | Increased |
| Wendy's Co/The | Common / Ordinary Stock | $10K | 0.2%Prev: 0.2% | 1,200 SH | Decreased |
| WISDOMTREE ASSET MANAGEMENT INC | Exchange Traded Fund | $2K | 0.0%Prev: 0.0% | 47 SH | Increased+10 SH |
| Xeris Biopharma Holdings Inc | Common / Ordinary Stock | $2K | 0.0%Prev: 0.0% | 200 SH | Decreased |
| 13F-HR |
| 0002056079-26-000003 |
| $7.3M |
| View |
| Aug 6, 2025 | Q2 2025 | 13F-HR | 0002056079-25-000004 | $6.6M | View |
| Apr 28, 2026 | Q1 2026 | 13F-HR | 0002056079-26-000002 | $5.8M | View |
| May 12, 2025 | Q1 2025 | 13F-HR | 0002056079-25-000002 | $5.1M | View |