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CIK 0001911735 • 5 13F filings • Apr 10, 2025 – Aug 4, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $3K | 1.0%Prev: 1.1% | 27,433 SH | Decreased |
| ABBVIE INC | COM | $11K | 3.2%Prev: 3.4% | 48,616 SH | Decreased-200 SH |
| ACCENTURE PLC IRELAND | SHS CLASS A | $2K | 0.7%Prev: 0.7% | 8,898 SH | Decreased-50 SH |
| ADOBE INC | COM | $202 | 0.1%Prev: 0.1% | 576 SH | Decreased |
| ADVANCED MICRO DEVICES INC | COM | $2K | 0.5%Prev: 0.2% | 7,550 SH | Decreased+4,000 SH |
| AFLAC INC | COM | $2K | 0.7%Prev: 0.8% | 22,616 SH | Decreased |
| AIR PRODS & CHEMS INC | COM | $224 | 0.1%Prev: 0.1% | 907 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $2K | 0.6%Prev: 0.5% | 6,286 SH | Decreased-150 SH |
| ALPHABET INC | CAP STK CL C | $9K | 2.5%Prev: 2.0% | 27,660 SH | Decreased |
| ALTRIA GROUP INC | COM | $205 | 0.1%Prev: 0.1% | 3,550 SH | Decreased |
| AMAZON COM INC | COM | $9K | 2.8%Prev: 2.6% | 41,080 SH | Decreased+2,778 SH |
| AMERICAN ELEC PWR CO INC | COM | $1K | 0.4%Prev: 0.4% | 11,898 SH | Decreased |
| AMERICAN WTR WKS CO INC NEW | COM | $1K | 0.4%Prev: 0.4% | 10,112 SH | Decreased |
| AMGEN INC | COM | $6K | 1.7%Prev: 1.3% | 18,003 SH | Decreased+2,700 SH |
| AMPHENOL CORP NEW | CL A | $541 | 0.2%Prev: 0.2% | 4,000 SH | Decreased |
| AMPLIFY ETF TR | AMPLIFY CYBERSEC | $522 | 0.2%Prev: 0.2% | 6,500 SH | Decreased+400 SH |
| APPLE INC | COM | $20K | 5.8%Prev: 5.7% | 73,166 SH | Decreased-185 SH |
| AT&T INC | COM | $3K | 1.0%Prev: 1.2% | 134,906 SH | Decreased+500 SH |
| ATMOS ENERGY CORP | COM | $933 | 0.3%Prev: 0.3% | 5,565 SH | Decreased |
| AUTOMATIC DATA PROCESSING IN | COM | $635 | 0.2%Prev: 0.2% | 2,470 SH | Decreased |
| BANK AMERICA CORP | COM | $4K | 1.1%Prev: 1.1% | 67,783 SH | Decreased+275 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $245 | 0.1%Prev: 0.1% | 488 SH | Decreased |
| BOEING CO | COM | $2K | 0.6%Prev: 0.6% | 9,745 SH | Decreased+1,325 SH |
| BP PLC | SPONSORED ADR | $225 | 0.1%Prev: 0.1% | 6,480 SH | Decreased-500 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $4K | 1.1%Prev: 0.8% | 69,350 SH | Decreased+13,450 SH |
| BROADCOM INC | COM | $284 | 0.1%Prev: 0.1% | 820 SH | Decreased |
| CANADIAN PACIFIC KANSAS CITY | COM | $478 | 0.1%Prev: 0.1% | 6,489 SH | Decreased |
| CATERPILLAR INC | COM | $3K | 0.8%Prev: 0.5% | 4,525 SH | Decreased+1,000 SH |
| CHEVRON CORP NEW | COM | $2K | 0.4%Prev: 0.4% | 10,112 SH | Decreased+700 SH |
| CIRRUS LOGIC INC | COM | $438 | 0.1%Prev: 0.1% | 3,700 SH | Decreased |
| CISCO SYS INC | COM | $5K | 1.5%Prev: 1.4% | 66,756 SH | Decreased-675 SH |
| CLOROX CO DEL | COM | $262 | 0.1%Prev: 0.1% | 2,600 SH | Decreased |
| COCA COLA CO | COM | $3K | 0.8%Prev: 0.8% | 39,556 SH | Decreased |
| COLGATE PALMOLIVE CO | COM | $3K | 0.8%Prev: 0.9% | 35,213 SH | Decreased |
| COMERICA INC | COM | $747 | 0.2%Prev: 0.2% | 8,595 SH | Decreased |
| CONOCOPHILLIPS | COM | $1K | 0.3%Prev: 0.3% | 10,913 SH | Decreased |
| COREWEAVE INC | COM CL A | $648 | 0.2%Prev: 0.1% | 9,050 SH | Decreased+7,050 SH |
| CORNING INC | COM | $5K | 1.6%Prev: 1.6% | 62,517 SH | Decreased-500 SH |
| COSTCO WHSL CORP NEW | COM | $3K | 0.8%Prev: 0.9% | 3,155 SH | Decreased |
| DARDEN RESTAURANTS INC | COM | $662 | 0.2%Prev: 0.2% | 3,600 SH | Decreased-255 SH |
| DEERE & CO | COM | $2K | 0.5%Prev: 0.6% | 3,979 SH | Decreased |
| DOMINION ENERGY INC | COM | $498 | 0.1%Prev: 0.2% | 8,493 SH | Decreased |
| DOVER CORP | COM | $215 | 0.1% | 1,100 SH | New |
| DT MIDSTREAM INC | COMMON STOCK | $706 | 0.2%Prev: 0.2% | 5,900 SH | Decreased |
| DTE ENERGY CO | COM | $593 | 0.2%Prev: 0.2% | 4,600 SH | Decreased |
| EATON CORP PLC | SHS | $426 | 0.1%Prev: 0.2% | 1,337 SH | Decreased |
| ELI LILLY & CO | COM | $2K | 0.6%Prev: 0.5% | 2,034 SH | Decreased |
| EMERSON ELEC CO | COM | $2K | 0.6%Prev: 0.6% | 14,400 SH | Decreased |
| ESSENTIAL UTILS INC | COM | $425 | 0.1%Prev: 0.1% | 11,074 SH | Decreased |
| EXXON MOBIL CORP | COM | $7K | 1.9%Prev: 1.8% | 54,556 SH | Decreased+1,000 SH |
| FEDEX CORP | COM | $830 | 0.2%Prev: 0.2% | 2,875 SH | Decreased |
| FLUOR CORP NEW | COM | $2K | 0.5%Prev: 0.6% | 44,600 SH | Decreased-1,000 SH |
| GE AEROSPACE | COM NEW | $5K | 1.3%Prev: 1.4% | 14,959 SH | Decreased |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | $378 | 0.1%Prev: 0.1% | 4,609 SH | Decreased |
| GENERAL DYNAMICS CORP | COM | $688 | 0.2%Prev: 0.2% | 2,045 SH | Decreased |
| GENERAL MLS INC | COM | $679 | 0.2%Prev: 0.2% | 14,608 SH | Decreased |
| GLOBAL PMTS INC | COM | $294 | 0.1%Prev: 0.1% | 3,795 SH | Decreased-300 SH |
| GOLDMAN SACHS GROUP INC | COM | $352 | 0.1%Prev: 0.1% | 400 SH | Decreased |
| HOME DEPOT INC | COM | $342 | 0.1%Prev: 0.1% | 995 SH | Decreased |
| HONEYWELL INTL INC | COM | $917 | 0.3%Prev: 0.3% | 4,702 SH | Decreased |
| HUNTINGTON INGALLS INDS INC | COM | $3K | 0.8%Prev: 0.7% | 8,120 SH | Decreased |
| ILLINOIS TOOL WKS INC | COM | $2K | 0.4%Prev: 0.5% | 6,150 SH | Decreased |
| INTEL CORP | COM | $330 | 0.1%Prev: 0.1% | 8,955 SH | Decreased |
| INTERNATIONAL BUSINESS MACHS | COM | $7K | 2.2%Prev: 2.1% | 24,910 SH | Decreased+95 SH |
| INTUIT | COM | $566 | 0.2%Prev: 0.2% | 855 SH | Decreased-91 SH |
| INVESCO EXCHANGE TRADED FD T | WATER RES ETF | $507 | 0.1%Prev: 0.2% | 7,200 SH | Decreased |
| ISHARES SILVER TR | ISHARES | $648 | 0.2%Prev: 0.1% | 10,066 SH | Decreased |
| ISHARES TR | CORE S&P500 ETF | $216 | 0.1%Prev: 0.1% | 316 SH | Decreased-183 SH |
| ISHARES TR | PFD AND INCM SEC | $2K | 0.5%Prev: 0.4% | 51,425 SH | Decreased+13,300 SH |
| ISHARES TR | US AER DEF ETF | $2K | 0.6%Prev: 0.6% | 9,675 SH | Decreased |
| JOHNSON & JOHNSON | COM | $4K | 1.0%Prev: 1.0% | 16,946 SH | Decreased-200 SH |
| JPMORGAN CHASE & CO. | COM | $34K | 9.9%Prev: 10.1% | 105,290 SH | Decreased-250 SH |
| KIMBERLY-CLARK CORP | COM | $656 | 0.2%Prev: 0.2% | 6,500 SH | Decreased |
| LAM RESEARCH CORP | COM NEW | $4K | 1.2%Prev: 1.0% | 25,010 SH | Decreased-650 SH |
| LAUDER ESTEE COS INC | CL A | $317 | 0.1%Prev: 0.1% | 3,030 SH | Decreased |
| LOCKHEED MARTIN CORP | COM | $484 | 0.1%Prev: 0.2% | 1,000 SH | Decreased |
| LUMEN TECHNOLOGIES INC | COM | $365 | 0.1%Prev: 0.1% | 46,943 SH | Decreased-10,000 SH |
| MAIN STR CAP CORP | COM | $1K | 0.3%Prev: 0.4% | 19,100 SH | Decreased-100 SH |
| MARATHON PETE CORP | COM | $789 | 0.2%Prev: 0.3% | 4,850 SH | Decreased |
| MARRIOTT INTL INC NEW | CL A | $1K | 0.4%Prev: 0.3% | 3,900 SH | Decreased |
| MASCO CORP | COM | $389 | 0.1%Prev: 0.1% | 6,125 SH | Decreased |
| MASTERCARD INCORPORATED | CL A | $2K | 0.5%Prev: 0.6% | 3,197 SH | Decreased-157 SH |
| MCDONALDS CORP | COM | $608 | 0.2%Prev: 0.2% | 1,990 SH | Decreased |
| MCKESSON CORP | COM | $3K | 0.8%Prev: 0.8% | 3,400 SH | Decreased |
| MEDTRONIC PLC | SHS | $2K | 0.5%Prev: 0.5% | 17,871 SH | Decreased+1,500 SH |
| MERCK & CO INC | COM | $7K | 2.0%Prev: 1.4% | 65,293 SH | Decreased+12,200 SH |
| META PLATFORMS INC | CL A | $1K | 0.3%Prev: 0.4% | 1,796 SH | Decreased+160 SH |
| MICRON TECHNOLOGY INC | COM | $6K | 1.7%Prev: 1.1% | 20,615 SH | Decreased-150 SH |
| MICROSOFT CORP | COM | $20K | 5.9%Prev: 6.7% | 41,673 SH | Decreased-725 SH |
| NETFLIX INC | COM | $211 | 0.1%Prev: 0.1% | 2,250 SH | Decreased+2,025 SH |
| NEXTERA ENERGY INC | COM | $2K | 0.5%Prev: 0.5% | 22,893 SH | Decreased |
| NIKE INC | CL B | $269 | 0.1%Prev: 0.2% | 4,218 SH | Decreased-6,000 SH |
| NORFOLK SOUTHN CORP | COM | $2K | 0.5%Prev: 0.5% | 5,500 SH | Decreased |
| NORTHROP GRUMMAN CORP | COM | $1K | 0.3%Prev: 0.4% | 2,005 SH | Decreased |
| NVIDIA CORPORATION | COM | $25K | 7.3%Prev: 7.8% | 133,291 SH | Decreased-4,090 SH |
| ORACLE CORP | COM | $9K | 2.7%Prev: 3.7% | 47,650 SH | Decreased+4,560 SH |
| PEPSICO INC | COM | $4K | 1.1%Prev: 1.1% | 25,144 SH | Decreased-147 SH |
| PFIZER INC | COM | $3K | 0.8%Prev: 0.7% | 112,943 SH | Decreased+28,043 SH |
| PROCTER AND GAMBLE CO | COM | $9K | 2.6%Prev: 3.0% | 62,660 SH | Decreased-538 SH |
| REALTY INCOME CORP | COM | $307 | 0.1%Prev: 0.1% | 5,449 SH | Decreased-300 SH |
| RH | COM | $358 | 0.1% | 2,000 SH | New |
| RTX CORPORATION | COM | $1K | 0.4%Prev: 0.4% | 7,684 SH | Decreased |
| S&P GLOBAL INC | COM | $6K | 1.8%Prev: 1.8% | 11,887 SH | Decreased |
| SCHWAB CHARLES CORP | COM | $589 | 0.2%Prev: 0.2% | 5,899 SH | Decreased |
| SELECT SECTOR SPDR TR | STATE STREET CON | $279 | 0.1% | 2,334 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $473 | 0.1% | 3,282 SH | New |
| SHERWIN WILLIAMS CO | COM | $5K | 1.4%Prev: 1.6% | 15,030 SH | Decreased |
| SHOPIFY INC | CL A SUB VTG SHS | $373 | 0.1%Prev: 0.1% | 2,320 SH | Decreased |
| SLB LIMITED | COM STK | $2K | 0.6% | 51,886 SH | New |
| SMUCKER J M CO | COM NEW | $240 | 0.1%Prev: 0.1% | 2,450 SH | Decreased |
| SPDR GOLD TR | GOLD SHS | $6K | 1.6%Prev: 1.5% | 14,049 SH | Decreased |
| SPDR S&P 500 ETF TR | TR UNIT | $2K | 0.5%Prev: 0.5% | 2,656 SH | Decreased |
| STRYKER CORPORATION | COM | $492 | 0.1%Prev: 0.2% | 1,400 SH | Decreased |
| TESLA INC | COM | $639 | 0.2%Prev: 0.2% | 1,420 SH | Decreased |
| THE CIGNA GROUP | COM | $504 | 0.1%Prev: 0.2% | 1,832 SH | Decreased |
| TJX COS INC NEW | COM | $915 | 0.3%Prev: 0.3% | 5,955 SH | Decreased-45 SH |
| TRACTOR SUPPLY CO | COM | $2K | 0.7%Prev: 0.8% | 48,186 SH | Decreased |
| UNION PAC CORP | COM | $4K | 1.1%Prev: 1.1% | 15,738 SH | Decreased |
| US BANCORP DEL | COM NEW | $489 | 0.1%Prev: 0.1% | 9,161 SH | Decreased |
| VANECK ETF TRUST | GOLD MINERS ETF | $729 | 0.2%Prev: 0.2% | 8,500 SH | Decreased |
| VERIZON COMMUNICATIONS INC | COM | $2K | 0.7%Prev: 0.8% | 60,073 SH | Decreased-3,052 SH |
| VIATRIS INC | COM | $709 | 0.2%Prev: 0.2% | 56,911 SH | Decreased-1,048 SH |
| VISA INC | COM CL A | $3K | 0.9%Prev: 1.0% | 9,246 SH | Decreased |
| WALMART INC | COM | $1K | 0.3%Prev: 0.3% | 10,738 SH | Decreased+399 SH |
| ZOETIS INC | CL A | $415 | 0.1%Prev: 0.2% | 3,300 SH | Decreased-818 SH |
| 13F-HR |
| 0001911735-26-000003 |
| $391K |
| View |
| Aug 5, 2025 | Q2 2025 | 13F-HR | 0001911735-25-000003 | $299.3M | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001911735-25-000002 | $268K | View |