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CIK 0001925220 • 5 13F filings • Jul 14, 2025 – May 18, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC CLASS C | COMMON STOCK | $6.1M | 3.3%Prev: 2.6% | 19,379 SH | Increased+593 SH |
| ALTRIA GROUP INC | COMMON STOCK | $4.6M | 2.5%Prev: 3.1% | 80,075 SH | Decreased+156 SH |
| AMAZON.COM INC | COMMON STOCK | $14.5M | 7.8%Prev: 8.1% | 63,021 SH | Increased-402 SH |
| AMEREN CORP | COMMON STOCK | $4.3M | 2.3%Prev: 2.7% | 42,826 SH | Decreased-1,872 SH |
| AMERICAN ELEC PWR CO INC | COMMON STOCK | $670K | 0.4%Prev: 0.4% | 5,807 SH | Increased+47 SH |
| APPLE INC | COMMON STOCK | $21.9M | 11.8%Prev: 12.1% | 80,558 SH | Increased-1,329 SH |
| ARAMARK | COMMON STOCK | $282K | 0.2%Prev: 0.2% | 7,643 SH | Decreased-259 SH |
| BERKSHIRE HATHAWAY CLASS B | COMMON STOCK | $387K | 0.2%Prev: 0.2% | 769 SH | Decreased |
| BORGWARNER INC | COMMON STOCK | $231K | 0.1%Prev: 0.1% | 5,131 SH | Decreased-179 SH |
| CARRIER GLOBAL CORP | COMMON STOCK | $399K | 0.2%Prev: 0.3% | 7,550 SH | Decreased-87 SH |
| CHIPOTLE MEXICAN GRILL I | COMMON STOCK | $2.9M | 1.5%Prev: 1.9% | 77,606 SH | Decreased-4,750 SH |
| CITIGROUP INC | COMMON STOCK | $263K | 0.1%Prev: 0.1% | 2,251 SH | Increased+14 SH |
| CORTEVA INC | COMMON STOCK | $482K | 0.3%Prev: 0.3% | 7,185 SH | Decreased-148 SH |
| COSTCO WHSL CORP NEW | COMMON STOCK | $654K | 0.4%Prev: 0.4% | 758 SH | Decreased |
| CVS HEALTH CORP | COMMON STOCK | $11.5M | 6.2%Prev: 6.3% | 144,609 SH | Increased+162 SH |
| DOMINION ENERGY INC | COMMON STOCK | $4.6M | 2.5%Prev: 2.8% | 78,629 SH | Decreased-1,413 SH |
| DOW INC | COMMON STOCK | $23.2M | 12.5%Prev: 6.8% | 1,003,418 SH | Increased+491,921 SH |
| DUPONT DE NEMOURS INC | COMMON STOCK | $168K | 0.1%Prev: 0.2% | 4,182 SH | Decreased-154 SH |
| EXELON CORP | COMMON STOCK | $2.2M | 1.2%Prev: 1.3% | 49,597 SH | Decreased-1,291 SH |
| EXXON MOBIL CORP | COMMON STOCK | $3.4M | 1.8%Prev: 1.8% | 28,103 SH | Increased+79 SH |
| FORD MTR CO DEL | COMMON STOCK | $11.0M | 5.9%Prev: 5.9% | 839,564 SH | Increased-19,879 SH |
| FORTINET INC | COMMON STOCK | $3.5M | 1.9%Prev: 2.2% | 43,800 SH | Decreased-2,369 SH |
| GE AEROSPACE | COMMON STOCK | $1.3M | 0.7%Prev: 0.7% | 4,114 SH | Increased-33 SH |
| GE VERNOVA INC | COMMON STOCK | $651K | 0.4%Prev: 0.4% | 996 SH | Increased-8 SH |
| GENERAL DYNAMICS CORP | COMMON STOCK | $390K | 0.2%Prev: 0.2% | 1,158 SH | Decreased+5 SH |
| GENERAL MILLS INC | COMMON STOCK | $2.5M | 1.4%Prev: 1.7% | 54,553 SH | Decreased-3,372 SH |
| GUIDEWIRE SOFTWARE INC | COMMON STOCK | $579K | 0.3%Prev: 0.4% | 2,879 SH | Decreased |
| HILLENBRAND INC | COMMON STOCK | $588K | 0.3%Prev: 0.3% | 18,530 SH | Increased+131 SH |
| HP INC | COMMON STOCK | $349K | 0.2%Prev: 0.2% | 15,678 SH | Decreased+31 SH |
| HUNTINGTON BANCSHARES IN | COMMON STOCK | $3.4M | 1.8%Prev: 2.0% | 195,931 SH | Decreased-3,387 SH |
| JOHNSON CONTROLS INT F | COMMON STOCK | $432K | 0.2%Prev: 0.3% | 3,606 SH | Decreased-360 SH |
| KRAFT HEINZ CO | COMMON STOCK | $6.7M | 3.6%Prev: 4.3% | 274,454 SH | Decreased-8,472 SH |
| MCKESSON CORP | COMMON STOCK | $216K | 0.1%Prev: 0.1% | 263 SH | Increased |
| META PLATFORMS INC CLASS A | COMMON STOCK | $333K | 0.2%Prev: 0.2% | 505 SH | Decreased+4 SH |
| MICROSOFT CORP | COMMON STOCK | $847K | 0.5%Prev: 0.5% | 1,752 SH | Decreased+4 SH |
| NIKE INC CLASS CLASS B | COMMON STOCK | $4.6M | 2.5%Prev: 2.9% | 71,875 SH | Decreased-677 SH |
| NOVO-NORDISK A S ADR | ADR | $3.6M | 1.9% | 70,653 SH | New |
| NVIDIA CORP | COMMON STOCK | $15.2M | 8.2%Prev: 9.3% | 81,558 SH | Decreased-4,938 SH |
| OTIS WORLDWIDE CORP | COMMON STOCK | $291K | 0.2%Prev: 0.2% | 3,335 SH | Decreased-166 SH |
| PNC FINL SERVICES | COMMON STOCK | $7.2M | 3.9%Prev: 4.0% | 34,491 SH | Increased-329 SH |
| PROCTER & GAMBLE CO | COMMON STOCK | $2.7M | 1.5%Prev: 1.7% | 19,128 SH | Decreased-110 SH |
| SIEMENS A G FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | ADR | $370K | 0.2%Prev: 0.2% | 2,647 SH | Increased |
| SPDR S&P 500 ETF | ETF | $4.3M | 2.3% | 6,270 SH | New |
| TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | ADR | $3.5M | 1.9%Prev: 1.9% | 11,458 SH | Increased-8 SH |
| TESLA INC | COMMON STOCK | $1.1M | 0.6%Prev: 0.9% | 2,369 SH | Decreased-1,088 SH |
| TRX GOLD CORP F | COMMON STOCK | $303K | 0.2%Prev: 0.1% | 329,133 SH | Increased |
| UNITED PARCEL SVC INC CLASS B | COMMON STOCK | $4.7M | 2.5%Prev: 2.2% | 47,090 SH | Increased+579 SH |
| US FOODS HLDG CORP | COMMON STOCK | $732K | 0.4%Prev: 0.4% | 9,713 SH | Decreased-338 SH |
| VANGUARD INFORMATION TECH ETF | ETF | $210K | 0.1% | 279 SH | New |
| VANGUARD LARGE CAP ETF | ETF | $337K | 0.2% | 1,071 SH | New |
| VANGUARD TOTAL STOCK MARKET ETF | ETF | $455K | 0.2% | 1,356 SH | New |
| WALMART INC | COMMON STOCK | $623K | 0.3%Prev: 0.3% | 5,589 SH | Increased-10 SH |
| 13F-HR |
| 0001213900-25-100166 |
| $167.0M |
| View |
| May 18, 2026 | Q1 2026 | 13F-HR | 0001213900-26-058124 | $199.3M | View |
| Jul 14, 2025 | Q1 2025 | 13F-HR | 0001213900-25-063531 | $177.3M | View |