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CIK 0001940416 • 6 13F filings • Apr 25, 2025 – Aug 6, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $475K | 0.3%Prev: 0.3% | 3,063 SH | |
| ABBOTT LABS | COM | $563K | 0.3%Prev: 0.3% | 4,200 SH | |
| ABBVIE INC | COM | $926K | 0.6%Prev: 0.6% | 4,000 SH | |
| ACCENTURE PLC IRELAND | SHS CLASS A | $817K | 0.5%Prev: 0.5% | 3,315 SH | |
| ADOBE INC | COM | $412K | 0.2%Prev: 0.2% | 1,168 SH | |
| AECOM | COM | $372K | 0.2%Prev: 0.2% | 2,853 SH | |
| AGNICO EAGLE MINES LTD | COM | $3.4M | 2.1%Prev: 2.1% | 20,299 SH | |
| AIR PRODS & CHEMS INC | COM | $645K | 0.4%Prev: 0.4% | 2,365 SH | |
| ALPHABET INC | CAP STK CL A | $4.9M | 2.9%Prev: 2.9% | 20,076 SH | |
| ALTRIA GROUP INC | COM | $864K | 0.5%Prev: 0.5% | 12,866 SH | |
| AMAZON COM INC | COM | $1.1M | 0.6%Prev: 0.6% | 4,813 SH | |
| AMERICAN WTR WKS CO INC NEW | COM | $210K | 0.1%Prev: 0.1% | 1,512 SH | |
| APPLE INC | COM | $6.0M | 3.6%Prev: 3.6% | 23,402 SH | |
| ARISTA NETWORKS INC | COM SHS | $684K | 0.4%Prev: 0.4% | 4,697 SH | |
| ARROW ELECTRS INC | COM | $867K | 0.5%Prev: 0.5% | 7,169 SH | |
| ASML HOLDING N V | N Y REGISTRY SHS | $2.1M | 1.2%Prev: 1.2% | 2,132 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $9.6M | 5.8%Prev: 5.8% | 19,059 SH | |
| C H ROBINSON WORLDWIDE INC | COM NEW | $1.1M | 0.6%Prev: 0.6% | 8,045 SH | |
| CENCORA INC | COM | $512K | 0.3%Prev: 0.3% | 1,637 SH | |
| CHENIERE ENERGY INC | COM NEW | $512K | 0.3%Prev: 0.3% | 2,177 SH | |
| CHEVRON CORP NEW | COM | $2.1M | 1.3%Prev: 1.3% | 13,788 SH | |
| CISCO SYS INC | COM | $971K | 0.6%Prev: 0.6% | 14,191 SH | |
| CITIGROUP INC | COM NEW | $1.4M | 0.9%Prev: 0.9% | 13,989 SH | |
| CME GROUP INC | COM | $576K | 0.3%Prev: 0.3% | 2,130 SH | |
| COCA COLA CO | COM | $1.7M | 1.1%Prev: 1.1% | 26,150 SH | |
| COCA COLA CONS INC | COM | $422K | 0.3%Prev: 0.3% | 3,602 SH | |
| COCA-COLA EUROPACIFIC PARTNE | SHS | $6.8M | 4.1%Prev: 4.1% | 74,715 SH | |
| COHEN & STEERS ETF TRUST | REAL ESTATE ACTI | $698K | 0.4%Prev: 0.4% | 26,801 SH | |
| COLGATE PALMOLIVE CO | COM | $518K | 0.3%Prev: 0.3% | 6,477 SH | |
| COMCAST CORP NEW | CL A | $1.3M | 0.8%Prev: 0.8% | 42,685 SH | |
| CONOCOPHILLIPS | COM | $264K | 0.2%Prev: 0.2% | 2,795 SH | |
| CORTEVA INC | COM | $1.4M | 0.8%Prev: 0.8% | 20,307 SH | |
| COSTCO WHSL CORP NEW | COM | $1.1M | 0.7%Prev: 0.7% | 1,227 SH | |
| DIAGEO PLC | SPON ADR NEW | $791K | 0.5%Prev: 0.5% | 8,294 SH | |
| DISNEY WALT CO | COM | $2.7M | 1.6%Prev: 1.6% | 23,351 SH | |
| DOLLAR GEN CORP NEW | COM | $1.7M | 1.0%Prev: 1.0% | 16,655 SH | |
| DOXIMITY INC | CL A | $529K | 0.3%Prev: 0.3% | 7,229 SH | |
| ELI LILLY & CO | COM | $1.4M | 0.9%Prev: 0.9% | 1,861 SH | |
| EMERSON ELEC CO | COM | $1.3M | 0.8%Prev: 0.8% | 9,938 SH | |
| ENBRIDGE INC | COM | $3.0M | 1.8%Prev: 1.8% | 60,121 SH | |
| ENTERPRISE PRODS PARTNERS L | COM | $210K | 0.1%Prev: 0.1% | 6,719 SH | |
| EOG RES INC | COM | $1.9M | 1.2%Prev: 1.2% | 17,084 SH | |
| EXLSERVICE HOLDINGS INC | COM | $419K | 0.3%Prev: 0.3% | 9,527 SH | |
| EXXON MOBIL CORP | COM | $1.7M | 1.1%Prev: 1.1% | 15,477 SH | |
| FEDEX CORP | COM | $1.3M | 0.8%Prev: 0.8% | 5,622 SH | |
| FERRARI N V | COM | $469K | 0.3%Prev: 0.3% | 967 SH | |
| FRANCO NEV CORP | COM | $3.5M | 2.1%Prev: 2.1% | 15,597 SH | |
| GE AEROSPACE | COM NEW | $628K | 0.4%Prev: 0.4% | 2,085 SH | |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | $1.3M | 0.8%Prev: 0.8% | 16,737 SH | |
| GE VERNOVA INC | COM | $320K | 0.2%Prev: 0.2% | 520 SH | |
| GENERAL DYNAMICS CORP | COM | $1.6M | 0.9%Prev: 0.9% | 4,618 SH | |
| GENERAL MTRS CO | COM | $1.4M | 0.8%Prev: 0.8% | 22,983 SH | |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | $6.8M | 4.1%Prev: 4.1% | 68,207 SH | |
| HERSHEY CO | COM | $1.5M | 0.9%Prev: 0.9% | 8,277 SH | |
| HOME DEPOT INC | COM | $997K | 0.6%Prev: 0.6% | 2,461 SH | |
| HONEYWELL INTL INC | COM | $1.6M | 1.0%Prev: 1.0% | 7,736 SH | |
| HUBBELL INC | COM | $472K | 0.3%Prev: 0.3% | 1,097 SH | |
| IDEX CORP | COM | $638K | 0.4%Prev: 0.4% | 3,919 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $359K | 0.2%Prev: 0.2% | 597 SH | |
| INVITATION HOMES INC | COM | $4.3M | 2.6%Prev: 2.6% | 146,241 SH | |
| ISHARES TR | CORE MSCI EAFE | $242K | 0.1%Prev: 0.1% | 2,777 SH | |
| ISHARES TR | CORE S&P500 ETF | $225K | 0.1%Prev: 0.1% | 336 SH | |
| JOHNSON & JOHNSON | COM | $4.3M | 2.6%Prev: 2.6% | 23,017 SH | |
| JPMORGAN CHASE & CO. | COM | $1.3M | 0.8%Prev: 0.8% | 4,238 SH | |
| KELLANOVA | COM | $230K | 0.1%Prev: 0.1% | 2,800 SH | |
| LENNAR CORP | CL A | $1.2M | 0.7%Prev: 0.7% | 9,169 SH | |
| LIBERTY GLOBAL LTD | COM CL A | $768K | 0.5%Prev: 0.5% | 66,999 SH | |
| LIBERTY GLOBAL LTD | COM CL C | $220K | 0.1%Prev: 0.1% | 18,742 SH | |
| LOEWS CORP | COM | $3.3M | 2.0%Prev: 2.0% | 32,833 SH | |
| MAGNA INTL INC | COM | $1.4M | 0.9%Prev: 0.9% | 30,364 SH | |
| MASTERCARD INCORPORATED | CL A | $941K | 0.6%Prev: 0.6% | 1,655 SH | |
| MEDTRONIC PLC | SHS | $5.1M | 3.1%Prev: 3.1% | 53,510 SH | |
| MERCK & CO INC | COM | $680K | 0.4%Prev: 0.4% | 8,026 SH | |
| MICROSOFT CORP | COM | $5.4M | 3.3%Prev: 3.3% | 10,479 SH | |
| MONDELEZ INTL INC | CL A | $481K | 0.3%Prev: 0.3% | 7,638 SH | |
| NIKE INC | CL B | $457K | 0.3%Prev: 0.3% | 6,517 SH | |
| NOVO-NORDISK A S | ADR | $2.5M | 1.5%Prev: 1.5% | 44,700 SH | |
| NVIDIA CORPORATION | COM | $4.3M | 2.6%Prev: 2.6% | 23,098 SH | |
| OCCIDENTAL PETE CORP | COM | $398K | 0.2%Prev: 0.2% | 8,383 SH | |
| ONEOK INC NEW | COM | $1.7M | 1.0%Prev: 1.0% | 22,845 SH | |
| ORACLE CORP | COM | $2.7M | 1.6%Prev: 1.6% | 9,495 SH | |
| PEPSICO INC | COM | $1.3M | 0.8%Prev: 0.8% | 9,459 SH | |
| PFIZER INC | COM | $520K | 0.3%Prev: 0.3% | 20,400 SH | |
| PHILIP MORRIS INTL INC | COM | $2.0M | 1.2%Prev: 1.2% | 12,320 SH | |
| PROCTER AND GAMBLE CO | COM | $2.3M | 1.4%Prev: 1.4% | 14,811 SH | |
| QUANTA SVCS INC | COM | $487K | 0.3%Prev: 0.3% | 1,176 SH | |
| RTX CORPORATION | COM | $2.1M | 1.3%Prev: 1.3% | 12,489 SH | |
| SHELL PLC | SPON ADS | $238K | 0.1%Prev: 0.1% | 3,329 SH | |
| SOUTHERN CO | COM | $230K | 0.1%Prev: 0.1% | 2,425 SH | |
| SPDR SERIES TRUST | PRTFLO S&P500 GW | $341K | 0.2%Prev: 0.2% | 3,262 SH | |
| SPOTIFY TECHNOLOGY S A | SHS | $500K | 0.3%Prev: 0.3% | 717 SH | |
| SS&C TECHNOLOGIES HLDGS INC | COM | $1.2M | 0.7%Prev: 0.7% | 13,813 SH | |
| STARBUCKS CORP | COM | $1.3M | 0.8%Prev: 0.8% | 15,498 SH | |
| SYSCO CORP | COM | $1.0M | 0.6%Prev: 0.6% | 12,590 SH | |
| T-MOBILE US INC | COM | $404K | 0.2%Prev: 0.2% | 1,688 SH | |
| THOR INDS INC | COM | $1.3M | 0.8%Prev: 0.8% | 12,979 SH | |
| TRANE TECHNOLOGIES PLC | SHS | $386K | 0.2%Prev: 0.2% | 914 SH | |
| TRAVELERS COMPANIES INC | COM | $1.8M | 1.1%Prev: 1.1% | 6,605 SH | |
| UGI CORP NEW | COM | $522K | 0.3%Prev: 0.3% | 15,520 SH | |
| UNILEVER PLC | SPON ADR NEW | $5.8M | 3.5%Prev: 3.5% | 98,076 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $634K | 0.4%Prev: 0.4% | 1,033 SH | |
| VERISIGN INC | COM | $316K | 0.2%Prev: 0.2% | 1,131 SH | |
| VISA INC | COM CL A | $1.3M | 0.8%Prev: 0.8% | 3,824 SH | |
| VODAFONE GROUP PLC NEW | SPONSORED ADR | $2.2M | 1.3%Prev: 1.3% | 187,065 SH | |
| WALMART INC | COM | $1.2M | 0.7%Prev: 0.7% | 11,773 SH | |
| ZOETIS INC | CL A | $447K | 0.3%Prev: 0.3% | 3,054 SH |
| 13F-HR |
| 0001986152-26-000104 |
| $182.8M |
| View |
| Aug 1, 2025 | Q2 2025 | 13F-HR | 0001842054-25-000004 | $156.1M | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0001986152-26-000056 | $175.6M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001940416-25-000002 | $136.9M | View |