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CIK 0002143895 • 1 13F filing • Aug 10, 2026 – Aug 10, 2026
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Past 1 quarter
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $458K | 0.0% | 1,820 SH | |
| AIR PRODUCTS AND CHEMICALS I | COM | $8.3M | 0.8% | 28,177 SH | |
| ALCON AG | ORD SHS | $5.3M | 0.5% | 78,797 SH | |
| ALPHABET INC | CAP STK CL A | $28.1M | 2.6% | 78,496 SH | |
| ALPHABET INC | CAP STK CL C | $1.6M | 0.2% | 4,584 SH | |
| AMAZON COM INC | COM | $1.1M | 0.1% | 4,476 SH | |
| AMEREN CORP | COM | $4.9M | 0.5% | 43,550 SH | |
| AMERICAN ELEC PWR CO INC | COM | $5.1M | 0.5% | 37,169 SH | |
| AMGEN INC | COM | $20.7M | 1.9% | 57,233 SH | |
| APPLE INC | COM | $16.9M | 1.6% | 58,366 SH | |
| AT&T INC | COM | $5.8M | 0.5% | 279,691 SH | |
| AUTOMATIC DATA PROCESSING IN | COM | $5.1M | 0.5% | 22,865 SH | |
| BANK OF AMER CORP | COM | $12.2M | 1.1% | 214,792 SH | |
| BECTON DICKINSON & CO | COM | $3.4M | 0.3% | 22,481 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $47.5M | 4.4% | 94,873 SH | |
| BHP BILLITON LIMITED | SPONSORED ADS | $19.6M | 1.8% | 234,828 SH | |
| CARDINAL HEALTH INC | COM | $1.2M | 0.1% | 4,950 SH | |
| CATERPILLAR INC | COM | $1.0M | 0.1% | 967 SH | |
| CHEVRON CORPORATION | COM | $8.5M | 0.8% | 51,226 SH | |
| CISCO SYS INC | COM | $228K | 0.0% | 1,939 SH | |
| DEERE & CO | COM | $22.6M | 2.1% | 35,680 SH | |
| DIAGEO PLC | SPON ADR NEW | $12.2M | 1.1% | 152,169 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $7.7M | 0.7% | 60,705 SH | |
| EATON CORP PLC | SHS | $27.1M | 2.5% | 63,568 SH | |
| EXXON MOBIL CORP | COM | $5.3M | 0.5% | 38,892 SH | |
| FEDEX CORP | COM | $5.2M | 0.5% | 16,596 SH | |
| GALLAGHER ARTHUR J & CO | COM | $5.9M | 0.5% | 25,509 SH | |
| GENERAL DYNAMICS CORP | COM | $17.4M | 1.6% | 49,103 SH | |
| GENUINE PARTS CO | COM | $4.8M | 0.4% | 40,936 SH | |
| GOLDMAN SACHS GROUP INC | COM | $23.9M | 2.2% | 23,661 SH | |
| HERSHEY CO | COM | $307K | 0.0% | 1,750 SH | |
| HOME DEPOT INC | COM | $11.3M | 1.0% | 31,906 SH | |
| HONDA MOTOR CO LTD | ADR ECH CNV IN 3 | $2.0M | 0.2% | 73,315 SH | |
| ING GROEP N.V. | SPONSORED ADR | $13.2M | 1.2% | 421,319 SH | |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $13.7M | 1.3% | 45,115 SH | |
| INVESCO EXCH TRADED FD TR II | S&P GBL WATER | $22.6M | 2.1% | 344,081 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $37.5M | 3.5% | 50,940 SH | |
| ISHARES GOLD TR | ISHARES NEW | $1.2M | 0.1% | 16,420 SH | |
| ISHARES INC | MSCI AUST ETF | $304K | 0.0% | 10,785 SH | |
| ISHARES INC | MSCI HONG KG ETF | $353K | 0.0% | 16,880 SH | |
| ISHARES INC | MSCI JAPAN ETF | $773K | 0.1% | 8,287 SH | |
| ISHARES INC | MSCI SINGPOR ETF | $490K | 0.0% | 16,532 SH | |
| ISHARES INC | MSCI STH KOR ETF | $1.2M | 0.1% | 5,810 SH | |
| ISHARES TR | CHINA LG-CAP ETF | $725K | 0.1% | 22,950 SH | |
| ISHARES TR | CORE S&P500 ETF | $11.1M | 1.0% | 14,775 SH | |
| ISHARES TR | ESG OPTIMIZED | $228K | 0.0% | 1,480 SH | |
| ISHARES TR | EUROPE ETF | $2.3M | 0.2% | 32,135 SH | |
| ISHARES TR | GLB CNS DISC ETF | $24.4M | 2.3% | 126,545 SH | |
| ISHARES TR | GLOB HLTHCRE ETF | $280K | 0.0% | 2,850 SH | |
| ISHARES TR | GLOB INDSTRL ETF | $12.2M | 1.1% | 60,961 SH | |
| ISHARES TR | ISHARES BIOTECH | $231K | 0.0% | 1,215 SH | |
| ISHARES TR | MSCI EAFE ETF | $4.2M | 0.4% | 40,055 SH | |
| ISHARES TR | MSCI INTL QUALTY | $25.8M | 2.4% | 519,816 SH | |
| JOHNSON & JOHNSON | COM | $49.3M | 4.6% | 194,235 SH | |
| JPMORGAN CHASE & CO | COM | $21.0M | 2.0% | 64,298 SH | |
| KENVUE INC | COM | $7.2M | 0.7% | 378,093 SH | |
| KEURIG DR PEPPER INC | COM | $3.2M | 0.3% | 97,200 SH | |
| MARTIN MARIETTA MATLS INC | COM | $11.9M | 1.1% | 20,613 SH | |
| MEDTRONIC PLC | SHS | $7.3M | 0.7% | 93,570 SH | |
| META PLATFORMS INC | CL A | $11.1M | 1.0% | 19,639 SH | |
| METLIFE INC | COM | $5.9M | 0.6% | 70,160 SH | |
| MICROSOFT CORP | COM | $42.0M | 3.9% | 112,490 SH | |
| MORGAN STANLEY | COM NEW | $21.1M | 2.0% | 101,020 SH | |
| NATIONAL GRID PLC | SPONSORED ADR NE | $4.7M | 0.4% | 56,745 SH | |
| NEWMONT CORP | COM | $701K | 0.1% | 7,500 SH | |
| NOVARTIS AG | SPONSORED ADR | $35.5M | 3.3% | 226,301 SH | |
| NVIDIA CORPORATION | COM | $962K | 0.1% | 4,808 SH | |
| PPL CORP | COM | $6.8M | 0.6% | 186,674 SH | |
| PROCTER & GAMBLE CO | COM | $10.6M | 1.0% | 72,031 SH | |
| REPUBLIC SVCS INC | COM | $14.2M | 1.3% | 66,763 SH | |
| SCHWAB STRATEGIC TR | INTERNL DIVID | $14.7M | 1.4% | 463,465 SH | |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $85.0M | 7.9% | 446,333 SH | |
| SHELL PLC | SPON ADS | $14.6M | 1.4% | 188,220 SH | |
| SPDR SERIES TRUST | ST STR P500ETF | $3.1M | 0.3% | 35,373 SH | |
| STARBUCKS CORP | COM | $10.3M | 1.0% | 101,185 SH | |
| TOYOTA MOTOR CORP | ADS | $8.0M | 0.7% | 47,622 SH | |
| TYSON FOODS INC | CL A | $315K | 0.0% | 5,495 SH | |
| UNILEVER PLC | SPON ADR NEW | $14.7M | 1.4% | 244,804 SH | |
| UNION PAC CORP | COM | $15.2M | 1.4% | 55,741 SH | |
| UNITEDHEALTH GROUP INC | COM | $15.0M | 1.4% | 35,997 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $19.4M | 1.8% | 28,271 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $12.9M | 1.2% | 215,348 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $556K | 0.1% | 2,350 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $24.2M | 2.3% | 339,367 SH | |
| VERIZON COMMUNICATIONS INC | COM | $21.5M | 2.0% | 507,048 SH | |
| VISA INC | COM CL A | $27.3M | 2.5% | 79,475 SH | |
| WALMART INC | COM | $15.9M | 1.5% | 140,157 SH | |
| WISDOMTREE TR | INDIA ERNGS FD | $2.5M | 0.2% | 58,075 SH |
Open a filing on Jive Data
| Filing Date | Quarter | Form | Accession | Portfolio | Filing |
|---|---|---|---|---|---|
| Aug 10, 2026 | Q2 2026 | 13F-HR | 0001062993-26-004137 | $1.07B | View |