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CIK 0001962382 • 6 13F filings • Jul 21, 2025 – Oct 16, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | SHS CLASS A | $10.7M | 4.5%Prev: 2.9% | 35,735 SH | Increased+2,540 SH |
| AIR PRODS & CHEMS INC | COM | $6.5M | 2.8% | 23,080 SH | New |
| ALPHABET INC | CAP STK CL A | $14.4M | 6.1%Prev: 8.0% | 80,607 SH | Decreased+17,142 SH |
| AMDOCS LTD | SHS | $2.7M | 1.1%Prev: 0.8% | 29,233 SH | Increased+1,860 SH |
| APPLE INC | COM | $13.2M | 5.6%Prev: 6.9% | 64,219 SH | Decreased+2,017 SH |
| ARROW ELECTRS INC | COM | $2.4M | 1.0%Prev: 1.1% | 19,083 SH | Decreased+840 SH |
| CISCO SYS INC | COM | $9.9M | 4.2%Prev: 4.7% | 142,878 SH | Decreased+5,384 SH |
| CORNING INC | COM | $3.2M | 1.4%Prev: 2.3% | 61,061 SH | Decreased+22,951 SH |
| CUMMINS INC | COM | $12.7M | 5.4%Prev: 6.5% | 38,721 SH | Decreased+11,091 SH |
| D R HORTON INC | COM | $17.5M | 7.4%Prev: 7.9% | 135,713 SH | Decreased+4,593 SH |
| DOVER CORP | COM | $5.5M | 2.3%Prev: 2.6% | 29,953 SH | Decreased+1,438 SH |
| EATON CORP PLC | SHS | $13.6M | 5.8%Prev: 5.8% | 38,069 SH | Increased+1,209 SH |
| FISERV INC | COM | $11.9M | 5.1%Prev: 5.7% | 68,881 SH | Decreased-164,318 SH |
| HONEYWELL INTL INC | COM | $9.7M | 4.1%Prev: 4.0% | 41,673 SH | Increased+915 SH |
| INTUIT | COM | $4.3M | 1.8%Prev: 1.0% | 5,503 SH | Increased+43 SH |
| JACOBS SOLUTIONS INC | COM | $10.3M | 4.4%Prev: 4.2% | 78,270 SH | Increased+1,810 SH |
| KNIGHT-SWIFT TRANSN HLDGS IN | CL A | $5.4M | 2.3%Prev: 2.8% | 122,040 SH | Decreased+8,817 SH |
| MEDTRONIC PLC | SHS | $6.4M | 2.7%Prev: 2.8% | 73,212 SH | Increased+315 SH |
| MICROSOFT CORP | COM | $24.0M | 10.2%Prev: 7.6% | 48,296 SH | Increased+1,450 SH |
| ORACLE CORP | COM | $15.7M | 6.7%Prev: 3.8% | 71,888 SH | Increased+12,299 SH |
| PARKER-HANNIFIN CORP | COM | $10.4M | 4.4%Prev: 4.4% | 14,907 SH | Increased+3,621 SH |
| PAYCHEX INC | COM | $8.8M | 3.7%Prev: 2.4% | 60,231 SH | Increased+393 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $4.4M | 1.9% | 7,147 SH | New |
| STRYKER CORPORATION | COM | $7.3M | 3.1%Prev: 2.6% | 18,403 SH | Increased+316 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $4.1M | 1.8%Prev: 2.2% | 10,218 SH | Decreased+159 SH |
| 13F-HR |
| 0002085853-25-000054 |
| $248.7M |
| View |
| Jul 23, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000826 | $248.2M | View |
| Jul 21, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000890 | $235.0M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000448 | $229.0M | View |