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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 | $8.7M | 3.5%Prev: 1.6% | 35,311 SH | Increased+2,920 SH |
| AIR PRODS & CHEMS INC | COM | $6.2M | 2.5% | 22,692 SH | New |
| ALPHABET INC | CAP STK CL A | $19.2M | 7.7%Prev: 9.2% | 78,790 SH | Decreased+15,195 SH |
| AMDOCS LTD | SHS | $2.4M | 0.9%Prev: 0.5% | 28,787 SH | Increased+1,839 SH |
| APPLE INC | COM | $16.0M | 6.5%Prev: 7.4% | 63,032 SH | Decreased-297 SH |
| ARROW ELECTRS INC | COM | $2.3M | 0.9%Prev: 1.6% | 19,006 SH | Decreased+748 SH |
| CISCO SYS INC | COM | $9.6M | 3.9%Prev: 6.5% | 140,560 SH | Decreased+3,394 SH |
| CORNING INC | COM | $5.0M | 2.0%Prev: 1.6% | 60,450 SH | Increased+44,471 SH |
| CUMMINS INC | COM | $16.2M | 6.5%Prev: 7.9% | 38,298 SH | Decreased+10,726 SH |
| D R HORTON INC | COM | $22.6M | 9.1%Prev: 8.6% | 133,079 SH | Increased+2,467 SH |
| DOVER CORP | COM | $4.9M | 2.0%Prev: 2.5% | 29,629 SH | Decreased+1,569 SH |
| EATON CORP PLC | SHS | $14.0M | 5.6%Prev: 6.3% | 37,474 SH | Decreased+959 SH |
| FISERV INC | COM | $8.8M | 3.5%Prev: 4.6% | 68,176 SH | Decreased-164,778 SH |
| HONEYWELL INTL INC | COM | $8.6M | 3.5%Prev: 1.8% | 41,091 SH | Increased+20,841 SH |
| INTUIT | COM | $3.7M | 1.5%Prev: 0.6% | 5,473 SH | Increased+58 SH |
| JACOBS SOLUTIONS INC | COM | $11.5M | 4.6%Prev: 3.9% | 77,016 SH | Increased+975 SH |
| KNIGHT-SWIFT TRANSN HLDGS IN | CL A | $4.7M | 1.9%Prev: 3.4% | 120,107 SH | Decreased+10,473 SH |
| MEDTRONIC PLC | SHS | $6.9M | 2.8%Prev: 2.3% | 72,387 SH | Increased-392 SH |
| MICROSOFT CORP | COM | $24.5M | 9.9%Prev: 7.0% | 47,357 SH | Increased+551 SH |
| ORACLE CORP | COM | $18.0M | 7.2%Prev: 1.9% | 63,854 SH | Increased+31,501 SH |
| PARKER-HANNIFIN CORP | COM | $11.0M | 4.4%Prev: 4.4% | 14,566 SH | Increased+3,364 SH |
| PAYCHEX INC | COM | $7.5M | 3.0%Prev: 2.3% | 59,408 SH | Increased+97 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $4.7M | 1.9% | 7,059 SH | New |
| STRYKER CORPORATION | COM | $6.7M | 2.7%Prev: 2.3% | 18,061 SH | Increased-36 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $4.9M | 2.0%Prev: 2.0% | 10,114 SH | Decreased+148 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 |