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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 | $9.4M | 3.8%Prev: 3.5% | 35,099 SH | Increased-212 SH |
| AIR PRODS & CHEMS INC | COM | $5.7M | 2.3%Prev: 2.5% | 22,971 SH | Decreased+279 SH |
| ALPHABET INC | CAP STK CL A | $24.4M | 9.9%Prev: 7.7% | 78,873 SH | Increased+83 SH |
| AMDOCS LTD | SHS | $2.3M | 0.9%Prev: 0.9% | 28,978 SH | Decreased+191 SH |
| APPLE INC | COM | $17.0M | 6.9%Prev: 6.5% | 62,604 SH | Increased-428 SH |
| ARROW ELECTRS INC | COM | $2.1M | 0.8%Prev: 0.9% | 18,785 SH | Decreased-221 SH |
| CISCO SYS INC | COM | $10.7M | 4.4%Prev: 3.9% | 139,459 SH | Increased-1,101 SH |
| CORNING INC | COM | $5.2M | 2.1%Prev: 2.0% | 59,945 SH | Increased-505 SH |
| CUMMINS INC | COM | $19.6M | 7.9%Prev: 6.5% | 38,347 SH | Increased+49 SH |
| D R HORTON INC | COM | $19.3M | 7.8%Prev: 9.1% | 133,667 SH | Decreased+588 SH |
| DOVER CORP | COM | $5.8M | 2.4%Prev: 2.0% | 29,899 SH | Increased+270 SH |
| EATON CORP PLC | SHS | $11.9M | 4.8%Prev: 5.6% | 37,500 SH | Decreased+26 SH |
| FISERV INC | COM | $6.8M | 2.8%Prev: 3.5% | 101,862 SH | Decreased+33,686 SH |
| HONEYWELL INTL INC | COM | $8.1M | 3.3%Prev: 3.5% | 41,400 SH | Decreased+309 SH |
| INTUIT | COM | $3.7M | 1.5%Prev: 1.5% | 5,519 SH | Decreased+46 SH |
| JACOBS SOLUTIONS INC | COM | $10.2M | 4.1%Prev: 4.6% | 76,918 SH | Decreased-98 SH |
| KNIGHT-SWIFT TRANSN HLDGS IN | CL A | $6.1M | 2.5%Prev: 1.9% | 116,910 SH | Increased-3,197 SH |
| MEDTRONIC PLC | SHS | $7.1M | 2.9%Prev: 2.8% | 73,553 SH | Increased+1,166 SH |
| MICROSOFT CORP | COM | $22.9M | 9.3%Prev: 9.9% | 47,337 SH | Decreased-20 SH |
| ORACLE CORP | COM | $11.9M | 4.8%Prev: 7.2% | 61,232 SH | Decreased-2,622 SH |
| PARKER-HANNIFIN CORP | COM | $12.9M | 5.2%Prev: 4.4% | 14,651 SH | Increased+85 SH |
| PAYCHEX INC | COM | $6.7M | 2.7%Prev: 3.0% | 59,851 SH | Decreased+443 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $4.7M | 1.9%Prev: 1.9% | 6,820 SH | Decreased-239 SH |
| STRYKER CORPORATION | COM | $6.4M | 2.6%Prev: 2.7% | 18,210 SH | Decreased+149 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $5.9M | 2.4%Prev: 2.0% | 10,239 SH | Increased+125 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 |