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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 | $6.6M | 2.9% | 33,195 SH | |
| AIR PRODUCTS AND CHEMICALS I | COM | $6.6M | 2.9% | 22,586 SH | |
| ALPHABET INC | CAP STK CL A | $18.3M | 8.0% | 63,465 SH | |
| ALPHABET INC | CAP STK CL C | $300K | 0.1% | 1,046 SH | |
| AMDOCS LTD | SHS | $1.8M | 0.8% | 27,373 SH | |
| APPLE INC | COM | $15.8M | 6.9% | 62,202 SH | |
| ARROW ELECTRS INC | COM | $2.6M | 1.1% | 18,243 SH | |
| CISCO SYS INC | COM | $10.7M | 4.7% | 137,494 SH | |
| CORNING INC | COM | $5.2M | 2.3% | 38,110 SH | |
| CUMMINS INC | COM | $14.9M | 6.5% | 27,630 SH | |
| D R HORTON INC | COM | $18.0M | 7.9% | 131,120 SH | |
| DOVER CORP | COM | $5.9M | 2.6% | 28,515 SH | |
| EATON CORP PLC | SHS | $13.2M | 5.8% | 36,860 SH | |
| FISERV INC | COM | $13.0M | 5.7% | 233,199 SH | |
| HERSHEY CO | COM | $4.5M | 2.0% | 21,596 SH | |
| HONEYWELL INTL INC | COM | $9.2M | 4.0% | 40,758 SH | |
| INDEPENDENT BK CORP MASS | COM | $390K | 0.2% | 5,184 SH | |
| INTUIT | COM | $2.4M | 1.0% | 5,460 SH | |
| JACOBS SOLUTIONS INC | COM | $9.7M | 4.2% | 76,460 SH | |
| KNIGHT-SWIFT TRANSN HLDGS IN | CL A | $6.5M | 2.8% | 113,223 SH | |
| MEDTRONIC PLC | SHS | $6.3M | 2.8% | 72,897 SH | |
| MICROSOFT CORP | COM | $17.3M | 7.6% | 46,846 SH | |
| ORACLE CORP | COM | $8.8M | 3.8% | 59,589 SH | |
| PARKER-HANNIFIN CORP | COM | $10.1M | 4.4% | 11,286 SH | |
| PAYCHEX INC | COM | $5.5M | 2.4% | 59,838 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $4.7M | 2.0% | 7,162 SH | |
| STRYKER CORPORATION | COM | $5.9M | 2.6% | 18,087 SH | |
| THERMO FISHER SCIENTIFIC INC | COM | $4.9M | 2.2% | 10,059 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 |