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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 | $4.0M | 1.6%Prev: 4.5% | 32,391 SH | Decreased-3,344 SH |
| AIR PRODUCTS AND CHEMICALS I | COM | $6.6M | 2.7% | 22,439 SH | New |
| ALPHABET INC | CAP STK CL A | $22.7M | 9.2%Prev: 6.1% | 63,595 SH | Increased-17,012 SH |
| ALPHABET INC | CAP STK CL C | $458K | 0.2% | 1,296 SH | New |
| AMDOCS LTD | SHS | $1.4M | 0.5%Prev: 1.1% | 26,948 SH | Decreased-2,285 SH |
| APPLE INC | COM | $18.3M | 7.4%Prev: 5.6% | 63,329 SH | Increased-890 SH |
| ARROW ELECTRS INC | COM | $3.9M | 1.6%Prev: 1.0% | 18,258 SH | Increased-825 SH |
| BROADSTONE NET LEASE INC | COM | $335K | 0.1% | 16,210 SH | New |
| CISCO SYS INC | COM | $16.1M | 6.5%Prev: 4.2% | 137,166 SH | Increased-5,712 SH |
| CORNING INC | COM | $4.1M | 1.6%Prev: 1.4% | 15,979 SH | Increased-45,082 SH |
| CUMMINS INC | COM | $19.7M | 7.9%Prev: 5.4% | 27,572 SH | Increased-11,149 SH |
| D R HORTON INC | COM | $21.3M | 8.6%Prev: 7.4% | 130,612 SH | Increased-5,101 SH |
| DOVER CORP | COM | $6.3M | 2.5%Prev: 2.3% | 28,060 SH | Increased-1,893 SH |
| EATON CORP PLC | SHS | $15.6M | 6.3%Prev: 5.8% | 36,515 SH | Increased-1,554 SH |
| FISERV INC | COM | $11.4M | 4.6%Prev: 5.1% | 232,954 SH | Decreased+164,073 SH |
| HERSHEY CO | COM | $6.4M | 2.6% | 36,409 SH | New |
| HONEYWELL AEROSPACE INC | COM | $4.5M | 1.8% | 20,250 SH | New |
| HONEYWELL INTL INC | COM | $4.5M | 1.8%Prev: 4.1% | 20,250 SH | Decreased-21,423 SH |
| INDEPENDENT BK CORP MASS | COM | $434K | 0.2% | 5,184 SH | New |
| INTUIT | COM | $1.4M | 0.6%Prev: 1.8% | 5,415 SH | Decreased-88 SH |
| JACOBS SOLUTIONS INC | COM | $9.6M | 3.9%Prev: 4.4% | 76,041 SH | Decreased-2,229 SH |
| KNIGHT-SWIFT TRANSN HLDGS IN | CL A | $8.5M | 3.4%Prev: 2.3% | 109,634 SH | Increased-12,406 SH |
| MEDTRONIC PLC | SHS | $5.7M | 2.3%Prev: 2.7% | 72,779 SH | Decreased-433 SH |
| MICROSOFT CORP | COM | $17.5M | 7.0%Prev: 10.2% | 46,806 SH | Decreased-1,490 SH |
| ORACLE CORP | COM | $4.7M | 1.9%Prev: 6.7% | 32,353 SH | Decreased-39,535 SH |
| PARKER-HANNIFIN CORP | COM | $11.0M | 4.4%Prev: 4.4% | 11,202 SH | Increased-3,705 SH |
| PAYCHEX INC | COM | $5.8M | 2.3%Prev: 3.7% | 59,311 SH | Decreased-920 SH |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $5.4M | 2.2% | 7,207 SH | New |
| STRYKER CORPORATION | COM | $5.7M | 2.3%Prev: 3.1% | 18,097 SH | Decreased-306 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $5.0M | 2.0%Prev: 1.8% | 9,966 SH | Increased-252 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 |