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CIK 0002055229 • 6 13F filings • Apr 24, 2025 – Jul 8, 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 | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $5.0M | 2.7%Prev: 2.5% | 32,047 SH | Decreased-4,650 SH |
| ABBOTT LABS | COM | $345K | 0.2% | 2,577 SH | New |
| ABBVIE INC | COM | $2.5M | 1.4%Prev: 1.2% | 10,653 SH | Decreased-385 SH |
| ADVANCED MICRO DEVICES INC | COM | $545K | 0.3%Prev: 0.9% | 3,366 SH | Decreased-166 SH |
| ALPHABET INC | CAP STK CL A | $11.3M | 6.2%Prev: 6.6% | 46,588 SH | Decreased+2,550 SH |
| ALPHABET INC | CAP STK CL C | $1.4M | 0.8%Prev: 0.8% | 5,619 SH | Decreased+172 SH |
| AMAZON COM INC | COM | $8.5M | 4.7%Prev: 4.5% | 38,913 SH | Decreased-6,141 SH |
| APPLE INC | COM | $10.4M | 5.7%Prev: 5.0% | 40,971 SH | Decreased-319 SH |
| ARISTA NETWORKS INC | COM SHS | $466K | 0.3%Prev: 0.2% | 3,200 SH | Decreased-206 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $2.0M | 1.1% | 2,084 SH | New |
| BANK AMERICA CORP | COM | $5.1M | 2.8% | 99,767 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $9.0M | 5.0%Prev: 4.4% | 17,967 SH | Decreased-3,068 SH |
| BOEING CO | COM | $4.8M | 2.6%Prev: 2.3% | 22,372 SH | Decreased-3,080 SH |
| BROADCOM INC | COM | $771K | 0.4%Prev: 0.5% | 2,336 SH | Decreased-624 SH |
| CARDINAL HEALTH INC | COM | $406K | 0.2%Prev: 0.3% | 2,588 SH | Decreased+23 SH |
| CATERPILLAR INC | COM | $2.8M | 1.6%Prev: 2.4% | 5,940 SH | Decreased+555 SH |
| CAVA GROUP INC | COM | $379K | 0.2% | 6,267 SH | New |
| CHEVRON CORP NEW | COM | $435K | 0.2% | 2,798 SH | New |
| CHUBB LIMITED | COM | $3.4M | 1.9%Prev: 1.9% | 12,170 SH | Decreased-1,071 SH |
| CISCO SYS INC | COM | $4.5M | 2.5%Prev: 3.4% | 66,311 SH | Decreased-3,752 SH |
| CONSOLIDATED EDISON INC | COM | $293K | 0.2%Prev: 0.1% | 2,913 SH | Increased+796 SH |
| COSTCO WHSL CORP NEW | COM | $663K | 0.4% | 716 SH | New |
| DEERE & CO | COM | $350K | 0.2%Prev: 0.2% | 765 SH | Decreased+61 SH |
| DISNEY WALT CO | COM | $3.0M | 1.6%Prev: 1.2% | 26,062 SH | Increased-4,280 SH |
| DUKE ENERGY CORP NEW | COM NEW | $1.7M | 0.9%Prev: 1.0% | 13,703 SH | Decreased-6,043 SH |
| ELI LILLY & CO | COM | $987K | 0.5%Prev: 0.6% | 1,294 SH | Decreased+41 SH |
| EXXON MOBIL CORP | COM | $1.5M | 0.8%Prev: 0.3% | 13,715 SH | Increased+8,801 SH |
| GE AEROSPACE | COM NEW | $2.1M | 1.1%Prev: 1.2% | 6,942 SH | Decreased-948 SH |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | $236K | 0.1% | 3,139 SH | New |
| GE VERNOVA INC | COM | $553K | 0.3%Prev: 0.6% | 899 SH | Decreased-386 SH |
| GOLDMAN SACHS GROUP INC | COM | $1.8M | 1.0%Prev: 0.9% | 2,300 SH | Decreased+202 SH |
| HOME DEPOT INC | COM | $4.7M | 2.6%Prev: 2.2% | 11,507 SH | Decreased-3,548 SH |
| INTEL CORP | COM | $3.0M | 1.6%Prev: 3.2% | 88,127 SH | Decreased+33,746 SH |
| IONIS PHARMACEUTICALS INC | COM | $222K | 0.1%Prev: 0.1% | 3,400 SH | Decreased |
| JOHNSON & JOHNSON | COM | $4.5M | 2.4%Prev: 3.0% | 24,085 SH | Decreased-3,983 SH |
| JPMORGAN CHASE & CO. | COM | $3.8M | 2.1% | 12,171 SH | New |
| L3HARRIS TECHNOLOGIES INC | COM | $781K | 0.4%Prev: 0.6% | 2,556 SH | Decreased-2,441 SH |
| LOCKHEED MARTIN CORP | COM | $5.7M | 3.2%Prev: 3.0% | 11,512 SH | Decreased-2,368 SH |
| MARKEL GROUP INC | COM | $614K | 0.3%Prev: 0.3% | 321 SH | Increased+15 SH |
| MASTERCARD INCORPORATED | CL A | $863K | 0.5%Prev: 0.3% | 1,518 SH | Increased-55 SH |
| MCDONALDS CORP | COM | $693K | 0.4%Prev: 0.1% | 2,279 SH | Increased+1,440 SH |
| MCKESSON CORP | COM | $1.0M | 0.6%Prev: 0.3% | 1,332 SH | Increased+292 SH |
| MERCK & CO INC | COM | $2.1M | 1.1%Prev: 1.5% | 24,618 SH | Decreased-2,340 SH |
| META PLATFORMS INC | CL A | $4.3M | 2.4%Prev: 2.3% | 5,922 SH | Decreased-3,667 SH |
| MICROSOFT CORP | COM | $9.6M | 5.3%Prev: 4.3% | 18,620 SH | Decreased-8,975 SH |
| NEXTERA ENERGY INC | COM | $1.8M | 1.0%Prev: 1.1% | 23,941 SH | Decreased-4,702 SH |
| NORTHROP GRUMMAN CORP | COM | $1.5M | 0.8%Prev: 0.5% | 2,470 SH | Increased+1 SH |
| NVIDIA CORPORATION | COM | $14.3M | 7.8%Prev: 6.5% | 76,664 SH | Decreased-653 SH |
| ORACLE CORP | COM | $215K | 0.1% | 764 SH | New |
| PALANTIR TECHNOLOGIES INC | CL A | $1.3M | 0.7%Prev: 0.3% | 7,181 SH | Increased+271 SH |
| PALO ALTO NETWORKS INC | COM | $352K | 0.2%Prev: 0.2% | 1,729 SH | Decreased+175 SH |
| PRESIDIO PPTY TR INC | *W EXP 01/24/202 | $471 | 0.0%Prev: 0.0% | 12,603 SH | Increased |
| PROCTER AND GAMBLE CO | COM | $372K | 0.2% | 2,422 SH | New |
| QUALCOMM INC | COM | $266K | 0.1%Prev: 0.1% | 1,601 SH | Decreased+133 SH |
| QUEST DIAGNOSTICS INC | COM | $250K | 0.1%Prev: 0.1% | 1,310 SH | Decreased+100 SH |
| REGENERON PHARMACEUTICALS | COM | $2.8M | 1.5%Prev: 1.2% | 4,900 SH | Decreased+134 SH |
| RTX CORPORATION | COM | $1.1M | 0.6%Prev: 0.5% | 6,368 SH | Decreased+183 SH |
| SCHWAB CHARLES CORP | COM | $4.2M | 2.3%Prev: 1.9% | 43,838 SH | Decreased-4,232 SH |
| SHELL PLC | SPON ADS | $1.4M | 0.8%Prev: 0.7% | 19,356 SH | Decreased-2,830 SH |
| SNOWFLAKE INC | COM SHS | $1.2M | 0.7%Prev: 0.7% | 5,290 SH | Decreased-1,071 SH |
| STRYKER CORPORATION | COM | $471K | 0.3%Prev: 0.2% | 1,275 SH | Increased |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $2.0M | 1.1% | 7,101 SH | New |
| TARGET CORP | COM | $1.8M | 1.0%Prev: 1.0% | 20,512 SH | Decreased+2,413 SH |
| TESLA INC | COM | $950K | 0.5%Prev: 0.4% | 2,137 SH | Increased+114 SH |
| TEXAS INSTRS INC | COM | $2.6M | 1.4%Prev: 1.9% | 14,392 SH | Decreased-1,115 SH |
| UNION PAC CORP | COM | $299K | 0.2%Prev: 0.1% | 1,264 SH | Increased+258 SH |
| UNITEDHEALTH GROUP INC | COM | $5.0M | 2.7%Prev: 4.1% | 14,464 SH | Decreased-8,979 SH |
| VISA INC | COM CL A | $4.0M | 2.2%Prev: 2.3% | 11,824 SH | Decreased-4,194 SH |
| WALMART INC | COM | $4.6M | 2.5%Prev: 2.2% | 44,468 SH | Decreased-2,352 SH |
| WELLS FARGO CO NEW | COM | $204K | 0.1% | 2,433 SH | New |
| 13F-HR |
| 0002085853-25-000224 |
| $182.4M |
| View |
| Jul 8, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000656 | $238.5M | View |
| Jul 18, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000875 | $226.0M | View |
| Apr 9, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000311 | $275.4M | View |
| Apr 24, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000511 | $190.4M | View |