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CIK 0001898282 • 7 13F filings • Apr 15, 2025 – Oct 14, 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 | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $798K | 0.5% | 6,015 SH | |
| AFLAC INC | COM | $4.6M | 2.9% | 41,672 SH | |
| ALPHABET INC | CAP STK CL A | $325K | 0.2% | 2,100 SH | |
| AMGEN INC | COM | $3.5M | 2.2% | 11,385 SH | |
| ANALOG DEVICES INC | COM | $1.0M | 0.6% | 5,000 SH | |
| APPLE INC | COM | $4.6M | 2.9% | 20,893 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL A | $9.6M | 5.9% | 12 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $284K | 0.2% | 534 SH | |
| BLACKROCK INC | COM | $4.7M | 2.9% | 4,944 SH | |
| BLACKSTONE INC | COM | $1.1M | 0.7% | 7,643 SH | |
| CHEVRON CORP NEW | COM | $4.1M | 2.5% | 24,539 SH | |
| CHUBB LIMITED | COM | $5.4M | 3.3% | 17,893 SH | |
| CINTAS CORP | COM | $411K | 0.3% | 2,000 SH | |
| CISCO SYS INC | COM | $4.7M | 2.9% | 75,985 SH | |
| COSTCO WHSL CORP NEW | COM | $596K | 0.4% | 630 SH | |
| DARDEN RESTAURANTS INC | COM | $5.3M | 3.3% | 25,351 SH | |
| DOMINION ENERGY INC | COM | $2.9M | 1.8% | 52,082 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $4.8M | 2.9% | 39,101 SH | |
| EMERSON ELEC CO | COM | $3.3M | 2.0% | 30,163 SH | |
| EQUIFAX INC | COM | $365K | 0.2% | 1,500 SH | |
| HERSHEY CO | COM | $3.6M | 2.2% | 20,964 SH | |
| HOME DEPOT INC | COM | $2.1M | 1.3% | 5,723 SH | |
| ISHARES TR | IBDS DEC28 ETF | $4.4M | 2.7% | 174,705 SH | |
| ISHARES TR | IBONDS 27 ETF | $4.2M | 2.6% | 174,705 SH | |
| ISHARES TR | IBONDS DEC 29 | $4.0M | 2.5% | 174,705 SH | |
| ISHARES TR | IBONDS DEC2026 | $4.2M | 2.6% | 174,705 SH | |
| ISHARES TR | IBONDS DEC25 ETF | $4.4M | 2.7% | 174,705 SH | |
| JPMORGAN CHASE & CO. | COM | $5.8M | 3.6% | 23,753 SH | |
| KINDER MORGAN INC DEL | COM | $5.6M | 3.5% | 195,944 SH | |
| LOWES COS INC | COM | $756K | 0.5% | 3,242 SH | |
| MARKEL GROUP INC | COM | $3.0M | 1.8% | 1,579 SH | |
| MCDONALDS CORP | COM | $4.0M | 2.5% | 12,869 SH | |
| MEDTRONIC PLC | SHS | $2.8M | 1.7% | 31,488 SH | |
| MICROSOFT CORP | COM | $4.3M | 2.7% | 11,461 SH | |
| MID-AMER APT CMNTYS INC | COM | $5.1M | 3.2% | 30,717 SH | |
| PEPSICO INC | COM | $3.5M | 2.1% | 23,018 SH | |
| PHILLIPS 66 | COM | $3.6M | 2.2% | 29,137 SH | |
| PROCTER AND GAMBLE CO | COM | $3.9M | 2.4% | 22,884 SH | |
| QUALCOMM INC | COM | $4.4M | 2.7% | 28,820 SH | |
| REALTY INCOME CORP | COM | $3.1M | 1.9% | 52,827 SH | |
| SOUTHERN CO | COM | $5.0M | 3.1% | 54,812 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $1.1M | 0.7% | 2,000 SH | |
| STAG INDL INC | COM | $3.2M | 2.0% | 87,688 SH | |
| TARGET CORP | COM | $3.5M | 2.2% | 33,933 SH | |
| UNITED PARCEL SERVICE INC | CL B | $2.4M | 1.5% | 21,985 SH | |
| UNITEDHEALTH GROUP INC | COM | $362K | 0.2% | 691 SH | |
| VERIZON COMMUNICATIONS INC | COM | $3.0M | 1.9% | 67,008 SH | |
| WALMART INC | COM | $3.9M | 2.4% | 44,600 SH |
| 13F-HR |
| 0001898282-25-000002 |
| $173.6M |
| View |
| Jul 22, 2026 | Q2 2026 | 13F-HR | 0001898282-26-000003 | $200.8M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003923 | $164.5M | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0001898282-26-000002 | $186.8M | View |
| Apr 15, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002108 | $161.9M | View |