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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 | $818K | 0.5% | 6,015 SH | New |
| AFLAC INC | COM | $4.3M | 2.6%Prev: 2.5% | 41,221 SH | Decreased-993 SH |
| ALPHABET INC | CAP STK CL A | $388K | 0.2%Prev: 0.3% | 2,200 SH | Decreased-51 SH |
| ALPHABET INC | CAP STK CL C | $202K | 0.1%Prev: 0.2% | 1,138 SH | Decreased |
| AMGEN INC | COM | $3.2M | 1.9%Prev: 2.2% | 11,460 SH | Decreased-145 SH |
| ANALOG DEVICES INC | COM | $1.2M | 0.7%Prev: 0.9% | 5,000 SH | Decreased-37 SH |
| APPLE INC | COM | $4.3M | 2.6%Prev: 2.9% | 20,946 SH | Decreased-334 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $8.7M | 5.3%Prev: 4.6% | 12 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $259K | 0.2%Prev: 0.1% | 534 SH | Increased |
| BLACKROCK INC | COM | $5.2M | 3.2%Prev: 2.6% | 4,995 SH | Increased-97 SH |
| BLACKSTONE INC | COM | $1.3M | 0.8%Prev: 2.4% | 8,820 SH | Decreased-30,395 SH |
| CHEVRON CORP NEW | COM | $3.6M | 2.2% | 25,048 SH | New |
| CHUBB LIMITED | COM | $5.2M | 3.2% | 17,997 SH | New |
| CINTAS CORP | COM | $446K | 0.3%Prev: 0.2% | 2,000 SH | Increased |
| CISCO SYS INC | COM | $5.3M | 3.2%Prev: 3.1% | 76,196 SH | Decreased+1,117 SH |
| COSTCO WHSL CORP NEW | COM | $624K | 0.4% | 630 SH | New |
| DARDEN RESTAURANTS INC | COM | $5.6M | 3.4%Prev: 2.8% | 25,462 SH | Increased-1,406 SH |
| DOMINION ENERGY INC | COM | $3.0M | 1.8%Prev: 1.9% | 52,538 SH | Decreased-4,058 SH |
| DUKE ENERGY CORP NEW | COM NEW | $4.6M | 2.8%Prev: 2.8% | 39,165 SH | Decreased-724 SH |
| EMERSON ELEC CO | COM | $4.0M | 2.4%Prev: 2.1% | 29,778 SH | Increased-255 SH |
| EQUIFAX INC | COM | $389K | 0.2%Prev: 0.1% | 1,500 SH | Increased |
| HERSHEY CO | COM | $3.5M | 2.1%Prev: 2.5% | 21,305 SH | Decreased-963 SH |
| HOME DEPOT INC | COM | $2.2M | 1.4%Prev: 1.1% | 6,082 SH | Increased-28 SH |
| ISHARES TR | FUTURE AI & TECH | $205K | 0.1%Prev: 0.1% | 5,000 SH | Decreased |
| ISHARES TR | IBDS DEC28 ETF | $4.6M | 2.8%Prev: 2.7% | 179,185 SH | Decreased-20,430 SH |
| ISHARES TR | IBONDS 27 ETF | $4.3M | 2.6%Prev: 2.6% | 179,185 SH | Decreased-20,430 SH |
| ISHARES TR | IBONDS DEC 29 | $4.2M | 2.5%Prev: 2.5% | 179,185 SH | Decreased-19,930 SH |
| ISHARES TR | IBONDS DEC2026 | $4.3M | 2.6%Prev: 2.6% | 179,185 SH | Decreased-20,430 SH |
| ISHARES TR | IBONDS DEC25 ETF | $4.5M | 2.7% | 179,185 SH | New |
| JPMORGAN CHASE & CO. | COM | $7.0M | 4.2% | 24,023 SH | New |
| KINDER MORGAN INC DEL | COM | $5.8M | 3.5%Prev: 3.8% | 197,565 SH | Decreased-15,583 SH |
| LOWES COS INC | COM | $719K | 0.4%Prev: 0.5% | 3,242 SH | Decreased-409 SH |
| MARKEL GROUP INC | COM | $3.2M | 1.9%Prev: 1.8% | 1,579 SH | Decreased-179 SH |
| MCDONALDS CORP | COM | $3.7M | 2.3%Prev: 2.2% | 12,735 SH | Decreased-665 SH |
| MEDTRONIC PLC | SHS | $2.8M | 1.7%Prev: 1.6% | 32,334 SH | Decreased-1,901 SH |
| MICROSOFT CORP | COM | $5.7M | 3.5%Prev: 2.5% | 11,533 SH | Increased-1,071 SH |
| MID-AMER APT CMNTYS INC | COM | $4.6M | 2.8%Prev: 2.2% | 31,005 SH | Increased-2,404 SH |
| NVIDIA CORPORATION | COM | $316K | 0.2%Prev: 0.2% | 2,000 SH | Decreased |
| PEPSICO INC | COM | $4.9M | 3.0%Prev: 3.0% | 37,252 SH | Decreased+799 SH |
| PHILLIPS 66 | COM | $3.6M | 2.2%Prev: 3.7% | 29,846 SH | Decreased-7,810 SH |
| PROCTER AND GAMBLE CO | COM | $3.7M | 2.2% | 22,976 SH | New |
| QUALCOMM INC | COM | $4.6M | 2.8%Prev: 2.1% | 29,027 SH | Increased-1,656 SH |
| REALTY INCOME CORP | COM | $3.1M | 1.9%Prev: 1.8% | 53,209 SH | Decreased-2,787 SH |
| SOUTHERN CO | COM | $5.0M | 3.0%Prev: 2.9% | 54,599 SH | Decreased-865 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $1.2M | 0.8% | 2,000 SH | New |
| STAG INDL INC | COM | $3.2M | 2.0% | 88,865 SH | New |
| TARGET CORP | COM | $3.6M | 2.2%Prev: 2.6% | 36,143 SH | Decreased-3,867 SH |
| VERIZON COMMUNICATIONS INC | COM | $3.0M | 1.8%Prev: 1.9% | 68,336 SH | Decreased-3,296 SH |
| WALMART INC | COM | $4.3M | 2.6%Prev: 2.3% | 44,045 SH | Increased+10,027 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 |