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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 | $839K | 0.5% | 6,265 SH | New |
| ABBVIE INC | COM | $213K | 0.1%Prev: 0.1% | 920 SH | Decreased |
| AFLAC INC | COM | $4.6M | 2.7%Prev: 2.5% | 41,246 SH | Decreased-942 SH |
| ALPHABET INC | CAP STK CL A | $535K | 0.3%Prev: 0.4% | 2,200 SH | Decreased-51 SH |
| ALPHABET INC | CAP STK CL C | $277K | 0.2%Prev: 0.2% | 1,138 SH | Decreased-30 SH |
| AMGEN INC | COM | $3.3M | 1.9%Prev: 2.1% | 11,542 SH | Decreased-174 SH |
| ANALOG DEVICES INC | COM | $1.2M | 0.7%Prev: 1.0% | 5,000 SH | Decreased-37 SH |
| APPLE INC | COM | $5.4M | 3.1%Prev: 3.1% | 21,041 SH | Decreased-226 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $9.1M | 5.2%Prev: 4.5% | 12 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $268K | 0.2%Prev: 0.1% | 534 SH | Increased |
| BLACKROCK INC | COM | $5.8M | 3.3%Prev: 2.5% | 4,983 SH | Increased-166 SH |
| BLACKSTONE INC | COM | $1.5M | 0.9%Prev: 2.3% | 8,776 SH | Decreased-31,143 SH |
| CHEVRON CORP NEW | COM | $4.0M | 2.3% | 25,457 SH | New |
| CHUBB LIMITED | COM | $5.1M | 2.9%Prev: 3.1% | 18,033 SH | Decreased-334 SH |
| CINTAS CORP | COM | $411K | 0.2%Prev: 0.2% | 2,000 SH | Increased |
| CISCO SYS INC | COM | $5.2M | 3.0%Prev: 4.0% | 76,300 SH | Decreased+7,412 SH |
| COSTCO WHSL CORP NEW | COM | $583K | 0.3% | 630 SH | New |
| DARDEN RESTAURANTS INC | COM | $5.0M | 2.9%Prev: 2.8% | 26,234 SH | Decreased-851 SH |
| DOMINION ENERGY INC | COM | $3.3M | 1.9%Prev: 1.9% | 54,116 SH | Decreased-3,191 SH |
| DUKE ENERGY CORP NEW | COM NEW | $4.9M | 2.8%Prev: 2.5% | 39,258 SH | Decreased-980 SH |
| EMERSON ELEC CO | COM | $3.9M | 2.2%Prev: 2.2% | 29,596 SH | Decreased-784 SH |
| EQUIFAX INC | COM | $385K | 0.2%Prev: 0.1% | 1,500 SH | Increased |
| FURY GOLD MINES LIMITED | COM | $46K | 0.0%Prev: 0.0% | 70,000 SH | Increased |
| HERSHEY CO | COM | $4.1M | 2.3%Prev: 2.0% | 21,695 SH | Increased-1,035 SH |
| HOME DEPOT INC | COM | $2.5M | 1.4%Prev: 1.1% | 6,082 SH | Increased-239 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $226K | 0.1%Prev: 0.3% | 1,190 SH | Decreased-1,481 SH |
| ISHARES TR | FUTURE AI & TECH | $229K | 0.1% | 5,000 SH | New |
| ISHARES TR | IBDS DEC28 ETF | $5.0M | 2.9%Prev: 3.1% | 194,345 SH | Decreased-55,545 SH |
| ISHARES TR | IBONDS 27 ETF | $4.7M | 2.7%Prev: 3.0% | 194,345 SH | Decreased-55,545 SH |
| ISHARES TR | IBONDS DEC 29 | $4.6M | 2.6%Prev: 2.9% | 194,345 SH | Decreased-55,070 SH |
| ISHARES TR | IBONDS DEC2026 | $4.7M | 2.7%Prev: 3.0% | 194,345 SH | Decreased-55,545 SH |
| ISHARES TR | IBONDS DEC25 ETF | $4.9M | 2.8% | 194,135 SH | New |
| JPMORGAN CHASE & CO. | COM | $7.5M | 4.3% | 23,662 SH | New |
| KINDER MORGAN INC DEL | COM | $5.6M | 3.2%Prev: 3.4% | 196,601 SH | Decreased-16,099 SH |
| LOWES COS INC | COM | $865K | 0.5%Prev: 0.4% | 3,442 SH | Increased-164 SH |
| MARKEL GROUP INC | COM | $3.0M | 1.7%Prev: 2.2% | 1,579 SH | Decreased-664 SH |
| MCDONALDS CORP | COM | $3.9M | 2.3%Prev: 1.8% | 12,929 SH | Increased-691 SH |
| MEDTRONIC PLC | SHS | $3.1M | 1.8%Prev: 1.4% | 33,015 SH | Increased-1,844 SH |
| MICROSOFT CORP | COM | $6.0M | 3.4%Prev: 2.4% | 11,490 SH | Increased-1,307 SH |
| MID-AMER APT CMNTYS INC | COM | $4.4M | 2.5%Prev: 2.3% | 31,250 SH | Decreased-2,628 SH |
| NVIDIA CORPORATION | COM | $373K | 0.2%Prev: 0.2% | 2,000 SH | Decreased-63 SH |
| PEPSICO INC | COM | $5.2M | 3.0%Prev: 2.5% | 37,127 SH | Increased+374 SH |
| PHILLIPS 66 | COM | $4.1M | 2.4%Prev: 3.2% | 30,419 SH | Decreased-7,275 SH |
| PROCTER AND GAMBLE CO | COM | $3.6M | 2.1% | 23,294 SH | New |
| QUALCOMM INC | COM | $4.9M | 2.8%Prev: 2.8% | 29,265 SH | Decreased-1,524 SH |
| REALTY INCOME CORP | COM | $3.4M | 1.9%Prev: 1.8% | 55,238 SH | Decreased-1,582 SH |
| SOUTHERN CO | COM | $5.1M | 3.0%Prev: 2.7% | 54,304 SH | Decreased-1,586 SH |
| SPDR GOLD TR | GOLD SHS | $290K | 0.2%Prev: 0.2% | 815 SH | Decreased-272 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $1.3M | 0.8% | 2,000 SH | New |
| STAG INDL INC | COM | $3.2M | 1.8% | 90,600 SH | New |
| TARGET CORP | COM | $3.5M | 2.0%Prev: 2.6% | 38,616 SH | Decreased-1,814 SH |
| TRX GOLD CORPORATION | COM | $62K | 0.0%Prev: 0.0% | 100,000 SH | Increased+25,000 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $202K | 0.1%Prev: 0.1% | 935 SH | Decreased+25 SH |
| VERIZON COMMUNICATIONS INC | COM | $3.1M | 1.8%Prev: 1.5% | 70,492 SH | Increased-2,200 SH |
| WALMART INC | COM | $4.5M | 2.6%Prev: 1.9% | 43,309 SH | Increased+9,227 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 |