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CIK 0001844873 • 6 13F filings • May 9, 2025 – Aug 11, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $312K | 0.0%Prev: 0.0% | 2,489 SH | Decreased |
| ABBVIE INC | COM | $41.7M | 3.4%Prev: 3.5% | 182,476 SH | Increased+5,063 SH |
| ADVANCED MICRO DEVICES INC | COM | $4.3M | 0.4%Prev: 0.3% | 20,000 SH | Increased |
| ALPHABET INC | CAP STK CL A | $81.5M | 6.7%Prev: 5.7% | 260,224 SH | Increased-11,889 SH |
| AMAZON COM INC | COM | $61.7M | 5.0%Prev: 4.9% | 267,346 SH | Increased+10,459 SH |
| AMERICAN ELEC PWR CO INC | COM | $482K | 0.0%Prev: 0.0% | 4,180 SH | Increased |
| AMGEN INC | COM | $736K | 0.1%Prev: 0.1% | 2,250 SH | Increased |
| ANALOG DEVICES INC | COM | $31.1M | 2.5%Prev: 2.7% | 114,728 SH | Decreased-13,653 SH |
| APPLE INC | COM | $70.6M | 5.8%Prev: 5.5% | 259,775 SH | Increased+8,055 SH |
| AUTODESK INC | COM | $3.0M | 0.2%Prev: 0.3% | 10,000 SH | Decreased |
| BANK AMERICA CORP | COM | $4.1M | 0.3%Prev: 0.3% | 75,000 SH | Increased |
| BECTON DICKINSON & CO | COM | $22.0M | 1.8%Prev: 1.8% | 113,334 SH | Increased+3,985 SH |
| BOEING CO | COM | $42.9M | 3.5%Prev: 3.5% | 197,486 SH | Increased+6,324 SH |
| BOSTON SCIENTIFIC CORP | COM | $2.4M | 0.2% | 25,000 SH | New |
| BRISTOL-MYERS SQUIBB CO | COM | $246K | 0.0%Prev: 0.0% | 4,557 SH | Increased |
| BROADCOM INC | COM | $40.7M | 3.3%Prev: 4.0% | 117,544 SH | Decreased-23,623 SH |
| CARLISLE COS INC | COM | $17.4M | 1.4%Prev: 1.1% | 54,465 SH | Increased+14,228 SH |
| CARNIVAL CORP | UNIT 99/99/9999 | $3.1M | 0.2%Prev: 0.2% | 100,000 SH | Increased |
| CATERPILLAR INC | COM | $1.3M | 0.1%Prev: 0.1% | 2,350 SH | Increased-350 SH |
| CENCORA INC | COM | $3.4M | 0.3%Prev: 0.4% | 10,000 SH | Decreased-5,000 SH |
| CHEVRON CORP NEW | COM | $300K | 0.0%Prev: 0.0% | 1,967 SH | Decreased |
| CHIPOTLE MEXICAN GRILL INC | COM | $1.9M | 0.2%Prev: 0.2% | 50,000 SH | Decreased |
| CISCO SYS INC | COM | $468K | 0.0%Prev: 0.0% | 6,076 SH | Increased |
| CITIGROUP INC | COM NEW | $42.9M | 3.5%Prev: 3.6% | 367,357 SH | Increased-45,607 SH |
| CME GROUP INC | COM | $367K | 0.0%Prev: 0.0% | 1,344 SH | Increased |
| COLGATE PALMOLIVE CO | COM | $474K | 0.0%Prev: 0.0% | 6,000 SH | Decreased |
| CONAGRA BRANDS INC | COM | $175K | 0.0%Prev: 0.0% | 10,125 SH | Decreased |
| CONSOLIDATED EDISON INC | COM | $358K | 0.0%Prev: 0.0% | 3,604 SH | Decreased |
| COSTCO WHSL CORP NEW | COM | $2.6M | 0.2%Prev: 0.2% | 3,000 SH | Decreased |
| CSX CORP | COM | $1.8M | 0.1%Prev: 0.2% | 50,000 SH | Increased |
| CVS HEALTH CORP | COM | $3.6M | 0.3%Prev: 0.3% | 45,000 SH | Increased |
| DANAHER CORPORATION | COM | $4.2M | 0.3%Prev: 0.1% | 18,250 SH | Increased+15,000 SH |
| DEERE & CO | COM | $642K | 0.1%Prev: 0.1% | 1,379 SH | Increased |
| DELTA AIR LINES INC DEL | COM NEW | $28.1M | 2.3%Prev: 1.9% | 405,325 SH | Increased+14,235 SH |
| DEXCOM INC | COM | $1.3M | 0.1%Prev: 0.1% | 20,000 SH | Decreased |
| DISNEY WALT CO | COM | $4.0M | 0.3%Prev: 0.3% | 35,000 SH | Decreased |
| DOLLAR GEN CORP NEW | COM | $4.0M | 0.3%Prev: 0.3% | 30,000 SH | Increased |
| DOORDASH INC | CL A | $2.3M | 0.2%Prev: 0.2% | 10,000 SH | Decreased |
| DRAFTKINGS INC NEW | COM CL A | $2.6M | 0.2% | 75,000 SH | New |
| DUKE ENERGY CORP NEW | COM NEW | $359K | 0.0%Prev: 0.0% | 3,061 SH | Decreased |
| ECOLAB INC | COM | $25.9M | 2.1%Prev: 2.2% | 98,736 SH | Decreased+3,467 SH |
| EDISON INTL | COM | $406K | 0.0%Prev: 0.0% | 6,758 SH | Increased |
| ELI LILLY & CO | COM | $4.3M | 0.4%Prev: 0.3% | 4,000 SH | Increased |
| ENTERGY CORP NEW | COM | $538K | 0.0%Prev: 0.0% | 5,818 SH | Decreased |
| EOG RES INC | COM | $14.4M | 1.2%Prev: 1.3% | 136,996 SH | Decreased+4,817 SH |
| EXXON MOBIL CORP | COM | $722K | 0.1%Prev: 0.1% | 5,998 SH | Increased |
| FIFTH THIRD BANCORP | COM | $401K | 0.0%Prev: 0.0% | 8,556 SH | Increased |
| FIRSTENERGY CORP | COM | $333K | 0.0%Prev: 0.0% | 7,449 SH | Decreased |
| GILEAD SCIENCES INC | COM | $704K | 0.1%Prev: 0.1% | 5,732 SH | Increased |
| GOLDMAN SACHS GROUP INC | COM | $51.9M | 4.2%Prev: 4.5% | 59,046 SH | Decreased-6,251 SH |
| HONEYWELL INTL INC | COM | $28.4M | 2.3%Prev: 2.4% | 145,450 SH | Increased+13,364 SH |
| INGERSOLL RAND INC | COM | $28.0M | 2.3%Prev: 2.4% | 353,990 SH | Decreased+12,439 SH |
| INTUIT | COM | $30.1M | 2.5% | 45,410 SH | New |
| INTUITIVE SURGICAL INC | COM NEW | $25.4M | 2.1%Prev: 1.7% | 44,860 SH | Increased+1,399 SH |
| ISHARES TR | CORE US AGGBD ET | $3.7M | 0.3%Prev: 0.3% | 37,110 SH | Decreased |
| JOHNSON & JOHNSON | COM | $352K | 0.0%Prev: 0.0% | 1,700 SH | Increased |
| JPMORGAN CHASE & CO. | COM | $724K | 0.1%Prev: 0.1% | 2,247 SH | Increased |
| KEYCORP | COM | $469K | 0.0%Prev: 0.0% | 22,731 SH | Increased |
| KIMBERLY-CLARK CORP | COM | $279K | 0.0%Prev: 0.0% | 2,769 SH | Decreased |
| KRAFT HEINZ CO | COM | $219K | 0.0%Prev: 0.0% | 9,028 SH | Decreased |
| LOCKHEED MARTIN CORP | COM | $701K | 0.1%Prev: 0.1% | 1,450 SH | Decreased |
| LOWES COS INC | COM | $32.7M | 2.7%Prev: 2.8% | 135,698 SH | Decreased+4,771 SH |
| MARSH & MCLENNAN COS INC | COM | $31.0M | 2.5%Prev: 2.4% | 166,998 SH | Increased+27,477 SH |
| MASTERCARD INCORPORATED | CL A | $39.9M | 3.3%Prev: 2.9% | 69,962 SH | Increased+10,266 SH |
| MCDONALDS CORP | COM | $1.2M | 0.1%Prev: 0.1% | 4,005 SH | Increased |
| MERCK & CO INC | COM | $263K | 0.0%Prev: 0.0% | 2,500 SH | Increased |
| META PLATFORMS INC | CL A | $55.3M | 4.5%Prev: 5.2% | 83,775 SH | Decreased+1,818 SH |
| MICROSOFT CORP | COM | $76.0M | 6.2%Prev: 6.8% | 157,180 SH | Decreased+4,823 SH |
| NEXTERA ENERGY INC | COM | $433K | 0.0%Prev: 0.0% | 5,392 SH | Increased |
| NIKE INC | CL B | $1.1M | 0.1%Prev: 0.1% | 17,200 SH | Decreased |
| NVIDIA CORPORATION | COM | $91.6M | 7.5%Prev: 7.7% | 491,033 SH | Increased+10,522 SH |
| NXP SEMICONDUCTORS N V | COM | $25.3M | 2.1%Prev: 2.2% | 116,603 SH | Decreased+4,091 SH |
| ORACLE CORP | COM | $331K | 0.0%Prev: 0.0% | 1,700 SH | Decreased |
| OREILLY AUTOMOTIVE INC | COM | $2.7M | 0.2%Prev: 0.3% | 30,000 SH | Decreased |
| PAYPAL HLDGS INC | COM | $10.5M | 0.9%Prev: 1.1% | 180,667 SH | Decreased-8,827 SH |
| PEPSICO INC | COM | $636K | 0.1%Prev: 0.1% | 4,433 SH | Increased |
| PHILIP MORRIS INTL INC | COM | $260K | 0.0%Prev: 0.0% | 1,619 SH | Decreased |
| PHILLIPS 66 | COM | $383K | 0.0%Prev: 0.0% | 2,965 SH | Decreased |
| PROCTER AND GAMBLE CO | COM | $14.6M | 1.2%Prev: 0.1% | 101,708 SH | Increased+97,399 SH |
| PRUDENTIAL FINL INC | COM | $311K | 0.0%Prev: 0.0% | 2,755 SH | Increased |
| RTX CORPORATION | COM | $578K | 0.0%Prev: 0.0% | 3,151 SH | Increased |
| SALESFORCE INC | COM | $24.9M | 2.0%Prev: 1.9% | 94,070 SH | Increased+3,310 SH |
| SERVICENOW INC | COM | $14.8M | 1.2%Prev: 1.5% | 96,798 SH | Decreased+78,013 SH |
| SHERWIN WILLIAMS CO | COM | $29.7M | 2.4% | 91,796 SH | New |
| SOUTHERN CO | COM | $411K | 0.0%Prev: 1.3% | 4,709 SH | Decreased-157,309 SH |
| TARGET CORP | COM | $309K | 0.0%Prev: 1.2% | 3,163 SH | Decreased-150,749 SH |
| TJX COS INC NEW | COM | $4.6M | 0.4%Prev: 0.4% | 30,000 SH | Increased |
| TRUIST FINL CORP | COM | $469K | 0.0%Prev: 0.0% | 9,525 SH | Increased |
| UBER TECHNOLOGIES INC | COM | $2.9M | 0.2%Prev: 0.3% | 35,000 SH | Decreased |
| US BANCORP DEL | COM NEW | $375K | 0.0%Prev: 0.0% | 7,021 SH | Increased |
| VERIZON COMMUNICATIONS INC | COM | $265K | 0.0%Prev: 0.0% | 6,494 SH | Decreased |
| VISA INC | COM CL A | $4.2M | 0.3%Prev: 0.4% | 12,000 SH | Increased |
| WALMART INC | COM | $446K | 0.0%Prev: 0.0% | 4,000 SH | Increased |
| XCEL ENERGY INC | COM | $410K | 0.0%Prev: 0.0% | 5,550 SH | Decreased |
| 13F-HR |
| 0001844873-26-000008 |
| $1.17B |
| View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0001844873-25-000004 | $1.06B | View |
| May 7, 2026 | Q1 2026 | 13F-HR | 0001844873-26-000005 | $1.05B | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0001844873-25-000003 | $892.1M | View |