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CIK 0002013988 • 5 13F filings • May 7, 2025 – Jul 21, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $731 | 0.7%Prev: 2.0% | 4,569 SH | Decreased-10,094 SH |
| ABBVIE INC | COM | $853 | 0.8% | 3,734 SH | New |
| ADOBE INC | COM | $608 | 0.6% | 1,736 SH | New |
| ADVANCED MICRO DEVICES | COM | $250 | 0.2%Prev: 3.8% | 1,169 SH | Decreased-6,665 SH |
| AFLAC | COM | $201 | 0.2% | 1,821 SH | New |
| ALPHABET INC | CAP STK CL A | $6K | 5.8% | 18,887 SH | New |
| ALPHABET INC | CAP STK CL C | $449 | 0.4% | 1,432 SH | New |
| AMAZON COM INC | COM | $5K | 4.6% | 20,608 SH | New |
| AMERICAN EXPRESS CO | COM | $476 | 0.5% | 1,287 SH | New |
| AMGEN INC | COM | $1K | 1.4% | 4,267 SH | New |
| APPLE INC | COM | $13K | 13.0% | 49,089 SH | New |
| APPLIED MATLS INC | COM | $534 | 0.5%Prev: 1.7% | 2,077 SH | Decreased-733 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $1K | 1.2% | 2,713 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1K | 1.2% | 2,371 SH | New |
| BOEING | COM | $223 | 0.2%Prev: 0.8% | 1,025 SH | Decreased-3,540 SH |
| BROADCOM INC | COM | $2K | 1.5% | 4,590 SH | New |
| BUILDERS FIRSTSOURCE INC | COM | $417 | 0.4% | 4,050 SH | New |
| CATERPILLAR INC | COM | $3K | 3.1% | 5,633 SH | New |
| CHARLES SCHWAB | COM | $385 | 0.4% | 3,852 SH | New |
| CHEVRON CORP NEW | COM | $3K | 2.6% | 17,409 SH | New |
| CHIPOTLE MEXICAN GRILL INC | COM | $278 | 0.3%Prev: 0.3% | 7,510 SH | Decreased-2,640 SH |
| CISCO SYS INC | COM | $382 | 0.4% | 4,965 SH | New |
| COCA COLA CO | COM | $1K | 1.2% | 17,663 SH | New |
| COHERUS BIOSCIENCES | COM | $20 | 0.0% | 14,195 SH | New |
| COSTCO WHSL CORP NEW | COM | $2K | 1.5% | 1,840 SH | New |
| CROWDSTRIKE | CL A | $225 | 0.2% | 479 SH | New |
| CUMMINS INC | COM | $2K | 1.7% | 3,409 SH | New |
| DEERE & CO | COM | $563 | 0.5% | 1,210 SH | New |
| DUKE ENERGY CORP NEW | COM NEW | $3K | 2.7%Prev: 4.3% | 23,736 SH | Decreased-17,185 SH |
| EATON CORP PLC | SHS | $702 | 0.7%Prev: 1.8% | 2,203 SH | Decreased-2,903 SH |
| ELI LILLY & CO | COM | $1K | 1.3% | 1,229 SH | New |
| EMERSON ELEC CO | COM | $285 | 0.3% | 2,145 SH | New |
| ENBRIDGE INC | COM | $224 | 0.2% | 4,682 SH | New |
| EXXON MOBIL CORP | COM | $356 | 0.3%Prev: 0.3% | 2,961 SH | Increased+664 SH |
| FEDEX CORP | COM | $344 | 0.3%Prev: 1.6% | 1,190 SH | Decreased-4,954 SH |
| GE VERNOVA INC | COM | $863 | 0.8%Prev: 2.6% | 1,320 SH | Decreased-1,358 SH |
| HERSHEY CO | COM | $805 | 0.8% | 4,425 SH | New |
| HOME DEPOT INC | COM | $1K | 1.4% | 4,319 SH | New |
| ILLINOIS TOOL WKS INC | COM | $509 | 0.5% | 2,066 SH | New |
| INTERNATION BUSINESS MACHS | COM | $792 | 0.8% | 2,675 SH | New |
| INTUIT | COM | $214 | 0.2% | 323 SH | New |
| INVESTORS TITLE CO NC | COM | $263 | 0.3% | 1,054 SH | New |
| JOHNSON & JOHNSON | COM | $977 | 1.0%Prev: 5.1% | 4,721 SH | Decreased-19,120 SH |
| JPMORGAN CHASE & CO | COM | $1K | 1.3% | 4,215 SH | New |
| LAM RESEARCH CORP | COM NEW | $1K | 1.1% | 6,350 SH | New |
| LOCKHEED MARTIN CORP | COM | $1K | 1.1% | 2,339 SH | New |
| LOWES COS INC | COM | $1K | 1.0% | 4,355 SH | New |
| MARRIOTT INTL INC NEW | CL A | $302 | 0.3% | 975 SH | New |
| MASTERCARD INCORPORATED | CL A | $3K | 2.7% | 4,925 SH | New |
| MCDONALDS CORP | COM | $2K | 1.9% | 6,358 SH | New |
| MERCK & CO INC | COM | $281 | 0.3% | 2,667 SH | New |
| META PLATFORMS INC | CL A | $3K | 2.6% | 4,061 SH | New |
| MICROSOFT CORP | COM | $5K | 4.8% | 10,155 SH | New |
| MONDELEZ INTL INC | CL A | $241 | 0.2% | 4,482 SH | New |
| NETFLIX INC | COM | $524 | 0.5%Prev: 0.6% | 5,590 SH | Decreased-3,830 SH |
| NIKE INC | CL B | $218 | 0.2% | 3,422 SH | New |
| NORFOLK SOUTHN CORP | COM | $318 | 0.3% | 1,100 SH | New |
| NOVARTIS AG | SPONSORED ADR | $303 | 0.3%Prev: 1.6% | 2,200 SH | Decreased-10,034 SH |
| NUCOR CORP | COM | $527 | 0.5%Prev: 1.2% | 3,230 SH | Decreased-3,345 SH |
| NVIDIA CORPORATION | COM | $5K | 5.4% | 29,451 SH | New |
| ORACLE CORP | COM | $424 | 0.4% | 2,177 SH | New |
| PALTO ALTO NETWORKS | COM | $374 | 0.4% | 2,030 SH | New |
| PARKER HANNIFIN | COM | $2K | 1.9%Prev: 4.7% | 2,160 SH | Decreased-3,650 SH |
| PDS BIOTECHNOLOGY CORP | COM | $10 | 0.0% | 13,399 SH | New |
| PEPSICO INC | COM | $1K | 1.1% | 7,533 SH | New |
| PHILIP MORRIS INTL INC | COM | $1K | 1.1%Prev: 1.2% | 6,831 SH | Decreased-1,340 SH |
| PROCTER AND GAMBLE CO | COM | $1K | 1.2% | 8,806 SH | New |
| QUALCOMM INC | COM | $1K | 1.1% | 6,366 SH | New |
| ROYAL BK CDA | COM | $672 | 0.7% | 3,943 SH | New |
| RTX CORPORATION | COM | $539 | 0.5%Prev: 2.3% | 2,937 SH | Decreased-11,327 SH |
| SHERWIN WILLIAMS CO | COM | $386 | 0.4% | 1,191 SH | New |
| STARBUCKS CORP | COM | $228 | 0.2% | 2,703 SH | New |
| STRYKER CORPORATION | COM | $244 | 0.2% | 695 SH | New |
| T. ROWE PRICE GROUP | COM | $307 | 0.3%Prev: 0.7% | 3,000 SH | Decreased-4,822 SH |
| TAIWAN SEMICONDUCTOR | SPONSORED ADS | $270 | 0.3% | 888 SH | New |
| TARGET | COM | $229 | 0.2% | 2,341 SH | New |
| TESLA | COM | $342 | 0.3% | 761 SH | New |
| TOYOTA MOTOR CORP | ADS | $472 | 0.5% | 2,205 SH | New |
| TRUIST FINL CORP | COM | $946 | 0.9% | 19,218 SH | New |
| UBER TECHNOLOGIES INC | COM | $425 | 0.4%Prev: 0.7% | 5,202 SH | Decreased-6,630 SH |
| UNION PAC CORP | COM | $395 | 0.4% | 1,707 SH | New |
| VEEVA SYS INC | CL A COM | $296 | 0.3%Prev: 0.3% | 1,328 SH | Decreased-382 SH |
| VISA INC | COM CL A | $965 | 0.9%Prev: 4.8% | 2,752 SH | Decreased-13,911 SH |
| WALMART INC | COM | $5K | 5.0% | 45,778 SH | New |
| 13F-HR |
| 0002013988-25-000006 |
| $101K |
| View |
| Apr 14, 2026 | Q1 2026 | 13F-HR | 0002013988-26-000002 | $107K | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0002013988-25-000002 | $154K | View |