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CIK 0001799425 • 7 13F filings • Apr 11, 2025 – Oct 13, 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 Laboratories | Common Stock | $9K | 2.9%Prev: 2.1% | 65,793 SH | Increased-660 SH |
| AbbVie | Common Stock | $7K | 2.3%Prev: 2.6% | 38,636 SH | Decreased-50 SH |
| Adobe | Common Stock | $3K | 0.9% | 6,902 SH | New |
| Amazon.com | Common Stock | $12K | 4.0%Prev: 3.7% | 56,911 SH | Increased-710 SH |
| Analog Devices | Common Stock | $289 | 0.1%Prev: 0.1% | 1,215 SH | Decreased |
| Apple | Common Stock | $9K | 2.9%Prev: 3.3% | 43,419 SH | Decreased+1,018 SH |
| Citigroup | Common Stock | $10K | 3.1%Prev: 3.8% | 112,834 SH | Decreased+2,650 SH |
| Coca-Cola | Common Stock | $4K | 1.4%Prev: 1.4% | 60,950 SH | Decreased+1,700 SH |
| ConocoPhillips | Common Stock | $3K | 1.0%Prev: 1.5% | 35,890 SH | Decreased-665 SH |
| Constellation Brands | Common Stock | $4K | 1.2% | 23,045 SH | New |
| Danaher | Common Stock | $3K | 1.1%Prev: 1.0% | 16,490 SH | Increased-270 SH |
| Eaton | Common Stock | $13K | 4.1%Prev: 3.9% | 35,660 SH | Increased+300 SH |
| FedEx | Common Stock | $7K | 2.3%Prev: 3.2% | 30,770 SH | Decreased+1,015 SH |
| Gilead Sciences | Common Stock | $7K | 2.3%Prev: 2.7% | 64,955 SH | Decreased+1,150 SH |
| Global X Cybersecurity Index | ETP | $4K | 1.2% | 99,100 SH | New |
| Goldman Sachs | Common Stock | $16K | 5.2%Prev: 5.4% | 22,653 SH | Decreased+1,816 SH |
| iShares MSCI EAFE | ETP | $12K | 3.8% | 129,975 SH | New |
| iShares MSCI Emerging Market | ETP | $11K | 3.5% | 221,955 SH | New |
| iShares Russell 2000 Index | ETP | $297 | 0.1%Prev: 0.1% | 1,377 SH | Decreased-55 SH |
| iShares S&P Europe 350 | ETP | $1K | 0.4% | 18,700 SH | New |
| JP Morgan Chase | Common Stock | $17K | 5.6%Prev: 5.2% | 59,721 SH | Increased+1,505 SH |
| L3Harris Technologies | Common Stock | $7K | 2.2%Prev: 2.8% | 27,298 SH | Decreased+350 SH |
| Labcorp Holdings | Common Stock | $9K | 3.0%Prev: 2.9% | 34,801 SH | Decreased-240 SH |
| LyondellBasell | Common Stock | $1K | 0.5% | 24,885 SH | New |
| Mastercard | Common Stock | $355 | 0.1%Prev: 0.1% | 632 SH | Increased |
| Medtronic | Common Stock | $7K | 2.3%Prev: 2.1% | 80,035 SH | Increased+750 SH |
| Merck | Common Stock | $7K | 2.2%Prev: 3.1% | 84,335 SH | Decreased-880 SH |
| Meta Platforms | Common Stock | $4K | 1.2%Prev: 1.5% | 4,939 SH | Decreased-3,896 SH |
| MetLife | Common Stock | $10K | 3.1%Prev: 2.6% | 120,160 SH | Increased+1,760 SH |
| Micron Technology | Common Stock | $5K | 1.6%Prev: 2.0% | 40,225 SH | Decreased+21,244 SH |
| Microsoft | Common Stock | $9K | 2.9%Prev: 2.2% | 18,268 SH | Increased-1,628 SH |
| MSCI | Common Stock | $2K | 0.7%Prev: 0.7% | 3,562 SH | Decreased-945 SH |
| Northrop Grumman | Common Stock | $6K | 2.0%Prev: 2.6% | 12,502 SH | Decreased+60 SH |
| NVIDIA | Common Stock | $1K | 0.4%Prev: 0.5% | 8,650 SH | Decreased-1,600 SH |
| Oracle | Common Stock | $17K | 5.5%Prev: 2.4% | 78,255 SH | Increased+25,585 SH |
| Owens Corning | Common Stock | $5K | 1.7%Prev: 1.1% | 39,120 SH | Increased+5,400 SH |
| SPDR S&P 500 | ETP | $1K | 0.4%Prev: 0.4% | 2,046 SH | Decreased+6 SH |
| Starbucks | Common Stock | $7K | 2.3%Prev: 2.2% | 76,513 SH | Decreased-3,755 SH |
| Thermo Fisher Scientific | Common Stock | $5K | 1.5%Prev: 1.9% | 11,725 SH | Decreased-852 SH |
| VanEck Semiconductor Index | ETP | $2K | 0.8%Prev: 1.0% | 8,825 SH | Decreased+150 SH |
| Vanguard FTSE All-World Ex US | ETP | $979 | 0.3%Prev: 0.5% | 14,560 SH | Decreased-5,226 SH |
| Vanguard FTSE Emerging Markets Index | ETP | $6K | 1.9%Prev: 5.8% | 118,450 SH | Decreased-232,620 SH |
| Vanguard FTSE Europe Index | ETP | $10K | 3.4%Prev: 6.9% | 134,680 SH | Decreased-140,862 SH |
| Vanguard FTSE Pacific Index | ETP | $5K | 1.5%Prev: 3.7% | 55,855 SH | Decreased-66,710 SH |
| Verizon Communications | Common Stock | $6K | 1.9%Prev: 1.9% | 132,510 SH | Decreased+10,650 SH |
| Visa | Common Stock | $14K | 4.5%Prev: 3.7% | 39,302 SH | Increased-550 SH |
| Walt Disney | Common Stock | $8K | 2.6%Prev: 1.8% | 65,131 SH | Increased+4,310 SH |
| 13F-HR |
| 0001799425-25-000008 |
| $324K |
| View |
| Jul 15, 2026 | Q2 2026 | 13F-HR | 0001799425-26-000003 | $375K | View |
| Jul 11, 2025 | Q2 2025 | 13F-HR | 0001799425-25-000005 | $308K | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0001799425-26-000002 | $328K | View |
| Apr 11, 2025 | Q1 2025 | 13F-HR | 0001799425-25-000004 | $275K | View |