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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 | $8K | 2.5%Prev: 2.7% | 66,203 SH | Decreased+275 SH |
| AbbVie | Common Stock | $9K | 2.6%Prev: 2.7% | 38,486 SH | Decreased+150 SH |
| Adobe | Common Stock | $2K | 0.7%Prev: 0.7% | 6,669 SH | Decreased-8 SH |
| Amazon.com | Common Stock | $13K | 3.9%Prev: 3.8% | 56,916 SH | Increased+350 SH |
| Analog Devices | Common Stock | $330 | 0.1%Prev: 0.1% | 1,215 SH | Increased |
| Apple | Common Stock | $12K | 3.5%Prev: 3.3% | 42,561 SH | Increased-32 SH |
| Citigroup | Common Stock | $13K | 3.9%Prev: 3.5% | 111,009 SH | Increased-150 SH |
| Coca-Cola | Common Stock | $4K | 1.3%Prev: 1.2% | 60,350 SH | Increased |
| ConocoPhillips | Common Stock | $3K | 1.0%Prev: 1.0% | 36,590 SH | Increased+700 SH |
| Danaher | Common Stock | $4K | 1.2%Prev: 1.0% | 16,760 SH | Increased+570 SH |
| Eaton | Common Stock | $11K | 3.4%Prev: 4.1% | 35,595 SH | Decreased+120 SH |
| FedEx | Common Stock | $9K | 2.6%Prev: 2.2% | 29,755 SH | Increased+85 SH |
| Gilead Sciences | Common Stock | $8K | 2.4%Prev: 2.2% | 64,330 SH | Increased-100 SH |
| Goldman Sachs | Common Stock | $19K | 5.6%Prev: 5.4% | 21,192 SH | Increased-736 SH |
| iShares Russell 2000 Index | ETP | $345 | 0.1%Prev: 0.1% | 1,402 SH | Increased-5 SH |
| JP Morgan Chase | Common Stock | $19K | 5.7%Prev: 5.7% | 58,701 SH | Increased-420 SH |
| L3Harris Technologies | Common Stock | $8K | 2.4%Prev: 2.5% | 27,123 SH | Decreased+125 SH |
| Labcorp Holdings | Common Stock | $9K | 2.6%Prev: 3.1% | 34,856 SH | Decreased+110 SH |
| Mastercard | Common Stock | $361 | 0.1%Prev: 0.1% | 632 SH | Increased |
| Medtronic | Common Stock | $8K | 2.3%Prev: 2.3% | 79,535 SH | Increased-275 SH |
| Merck | Common Stock | $9K | 2.7%Prev: 2.2% | 84,185 SH | Increased+650 SH |
| Meta Platforms | Common Stock | $5K | 1.6%Prev: 1.4% | 8,250 SH | Increased+2,236 SH |
| MetLife | Common Stock | $9K | 2.8%Prev: 3.0% | 119,500 SH | Decreased+90 SH |
| Micron Technology | Common Stock | $12K | 3.6%Prev: 2.2% | 41,496 SH | Increased-1,329 SH |
| Microsoft | Common Stock | $9K | 2.8%Prev: 2.8% | 19,401 SH | Increased+1,620 SH |
| MSCI | Common Stock | $3K | 0.8%Prev: 0.7% | 4,657 SH | Increased+595 SH |
| Northrop Grumman | Common Stock | $7K | 2.2%Prev: 2.3% | 12,662 SH | Decreased+185 SH |
| NVIDIA | Common Stock | $2K | 0.5%Prev: 0.5% | 8,825 SH | Increased+175 SH |
| Oracle | Common Stock | $10K | 3.1%Prev: 4.9% | 53,370 SH | Decreased-2,830 SH |
| Owens Corning | Common Stock | $4K | 1.2%Prev: 1.7% | 34,445 SH | Decreased-4,100 SH |
| Palo Alto Networks | Common Stock | $5K | 1.6% | 28,988 SH | New |
| SPDR S&P 500 | ETP | $1K | 0.4%Prev: 0.4% | 2,009 SH | Increased+14 SH |
| Starbucks | Common Stock | $7K | 2.0%Prev: 2.0% | 79,818 SH | Increased+3,425 SH |
| Thermo Fisher Scientific | Common Stock | $7K | 2.2%Prev: 1.8% | 12,390 SH | Increased+440 SH |
| VanEck Semiconductor Index | ETP | $3K | 0.9%Prev: 0.9% | 8,675 SH | Increased |
| Vanguard FTSE All-World Ex US | ETP | $1K | 0.4%Prev: 0.4% | 18,840 SH | Increased+1,513 SH |
| Vanguard FTSE Emerging Markets Index | ETP | $19K | 5.6%Prev: 2.0% | 346,295 SH | Increased+224,495 SH |
| Vanguard FTSE Europe Index | ETP | $22K | 6.7%Prev: 3.6% | 267,301 SH | Increased+121,088 SH |
| Vanguard FTSE Pacific Index | ETP | $11K | 3.2%Prev: 1.9% | 119,165 SH | Increased+50,223 SH |
| Verizon Communications | Common Stock | $5K | 1.5%Prev: 1.8% | 126,285 SH | Decreased-6,225 SH |
| Visa | Common Stock | $14K | 4.2%Prev: 4.1% | 39,682 SH | Increased+505 SH |
| Walt Disney | Common Stock | $7K | 2.2%Prev: 2.3% | 63,956 SH | Decreased-1,100 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 |