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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 | $7K | 2.1%Prev: 3.1% | 66,453 SH | Decreased+1,810 SH |
| AbbVie | Common Stock | $8K | 2.6%Prev: 2.9% | 38,686 SH | Increased+1,095 SH |
| Amazon.com | Common Stock | $12K | 3.7%Prev: 3.8% | 57,621 SH | Increased+2,055 SH |
| Analog Devices | Common Stock | $387 | 0.1%Prev: 0.1% | 1,215 SH | Increased |
| Apple | Common Stock | $11K | 3.3%Prev: 3.5% | 42,401 SH | Increased-1,103 SH |
| Boeing | Common Stock | $7K | 2.2% | 36,899 SH | New |
| Citigroup | Common Stock | $12K | 3.8%Prev: 2.9% | 110,184 SH | Increased-3,600 SH |
| Coca-Cola | Common Stock | $5K | 1.4%Prev: 1.6% | 59,250 SH | Increased-3,625 SH |
| ConocoPhillips | Common Stock | $5K | 1.5%Prev: 1.2% | 36,555 SH | Increased+4,765 SH |
| Danaher | Common Stock | $3K | 1.0%Prev: 1.1% | 16,760 SH | Increased+1,525 SH |
| Eaton | Common Stock | $13K | 3.9%Prev: 3.3% | 35,360 SH | Increased+1,575 SH |
| FedEx | Common Stock | $11K | 3.2%Prev: 2.8% | 29,755 SH | Increased-2,215 SH |
| Gilead Sciences | Common Stock | $9K | 2.7%Prev: 2.8% | 63,805 SH | Increased-5,600 SH |
| Goldman Sachs | Common Stock | $18K | 5.4%Prev: 4.6% | 20,837 SH | Increased-2,466 SH |
| iShares Russell 2000 Index | ETP | $355 | 0.1%Prev: 0.1% | 1,432 SH | Increased+55 SH |
| JP Morgan Chase | Common Stock | $17K | 5.2%Prev: 5.5% | 58,216 SH | Increased-2,915 SH |
| L3Harris Technologies | Common Stock | $9K | 2.8%Prev: 2.0% | 26,948 SH | Increased+920 SH |
| Labcorp Holdings | Common Stock | $9K | 2.9%Prev: 2.9% | 35,041 SH | Increased+840 SH |
| Mastercard | Common Stock | $316 | 0.1%Prev: 0.1% | 632 SH | Decreased |
| Medtronic | Common Stock | $7K | 2.1%Prev: 2.6% | 79,285 SH | Decreased+600 SH |
| Merck | Common Stock | $10K | 3.1%Prev: 2.8% | 85,215 SH | Increased-420 SH |
| Meta Platforms | Common Stock | $5K | 1.5%Prev: 0.3% | 8,835 SH | Increased+7,568 SH |
| MetLife | Common Stock | $8K | 2.6%Prev: 3.5% | 118,400 SH | Decreased-2,260 SH |
| Micron Technology | Common Stock | $6K | 2.0%Prev: 0.8% | 18,981 SH | Increased-5,894 SH |
| Microsoft | Common Stock | $7K | 2.2%Prev: 2.5% | 19,896 SH | Increased+1,728 SH |
| MSCI | Common Stock | $2K | 0.7%Prev: 0.6% | 4,507 SH | Increased+1,550 SH |
| Northrop Grumman | Common Stock | $8K | 2.6%Prev: 2.3% | 12,442 SH | Increased-10 SH |
| NVIDIA | Common Stock | $2K | 0.5% | 10,250 SH | New |
| Oracle | Common Stock | $8K | 2.4%Prev: 4.0% | 52,670 SH | Decreased-25,035 SH |
| Owens Corning | Common Stock | $4K | 1.1%Prev: 2.0% | 33,720 SH | Decreased-4,300 SH |
| Palo Alto Networks | Common Stock | $5K | 1.5% | 31,168 SH | New |
| SPDR S&P 500 | ETP | $1K | 0.4%Prev: 0.4% | 2,040 SH | Increased-31 SH |
| Starbucks | Common Stock | $7K | 2.2%Prev: 2.6% | 80,268 SH | Increased+7,900 SH |
| Thermo Fisher Scientific | Common Stock | $6K | 1.9%Prev: 2.1% | 12,577 SH | Increased+1,090 SH |
| VanEck Semiconductor Index | ETP | $3K | 1.0%Prev: 0.6% | 8,675 SH | Increased+1,435 SH |
| Vanguard FTSE All-World Ex US | ETP | $1K | 0.5%Prev: 0.3% | 19,786 SH | Increased+7,706 SH |
| Vanguard FTSE Emerging Markets Index | ETP | $19K | 5.8%Prev: 1.8% | 351,070 SH | Increased+239,250 SH |
| Vanguard FTSE Europe Index | ETP | $23K | 6.9%Prev: 3.3% | 275,542 SH | Increased+146,977 SH |
| Vanguard FTSE Pacific Index | ETP | $12K | 3.7%Prev: 0.9% | 122,565 SH | Increased+87,245 SH |
| Verizon Communications | Common Stock | $6K | 1.9%Prev: 2.2% | 121,860 SH | Increased-9,940 SH |
| Visa | Common Stock | $12K | 3.7%Prev: 5.0% | 39,852 SH | Decreased+678 SH |
| Walt Disney | Common Stock | $6K | 1.8%Prev: 2.3% | 60,821 SH | Decreased-3,990 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 |