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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 | $6K | 1.5%Prev: 2.9% | 63,655 SH | Decreased-2,138 SH |
| AbbVie | Common Stock | $10K | 2.6%Prev: 2.3% | 39,036 SH | Increased+400 SH |
| Amazon.com | Common Stock | $14K | 3.7%Prev: 4.0% | 58,046 SH | Increased+1,135 SH |
| Analog Devices | Common Stock | $2K | 0.4%Prev: 0.1% | 3,990 SH | Increased+2,775 SH |
| Apple | Common Stock | $12K | 3.3%Prev: 2.9% | 42,401 SH | Increased-1,018 SH |
| Boeing | Common Stock | $8K | 2.2% | 38,199 SH | New |
| Citigroup | Common Stock | $15K | 4.1%Prev: 3.1% | 108,679 SH | Increased-4,155 SH |
| Coca-Cola | Common Stock | $5K | 1.3%Prev: 1.4% | 58,600 SH | Increased-2,350 SH |
| ConocoPhillips | Common Stock | $4K | 1.0%Prev: 1.0% | 36,135 SH | Increased+245 SH |
| Danaher | Common Stock | $3K | 0.8%Prev: 1.1% | 16,560 SH | Decreased+70 SH |
| Eaton | Common Stock | $15K | 4.0%Prev: 4.1% | 35,410 SH | Increased-250 SH |
| FedEx | Common Stock | $9K | 2.5%Prev: 2.3% | 29,840 SH | Increased-930 SH |
| FedEx Freight | Common Stock | $2K | 0.5% | 13,233 SH | New |
| Gilead Sciences | Common Stock | $8K | 2.1%Prev: 2.3% | 63,605 SH | Increased-1,350 SH |
| Goldman Sachs | Common Stock | $20K | 5.4%Prev: 5.2% | 20,129 SH | Increased-2,524 SH |
| iShares Russell 2000 Index | ETP | $430 | 0.1%Prev: 0.1% | 1,432 SH | Increased+55 SH |
| JP Morgan Chase | Common Stock | $19K | 5.0%Prev: 5.6% | 57,728 SH | Increased-1,993 SH |
| L3Harris Technologies | Common Stock | $8K | 2.1%Prev: 2.2% | 27,098 SH | Increased-200 SH |
| Labcorp Holdings | Common Stock | $10K | 2.6%Prev: 3.0% | 35,241 SH | Increased+440 SH |
| Mastercard | Common Stock | $325 | 0.1%Prev: 0.1% | 632 SH | Decreased |
| Medtronic | Common Stock | $6K | 1.7%Prev: 2.3% | 80,090 SH | Decreased+55 SH |
| Merck | Common Stock | $11K | 2.9%Prev: 2.2% | 85,640 SH | Increased+1,305 SH |
| Meta Platforms | Common Stock | $6K | 1.5%Prev: 1.2% | 10,305 SH | Increased+5,366 SH |
| MetLife | Common Stock | $9K | 2.5%Prev: 3.1% | 112,225 SH | Decreased-7,935 SH |
| Micron Technology | Common Stock | $16K | 4.3%Prev: 1.6% | 14,101 SH | Increased-26,124 SH |
| Microsoft | Common Stock | $7K | 2.0%Prev: 2.9% | 20,051 SH | Decreased+1,783 SH |
| MSCI | Common Stock | $3K | 0.8%Prev: 0.7% | 5,312 SH | Increased+1,750 SH |
| Netflix | Common Stock | $2K | 0.6% | 33,200 SH | New |
| Northrop Grumman | Common Stock | $6K | 1.7%Prev: 2.0% | 12,537 SH | Increased+35 SH |
| NVIDIA | Common Stock | $2K | 0.7%Prev: 0.4% | 12,275 SH | Increased+3,625 SH |
| Oracle | Common Stock | $8K | 2.1%Prev: 5.5% | 52,745 SH | Decreased-25,510 SH |
| Owens Corning | Common Stock | $6K | 1.5%Prev: 1.7% | 36,185 SH | Increased-2,935 SH |
| Palo Alto Networks | Common Stock | $12K | 3.1% | 33,913 SH | New |
| SPDR S&P 500 | ETP | $2K | 0.4%Prev: 0.4% | 2,048 SH | Increased+2 SH |
| Starbucks | Common Stock | $8K | 2.2%Prev: 2.3% | 80,383 SH | Increased+3,870 SH |
| Thermo Fisher Scientific | Common Stock | $6K | 1.7%Prev: 1.5% | 12,852 SH | Increased+1,127 SH |
| VanEck Semiconductor Index | ETP | $6K | 1.5%Prev: 0.8% | 8,575 SH | Increased-250 SH |
| Vanguard FTSE All-World Ex US | ETP | $2K | 0.5%Prev: 0.3% | 20,561 SH | Increased+6,001 SH |
| Vanguard FTSE Emerging Markets Index | ETP | $21K | 5.6%Prev: 1.9% | 350,860 SH | Increased+232,410 SH |
| Vanguard FTSE Europe Index | ETP | $24K | 6.5%Prev: 3.4% | 275,892 SH | Increased+141,212 SH |
| Vanguard FTSE Pacific Index | ETP | $15K | 4.0%Prev: 1.5% | 127,975 SH | Increased+72,120 SH |
| Verizon Communications | Common Stock | $5K | 1.4%Prev: 1.9% | 121,860 SH | Decreased-10,650 SH |
| Visa | Common Stock | $14K | 3.7%Prev: 4.5% | 40,152 SH | Decreased+850 SH |
| Walt Disney | Common Stock | $6K | 1.5%Prev: 2.6% | 59,031 SH | Decreased-6,100 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 |