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CIK 0000946310 • 4 13F filings • May 11, 2026 – Oct 14, 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 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AAR CORP | COM | $255K | 0.2% | 2,334 SH | |
| ABBVIE INC | COM | $730K | 0.5% | 3,357 SH | |
| ALLSTATE CORP | COM | $435K | 0.3% | 2,098 SH | |
| ALPHABET INC | CAP STK CL A | $2.8M | 1.8% | 9,795 SH | |
| AMAZON COM INC | COM | $436K | 0.3% | 2,092 SH | |
| AMERICAN ELEC PWR CO INC | COM | $498K | 0.3% | 3,800 SH | |
| AMGEN INC | COM | $1.4M | 0.9% | 3,877 SH | |
| AMPHENOL CORP | CL A | $452K | 0.3% | 3,575 SH | |
| AON PLC | SHS CL A | $503K | 0.3% | 1,558 SH | |
| APPLE INC | COM | $15.3M | 9.8% | 60,220 SH | |
| APPLOVIN CORP | COM CL A | $211K | 0.1% | 530 SH | |
| ARISTA NETWORKS INC | COM SHS | $384K | 0.2% | 3,129 SH | |
| AT&T INC | COM | $209K | 0.1% | 7,204 SH | |
| BANK AMERICA CORP | COM | $2.2M | 1.4% | 44,649 SH | |
| BANK NEW YORK MELLON CORP | COM | $1.4M | 0.9% | 11,866 SH | |
| BERKLEY W R CORP | COM | $407K | 0.3% | 6,137 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $5.6M | 3.6% | 11,620 SH | |
| BLACKROCK INC | COM | $1.3M | 0.9% | 1,376 SH | |
| BLACKSTONE INC | COM | $1.2M | 0.8% | 10,146 SH | |
| BROADCOM INC | COM | $1.9M | 1.2% | 6,118 SH | |
| CATERPILLAR INC | COM | $542K | 0.3% | 765 SH | |
| CELESTICA INC | COM | $3.3M | 2.1% | 11,628 SH | |
| CENCORA INC | COM | $976K | 0.6% | 3,106 SH | |
| CHEVRON CORPORATION | COM | $1.6M | 1.0% | 7,780 SH | |
| CHURCH & DWIGHT CO INC | COM | $856K | 0.6% | 9,173 SH | |
| CINCINNATI FINL CORP | COM | $696K | 0.4% | 4,423 SH | |
| CINTAS CORP | COM | $1.6M | 1.0% | 9,586 SH | |
| COCA COLA CO | COM | $383K | 0.2% | 5,030 SH | |
| COMFORT SYS USA INC | COM | $2.0M | 1.3% | 1,480 SH | |
| COSTCO WHOLESALE CORPORATION | COM | $1.7M | 1.1% | 1,735 SH | |
| DARDEN RESTAURANTS INC | COM | $318K | 0.2% | 1,624 SH | |
| DHT HOLDINGS INC | SHS NEW | $938K | 0.6% | 51,341 SH | |
| ELI LILLY & CO | COM | $1.8M | 1.2% | 1,970 SH | |
| FIDELITY COVINGTON TRUST | FUNDAMENTAL LARG | $614K | 0.4% | 11,964 SH | |
| FIRST TR EXCH TRADED FD III | INSTL PFD SECS | $205K | 0.1% | 10,796 SH | |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | $353K | 0.2% | 3,188 SH | |
| FOX CORP | CL A COM | $279K | 0.2% | 4,783 SH | |
| GENERAL DYNAMICS CORP | COM | $591K | 0.4% | 1,723 SH | |
| GILDAN ACTIVEWEAR INC | COM | $624K | 0.4% | 11,206 SH | |
| GOLDMAN SACHS GROUP INC | COM | $13.6M | 8.7% | 16,027 SH | |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | $449K | 0.3% | 14,984 SH | |
| GSK PLC | SPONSORED ADR | $244K | 0.2% | 4,425 SH | |
| HERSHEY CO | COM | $333K | 0.2% | 1,600 SH | |
| HONEYWELL INTL INC | COM | $341K | 0.2% | 1,510 SH | |
| ILLINOIS TOOL WKS INC | COM | $819K | 0.5% | 3,148 SH | |
| INVESCO EXCH TRADED FD TR II | INVESCO PHLX SM | $326K | 0.2% | 5,469 SH | |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $210K | 0.1% | 2,875 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $350K | 0.2% | 6,423 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P SMLCP MOMENT | $357K | 0.2% | 4,694 SH | |
| ISHARES TR | CONV BD ETF | $278K | 0.2% | 2,733 SH | |
| ISHARES TR | CORE S&P US GWT | $989K | 0.6% | 6,376 SH | |
| ISHARES TR | CORE S&P500 ETF | $297K | 0.2% | 454 SH | |
| ISHARES TR | RUS TP200 GR ETF | $839K | 0.5% | 3,372 SH | |
| ISHARES TR | S&P 100 ETF | $344K | 0.2% | 1,082 SH | |
| JPMORGAN CHASE & CO | COM | $8.9M | 5.7% | 30,378 SH | |
| KINDER MORGAN INC DEL | COM | $395K | 0.3% | 11,772 SH | |
| LAMAR ADVERTISING CO | CL A | $1.4M | 0.9% | 11,050 SH | |
| MANULIFE FINL CORP | COM | $1.1M | 0.7% | 30,683 SH | |
| MARRIOTT INTL INC NEW | CL A | $212K | 0.1% | 649 SH | |
| MCDONALDS CORP | COM | $925K | 0.6% | 2,975 SH | |
| MERCK & CO INC | COM | $1.3M | 0.8% | 10,886 SH | |
| MICROSOFT CORP | COM | $5.4M | 3.5% | 14,575 SH | |
| MODINE MFG CO | COM | $551K | 0.4% | 2,544 SH | |
| MORGAN STANLEY | COM NEW | $1.2M | 0.8% | 7,325 SH | |
| MPLX LP | COM UNIT REP LTD | $452K | 0.3% | 7,915 SH | |
| NVIDIA CORPORATION | COM | $1.7M | 1.1% | 9,546 SH | |
| OLD DOMINION FREIGHT LINE IN | COM | $2.9M | 1.9% | 15,053 SH | |
| OLD REP INTL CORP | COM | $291K | 0.2% | 7,300 SH | |
| OUTFRONT MEDIA INC | COM NEW | $2.0M | 1.3% | 74,410 SH | |
| PACKAGING CORP AMER | COM | $445K | 0.3% | 2,098 SH | |
| PHIBRO ANIMAL HEALTH CORP | CL A COM | $218K | 0.1% | 3,950 SH | |
| PLAINS GP HLDGS L P | LTD PARTNR INT A | $449K | 0.3% | 18,477 SH | |
| PUBLIC STORAGE OPER CO | COM | $230K | 0.1% | 850 SH | |
| ROBINHOOD MKTS INC | COM CL A | $1.5M | 1.0% | 21,593 SH | |
| ROLLINS INC | COM | $878K | 0.6% | 16,431 SH | |
| SCHWAB CHARLES CORP | COM | $216K | 0.1% | 2,296 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $359K | 0.2% | 12,902 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $1.1M | 0.7% | 43,919 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $220K | 0.1% | 7,097 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $223K | 0.1% | 7,667 SH | |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $3.3M | 2.1% | 8,311 SH | |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $406K | 0.3% | 6,632 SH | |
| SOFI TECHNOLOGIES INC | COM | $239K | 0.2% | 15,019 SH | |
| SPDR GOLD TR | GOLD SHS | $2.3M | 1.5% | 5,357 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $2.5M | 1.6% | 56,894 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $25.8M | 16.6% | 39,694 SH | |
| TECHNIPFMC PLC | COM | $373K | 0.2% | 5,395 SH | |
| THERMO FISHER SCIENTIFIC INC | COM | $1.2M | 0.8% | 2,391 SH | |
| TRACTOR SUPPLY CO | COM | $2.2M | 1.4% | 48,440 SH | |
| TRAVELERS COMPANIES INC | COM | $323K | 0.2% | 1,109 SH | |
| VANECK ETF TRUST | RETAIL ETF | $265K | 0.2% | 1,056 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $384K | 0.2% | 642 SH | |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $332K | 0.2% | 2,293 SH | |
| VERTEX PHARMACEUTICALS INC | COM | $915K | 0.6% | 2,049 SH | |
| VERTIV HOLDINGS CO | COM CL A | $323K | 0.2% | 1,290 SH | |
| VISA INC | COM CL A | $1.9M | 1.2% | 6,143 SH | |
| WESTERN MIDSTREAM PARTNERS L | COM UNIT LP INT | $239K | 0.2% | 5,807 SH | |
| WILLIAMS COS INC | COM | $1.1M | 0.7% | 15,384 SH | |
| WISDOMTREE TR | GLB HIGH DIV FD | $218K | 0.1% | 3,290 SH |
| 13F-HR |
| 0002085853-26-000889 |
| $165.7M |
| View |
| May 11, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000578 | $155.5M | View |