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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 | $292K | 0.2%Prev: 0.2% | 2,045 SH | Increased-289 SH |
| ABBVIE INC | COM | $814K | 0.5%Prev: 0.5% | 3,234 SH | Increased-123 SH |
| ALLSTATE CORP | COM | $499K | 0.3%Prev: 0.3% | 2,098 SH | Increased |
| ALPHABET INC | CAP STK CL A | $3.3M | 2.0%Prev: 1.8% | 9,145 SH | Increased-650 SH |
| AMAZON COM INC | COM | $499K | 0.3%Prev: 0.3% | 2,092 SH | Increased |
| AMERICAN ELEC PWR CO INC | COM | $479K | 0.3%Prev: 0.3% | 3,500 SH | Decreased-300 SH |
| AMGEN INC | COM | $1.3M | 0.8%Prev: 0.9% | 3,562 SH | Decreased-315 SH |
| AMPHENOL CORP | CL A | $630K | 0.4%Prev: 0.3% | 3,575 SH | Increased |
| AON PLC | SHS CL A | $516K | 0.3%Prev: 0.3% | 1,557 SH | Increased-1 SH |
| APPLE INC | COM | $17.0M | 10.3%Prev: 9.8% | 58,715 SH | Increased-1,505 SH |
| APPLOVIN CORP | COM CL A | $273K | 0.2%Prev: 0.1% | 530 SH | Increased |
| ARISTA NETWORKS INC | COM SHS | $498K | 0.3%Prev: 0.2% | 2,929 SH | Increased-200 SH |
| BANK OF NY MELLON CORP | COM | $1.8M | 1.1% | 12,335 SH | New |
| BERKLEY W R CORP | COM | $424K | 0.3%Prev: 0.3% | 6,016 SH | Increased-121 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $5.6M | 3.4%Prev: 3.6% | 11,104 SH | Decreased-516 SH |
| BLACKROCK INC | COM | $1.3M | 0.8%Prev: 0.9% | 1,376 SH | Decreased |
| BLACKSTONE INC | COM | $1.2M | 0.7%Prev: 0.8% | 9,819 SH | Decreased-327 SH |
| BROADCOM INC | COM | $2.3M | 1.4%Prev: 1.2% | 6,203 SH | Increased+85 SH |
| CATERPILLAR INC | COM | $698K | 0.4%Prev: 0.3% | 655 SH | Increased-110 SH |
| CELESTICA INC | COM | $4.0M | 2.4%Prev: 2.1% | 11,047 SH | Increased-581 SH |
| CENCORA INC | COM | $808K | 0.5%Prev: 0.6% | 2,856 SH | Decreased-250 SH |
| CHEVRON CORPORATION | COM | $1.2M | 0.7%Prev: 1.0% | 7,455 SH | Decreased-325 SH |
| CHURCH & DWIGHT CO INC | COM | $887K | 0.5%Prev: 0.6% | 9,156 SH | Increased-17 SH |
| CINCINNATI FINL CORP | COM | $799K | 0.5%Prev: 0.4% | 4,317 SH | Increased-106 SH |
| CINTAS CORP | COM | $1.6M | 1.0%Prev: 1.0% | 9,516 SH | Decreased-70 SH |
| COCA COLA CO | COM | $391K | 0.2%Prev: 0.2% | 4,805 SH | Increased-225 SH |
| COMFORT SYS USA INC | COM | $2.8M | 1.7%Prev: 1.3% | 1,390 SH | Increased-90 SH |
| COSTCO WHOLESALE CORPORATION | COM | $1.6M | 1.0%Prev: 1.1% | 1,706 SH | Decreased-29 SH |
| DARDEN RESTAURANTS INC | COM | $327K | 0.2%Prev: 0.2% | 1,589 SH | Increased-35 SH |
| DHT HOLDINGS INC | SHS NEW | $808K | 0.5%Prev: 0.6% | 48,885 SH | Decreased-2,456 SH |
| ELI LILLY & CO | COM | $2.2M | 1.3%Prev: 1.2% | 1,841 SH | Increased-129 SH |
| FIDELITY COVINGTON TRUST | FUN LAR COR ETF | $693K | 0.4% | 11,764 SH | New |
| FIRST TR EXCH TRADED FD III | INSTL PFD SECS | $201K | 0.1%Prev: 0.1% | 10,427 SH | Decreased-369 SH |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | $425K | 0.3%Prev: 0.2% | 3,188 SH | Increased |
| FOX CORP | CL A COM | $244K | 0.1%Prev: 0.2% | 4,683 SH | Decreased-100 SH |
| GENERAL DYNAMICS CORP | COM | $600K | 0.4%Prev: 0.4% | 1,693 SH | Increased-30 SH |
| GOLDMAN SACHS GROUP INC | COM | $15.5M | 9.4%Prev: 8.7% | 15,318 SH | Increased-709 SH |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | $372K | 0.2%Prev: 0.3% | 14,334 SH | Decreased-650 SH |
| GSK PLC | SPONSORED ADR | $214K | 0.1%Prev: 0.2% | 4,090 SH | Decreased-335 SH |
| HERSHEY CO | COM | $263K | 0.2%Prev: 0.2% | 1,500 SH | Decreased-100 SH |
| ILLINOIS TOOL WKS INC | COM | $669K | 0.4%Prev: 0.5% | 2,473 SH | Decreased-675 SH |
| INVESCO EXCH TRADED FD TR II | INVESCO PHLX SM | $611K | 0.4%Prev: 0.2% | 5,453 SH | Increased-16 SH |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $215K | 0.1%Prev: 0.1% | 2,875 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $392K | 0.2%Prev: 0.2% | 6,395 SH | Increased-28 SH |
| INVESCO EXCHANGE TRADED FD T | S&P SMLCP MOMENT | $438K | 0.3%Prev: 0.2% | 4,674 SH | Increased-20 SH |
| INVESCO QQQ TR | UNIT SER 1 | $236K | 0.1% | 320 SH | New |
| ISHARES TR | CONV BD ETF | $330K | 0.2%Prev: 0.2% | 2,709 SH | Increased-24 SH |
| ISHARES TR | CORE S&P US GWT | $1.2M | 0.7%Prev: 0.6% | 6,221 SH | Increased-155 SH |
| ISHARES TR | CORE S&P500 ETF | $338K | 0.2%Prev: 0.2% | 451 SH | Increased-3 SH |
| ISHARES TR | RUS MID CAP ETF | $218K | 0.1% | 1,975 SH | New |
| ISHARES TR | RUS TP200 GR ETF | $928K | 0.6%Prev: 0.5% | 3,192 SH | Increased-180 SH |
| ISHARES TR | S&P 100 ETF | $383K | 0.2%Prev: 0.2% | 1,048 SH | Increased-34 SH |
| JPMORGAN CHASE & CO | COM | $9.5M | 5.8%Prev: 5.7% | 29,166 SH | Increased-1,212 SH |
| KINDER MORGAN INC DEL | COM | $375K | 0.2%Prev: 0.3% | 11,720 SH | Decreased-52 SH |
| LAMAR ADVERTISING CO | CL A | $1.7M | 1.0%Prev: 0.9% | 10,858 SH | Increased-192 SH |
| MANULIFE FINL CORP | COM | $1.2M | 0.7%Prev: 0.7% | 29,613 SH | Increased-1,070 SH |
| MARRIOTT INTL INC NEW | CL A | $241K | 0.1%Prev: 0.1% | 649 SH | Increased |
| MCDONALDS CORP | COM | $700K | 0.4%Prev: 0.6% | 2,590 SH | Decreased-385 SH |
| MERCK & CO INC | COM | $1.4M | 0.8%Prev: 0.8% | 10,558 SH | Increased-328 SH |
| MICROSOFT CORP | COM | $4.9M | 3.0%Prev: 3.5% | 13,231 SH | Decreased-1,344 SH |
| MODINE MFG CO | COM | $656K | 0.4%Prev: 0.4% | 2,455 SH | Increased-89 SH |
| MORGAN STANLEY | COM NEW | $1.7M | 1.0%Prev: 0.8% | 7,920 SH | Increased+595 SH |
| MPLX LP | COM UNIT REP LTD | $427K | 0.3%Prev: 0.3% | 7,585 SH | Decreased-330 SH |
| NVIDIA CORPORATION | COM | $1.8M | 1.1%Prev: 1.1% | 9,197 SH | Increased-349 SH |
| OLD DOMINION FREIGHT LINE IN | COM | $3.1M | 1.9%Prev: 1.9% | 14,490 SH | Increased-563 SH |
| OLD REP INTL CORP | COM | $293K | 0.2%Prev: 0.2% | 7,150 SH | Increased-150 SH |
| OUTFRONT MEDIA INC | COM NEW | $2.3M | 1.4%Prev: 1.3% | 70,630 SH | Increased-3,780 SH |
| PACKAGING CORP AMER | COM | $482K | 0.3%Prev: 0.3% | 2,024 SH | Increased-74 SH |
| PLAINS GP HLDGS L P | LTD PARTNR INT A | $443K | 0.3%Prev: 0.3% | 18,245 SH | Decreased-232 SH |
| PUBLIC STORAGE | COM | $207K | 0.1% | 650 SH | New |
| ROBINHOOD MKTS INC | COM CL A | $2.1M | 1.2%Prev: 1.0% | 20,525 SH | Increased-1,068 SH |
| ROLLINS INC | COM | $521K | 0.3%Prev: 0.6% | 12,486 SH | Decreased-3,945 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $400K | 0.2%Prev: 0.2% | 12,847 SH | Increased-55 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $1.3M | 0.8%Prev: 0.7% | 42,959 SH | Increased-960 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $262K | 0.2%Prev: 0.1% | 7,097 SH | Increased |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $277K | 0.2%Prev: 0.1% | 7,667 SH | Increased |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $7.7M | 4.6%Prev: 2.1% | 7,950 SH | Increased-361 SH |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | $354K | 0.2% | 6,667 SH | New |
| SPDR GOLD TR | GOLD SHS | $1.8M | 1.1%Prev: 1.5% | 4,937 SH | Decreased-420 SH |
| SPDR SERIES TRUST | ST PORT HIGH ETF | $296K | 0.2% | 12,647 SH | New |
| SPDR SERIES TRUST | ST STR AGGRE ETF | $551K | 0.3% | 21,598 SH | New |
| SPDR SERIES TRUST | ST STR P400MID | $684K | 0.4% | 10,127 SH | New |
| SPDR SERIES TRUST | ST STR P500VAL | $229K | 0.1% | 3,765 SH | New |
| SPDR SERIES TRUST | ST STR SP DIV | $602K | 0.4% | 3,957 SH | New |
| SPDR SERIES TRUST | ST STR SP INS | $226K | 0.1% | 3,705 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $27.7M | 16.7%Prev: 16.6% | 37,092 SH | Increased-2,602 SH |
| TECHNIPFMC PLC | COM | $326K | 0.2%Prev: 0.2% | 4,920 SH | Decreased-475 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $915K | 0.6%Prev: 0.8% | 1,825 SH | Decreased-566 SH |
| TORONTO DOMINION BK ONT | COM NEW | $237K | 0.1% | 1,952 SH | New |
| TRAVELERS COMPANIES INC | COM | $363K | 0.2%Prev: 0.2% | 1,100 SH | Increased-9 SH |
| VANECK ETF TRUST | RETAIL ETF | $270K | 0.2%Prev: 0.2% | 1,056 SH | Increased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $448K | 0.3%Prev: 0.2% | 653 SH | Increased+11 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $373K | 0.2%Prev: 0.2% | 2,283 SH | Increased-10 SH |
| VERTEX PHARMACEUTICALS INC | COM | $992K | 0.6%Prev: 0.6% | 1,997 SH | Increased-52 SH |
| VERTIV HOLDINGS CO | COM CL A | $446K | 0.3%Prev: 0.2% | 1,332 SH | Increased+42 SH |
| VISA INC | COM CL A | $2.1M | 1.3%Prev: 1.2% | 6,082 SH | Increased-61 SH |
| WESTERN MIDSTREAM PARTNERS L | COM UNIT LP INT | $237K | 0.1%Prev: 0.2% | 5,407 SH | Decreased-400 SH |
| WILLIAMS COS INC | COM | $1.1M | 0.7%Prev: 0.7% | 15,096 SH | Increased-288 SH |
| WISDOMTREE TR | GLB HIGH DIV FD | $226K | 0.1%Prev: 0.1% | 3,290 SH | Increased |
| 13F-HR |
| 0002085853-26-000889 |
| $165.7M |
| View |
| May 11, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000578 | $155.5M | View |