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CIK 0001764000 • 6 13F filings • May 1, 2025 – Aug 6, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $293K | 0.0%Prev: 0.0% | 1,833 SH | Increased |
| ABBVIE INC | COM | $4.1M | 0.3%Prev: 0.3% | 17,812 SH | Increased+270 SH |
| ACCENTURE PLC IRELAND | SHS CLASS A | $48.1M | 3.3%Prev: 3.0% | 179,338 SH | Decreased-17,229 SH |
| ALPHABET INC | CAP STK CL A | $685K | 0.0%Prev: 0.0% | 2,187 SH | Increased-35 SH |
| ALPHABET INC | CAP STK CL C | $657K | 0.0%Prev: 0.0% | 2,095 SH | Increased-20 SH |
| AMAZON COM INC | COM | $57.1M | 3.9%Prev: 3.4% | 247,314 SH | Increased-1,432 SH |
| AMGEN INC | COM | $65.6M | 4.5%Prev: 3.9% | 200,503 SH | Increased-17,861 SH |
| ANALOG DEVICES INC | COM | $50.1M | 3.4%Prev: 2.9% | 184,757 SH | Increased-2,949 SH |
| APPLE INC | COM | $93.6M | 6.4%Prev: 5.9% | 344,324 SH | Increased-22,393 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $497K | 0.0%Prev: 0.0% | 465 SH | Increased |
| BANCO SANTANDER S.A. | ADR | $408K | 0.0% | 34,800 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.2M | 0.2%Prev: 0.2% | 6,297 SH | Decreased-15 SH |
| BROADCOM INC | COM | $12.9M | 0.9%Prev: 0.8% | 37,397 SH | Increased-302 SH |
| CANADIAN PACIFIC KANSAS CITY | COM | $297K | 0.0%Prev: 0.0% | 4,035 SH | Decreased |
| CHEVRON CORP NEW | COM | $526K | 0.0%Prev: 0.0% | 3,453 SH | Increased+1,000 SH |
| CITIGROUP INC | COM NEW | $303K | 0.0%Prev: 0.0% | 2,594 SH | Increased+560 SH |
| COINBASE GLOBAL INC | COM CL A | $8.7M | 0.6%Prev: 1.1% | 38,590 SH | Decreased-11,019 SH |
| CONOCOPHILLIPS | COM | $211K | 0.0%Prev: 0.0% | 2,250 SH | Decreased |
| DEERE & CO | COM | $51.5M | 3.5%Prev: 3.5% | 110,690 SH | Decreased-10,018 SH |
| DIAMONDBACK ENERGY INC | COM | $609K | 0.0%Prev: 0.0% | 4,050 SH | Increased+1,000 SH |
| DISNEY WALT CO | COM | $45.3M | 3.1%Prev: 3.2% | 397,939 SH | Decreased-45,842 SH |
| ELI LILLY & CO | COM | $451K | 0.0%Prev: 0.0% | 420 SH | Increased |
| EOG RES INC | COM | $441K | 0.0%Prev: 0.0% | 4,200 SH | Increased+1,500 SH |
| EXXON MOBIL CORP | COM | $2.6M | 0.2%Prev: 0.2% | 21,989 SH | Increased-39 SH |
| FERRARI N V | COM | $3.0M | 0.2%Prev: 0.2% | 8,040 SH | Decreased-125 SH |
| IMPERIAL OIL LTD | COM NEW | $233K | 0.0%Prev: 0.0% | 2,695 SH | Decreased |
| INTELLICHECK INC | COM NEW | $1.6M | 0.1%Prev: 0.1% | 237,768 SH | Increased+5,769 SH |
| INTUIT | COM | $40.2M | 2.7%Prev: 2.7% | 60,655 SH | Decreased-1,178 SH |
| ISHARES TR | CORE S&P US VLU | $225K | 0.0% | 2,190 SH | New |
| JOHNSON & JOHNSON | COM | $2.9M | 0.2%Prev: 0.2% | 13,900 SH | Increased+225 SH |
| JPMORGAN CHASE & CO. | COM | $114.1M | 7.8%Prev: 7.6% | 354,057 SH | Decreased-26,878 SH |
| LINDE PLC | SHS | $50.2M | 3.4%Prev: 3.5% | 117,647 SH | Decreased+713 SH |
| LOWES COS INC | COM | $1.9M | 0.1%Prev: 0.1% | 7,800 SH | Decreased |
| MASTERCARD INCORPORATED | CL A | $11.0M | 0.8%Prev: 0.7% | 19,283 SH | Decreased-1,427 SH |
| MCDONALDS CORP | COM | $2.6M | 0.2%Prev: 0.2% | 8,620 SH | Increased-35 SH |
| MERCADOLIBRE INC | COM | $455K | 0.0%Prev: 0.0% | 226 SH | Decreased |
| MERCK & CO INC | COM | $864K | 0.1%Prev: 0.1% | 8,205 SH | Decreased-17,500 SH |
| META PLATFORMS INC | CL A | $458K | 0.0%Prev: 0.0% | 694 SH | Decreased-20 SH |
| MICROSOFT CORP | COM | $110.7M | 7.6%Prev: 8.0% | 228,803 SH | Decreased-15,996 SH |
| MORGAN STANLEY | COM NEW | $394K | 0.0%Prev: 0.0% | 2,219 SH | Increased-5 SH |
| NETFLIX INC | COM | $201K | 0.0%Prev: 0.0% | 2,145 SH | Decreased+1,933 SH |
| NVIDIA CORPORATION | COM | $87.2M | 6.0%Prev: 5.6% | 467,689 SH | Decreased-7,834 SH |
| PARKER-HANNIFIN CORP | COM | $41.8M | 2.9%Prev: 2.3% | 47,575 SH | Increased-859 SH |
| PINNACLE WEST CAP CORP | COM | $798K | 0.1%Prev: 0.1% | 9,000 SH | Decreased |
| PROGRESSIVE CORP | COM | $33.8M | 2.3%Prev: 2.3% | 148,581 SH | Decreased-2,390 SH |
| ROSS STORES INC | COM | $752K | 0.1%Prev: 0.0% | 4,174 SH | Increased |
| SHERWIN WILLIAMS CO | COM | $65.7M | 4.5%Prev: 4.7% | 202,862 SH | Decreased-11,547 SH |
| SONY GROUP CORP | SPONSORED ADR | $403K | 0.0%Prev: 0.0% | 15,730 SH | Decreased+400 SH |
| SPDR GOLD TR | GOLD SHS | $1.2M | 0.1%Prev: 0.1% | 2,948 SH | Increased+58 SH |
| SPOTIFY TECHNOLOGY S A | SHS | $18.9M | 1.3%Prev: 1.9% | 32,534 SH | Decreased-11,458 SH |
| STAR GROUP L P | UNIT LTD PARTNR | $118K | 0.0%Prev: 0.0% | 10,000 SH | Increased |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $81.9M | 5.6%Prev: 5.1% | 269,372 SH | Increased-18,478 SH |
| TEXAS INSTRS INC | COM | $58.7M | 4.0%Prev: 4.3% | 338,387 SH | Decreased-31,074 SH |
| TJX COS INC NEW | COM | $119.9M | 8.2%Prev: 7.9% | 780,376 SH | Decreased-87,962 SH |
| UBER TECHNOLOGIES INC | COM | $17.8M | 1.2% | 217,765 SH | New |
| UNION PAC CORP | COM | $60.0M | 4.1%Prev: 4.2% | 259,428 SH | Decreased-19,912 SH |
| UNIVERSAL HEALTH RLTY INCOME | SH BEN INT | $667K | 0.0%Prev: 0.0% | 17,000 SH | Increased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $243K | 0.0% | 3,883 SH | New |
| VISA INC | COM CL A | $54.9M | 3.8%Prev: 3.4% | 156,676 SH | Increased-2,609 SH |
| WATSCO INC | COM | $26.6M | 1.8%Prev: 2.1% | 78,925 SH | Decreased-2,758 SH |
| WELLS FARGO CO NEW | COM | $2.9M | 0.2%Prev: 0.2% | 31,150 SH | Increased+750 SH |
| WEX INC | COM | $365K | 0.0%Prev: 0.0% | 2,450 SH | Decreased |
| WILLIAMS COS INC | COM | $249K | 0.0%Prev: 0.0% | 4,140 SH | Decreased |
| 13F-HR |
| 0001172661-26-003135 |
| $1.26B |
| View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003001 | $1.59B | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001793 | $1.31B | View |
| May 1, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001556 | $1.60B | View |