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CIK 0001910961 • 7 13F filings • May 5, 2025 – 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 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $951K | 0.6% | 6,478 SH | |
| ALPHABET INC | CAP STK CL A | $5.9M | 3.7% | 37,916 SH | |
| ALTRIA GROUP INC | COM | $321K | 0.2% | 5,340 SH | |
| AMAZON COM INC | COM | $4.9M | 3.1% | 25,785 SH | |
| AMERICAN EXPRESS CO | COM | $1.4M | 0.9% | 5,332 SH | |
| APPLE INC | COM | $8.5M | 5.3% | 38,280 SH | |
| APPLIED MATLS INC | COM | $7.4M | 4.6% | 50,659 SH | |
| AUTOMATIC DATA PROCESSING IN | COM | $6.5M | 4.1% | 21,330 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.2M | 0.7% | 2,206 SH | |
| BEST BUY INC | COM | $2.3M | 1.5% | 31,771 SH | |
| BROWN FORMAN CORP | CL B | $2.6M | 1.6% | 77,157 SH | |
| CHEMED CORP NEW | COM | $5.1M | 3.2% | 8,351 SH | |
| CHEVRON CORP NEW | COM | $204K | 0.1% | 1,222 SH | |
| COCA COLA CO | COM | $857K | 0.5% | 11,960 SH | |
| CORPAY INC | COM SHS | $2.2M | 1.4% | 6,234 SH | |
| COSTCO WHSL CORP NEW | COM | $7.6M | 4.8% | 8,040 SH | |
| D R HORTON INC | COM | $3.6M | 2.3% | 28,281 SH | |
| DELL TECHNOLOGIES INC | CL C | $1.6M | 1.0% | 17,546 SH | |
| DIAGEO PLC | SPON ADR NEW | $924K | 0.6% | 8,820 SH | |
| DISNEY WALT CO | COM | $3.2M | 2.0% | 32,601 SH | |
| DOMINOS PIZZA INC | COM | $2.5M | 1.5% | 5,366 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $233K | 0.1% | 1,910 SH | |
| GARMIN LTD | SHS | $2.1M | 1.3% | 9,582 SH | |
| GENERAL DYNAMICS CORP | COM | $2.5M | 1.6% | 9,294 SH | |
| HERSHEY CO | COM | $3.2M | 2.0% | 18,593 SH | |
| HOME DEPOT INC | COM | $6.0M | 3.8% | 16,495 SH | |
| KENVUE INC | COM | $1.1M | 0.7% | 47,861 SH | |
| LULULEMON ATHLETICA INC | COM | $1.6M | 1.0% | 5,712 SH | |
| MASTERCARD INCORPORATED | CL A | $9.0M | 5.7% | 16,480 SH | |
| MCCORMICK & CO INC | COM NON VTG | $439K | 0.3% | 5,330 SH | |
| MICROSOFT CORP | COM | $4.9M | 3.1% | 13,152 SH | |
| MONSTER BEVERAGE CORP NEW | COM | $1.8M | 1.1% | 31,005 SH | |
| NIKE INC | CL B | $3.6M | 2.3% | 57,304 SH | |
| NVIDIA CORPORATION | COM | $265K | 0.2% | 2,445 SH | |
| OTIS WORLDWIDE CORP | COM | $5.1M | 3.2% | 49,218 SH | |
| PAYCHEX INC | COM | $5.6M | 3.5% | 36,475 SH | |
| PEPSICO INC | COM | $3.2M | 2.0% | 21,672 SH | |
| REALTY INCOME CORP | COM | $647K | 0.4% | 11,145 SH | |
| SCHWAB CHARLES CORP | COM | $4.2M | 2.7% | 54,155 SH | |
| SIMON PPTY GROUP INC NEW | COM | $414K | 0.3% | 2,493 SH | |
| SOUTHERN CO | COM | $872K | 0.5% | 9,483 SH | |
| STARBUCKS CORP | COM | $6.2M | 3.9% | 63,392 SH | |
| STRYKER CORPORATION | COM | $1.1M | 0.7% | 2,831 SH | |
| UNITED PARCEL SERVICE INC | CL B | $3.3M | 2.1% | 30,068 SH | |
| VEEVA SYS INC | CL A COM | $3.4M | 2.1% | 14,550 SH | |
| VERIZON COMMUNICATIONS INC | COM | $517K | 0.3% | 11,398 SH | |
| VISA INC | COM CL A | $5.6M | 3.5% | 15,961 SH | |
| WALMART INC | COM | $7.2M | 4.5% | 82,288 SH | |
| WEST PHARMACEUTICAL SVSC INC | COM | $2.4M | 1.5% | 10,723 SH | |
| ZOETIS INC | CL A | $2.9M | 1.8% | 17,915 SH |
| 13F-HR |
| 0001172661-25-004415 |
| $178.3M |
| View |
| Jul 28, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002878 | $204.5M | View |
| Aug 1, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002845 | $171.6M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001858 | $169.0M | View |
| May 5, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001575 | $159.5M | View |