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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 | $1.0M | 0.6%Prev: 0.6% | 6,668 SH | Increased+69 SH |
| ALPHABET INC | CAP STK CL A | $7.0M | 4.1%Prev: 6.0% | 39,650 SH | Decreased+4,574 SH |
| ALTRIA GROUP INC | COM | $313K | 0.2%Prev: 0.3% | 5,340 SH | Decreased-3,381 SH |
| AMAZON COM INC | COM | $6.1M | 3.5%Prev: 3.3% | 27,652 SH | Increased+1,110 SH |
| AMERICAN EXPRESS CO | COM | $1.7M | 1.0%Prev: 0.9% | 5,332 SH | Increased+275 SH |
| APPLE INC | COM | $8.0M | 4.6%Prev: 5.6% | 38,851 SH | Decreased+1,577 SH |
| APPLIED MATLS INC | COM | $10.1M | 5.9%Prev: 9.1% | 55,228 SH | Decreased+10,485 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $6.6M | 3.8%Prev: 3.0% | 21,371 SH | Increased-3,670 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.1M | 0.6%Prev: 0.6% | 2,193 SH | Increased+248 SH |
| BEST BUY INC | COM | $2.1M | 1.2%Prev: 1.4% | 31,119 SH | Decreased-6,631 SH |
| CHEMED CORP NEW | COM | $4.0M | 2.3% | 8,246 SH | New |
| COCA COLA CO | COM | $823K | 0.5%Prev: 0.5% | 11,635 SH | Decreased-371 SH |
| CORPAY INC | COM SHS | $2.4M | 1.4%Prev: 1.3% | 7,174 SH | Increased-257 SH |
| COSTCO WHSL CORP NEW | COM | $7.9M | 4.6% | 7,940 SH | New |
| D R HORTON INC | COM | $3.7M | 2.1%Prev: 2.2% | 28,391 SH | Decreased+768 SH |
| DELL TECHNOLOGIES INC | CL C | $3.2M | 1.9%Prev: 2.6% | 25,901 SH | Decreased-1,150 SH |
| DISNEY WALT CO | COM | $4.0M | 2.3%Prev: 1.7% | 32,377 SH | Increased+3,016 SH |
| DOMINOS PIZZA INC | COM | $3.2M | 1.9%Prev: 1.6% | 7,176 SH | Increased-337 SH |
| DUKE ENERGY CORP NEW | COM NEW | $225K | 0.1%Prev: 0.2% | 1,910 SH | Decreased-807 SH |
| GARMIN LTD | SHS | $2.0M | 1.2% | 9,480 SH | New |
| GENERAL DYNAMICS CORP | COM | $2.7M | 1.6%Prev: 1.8% | 9,303 SH | Decreased+282 SH |
| HERSHEY CO | COM | $3.1M | 1.8%Prev: 2.4% | 18,415 SH | Decreased-896 SH |
| HOME DEPOT INC | COM | $6.0M | 3.5%Prev: 3.2% | 16,451 SH | Increased+123 SH |
| KENVUE INC | COM | $1.1M | 0.6% | 51,985 SH | New |
| LULULEMON ATHLETICA INC | COM | $1.7M | 1.0% | 7,274 SH | New |
| MASTERCARD INCORPORATED | CL A | $9.1M | 5.3%Prev: 4.3% | 16,236 SH | Increased+1,842 SH |
| MCCORMICK & CO INC | COM NON VTG | $404K | 0.2%Prev: 0.2% | 5,330 SH | Increased+30 SH |
| MICROSOFT CORP | COM | $7.1M | 4.2%Prev: 3.0% | 14,336 SH | Increased+686 SH |
| MONSTER BEVERAGE CORP NEW | COM | $2.4M | 1.4%Prev: 1.6% | 38,877 SH | Decreased+1,200 SH |
| NIKE INC | CL B | $5.4M | 3.1%Prev: 2.2% | 75,335 SH | Increased+4,158 SH |
| NVIDIA CORPORATION | COM | $1.6M | 0.9%Prev: 0.9% | 9,942 SH | Increased+1,187 SH |
| OTIS WORLDWIDE CORP | COM | $4.9M | 2.9%Prev: 2.3% | 49,443 SH | Increased-564 SH |
| PAYCHEX INC | COM | $5.3M | 3.1%Prev: 2.7% | 36,125 SH | Increased-12,964 SH |
| PEPSICO INC | COM | $3.6M | 2.1%Prev: 2.6% | 27,612 SH | Decreased-293 SH |
| REALTY INCOME CORP | COM | $670K | 0.4%Prev: 0.4% | 11,630 SH | Decreased-760 SH |
| SCHWAB CHARLES CORP | COM | $5.5M | 3.2%Prev: 3.2% | 60,065 SH | Increased+1,765 SH |
| SIMON PPTY GROUP INC NEW | COM | $429K | 0.2%Prev: 0.3% | 2,668 SH | Decreased-34 SH |
| SOUTHERN CO | COM | $878K | 0.5%Prev: 0.5% | 9,563 SH | Decreased+7 SH |
| STARBUCKS CORP | COM | $5.8M | 3.4%Prev: 3.4% | 63,472 SH | Increased-163 SH |
| STRYKER CORPORATION | COM | $1.1M | 0.6%Prev: 1.1% | 2,735 SH | Decreased-2,901 SH |
| UNITED PARCEL SERVICE INC | CL B | $2.7M | 1.6% | 26,922 SH | New |
| VALVOLINE INC | COM | $753K | 0.4%Prev: 0.7% | 19,892 SH | Decreased-15,605 SH |
| VEEVA SYS INC | CL A COM | $4.2M | 2.4%Prev: 1.3% | 14,538 SH | Increased+1,781 SH |
| VERIZON COMMUNICATIONS INC | COM | $499K | 0.3%Prev: 0.4% | 11,528 SH | Decreased-3,196 SH |
| VISA INC | COM CL A | $5.6M | 3.3%Prev: 2.8% | 15,768 SH | Increased+299 SH |
| WALMART INC | COM | $7.9M | 4.6%Prev: 5.0% | 80,770 SH | Decreased+12,165 SH |
| WEST PHARMACEUTICAL SVSC INC | COM | $3.1M | 1.8%Prev: 2.0% | 14,279 SH | Decreased+753 SH |
| ZOETIS INC | CL A | $2.8M | 1.6% | 17,927 SH | New |
| 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 |