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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: 0.5% | 6,712 SH | Decreased+105 SH |
| ALPHABET INC | CAP STK CL A | $9.4M | 5.3%Prev: 5.6% | 38,794 SH | Decreased+6,558 SH |
| ALTRIA GROUP INC | COM | $452K | 0.3%Prev: 0.3% | 6,840 SH | Decreased-1,891 SH |
| AMAZON COM INC | COM | $5.9M | 3.3%Prev: 3.0% | 27,060 SH | Decreased+949 SH |
| AMERICAN EXPRESS CO | COM | $1.7M | 1.0%Prev: 0.8% | 5,156 SH | Increased+99 SH |
| APPLE INC | COM | $9.7M | 5.5%Prev: 5.2% | 38,206 SH | Decreased+1,739 SH |
| APPLIED MATLS INC | COM | $10.5M | 5.9%Prev: 14.2% | 51,166 SH | Decreased+10,985 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $6.1M | 3.4%Prev: 2.7% | 20,790 SH | Increased-4,062 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $990K | 0.6%Prev: 0.5% | 1,970 SH | Increased-5 SH |
| BEST BUY INC | COM | $2.8M | 1.6%Prev: 1.4% | 37,176 SH | Decreased-1,348 SH |
| CHEMED CORP NEW | COM | $4.0M | 2.2% | 8,845 SH | New |
| CHEVRON CORP NEW | COM | $295K | 0.2% | 1,902 SH | New |
| COCA COLA CO | COM | $745K | 0.4%Prev: 0.5% | 11,240 SH | Decreased-767 SH |
| COPART INC | COM | $1.3M | 0.8%Prev: 0.4% | 29,755 SH | Increased+118 SH |
| CORPAY INC | COM SHS | $2.1M | 1.2%Prev: 1.1% | 7,306 SH | Decreased+331 SH |
| COSTCO WHSL CORP NEW | COM | $5.3M | 3.0% | 5,711 SH | New |
| D R HORTON INC | COM | $4.7M | 2.7%Prev: 2.2% | 27,977 SH | Increased+506 SH |
| DELL TECHNOLOGIES INC | CL C | $3.8M | 2.1%Prev: 5.5% | 26,600 SH | Decreased+317 SH |
| DISNEY WALT CO | COM | $3.6M | 2.0%Prev: 1.4% | 31,398 SH | Increased+2,659 SH |
| DOMINOS PIZZA INC | COM | $3.1M | 1.7%Prev: 1.4% | 7,078 SH | Increased-2,422 SH |
| DUKE ENERGY CORP NEW | COM NEW | $325K | 0.2%Prev: 0.2% | 2,627 SH | Decreased-90 SH |
| FAIR ISAAC CORP | COM | $1.3M | 0.7%Prev: 1.0% | 840 SH | Decreased-805 SH |
| GARMIN LTD | SHS | $2.3M | 1.3% | 9,461 SH | New |
| GENERAL DYNAMICS CORP | COM | $3.1M | 1.8%Prev: 1.6% | 9,166 SH | Decreased-40 SH |
| HERSHEY CO | COM | $3.5M | 1.9%Prev: 1.6% | 18,467 SH | Increased-601 SH |
| HOME DEPOT INC | COM | $6.6M | 3.7%Prev: 3.1% | 16,266 SH | Increased-1,878 SH |
| KENVUE INC | COM | $867K | 0.5% | 53,399 SH | New |
| LULULEMON ATHLETICA INC | COM | $1.5M | 0.9% | 8,697 SH | New |
| MASTERCARD INCORPORATED | CL A | $8.4M | 4.7%Prev: 3.7% | 14,848 SH | Increased+36 SH |
| MCCORMICK & CO INC | COM NON VTG | $357K | 0.2% | 5,330 SH | New |
| MICROSOFT CORP | COM | $7.3M | 4.1%Prev: 2.7% | 14,017 SH | Increased-554 SH |
| MONSTER BEVERAGE CORP NEW | COM | $2.6M | 1.5%Prev: 1.7% | 38,742 SH | Decreased+2,795 SH |
| NIKE INC | CL B | $5.2M | 2.9%Prev: 1.4% | 74,970 SH | Increased+6,292 SH |
| NVIDIA CORPORATION | COM | $1.9M | 1.1%Prev: 0.9% | 10,103 SH | Decreased+425 SH |
| OTIS WORLDWIDE CORP | COM | $4.5M | 2.5%Prev: 2.0% | 49,150 SH | Increased-8,663 SH |
| PAYCHEX INC | COM | $4.6M | 2.6%Prev: 2.3% | 36,094 SH | Decreased-12,213 SH |
| PEPSICO INC | COM | $3.8M | 2.1%Prev: 1.8% | 27,127 SH | Increased-326 SH |
| REALTY INCOME CORP | COM | $726K | 0.4%Prev: 0.4% | 11,935 SH | Decreased-872 SH |
| SCHWAB CHARLES CORP | COM | $5.6M | 3.2%Prev: 2.6% | 59,072 SH | Increased+1,238 SH |
| SIMON PPTY GROUP INC NEW | COM | $515K | 0.3%Prev: 0.3% | 2,744 SH | Decreased+37 SH |
| SOUTHERN CO | COM | $921K | 0.5%Prev: 0.4% | 9,723 SH | Increased+167 SH |
| STARBUCKS CORP | COM | $5.4M | 3.0%Prev: 3.1% | 63,448 SH | Decreased+538 SH |
| STRYKER CORPORATION | COM | $1.4M | 0.8%Prev: 0.9% | 3,779 SH | Decreased-2,071 SH |
| UNITED PARCEL SERVICE INC | CL B | $2.6M | 1.4% | 30,771 SH | New |
| VALVOLINE INC | COM | $1.4M | 0.8%Prev: 0.9% | 37,611 SH | Decreased-6,559 SH |
| VEEVA SYS INC | CL A COM | $4.3M | 2.4%Prev: 1.4% | 14,533 SH | Increased-2,095 SH |
| VERIZON COMMUNICATIONS INC | COM | $520K | 0.3%Prev: 0.3% | 11,834 SH | Decreased-3,155 SH |
| VISA INC | COM CL A | $5.3M | 3.0%Prev: 2.6% | 15,419 SH | Decreased+68 SH |
| WALMART INC | COM | $7.8M | 4.4%Prev: 3.7% | 75,418 SH | Increased+8,380 SH |
| WEST PHARMACEUTICAL SVSC INC | COM | $3.6M | 2.0%Prev: 2.3% | 13,822 SH | Decreased+473 SH |
| ZOETIS INC | CL A | $2.6M | 1.5% | 17,728 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 |