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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% | 6,457 SH | Decreased-255 SH |
| ALPHABET INC | CAP STK CL A | $11.5M | 6.5%Prev: 5.3% | 36,680 SH | Increased-2,114 SH |
| ALTRIA GROUP INC | COM | $501K | 0.3%Prev: 0.3% | 8,695 SH | Increased+1,855 SH |
| AMAZON COM INC | COM | $6.1M | 3.5%Prev: 3.3% | 26,537 SH | Increased-523 SH |
| AMERICAN ELEC PWR CO INC | COM | $237K | 0.1% | 2,055 SH | New |
| AMERICAN EXPRESS CO | COM | $1.8M | 1.0%Prev: 1.0% | 4,944 SH | Increased-212 SH |
| AMERICAN TOWER CORP NEW | COM | $215K | 0.1% | 1,227 SH | New |
| APPLE INC | COM | $10.2M | 5.8%Prev: 5.5% | 37,362 SH | Increased-844 SH |
| APPLIED MATLS INC | COM | $12.2M | 6.9%Prev: 5.9% | 47,637 SH | Increased-3,529 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $6.4M | 3.6%Prev: 3.4% | 24,818 SH | Increased+4,028 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $873K | 0.5%Prev: 0.6% | 1,737 SH | Decreased-233 SH |
| BEST BUY INC | COM | $2.5M | 1.4%Prev: 1.6% | 37,075 SH | Decreased-101 SH |
| CHEMED CORP NEW | COM | $3.7M | 2.1%Prev: 2.2% | 8,749 SH | Decreased-96 SH |
| CHEVRON CORP NEW | COM | $406K | 0.2%Prev: 0.2% | 2,664 SH | Increased+762 SH |
| COCA COLA CO | COM | $813K | 0.5%Prev: 0.4% | 11,626 SH | Increased+386 SH |
| COPART INC | COM | $1.1M | 0.6%Prev: 0.8% | 28,650 SH | Decreased-1,105 SH |
| CORPAY INC | COM SHS | $2.1M | 1.2%Prev: 1.2% | 7,124 SH | Increased-182 SH |
| COSTCO WHSL CORP NEW | COM | $4.8M | 2.7%Prev: 3.0% | 5,519 SH | Decreased-192 SH |
| D R HORTON INC | COM | $4.0M | 2.2%Prev: 2.7% | 27,536 SH | Decreased-441 SH |
| DELL TECHNOLOGIES INC | CL C | $3.4M | 1.9%Prev: 2.1% | 26,719 SH | Decreased+119 SH |
| DISNEY WALT CO | COM | $3.4M | 1.9%Prev: 2.0% | 29,828 SH | Decreased-1,570 SH |
| DOMINOS PIZZA INC | COM | $3.1M | 1.8%Prev: 1.7% | 7,539 SH | Increased+461 SH |
| DUKE ENERGY CORP NEW | COM NEW | $316K | 0.2%Prev: 0.2% | 2,694 SH | Decreased+67 SH |
| FAIR ISAAC CORP | COM | $1.6M | 0.9%Prev: 0.7% | 953 SH | Increased+113 SH |
| GARMIN LTD | SHS | $1.8M | 1.0%Prev: 1.3% | 8,701 SH | Decreased-760 SH |
| GENERAL DYNAMICS CORP | COM | $3.0M | 1.7%Prev: 1.8% | 8,805 SH | Decreased-361 SH |
| HERSHEY CO | COM | $3.5M | 2.0%Prev: 1.9% | 19,242 SH | Increased+775 SH |
| HOME DEPOT INC | COM | $5.5M | 3.1%Prev: 3.7% | 15,963 SH | Decreased-303 SH |
| INVESCO QQQ TR | UNIT SER 1 | $672K | 0.4% | 1,094 SH | New |
| ISHARES TR | MICRO-CAP ETF | $217K | 0.1% | 1,374 SH | New |
| ISHARES TR | RUS 2000 GRW ETF | $420K | 0.2% | 1,299 SH | New |
| ISHARES TR | RUS MD CP GR ETF | $572K | 0.3% | 4,175 SH | New |
| MASTERCARD INCORPORATED | CL A | $8.2M | 4.6%Prev: 4.7% | 14,343 SH | Decreased-505 SH |
| MCCORMICK & CO INC | COM NON VTG | $363K | 0.2%Prev: 0.2% | 5,330 SH | Increased |
| MICROSOFT CORP | COM | $6.6M | 3.7%Prev: 4.1% | 13,630 SH | Decreased-387 SH |
| MONSTER BEVERAGE CORP NEW | COM | $2.9M | 1.6%Prev: 1.5% | 37,827 SH | Increased-915 SH |
| NIKE INC | CL B | $4.6M | 2.6%Prev: 2.9% | 71,747 SH | Decreased-3,223 SH |
| NVIDIA CORPORATION | COM | $1.7M | 1.0%Prev: 1.1% | 9,169 SH | Decreased-934 SH |
| OTIS WORLDWIDE CORP | COM | $4.3M | 2.4%Prev: 2.5% | 49,431 SH | Decreased+281 SH |
| PAYCHEX INC | COM | $4.7M | 2.7%Prev: 2.6% | 41,797 SH | Increased+5,703 SH |
| PEPSICO INC | COM | $4.0M | 2.3%Prev: 2.1% | 27,674 SH | Increased+547 SH |
| PHILIP MORRIS INTL INC | COM | $242K | 0.1% | 1,507 SH | New |
| PRUDENTIAL FINL INC | COM | $272K | 0.2% | 2,414 SH | New |
| REALTY INCOME CORP | COM | $698K | 0.4%Prev: 0.4% | 12,375 SH | Decreased+440 SH |
| SCHWAB CHARLES CORP | COM | $5.7M | 3.3%Prev: 3.2% | 57,389 SH | Increased-1,683 SH |
| SIMON PPTY GROUP INC NEW | COM | $510K | 0.3%Prev: 0.3% | 2,754 SH | Decreased+10 SH |
| SOUTHERN CO | COM | $859K | 0.5%Prev: 0.5% | 9,848 SH | Decreased+125 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $290K | 0.2% | 426 SH | New |
| STARBUCKS CORP | COM | $5.2M | 3.0%Prev: 3.0% | 61,976 SH | Decreased-1,472 SH |
| STRYKER CORPORATION | COM | $1.2M | 0.7%Prev: 0.8% | 3,550 SH | Decreased-229 SH |
| UNITED PARCEL SERVICE INC | CL B | $3.0M | 1.7%Prev: 1.4% | 30,186 SH | Increased-585 SH |
| VALVOLINE INC | COM | $1.0M | 0.6%Prev: 0.8% | 35,111 SH | Decreased-2,500 SH |
| VEEVA SYS INC | CL A COM | $2.7M | 1.5%Prev: 2.4% | 12,236 SH | Decreased-2,297 SH |
| VERIZON COMMUNICATIONS INC | COM | $594K | 0.3%Prev: 0.3% | 14,594 SH | Increased+2,760 SH |
| VISA INC | COM CL A | $5.2M | 2.9%Prev: 3.0% | 14,689 SH | Decreased-730 SH |
| WALMART INC | COM | $7.8M | 4.4%Prev: 4.4% | 69,922 SH | Increased-5,496 SH |
| WEST PHARMACEUTICAL SVSC INC | COM | $3.6M | 2.1%Prev: 2.0% | 13,163 SH | Decreased-659 SH |
| ZOETIS INC | CL A | $2.0M | 1.2%Prev: 1.5% | 16,275 SH | Decreased-1,453 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 |