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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 | $958K | 0.6%Prev: 0.6% | 6,599 SH | Increased+121 SH |
| ALPHABET INC | CAP STK CL A | $10.1M | 6.0%Prev: 3.7% | 35,076 SH | Increased-2,840 SH |
| ALTRIA GROUP INC | COM | $575K | 0.3%Prev: 0.2% | 8,721 SH | Increased+3,381 SH |
| AMAZON COM INC | COM | $5.5M | 3.3%Prev: 3.1% | 26,542 SH | Increased+757 SH |
| AMERICAN ELEC PWR CO INC | COM | $270K | 0.2% | 2,057 SH | New |
| AMERICAN EXPRESS CO | COM | $1.5M | 0.9%Prev: 0.9% | 5,057 SH | Increased-275 SH |
| AMERICAN TOWER CORP | COM | $212K | 0.1% | 1,229 SH | New |
| APPLE INC | COM | $9.5M | 5.6%Prev: 5.3% | 37,274 SH | Increased-1,006 SH |
| APPLIED MATLS INC | COM | $15.3M | 9.1%Prev: 4.6% | 44,743 SH | Increased-5,916 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $5.1M | 3.0%Prev: 4.1% | 25,041 SH | Decreased+3,711 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $932K | 0.6%Prev: 0.7% | 1,945 SH | Decreased-261 SH |
| BEST BUY INC | COM | $2.4M | 1.4%Prev: 1.5% | 37,750 SH | Increased+5,979 SH |
| CHEVRON CORPORATION | COM | $550K | 0.3% | 2,659 SH | New |
| COCA COLA CO | COM | $913K | 0.5%Prev: 0.5% | 12,006 SH | Increased+46 SH |
| COPART INC | COM | $952K | 0.6% | 28,681 SH | New |
| CORPAY INC | COM SHS | $2.2M | 1.3%Prev: 1.4% | 7,431 SH | Decreased+1,197 SH |
| COSTCO WHOLESALE CORPORATION | COM | $5.5M | 3.3% | 5,522 SH | New |
| D R HORTON INC | COM | $3.8M | 2.2%Prev: 2.3% | 27,623 SH | Increased-658 SH |
| DELL TECHNOLOGIES INC | CL C | $4.4M | 2.6%Prev: 1.0% | 27,051 SH | Increased+9,505 SH |
| DISNEY WALT CO | COM | $2.8M | 1.7%Prev: 2.0% | 29,361 SH | Decreased-3,240 SH |
| DOMINOS PIZZA INC | COM | $2.7M | 1.6%Prev: 1.5% | 7,513 SH | Increased+2,147 SH |
| DUKE ENERGY CORP NEW | COM NEW | $356K | 0.2%Prev: 0.1% | 2,717 SH | Increased+807 SH |
| EXXON MOBIL CORP | COM | $271K | 0.2% | 1,597 SH | New |
| FAIR ISAAC CORP | COM | $1.7M | 1.0% | 1,552 SH | New |
| GENERAL DYNAMICS CORP | COM | $3.1M | 1.8%Prev: 1.6% | 9,021 SH | Increased-273 SH |
| HERSHEY CO | COM | $4.0M | 2.4%Prev: 2.0% | 19,311 SH | Increased+718 SH |
| HOME DEPOT INC | COM | $5.4M | 3.2%Prev: 3.8% | 16,328 SH | Decreased-167 SH |
| INTUIT | COM | $1.7M | 1.0% | 3,960 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $632K | 0.4% | 1,096 SH | New |
| ISHARES TR | MICRO-CAP ETF | $220K | 0.1% | 1,376 SH | New |
| ISHARES TR | RUS 2000 GRW ETF | $408K | 0.2% | 1,300 SH | New |
| ISHARES TR | RUS MD CP GR ETF | $535K | 0.3% | 4,176 SH | New |
| MASTERCARD INCORPORATED | CL A | $7.2M | 4.3%Prev: 5.7% | 14,394 SH | Decreased-2,086 SH |
| MCCORMICK & CO INC | COM NON VTG | $267K | 0.2%Prev: 0.3% | 5,300 SH | Decreased-30 SH |
| MICROSOFT CORP | COM | $5.1M | 3.0%Prev: 3.1% | 13,650 SH | Increased+498 SH |
| MONSTER BEVERAGE CORP NEW | COM | $2.7M | 1.6%Prev: 1.1% | 37,677 SH | Increased+6,672 SH |
| MOODYS CORP | COM | $1.3M | 0.8% | 3,038 SH | New |
| NIKE INC | CL B | $3.8M | 2.2%Prev: 2.3% | 71,177 SH | Increased+13,873 SH |
| NVIDIA CORPORATION | COM | $1.5M | 0.9%Prev: 0.2% | 8,755 SH | Increased+6,310 SH |
| OTIS WORLDWIDE CORP | COM | $3.9M | 2.3%Prev: 3.2% | 50,007 SH | Decreased+789 SH |
| PAYCHEX INC | COM | $4.5M | 2.7%Prev: 3.5% | 49,089 SH | Decreased+12,614 SH |
| PEPSICO INC | COM | $4.3M | 2.6%Prev: 2.0% | 27,905 SH | Increased+6,233 SH |
| PHILIP MORRIS INTL INC | COM | $255K | 0.2% | 1,545 SH | New |
| PROLOGIS INC. | COM | $201K | 0.1% | 1,517 SH | New |
| PRUDENTIAL FINL INC | COM | $244K | 0.1% | 2,494 SH | New |
| REALTY INCOME CORP | COM | $758K | 0.4%Prev: 0.4% | 12,390 SH | Increased+1,245 SH |
| SCHWAB CHARLES CORP | COM | $5.5M | 3.2%Prev: 2.7% | 58,300 SH | Increased+4,145 SH |
| SIMON PPTY GROUP INC NEW | COM | $504K | 0.3%Prev: 0.3% | 2,702 SH | Increased+209 SH |
| SOUTHERN CO | COM | $922K | 0.5%Prev: 0.5% | 9,556 SH | Increased+73 SH |
| STARBUCKS CORP | COM | $5.7M | 3.4%Prev: 3.9% | 63,635 SH | Decreased+243 SH |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $278K | 0.2% | 427 SH | New |
| STRYKER CORPORATION | COM | $1.9M | 1.1%Prev: 0.7% | 5,636 SH | Increased+2,805 SH |
| UNITED PARCEL SVCS INC | CL B | $3.0M | 1.8% | 30,425 SH | New |
| VALVOLINE INC | COM | $1.2M | 0.7% | 35,497 SH | New |
| VEEVA SYS INC | CL A COM | $2.2M | 1.3%Prev: 2.1% | 12,757 SH | Decreased-1,793 SH |
| VERIZON COMMUNICATIONS INC | COM | $739K | 0.4%Prev: 0.3% | 14,724 SH | Increased+3,326 SH |
| VISA INC | COM CL A | $4.7M | 2.8%Prev: 3.5% | 15,469 SH | Decreased-492 SH |
| WALMART INC | COM | $8.5M | 5.0%Prev: 4.5% | 68,605 SH | Increased-13,683 SH |
| WEST PHARMACEUTICAL SVSC INC | COM | $3.4M | 2.0%Prev: 1.5% | 13,526 SH | Increased+2,803 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 |