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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 | $1.1M | 0.5%Prev: 0.6% | 6,607 SH | Increased-61 SH |
| ALPHABET INC | CAP STK CL A | $11.5M | 5.6%Prev: 4.1% | 32,236 SH | Increased-7,414 SH |
| ALTRIA GROUP INC | COM | $628K | 0.3%Prev: 0.2% | 8,731 SH | Increased+3,391 SH |
| AMAZON COM INC | COM | $6.2M | 3.0%Prev: 3.5% | 26,111 SH | Increased-1,541 SH |
| AMERICAN ELEC PWR CO INC | COM | $281K | 0.1% | 2,057 SH | New |
| AMERICAN EXPRESS CO | COM | $1.7M | 0.8%Prev: 1.0% | 5,057 SH | Increased-275 SH |
| AMERICAN TOWER CORP | COM | $217K | 0.1% | 1,329 SH | New |
| APPLE INC | COM | $10.6M | 5.2%Prev: 4.6% | 36,467 SH | Increased-2,384 SH |
| APPLIED MATLS INC | COM | $29.1M | 14.2%Prev: 5.9% | 40,181 SH | Increased-15,047 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $5.6M | 2.7%Prev: 3.8% | 24,852 SH | Decreased+3,481 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $988K | 0.5%Prev: 0.6% | 1,975 SH | Decreased-218 SH |
| BEST BUY INC | COM | $2.9M | 1.4%Prev: 1.2% | 38,524 SH | Increased+7,405 SH |
| CHEVRON CORPORATION | COM | $443K | 0.2% | 2,671 SH | New |
| CINTAS CORP | COM | $1.6M | 0.8% | 9,560 SH | New |
| COCA COLA CO | COM | $976K | 0.5%Prev: 0.5% | 12,007 SH | Increased+372 SH |
| COPART INC | COM | $835K | 0.4% | 29,637 SH | New |
| CORPAY INC | COM SHS | $2.3M | 1.1%Prev: 1.4% | 6,975 SH | Decreased-199 SH |
| COSTCO WHOLESALE CORPORATION | COM | $5.1M | 2.5% | 5,417 SH | New |
| D R HORTON INC | COM | $4.5M | 2.2%Prev: 2.1% | 27,471 SH | Increased-920 SH |
| DELL TECHNOLOGIES INC | CL C | $11.3M | 5.5%Prev: 1.9% | 26,283 SH | Increased+382 SH |
| DISNEY WALT CO | COM | $2.8M | 1.4%Prev: 2.3% | 28,739 SH | Decreased-3,638 SH |
| DOMINOS PIZZA INC | COM | $2.8M | 1.4%Prev: 1.9% | 9,500 SH | Decreased+2,324 SH |
| DUKE ENERGY CORP NEW | COM NEW | $344K | 0.2%Prev: 0.1% | 2,717 SH | Increased+807 SH |
| EXXON MOBIL CORP | COM | $218K | 0.1% | 1,597 SH | New |
| FAIR ISAAC CORP | COM | $2.0M | 1.0% | 1,645 SH | New |
| GENERAL DYNAMICS CORP | COM | $3.3M | 1.6%Prev: 1.6% | 9,206 SH | Increased-97 SH |
| HERSHEY CO | COM | $3.3M | 1.6%Prev: 1.8% | 19,068 SH | Increased+653 SH |
| HOME DEPOT INC | COM | $6.4M | 3.1%Prev: 3.5% | 18,144 SH | Increased+1,693 SH |
| INTUIT | COM | $1.1M | 0.5% | 4,132 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $807K | 0.4% | 1,096 SH | New |
| ISHARES TR | MICRO-CAP ETF | $275K | 0.1% | 1,377 SH | New |
| ISHARES TR | RUS 2000 GRW ETF | $512K | 0.3% | 1,301 SH | New |
| ISHARES TR | RUS MD CP GR ETF | $612K | 0.3% | 4,180 SH | New |
| LOWES COS INC | COM | $1.3M | 0.6% | 5,783 SH | New |
| MASTERCARD INCORPORATED | CL A | $7.6M | 3.7%Prev: 5.3% | 14,812 SH | Decreased-1,424 SH |
| MCDONALDS CORP | COM | $1.9M | 0.9% | 6,958 SH | New |
| MICROSOFT CORP | COM | $5.4M | 2.7%Prev: 4.2% | 14,571 SH | Decreased+235 SH |
| MONSTER BEVERAGE CORP NEW | COM | $3.5M | 1.7%Prev: 1.4% | 35,947 SH | Increased-2,930 SH |
| MOODYS CORP | COM | $1.5M | 0.8% | 3,411 SH | New |
| NIKE INC | CL B | $2.8M | 1.4%Prev: 3.1% | 68,678 SH | Decreased-6,657 SH |
| NVIDIA CORPORATION | COM | $1.9M | 0.9%Prev: 0.9% | 9,678 SH | Increased-264 SH |
| OTIS WORLDWIDE CORP | COM | $4.1M | 2.0%Prev: 2.9% | 57,813 SH | Decreased+8,370 SH |
| PAYCHEX INC | COM | $4.8M | 2.3%Prev: 3.1% | 48,307 SH | Decreased+12,182 SH |
| PEPSICO INC | COM | $3.7M | 1.8%Prev: 2.1% | 27,453 SH | Increased-159 SH |
| PHILIP MORRIS INTL INC | COM | $281K | 0.1% | 1,551 SH | New |
| PROLOGIS INC. | COM | $211K | 0.1% | 1,560 SH | New |
| PRUDENTIAL FINL INC | COM | $271K | 0.1% | 2,512 SH | New |
| REALTY INCOME CORP | COM | $794K | 0.4%Prev: 0.4% | 12,807 SH | Increased+1,177 SH |
| SCHWAB CHARLES CORP | COM | $5.3M | 2.6%Prev: 3.2% | 57,834 SH | Decreased-2,231 SH |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $457K | 0.2% | 474 SH | New |
| SIMON PPTY GROUP INC NEW | COM | $605K | 0.3%Prev: 0.2% | 2,707 SH | Increased+39 SH |
| SOUTHERN CO | COM | $915K | 0.4%Prev: 0.5% | 9,556 SH | Increased-7 SH |
| STARBUCKS CORP | COM | $6.4M | 3.1%Prev: 3.4% | 62,910 SH | Increased-562 SH |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $320K | 0.2% | 428 SH | New |
| STRYKER CORPORATION | COM | $1.8M | 0.9%Prev: 0.6% | 5,850 SH | Increased+3,115 SH |
| UNITED PARCEL SVCS INC | CL B | $3.3M | 1.6% | 30,326 SH | New |
| VALVOLINE INC | COM | $1.7M | 0.9%Prev: 0.4% | 44,170 SH | Increased+24,278 SH |
| VEEVA SYS INC | CL A COM | $3.0M | 1.4%Prev: 2.4% | 16,628 SH | Decreased+2,090 SH |
| VERIZON COMMUNICATIONS INC | COM | $635K | 0.3%Prev: 0.3% | 14,989 SH | Increased+3,461 SH |
| VISA INC | COM CL A | $5.3M | 2.6%Prev: 3.3% | 15,351 SH | Decreased-417 SH |
| WALMART INC | COM | $7.6M | 3.7%Prev: 4.6% | 67,038 SH | Decreased-13,732 SH |
| WEST PHARMACEUTICAL SVSC INC | COM | $4.8M | 2.3%Prev: 1.8% | 13,349 SH | Increased-930 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 |