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CIK 0002034054 • 6 13F filings • May 13, 2025 – Jul 30, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $12K | 0.0%Prev: 0.0% | 78 SH | Increased |
| ABBOTT LABS | COM | $1.4M | 0.8%Prev: 0.8% | 11,271 SH | Decreased-20 SH |
| ABBVIE INC | COM | $5.9M | 3.2%Prev: 3.2% | 25,605 SH | Decreased-560 SH |
| ADVANCE AUTO PARTS INC | COM | $14K | 0.0%Prev: 0.0% | 358 SH | Decreased |
| AEGON LTD AMER REG 1 | CERT | $16K | 0.0%Prev: 0.0% | 2,094 SH | Decreased |
| AFLAC INC | COM | $714K | 0.4%Prev: 0.4% | 6,477 SH | Decreased-124 SH |
| AGILENT TECHNOLOGIES INC | COM | $418K | 0.2%Prev: 0.2% | 3,072 SH | Increased |
| ALCOA CORP | COM | $135K | 0.1%Prev: 0.0% | 2,548 SH | Increased |
| ALLSTATE CORP | COM | $5.0M | 2.8%Prev: 2.8% | 24,246 SH | Decreased-396 SH |
| ALPHABET INC CAP STK | CL C | $95K | 0.1%Prev: 0.0% | 302 SH | Increased+17 SH |
| ALTRIA GROUP INC | COM | $26K | 0.0%Prev: 0.0% | 447 SH | Decreased |
| AMAZON COM INC | COM | $4K | 0.0% | 17 SH | New |
| AMERICAN EXPRESS CO | COM | $209K | 0.1%Prev: 0.1% | 565 SH | Increased |
| AMERIS BANCORP | COM | $11K | 0.0%Prev: 0.0% | 150 SH | Increased |
| APPLE INC | COM | $536K | 0.3%Prev: 0.3% | 1,970 SH | Increased+17 SH |
| AT&T INC | COM | $871K | 0.5%Prev: 0.5% | 35,079 SH | Decreased-409 SH |
| AUTOZONE INC | COM | $21.1M | 11.6%Prev: 14.4% | 6,226 SH | Decreased-21 SH |
| AVANOS MED INC | COM | $258 | 0.0%Prev: 0.0% | 23 SH | Decreased |
| BANK AMER CORP | COM | $787K | 0.4%Prev: 0.4% | 14,315 SH | Increased+295 SH |
| BANK NEW YORK MELLON CORP | COM | $1.7M | 1.0%Prev: 0.9% | 14,992 SH | Increased-264 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $50K | 0.0%Prev: 0.0% | 100 SH | Decreased |
| BIO RAD LABS INC | CL A | $562K | 0.3%Prev: 0.3% | 1,854 SH | Increased-48 SH |
| BOEING CO | COM | $178K | 0.1%Prev: 0.1% | 819 SH | Decreased-127 SH |
| BP PLC | SPONSORED ADR | $14K | 0.0%Prev: 0.0% | 407 SH | Increased |
| BRISTOL MYERS SQUIBB CO | COM | $359K | 0.2%Prev: 0.1% | 6,649 SH | Increased+879 SH |
| BRITISH AMERN TOB PLC | SPONSORED ADR | $12K | 0.0%Prev: 0.0% | 212 SH | Increased |
| CABOT OIL & GAS CORP | COM | $589K | 0.3%Prev: 0.3% | 22,362 SH | Increased |
| CAMPBELL SOUP CO | COM | $69K | 0.0%Prev: 0.0% | 2,484 SH | Decreased-364 SH |
| CAPITAL ONE FINL CORP | COM | $10.1M | 5.5%Prev: 4.8% | 41,803 SH | Increased-345 SH |
| CENTERPOINT ENERGY INC | COM | $8K | 0.0%Prev: 0.0% | 200 SH | Decreased |
| CHEMOURS CO | COM | $54K | 0.0%Prev: 0.0% | 4,613 SH | Decreased |
| CHEVRON CORP NEW | COM | $970K | 0.5%Prev: 0.5% | 6,361 SH | Decreased+5 SH |
| CHOICE HOTELS INTL INC | COM | $640K | 0.4%Prev: 0.4% | 6,717 SH | Decreased |
| CHUBB LIMITED | COM | $5K | 0.0%Prev: 0.0% | 17 SH | Increased |
| CHURCH & DWIGHT INC | COM | $3K | 0.0%Prev: 0.0% | 32 SH | Decreased |
| CIGNA CORP NEW | COM | $131K | 0.1%Prev: 0.0% | 475 SH | Increased+162 SH |
| CINCINNATI FINL CORP | COM | $460K | 0.3%Prev: 0.2% | 2,816 SH | Increased-82 SH |
| CITIGROUP INC | COM NEW | $579K | 0.3%Prev: 0.3% | 4,965 SH | Increased+140 SH |
| COCA COLA CO | COM | $1.1M | 0.6%Prev: 0.5% | 15,447 SH | Increased |
| COINBASE GLOBAL INC COM | CL A | $2K | 0.0%Prev: 0.0% | 7 SH | Decreased |
| CONOCOPHILLIPS | COM | $2.1M | 1.2%Prev: 1.2% | 22,753 SH | Decreased-326 SH |
| CONSOLIDATED EDISON INC | COM | $25K | 0.0%Prev: 0.0% | 252 SH | Decreased |
| CORTEVA INC | COM | $290K | 0.2%Prev: 0.2% | 4,331 SH | Decreased |
| COSTCO WHSL CORP NEW | COM | $3K | 0.0% | 3 SH | New |
| CSX CORP | COM | $997K | 0.5%Prev: 0.5% | 27,490 SH | Increased-83 SH |
| CVS HEALTH CORP | COM | $1.6M | 0.9%Prev: 0.9% | 20,325 SH | Increased-821 SH |
| D R HORTON INC | COM | $2.4M | 1.3%Prev: 1.6% | 16,742 SH | Decreased-563 SH |
| DEERE & CO | COM | $1.3M | 0.7%Prev: 0.7% | 2,891 SH | Increased |
| DELTA AIR LINES INC DEL | COM NEW | $64K | 0.0%Prev: 0.0% | 920 SH | Increased |
| DEVON ENERGY CORP NEW | COM | $889K | 0.5%Prev: 0.4% | 24,257 SH | Increased+443 SH |
| DISNEY WALT CO | COM DISNEY | $40K | 0.0%Prev: 0.0% | 355 SH | Increased+35 SH |
| DOLLAR GEN CORP NEW | COM | $2K | 0.0%Prev: 0.0% | 16 SH | Increased |
| DOMINION ENERGY INC | COM | $200K | 0.1%Prev: 0.1% | 3,408 SH | Decreased |
| DOW INC | COM | $271K | 0.1%Prev: 0.1% | 11,599 SH | Increased |
| DUKE ENERGY CORP NEW | COM NEW | $368K | 0.2%Prev: 0.2% | 3,137 SH | Decreased-87 SH |
| DUPONT DE NEMOURS INC | COM | $273K | 0.1%Prev: 0.3% | 6,789 SH | Decreased-510 SH |
| DXC TECHNOLOGY CO | COM | $20K | 0.0%Prev: 0.0% | 1,381 SH | Increased |
| EASTMAN CHEMICAL CO | COM | $2.7M | 1.5%Prev: 1.5% | 42,163 SH | Decreased-1,763 SH |
| EMERSON ELEC CO | COM | $1.5M | 0.8%Prev: 0.8% | 10,967 SH | Decreased-142 SH |
| ENBRIDGE INC | COM | $38K | 0.0%Prev: 0.0% | 787 SH | Decreased |
| ENCOMPASS HEALTH CORP | COM | $18K | 0.0%Prev: 0.0% | 170 SH | Decreased |
| EXXON MOBIL CORP | COM | $586K | 0.3%Prev: 0.3% | 4,871 SH | Increased+192 SH |
| FACEBOOK INC | CL A | $13K | 0.0%Prev: 0.0% | 20 SH | Decreased |
| FEDEX CORP | COM | $1.4M | 0.8%Prev: 0.6% | 5,001 SH | Increased-59 SH |
| FMC CORP | COM NEW | $91K | 0.0%Prev: 0.1% | 6,549 SH | Decreased+2,455 SH |
| FORD MTR CO DEL | COM PAR $0.01 | $491K | 0.3%Prev: 0.2% | 37,389 SH | Increased+360 SH |
| FORTREA HLDGS INC COMMON | STOCK | $159K | 0.1%Prev: 0.0% | 9,197 SH | Increased |
| FREEPORT-MCMORAN INC | CL B | $929K | 0.5%Prev: 0.4% | 18,300 SH | Increased |
| GE HEALTHCARE TECHNOLOGIES I COMMON | STOCK | $35K | 0.0%Prev: 0.0% | 432 SH | Increased |
| GE VERNOVA INC | COM | $195K | 0.1%Prev: 0.1% | 299 SH | Increased |
| GENERAL DYNAMICS CORP | COM | $28K | 0.0%Prev: 0.0% | 84 SH | Decreased |
| GENERAL ELECTRIC CO | COM NEW | $416K | 0.2%Prev: 0.2% | 1,352 SH | Increased |
| GENERAL MLS INC | COM | $1K | 0.0%Prev: 0.0% | 31 SH | Decreased |
| GENERAL MTRS CO | COM | $16K | 0.0%Prev: 0.0% | 200 SH | Increased |
| HAWAIIAN ELEC INDUSTRIES | COM | $2K | 0.0%Prev: 0.0% | 200 SH | Increased |
| HCA HEALTHCARE INC | COM | $179K | 0.1%Prev: 0.0% | 383 SH | Increased+245 SH |
| HELMERICH & PAYNE INC | COM | $1.0M | 0.5%Prev: 0.4% | 34,886 SH | Increased-355 SH |
| HERCULES CAPITAL INC | COM | $4K | 0.0%Prev: 0.0% | 229 SH | Decreased |
| HEWLETT PACKARD ENTERPRISE C | COM | $459K | 0.3%Prev: 0.2% | 19,100 SH | Decreased+375 SH |
| HOME DEPOT INC | COM | $6.7M | 3.7%Prev: 4.3% | 19,535 SH | Decreased-161 SH |
| HOWMET AEROSPACE INC | COM | $1.1M | 0.6%Prev: 0.6% | 5,408 SH | Increased-7 SH |
| HP INC | COM | $309K | 0.2%Prev: 0.2% | 13,865 SH | Decreased-365 SH |
| HUNTINGTON INGALLS INDS INC | COM | $627K | 0.3%Prev: 0.3% | 1,843 SH | Increased |
| ILLINOIS TOOL WKS INC | COM | $850K | 0.5%Prev: 0.5% | 3,451 SH | Decreased |
| INTEL CORP | COM | $2.6M | 1.4%Prev: 1.3% | 71,661 SH | Increased-878 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $1.3M | 0.7%Prev: 0.7% | 4,407 SH | Increased |
| INTERNATIONAL PAPER CO | COM | $13K | 0.0%Prev: 0.0% | 340 SH | Decreased |
| ISHARES TR CORE S&P MCP | ETF | $11K | 0.0% | 169 SH | New |
| ISHARES TR TIPS BD | ETF | $27K | 0.0%Prev: 0.0% | 244 SH | Decreased |
| J P MORGAN EXCHANGE TRADED F ACTIVE BOND | ETF | $11K | 0.0% | 201 SH | New |
| JD.COM INC SPON ADR | CL A | $287 | 0.0%Prev: 0.0% | 10 SH | Decreased |
| JOHNSON & JOHNSON | COM | $2.6M | 1.4%Prev: 1.3% | 12,366 SH | Increased-479 SH |
| JPMORGAN CHASE & CO | COM | $9.7M | 5.3%Prev: 5.2% | 30,147 SH | Increased-412 SH |
| KEYSIGHT TECHNOLOGIES INC | COM | $15K | 0.0%Prev: 0.0% | 72 SH | Increased |
| KIMBERLY CLARK CORP | COM | $19K | 0.0%Prev: 0.0% | 189 SH | Decreased |
| KINDER MORGAN INC DEL | COM | $3.6M | 2.0%Prev: 2.0% | 129,852 SH | Decreased-385 SH |
| KRAFT HEINZ CO | COM | $4K | 0.0%Prev: 0.0% | 151 SH | Decreased |
| KYNDRYL HLDGS INC COMMON | STOCK | $21K | 0.0%Prev: 0.0% | 789 SH | Decreased-5 SH |
| LABCORP HOLDINGS INC | COM SHS | $2.4M | 1.3%Prev: 1.5% | 9,646 SH | Decreased-6 SH |
| LANCASTER COLONY CORP | COM | $588K | 0.3%Prev: 0.3% | 3,576 SH | Decreased-49 SH |
| LANDS END INC NEW | COM | $3K | 0.0%Prev: 0.0% | 192 SH | Increased |
| LENNAR CORP | CL A | $226K | 0.1%Prev: 0.1% | 2,198 SH | Decreased |
| LENNAR CORP | CL B | $856 | 0.0%Prev: 0.0% | 9 SH | Decreased |
| LILLY ELI & CO | COM | $2.5M | 1.4%Prev: 0.9% | 2,307 SH | Increased |
| LINDE PLC | SHS | $85K | 0.0%Prev: 0.1% | 200 SH | Decreased |
| LOCKHEED MARTIN CORP | COM | $736K | 0.4%Prev: 0.4% | 1,520 SH | Decreased+10 SH |
| LOWES COS INC | COM | $2.5M | 1.3%Prev: 1.4% | 10,225 SH | Decreased-163 SH |
| MANITOWOC CO INC | COM NEW | $69K | 0.0%Prev: 0.0% | 5,753 SH | Increased |
| MANULIFE FINL CORP | COM | $50K | 0.0%Prev: 0.0% | 1,368 SH | Increased |
| MCDONALDS CORP | COM | $1.1M | 0.6%Prev: 0.6% | 3,528 SH | Decreased-81 SH |
| MCKESSON CORP | COM | $5.5M | 3.0%Prev: 2.8% | 6,655 SH | Increased-85 SH |
| MERCK & CO INC | COM | $2.9M | 1.6%Prev: 1.2% | 27,091 SH | Increased+38 SH |
| MICRON TECHNOLOGY INC | COM | $7K | 0.0%Prev: 0.0% | 23 SH | Increased |
| MICROSOFT CORP | COM | $1.9M | 1.1%Prev: 1.1% | 4,001 SH | Decreased |
| MILLROSE PPTYS INC COM | CL A | $33K | 0.0%Prev: 0.0% | 1,091 SH | Decreased |
| MORGAN STANLEY | COM NEW | $3.8M | 2.1%Prev: 1.8% | 21,228 SH | Increased-379 SH |
| NIKE INC | CL B | $6K | 0.0%Prev: 0.0% | 100 SH | Decreased |
| NORTHROP GRUMMAN CORP | COM | $3.8M | 2.1%Prev: 2.2% | 6,636 SH | Decreased-40 SH |
| NRG ENERGY INC | COM NEW | $19K | 0.0%Prev: 0.0% | 119 SH | Decreased |
| NUCOR CORP | COM | $3.5M | 1.9%Prev: 1.6% | 21,225 SH | Increased-232 SH |
| NVIDIA CORPORATION | COM | $20K | 0.0% | 106 SH | New |
| OCCIDENTAL PETE CORP | COM | $96K | 0.1%Prev: 0.1% | 2,335 SH | Decreased |
| OPENDOOR TECHNOLOGIES INC | COM | $146 | 0.0%Prev: 0.0% | 25 SH | Decreased |
| ORACLE CORP | COM | $4K | 0.0%Prev: 0.0% | 20 SH | Decreased |
| ORGANON & CO COMMON | STOCK | $9K | 0.0%Prev: 0.0% | 1,225 SH | Decreased-240 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $32K | 0.0%Prev: 0.0% | 182 SH | Decreased |
| PEMBINA PIPELINE CORP | COM | $113K | 0.1%Prev: 0.1% | 2,975 SH | Decreased |
| PFIZER INC | COM | $1.2M | 0.7%Prev: 0.7% | 49,644 SH | Decreased-1,609 SH |
| PG&E CORP | COM | $47K | 0.0%Prev: 0.0% | 2,926 SH | Decreased-1,329 SH |
| PHILLIPS 66 | COM | $2.0M | 1.1%Prev: 1.1% | 15,777 SH | Decreased+16 SH |
| PNC FINL SVCS GROUP INC | COM | $835 | 0.0%Prev: 0.0% | 4 SH | Increased |
| PROCTER AND GAMBLE CO | COM | $50K | 0.0%Prev: 0.0% | 352 SH | Decreased |
| PRUDENTIAL FINL INC | COM | $8K | 0.0%Prev: 0.0% | 67 SH | Increased |
| PULTE GROUP INC | COM | $1000K | 0.5%Prev: 0.6% | 8,524 SH | Decreased+195 SH |
| QNITY ELECTRONICS INC COMMON | STOCK | $295K | 0.2% | 3,614 SH | New |
| QUALCOMM INC | COM | $1.5M | 0.8%Prev: 0.8% | 8,672 SH | Increased+148 SH |
| RAYMOND JAMES FINANCIAL INC | COM | $2.1M | 1.1%Prev: 1.2% | 13,046 SH | Decreased-289 SH |
| SOLVENTUM CORP | COM SHS | $1K | 0.0%Prev: 0.0% | 13 SH | Increased |
| SONOCO PRODS CO | COM | $372K | 0.2%Prev: 0.2% | 8,517 SH | Increased+699 SH |
| SONOS INC | COM | $878 | 0.0%Prev: 0.0% | 50 SH | Increased |
| SOUTHERN CO | COM | $206K | 0.1%Prev: 0.1% | 2,358 SH | Decreased |
| SPDR S&P 500 ETF TR TR | UNIT | $522K | 0.3%Prev: 0.3% | 765 SH | Increased |
| SYLVAMO CORP COMMON | STOCK | $1K | 0.0%Prev: 0.0% | 30 SH | Increased |
| SYNOVUS FINL CORP | COM NEW | $4K | 0.0%Prev: 0.0% | 86 SH | Increased |
| SYSCO CORP | COM | $1.3M | 0.7%Prev: 0.8% | 17,574 SH | Decreased |
| TENET HEALTHCARE CORP | COM NEW | $60K | 0.0%Prev: 0.0% | 302 SH | Increased+142 SH |
| TEXAS INSTRS INC | COM | $3K | 0.0%Prev: 0.0% | 15 SH | Decreased |
| TRAVELERS COMPANIES INC | COM | $3.7M | 2.1%Prev: 2.0% | 12,921 SH | Increased-213 SH |
| TRUIST FINL CORP | COM | $1.3M | 0.7%Prev: 0.7% | 27,194 SH | Increased |
| UGI CORP NEW | COM | $21K | 0.0% | 560 SH | New |
| UNITED AIRLS HLDGS INC | COM | $578K | 0.3% | 5,172 SH | New |
| UNITEDHEALTH GROUP INC | COM | $3.4M | 1.9%Prev: 1.9% | 10,321 SH | Decreased-64 SH |
| UNUM GROUP | COM | $88K | 0.0%Prev: 0.0% | 1,130 SH | Increased+275 SH |
| VAIL RESORTS INC | COM | $398 | 0.0%Prev: 0.0% | 3 SH | Decreased |
| VALERO ENERGY CORP NEW | COM | $12.3M | 6.7%Prev: 6.9% | 75,284 SH | Decreased-324 SH |
| VERIZON COMMUNICATIONS INC | COM | $2.2M | 1.2%Prev: 1.3% | 53,766 SH | Decreased-1,347 SH |
| VIATRIS INC | COM | $27K | 0.0%Prev: 0.0% | 2,156 SH | Increased |
| VISTEON CORP | COM NEW | $19K | 0.0% | 205 SH | New |
| WABTEC CORP | COM | $1K | 0.0%Prev: 0.0% | 6 SH | Increased |
| WAL-MART STORES INC | COM | $8.1M | 4.4%Prev: 4.1% | 72,870 SH | Increased-926 SH |
| WARNER BROS DISCOVERY INC | COM SER A | $214K | 0.1%Prev: 0.1% | 7,423 SH | Increased-192 SH |
| WEC ENERGY GROUP INC | COM | $42K | 0.0%Prev: 0.0% | 398 SH | Decreased |
| WELLS FARGO & CO NEW | COM | $1.7M | 1.0%Prev: 0.8% | 18,761 SH | Increased+129 SH |
| WESTERN UN CO | COM | $349K | 0.2%Prev: 0.1% | 37,440 SH | Increased+22,370 SH |
| YUM BRANDS INC | COM | $7K | 0.0%Prev: 0.0% | 44 SH | Decreased |
| YUM CHINA HLDGS INC | COM | $2K | 0.0%Prev: 0.0% | 40 SH | Increased |
| ZIMMER BIOMET HLDGS INC | COM | $387K | 0.2%Prev: 0.2% | 4,300 SH | Decreased+226 SH |
| 13F-HR |
| 0002034054-26-000003 |
| $207.7M |
| View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0002034054-25-000006 | $169.7M | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0002034054-26-000002 | $167.5M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0002034054-25-000002 | $164.0M | View |