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CIK 0002059579 • 6 13F filings • May 9, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALBEMARLE CORP | COM | $631K | 0.2%Prev: 0.2% | 4,464 SH | Increased-970 SH |
| ALPHABET INC | CAP STK CL A | $12.8M | 4.9%Prev: 4.2% | 40,859 SH | Increased-949 SH |
| ALPHABET INC | CAP STK CL C | $1.4M | 0.5%Prev: 0.5% | 4,470 SH | Increased-555 SH |
| ALPS ETF TR | ALERIAN MLP | $3.4M | 1.3% | 72,361 SH | New |
| AMAZON COM INC | COM | $8.9M | 3.4%Prev: 3.4% | 38,380 SH | Increased+97 SH |
| APPLE INC | COM | $15.4M | 5.9%Prev: 5.9% | 56,584 SH | Increased-271 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $596K | 0.2%Prev: 0.2% | 557 SH | Increased-17 SH |
| ATLANTIC UN BANKSHARES CORP | COM | $2.3M | 0.9% | 64,640 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $22.6M | 8.6%Prev: 9.4% | 44,972 SH | Decreased-405 SH |
| BLACKSTONE INC | COM | $882K | 0.3%Prev: 0.4% | 5,722 SH | Decreased+264 SH |
| BRADY CORP | CL A | $2.1M | 0.8% | 27,051 SH | New |
| BROADCOM INC | COM | $6.9M | 2.6%Prev: 2.9% | 19,924 SH | Decreased-1,419 SH |
| CF INDS HLDGS INC | COM | $3.1M | 1.2%Prev: 1.5% | 40,459 SH | Decreased-1,632 SH |
| CHEVRON CORP NEW | COM | $6.4M | 2.4%Prev: 2.5% | 41,832 SH | Increased+2,675 SH |
| CME GROUP INC | COM | $783K | 0.3%Prev: 0.3% | 2,867 SH | Increased+9 SH |
| COCA COLA CO | COM | $702K | 0.3%Prev: 0.3% | 10,037 SH | Increased+29 SH |
| DANAHER CORPORATION | COM | $8.5M | 3.2%Prev: 3.1% | 37,108 SH | Increased-1,353 SH |
| DOMINION ENERGY INC | COM | $4.3M | 1.7%Prev: 1.9% | 73,970 SH | Decreased-348 SH |
| DUKE ENERGY CORP NEW | COM NEW | $1.0M | 0.4%Prev: 0.4% | 8,543 SH | Increased+1,388 SH |
| ELI LILLY & CO | COM | $901K | 0.3%Prev: 0.2% | 838 SH | Increased+139 SH |
| ESSENTIAL UTILS INC | COM | $6.0M | 2.3%Prev: 2.6% | 157,313 SH | Decreased-2,170 SH |
| EXXON MOBIL CORP | COM | $1.4M | 0.5%Prev: 0.5% | 11,294 SH | Increased+322 SH |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $1.1M | 0.4%Prev: 0.3% | 15,632 SH | Increased+4,938 SH |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | $4.4M | 1.7%Prev: 1.8% | 53,916 SH | Increased-4,543 SH |
| HOME DEPOT INC | COM | $561K | 0.2%Prev: 0.3% | 1,630 SH | Decreased-39 SH |
| HONEYWELL INTL INC | COM | $1.4M | 0.6%Prev: 0.2% | 7,395 SH | Increased+5,326 SH |
| HUNTINGTON INGALLS INDS INC | COM | $315K | 0.1%Prev: 0.1% | 926 SH | Increased |
| INTUITIVE SURGICAL INC | COM NEW | $257K | 0.1%Prev: 0.1% | 453 SH | Increased |
| ISHARES GOLD TR | ISHARES NEW | $11.9M | 4.6%Prev: 4.0% | 147,134 SH | Increased+13,093 SH |
| ISHARES TR | CORE S&P500 ETF | $1.5M | 0.6%Prev: 0.6% | 2,238 SH | Increased+25 SH |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $333K | 0.1%Prev: 0.1% | 7,023 SH | Decreased+21 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $270K | 0.1%Prev: 0.1% | 4,711 SH | Decreased-201 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $8.6M | 3.3%Prev: 3.2% | 169,478 SH | Increased+16,137 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $3.1M | 1.2% | 60,249 SH | New |
| JOHNSON & JOHNSON | COM | $1.0M | 0.4%Prev: 0.4% | 4,843 SH | Increased-6 SH |
| JPMORGAN CHASE & CO. | COM | $5.4M | 2.1%Prev: 2.2% | 16,740 SH | Increased-76 SH |
| KIMBERLY-CLARK CORP | COM | $4.9M | 1.9% | 48,176 SH | New |
| LOCKHEED MARTIN CORP | COM | $10.3M | 3.9%Prev: 4.3% | 21,224 SH | Decreased+44 SH |
| LOWES COS INC | COM | $410K | 0.2%Prev: 0.2% | 1,700 SH | Decreased |
| LULULEMON ATHLETICA INC | COM | $348K | 0.1% | 1,676 SH | New |
| MARATHON PETE CORP | COM | $2.3M | 0.9%Prev: 0.9% | 13,944 SH | Decreased+1,992 SH |
| MARKEL GROUP INC | COM | $305K | 0.1%Prev: 0.1% | 142 SH | Increased |
| MCDONALDS CORP | COM | $237K | 0.1%Prev: 0.1% | 775 SH | Increased |
| MCKESSON CORP | COM | $410K | 0.2%Prev: 0.2% | 500 SH | Increased |
| MERCK & CO INC | COM | $1.8M | 0.7%Prev: 1.1% | 16,955 SH | Decreased-15,665 SH |
| MICROSOFT CORP | COM | $17.1M | 6.6%Prev: 8.6% | 35,455 SH | Decreased-4,994 SH |
| MOOG INC | CL A | $4.1M | 1.6%Prev: 1.4% | 16,774 SH | Increased |
| NETAPP INC | COM | $1.4M | 0.5% | 12,673 SH | New |
| NEXTERA ENERGY INC | COM | $2.8M | 1.1%Prev: 1.1% | 34,526 SH | Increased+78 SH |
| NORFOLK SOUTHN CORP | COM | $1.8M | 0.7%Prev: 0.8% | 6,269 SH | Decreased-8 SH |
| NVIDIA CORPORATION | COM | $731K | 0.3%Prev: 0.3% | 3,918 SH | Increased+13 SH |
| OAKTREE SPECIALTY LENDING CO | COM | $3.8M | 1.4%Prev: 1.2% | 295,317 SH | Increased+62,588 SH |
| PALO ALTO NETWORKS INC | COM | $8.9M | 3.4%Prev: 3.9% | 48,482 SH | Decreased+1,188 SH |
| PEPSICO INC | COM | $7.3M | 2.8%Prev: 3.0% | 50,912 SH | Increased-967 SH |
| PFIZER INC | COM | $2.7M | 1.0%Prev: 0.1% | 109,153 SH | Increased+98,307 SH |
| PHILIP MORRIS INTL INC | COM | $624K | 0.2%Prev: 0.3% | 3,892 SH | Increased+129 SH |
| PNC FINL SVCS GROUP INC | COM | $439K | 0.2%Prev: 0.1% | 2,102 SH | Increased+761 SH |
| PROCTER AND GAMBLE CO | COM | $7.3M | 2.8%Prev: 3.2% | 51,094 SH | Decreased+872 SH |
| RTX CORPORATION | COM | $243K | 0.1%Prev: 0.1% | 1,326 SH | Increased |
| S&P GLOBAL INC | COM | $4.5M | 1.7%Prev: 1.7% | 8,667 SH | Increased+69 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $1.7M | 0.7%Prev: 0.7% | 62,494 SH | Decreased-2,947 SH |
| SHERWIN WILLIAMS CO | COM | $4.9M | 1.9%Prev: 2.1% | 15,031 SH | Decreased+486 SH |
| SOUTHERN CO | COM | $3.9M | 1.5%Prev: 1.7% | 45,016 SH | Decreased+1,256 SH |
| SPDR GOLD TR | GOLD SHS | $248K | 0.1%Prev: 0.1% | 627 SH | Increased |
| T ROWE PRICE ETF INC | CAPITAL APPRECIA | $509K | 0.2% | 21,615 SH | New |
| TESLA INC | COM | $295K | 0.1%Prev: 0.1% | 655 SH | Decreased-16 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $790K | 0.3%Prev: 0.3% | 1,364 SH | Increased+50 SH |
| TOWNEBANK PORTSMOUTH VA | COM | $200K | 0.1% | 6,000 SH | New |
| TRACTOR SUPPLY CO | COM | $1.3M | 0.5%Prev: 0.2% | 25,251 SH | Increased+16,787 SH |
| UNION PAC CORP | COM | $5.9M | 2.3%Prev: 2.5% | 25,505 SH | Decreased-127 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $270K | 0.1%Prev: 0.1% | 1,046 SH | Increased |
| VERIZON COMMUNICATIONS INC | COM | $2.5M | 1.0%Prev: 1.1% | 62,522 SH | Decreased+758 SH |
| VISA INC | COM CL A | $3.3M | 1.3%Prev: 1.5% | 9,476 SH | Decreased-1,463 SH |
| 13F-HR |
| 0002059579-26-000005 |
| $265.3M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0002059579-25-000004 | $230.4M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0002059579-26-000002 | $265.3M | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0002059579-25-000003 | $225.5M | View |