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CIK 0001963452 • 6 13F filings • May 6, 2025 – Jul 30, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $8.4M | 3.7%Prev: 3.6% | 52,158 SH | Increased+663 SH |
| ABBVIE INC | COM | $9.4M | 4.2%Prev: 4.5% | 41,325 SH | Decreased-1,749 SH |
| ALPHABET INC | CAP STK CL A | $523K | 0.2%Prev: 0.2% | 1,672 SH | Increased+1 SH |
| ALPHABET INC | CAP STK CL C | $8.1M | 3.6%Prev: 2.8% | 25,874 SH | Increased+18 SH |
| ALTRIA GROUP INC | COM | $7.9M | 3.5%Prev: 4.0% | 136,968 SH | Decreased+1,022 SH |
| AMAZON COM INC | COM | $3.0M | 1.3%Prev: 1.3% | 12,889 SH | Increased+5 SH |
| APPLE INC | COM | $11.4M | 5.1%Prev: 4.9% | 41,963 SH | Increased-1,317 SH |
| AT&T INC | COM | $8.0M | 3.6%Prev: 3.9% | 323,308 SH | Decreased+15,914 SH |
| BROADCOM INC | COM | $9.6M | 4.3%Prev: 4.4% | 27,849 SH | Decreased-1,928 SH |
| CHEVRON CORP NEW | COM | $8.3M | 3.7%Prev: 3.6% | 54,358 SH | Increased+2,205 SH |
| COCA COLA CO | COM | $8.6M | 3.8%Prev: 3.6% | 122,504 SH | Increased+2,516 SH |
| COINBASE GLOBAL INC | COM CL A | $2.2M | 1.0%Prev: 1.4% | 9,569 SH | Decreased-1 SH |
| CONSOLIDATED EDISON INC | COM | $8.2M | 3.7%Prev: 3.6% | 82,461 SH | Increased+2,747 SH |
| EXXON MOBIL CORP | COM | $8.9M | 4.0%Prev: 3.7% | 74,270 SH | Increased+1,435 SH |
| HOME DEPOT INC | COM | $919K | 0.4%Prev: 0.5% | 2,671 SH | Decreased+17 SH |
| ILLINOIS TOOL WKS INC | COM | $7.6M | 3.4%Prev: 3.5% | 31,012 SH | Decreased+1,300 SH |
| JOHNSON & JOHNSON | COM | $9.4M | 4.2%Prev: 3.9% | 45,498 SH | Increased-2,096 SH |
| MAGNUM ICE CREAM CO NV | ORD SHS | $227K | 0.1% | 14,296 SH | New |
| MCDONALDS CORP | COM | $8.1M | 3.6%Prev: 3.6% | 26,644 SH | Increased+349 SH |
| MERCADOLIBRE INC | COM | $1.8M | 0.8%Prev: 0.9% | 898 SH | Decreased |
| MICROSOFT CORP | COM | $10.8M | 4.8%Prev: 5.2% | 22,324 SH | Decreased-127 SH |
| NVIDIA CORPORATION | COM | $15.3M | 6.9%Prev: 6.9% | 82,208 SH | Decreased+11 SH |
| PALO ALTO NETWORKS INC | COM | $983K | 0.4%Prev: 0.5% | 5,338 SH | Decreased |
| PEPSICO INC | COM | $7.5M | 3.4%Prev: 3.3% | 52,310 SH | Increased+187 SH |
| PRICE T ROWE GROUP INC | COM | $7.1M | 3.2%Prev: 3.2% | 69,513 SH | Decreased-37 SH |
| PROCTER AND GAMBLE CO | COM | $8.5M | 3.8%Prev: 3.8% | 59,488 SH | Increased+4,811 SH |
| REALTY INCOME CORP | COM | $7.2M | 3.2%Prev: 3.4% | 128,272 SH | Decreased+2,096 SH |
| SOUTHERN CO | COM | $7.9M | 3.6%Prev: 3.9% | 90,918 SH | Decreased-340 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $274K | 0.1%Prev: 0.1% | 900 SH | Increased |
| TESLA INC | COM | $780K | 0.3%Prev: 0.3% | 1,735 SH | Increased+13 SH |
| UNILEVER PLC | SPON ADR NEW | $7.9M | 3.6%Prev: 3.5% | 121,262 SH | Increased-11,926 SH |
| UNITEDHEALTH GROUP INC | COM | $235K | 0.1%Prev: 0.1% | 713 SH | Decreased+4 SH |
| VERIZON COMMUNICATIONS INC | COM | $8.0M | 3.6%Prev: 3.5% | 196,458 SH | Increased+16,937 SH |
| WELLTOWER INC | COM | $9.9M | 4.4%Prev: 4.5% | 53,381 SH | Decreased-2,659 SH |
| 13F-HR |
| 0001963452-26-000004 |
| $248.9M |
| View |
| Jul 23, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004094 | $204.6M | View |
| May 11, 2026 | Q1 2026 | 13F-HR | 0001963452-26-000003 | $236.7M | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002609 | $194.2M | View |