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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 | $7.0M | 3.6% | 47,488 SH | |
| ABBVIE INC | COM | $9.0M | 4.6% | 42,823 SH | |
| ALPHABET INC | CAP STK CL A | $258K | 0.1% | 1,668 SH | |
| ALPHABET INC | CAP STK CL C | $4.0M | 2.1% | 25,804 SH | |
| ALTRIA GROUP INC | COM | $8.3M | 4.3% | 137,993 SH | |
| AMAZON COM INC | COM | $2.5M | 1.3% | 12,884 SH | |
| APPLE INC | COM | $9.1M | 4.7% | 40,777 SH | |
| AT&T INC | COM | $9.1M | 4.7% | 320,121 SH | |
| BROADCOM INC | COM | $5.1M | 2.6% | 30,208 SH | |
| CHEVRON CORP NEW | COM | $7.7M | 4.0% | 46,190 SH | |
| COCA COLA CO | COM | $8.4M | 4.3% | 116,758 SH | |
| COINBASE GLOBAL INC | COM CL A | $1.4M | 0.7% | 8,268 SH | |
| CONSOLIDATED EDISON INC | COM | $8.5M | 4.4% | 77,098 SH | |
| EXXON MOBIL CORP | COM | $8.0M | 4.1% | 67,259 SH | |
| HOME DEPOT INC | COM | $961K | 0.5% | 2,622 SH | |
| ILLINOIS TOOL WKS INC | COM | $6.9M | 3.5% | 27,720 SH | |
| JOHNSON & JOHNSON | COM | $8.0M | 4.1% | 48,524 SH | |
| MCDONALDS CORP | COM | $8.0M | 4.1% | 25,537 SH | |
| MERCADOLIBRE INC | COM | $1.8M | 0.9% | 898 SH | |
| MICROSOFT CORP | COM | $8.4M | 4.3% | 22,294 SH | |
| NVIDIA CORPORATION | COM | $8.7M | 4.5% | 80,185 SH | |
| PALO ALTO NETWORKS INC | COM | $911K | 0.5% | 5,338 SH | |
| PEPSICO INC | COM | $7.4M | 3.8% | 49,176 SH | |
| PRICE T ROWE GROUP INC | COM | $6.0M | 3.1% | 64,792 SH | |
| PROCTER AND GAMBLE CO | COM | $8.4M | 4.3% | 49,208 SH | |
| REALTY INCOME CORP | COM | $7.6M | 3.9% | 130,469 SH | |
| SOUTHERN CO | COM | $8.2M | 4.2% | 88,894 SH | |
| TESLA INC | COM | $252K | 0.1% | 971 SH | |
| UNILEVER PLC | SPON ADR NEW | $7.7M | 4.0% | 129,967 SH | |
| VERIZON COMMUNICATIONS INC | COM | $8.3M | 4.3% | 183,890 SH | |
| WELLTOWER INC | COM | $8.6M | 4.4% | 56,250 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 |