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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 | $7.5M | 3.7%Prev: 3.4% | 49,211 SH | Decreased-5,407 SH |
| ABBVIE INC | COM | $7.9M | 3.9%Prev: 3.9% | 42,688 SH | Decreased-100 SH |
| ALPHABET INC | CAP STK CL A | $294K | 0.1%Prev: 0.2% | 1,670 SH | Decreased-3 SH |
| ALPHABET INC | CAP STK CL C | $4.6M | 2.2%Prev: 3.1% | 25,834 SH | Decreased-67 SH |
| ALTRIA GROUP INC | COM | $8.0M | 3.9%Prev: 4.0% | 135,958 SH | Decreased-6,197 SH |
| AMAZON COM INC | COM | $2.8M | 1.4%Prev: 1.1% | 12,884 SH | Increased-17 SH |
| APPLE INC | COM | $8.8M | 4.3%Prev: 4.6% | 43,016 SH | Decreased-323 SH |
| AT&T INC | COM | $8.9M | 4.3%Prev: 4.2% | 306,999 SH | Decreased-33,109 SH |
| BROADCOM INC | COM | $8.4M | 4.1%Prev: 3.9% | 30,575 SH | Decreased+541 SH |
| CHEVRON CORP NEW | COM | $7.3M | 3.5% | 50,642 SH | New |
| COCA COLA CO | COM | $8.3M | 4.0%Prev: 4.0% | 116,664 SH | Decreased-6,809 SH |
| COINBASE GLOBAL INC | COM CL A | $3.4M | 1.6%Prev: 0.9% | 9,568 SH | Increased-2,552 SH |
| CONSOLIDATED EDISON INC | COM | $7.6M | 3.7%Prev: 4.0% | 76,135 SH | Decreased-8,504 SH |
| EXXON MOBIL CORP | COM | $7.7M | 3.8%Prev: 5.2% | 71,311 SH | Decreased-935 SH |
| HOME DEPOT INC | COM | $968K | 0.5%Prev: 0.4% | 2,640 SH | Increased-57 SH |
| ILLINOIS TOOL WKS INC | COM | $7.1M | 3.5%Prev: 3.5% | 28,793 SH | Decreased-2,808 SH |
| JOHNSON & JOHNSON | COM | $7.3M | 3.6%Prev: 4.6% | 47,822 SH | Decreased+2,815 SH |
| MCDONALDS CORP | COM | $7.5M | 3.7%Prev: 3.6% | 25,775 SH | Decreased-1,937 SH |
| MERCADOLIBRE INC | COM | $2.3M | 1.1%Prev: 0.7% | 898 SH | Increased |
| MICROSOFT CORP | COM | $11.2M | 5.5%Prev: 4.0% | 22,479 SH | Increased-3,021 SH |
| NVIDIA CORPORATION | COM | $13.0M | 6.3%Prev: 6.1% | 82,192 SH | Decreased-16 SH |
| PALO ALTO NETWORKS INC | COM | $1.1M | 0.5%Prev: 0.4% | 5,338 SH | Increased |
| PEPSICO INC | COM | $6.8M | 3.3%Prev: 3.5% | 51,609 SH | Decreased-1,087 SH |
| PRICE T ROWE GROUP INC | COM | $7.1M | 3.5%Prev: 3.1% | 73,624 SH | Decreased-9,062 SH |
| PROCTER AND GAMBLE CO | COM | $7.9M | 3.9% | 49,826 SH | New |
| REALTY INCOME CORP | COM | $7.4M | 3.6%Prev: 3.4% | 127,968 SH | Decreased-2,949 SH |
| SOUTHERN CO | COM | $8.3M | 4.0%Prev: 3.9% | 89,931 SH | Decreased-5,387 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $204K | 0.1% | 900 SH | New |
| TESLA INC | COM | $547K | 0.3%Prev: 0.3% | 1,722 SH | Decreased-54 SH |
| UNILEVER PLC | SPON ADR NEW | $7.8M | 3.8%Prev: 3.0% | 128,326 SH | Increased+2,411 SH |
| UNITEDHEALTH GROUP INC | COM | $220K | 0.1% | 704 SH | New |
| VERIZON COMMUNICATIONS INC | COM | $7.7M | 3.8%Prev: 4.1% | 177,587 SH | Decreased-17,800 SH |
| WELLTOWER INC | COM | $8.6M | 4.2%Prev: 4.5% | 56,041 SH | Decreased+1,819 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 |