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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 | $7.9M | 3.4%Prev: 3.6% | 54,618 SH | Increased+7,130 SH |
| ABBVIE INC | COM | $9.3M | 3.9%Prev: 4.6% | 42,788 SH | Increased-35 SH |
| ALPHABET INC | CAP STK CL A | $481K | 0.2%Prev: 0.1% | 1,673 SH | Increased+5 SH |
| ALPHABET INC | CAP STK CL C | $7.4M | 3.1%Prev: 2.1% | 25,901 SH | Increased+97 SH |
| ALTRIA GROUP INC | COM | $9.4M | 4.0%Prev: 4.3% | 142,155 SH | Increased+4,162 SH |
| AMAZON COM INC | COM | $2.7M | 1.1%Prev: 1.3% | 12,901 SH | Increased+17 SH |
| APPLE INC | COM | $11.0M | 4.6%Prev: 4.7% | 43,339 SH | Increased+2,562 SH |
| AT&T INC | COM | $9.9M | 4.2%Prev: 4.7% | 340,108 SH | Increased+19,987 SH |
| BROADCOM INC | COM | $9.3M | 3.9%Prev: 2.6% | 30,034 SH | Increased-174 SH |
| CHEVRON CORPORATION | COM | $11.0M | 4.6% | 53,086 SH | New |
| COCA COLA CO | COM | $9.4M | 4.0%Prev: 4.3% | 123,473 SH | Increased+6,715 SH |
| COINBASE GLOBAL INC | COM CL A | $2.1M | 0.9%Prev: 0.7% | 12,120 SH | Increased+3,852 SH |
| CONSOLIDATED EDISON INC | COM | $9.6M | 4.0%Prev: 4.4% | 84,639 SH | Increased+7,541 SH |
| EXXON MOBIL CORP | COM | $12.3M | 5.2%Prev: 4.1% | 72,246 SH | Increased+4,987 SH |
| HOME DEPOT INC | COM | $887K | 0.4%Prev: 0.5% | 2,697 SH | Decreased+75 SH |
| ILLINOIS TOOL WKS INC | COM | $8.2M | 3.5%Prev: 3.5% | 31,601 SH | Increased+3,881 SH |
| JOHNSON & JOHNSON | COM | $11.0M | 4.6%Prev: 4.1% | 45,007 SH | Increased-3,517 SH |
| MCDONALDS CORP | COM | $8.6M | 3.6%Prev: 4.1% | 27,712 SH | Increased+2,175 SH |
| MERCADOLIBRE INC | COM | $1.6M | 0.7%Prev: 0.9% | 898 SH | Decreased |
| MICROSOFT CORP | COM | $9.4M | 4.0%Prev: 4.3% | 25,500 SH | Increased+3,206 SH |
| NVIDIA CORPORATION | COM | $14.3M | 6.1%Prev: 4.5% | 82,208 SH | Increased+2,023 SH |
| PALO ALTO NETWORKS INC | COM | $856K | 0.4%Prev: 0.5% | 5,338 SH | Decreased |
| PEPSICO INC | COM | $8.2M | 3.5%Prev: 3.8% | 52,696 SH | Increased+3,520 SH |
| PRICE T ROWE GROUP INC | COM | $7.5M | 3.1%Prev: 3.1% | 82,686 SH | Increased+17,894 SH |
| PROCTER & GAMBLE CO | COM | $8.0M | 3.4% | 55,610 SH | New |
| REALTY INCOME CORP | COM | $8.0M | 3.4%Prev: 3.9% | 130,917 SH | Increased+448 SH |
| SOUTHERN CO | COM | $9.2M | 3.9%Prev: 4.2% | 95,318 SH | Increased+6,424 SH |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $811K | 0.3% | 2,400 SH | New |
| TESLA INC | COM | $660K | 0.3%Prev: 0.1% | 1,776 SH | Increased+805 SH |
| UNILEVER PLC | SPON ADR NEW | $7.2M | 3.0%Prev: 4.0% | 125,915 SH | Decreased-4,052 SH |
| VERIZON COMMUNICATIONS INC | COM | $9.8M | 4.1%Prev: 4.3% | 195,387 SH | Increased+11,497 SH |
| WELLTOWER INC | COM | $10.7M | 4.5%Prev: 4.4% | 54,222 SH | Increased-2,028 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 |