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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 | $9.3M | 3.7%Prev: 3.7% | 57,451 SH | Increased+8,240 SH |
| ABBVIE INC | COM | $11.0M | 4.4%Prev: 3.9% | 43,844 SH | Increased+1,156 SH |
| ALPHABET INC | CAP STK CL A | $598K | 0.2%Prev: 0.1% | 1,674 SH | Increased+4 SH |
| ALPHABET INC | CAP STK CL C | $9.2M | 3.7%Prev: 2.2% | 26,042 SH | Increased+208 SH |
| ALTRIA GROUP INC | COM | $10.4M | 4.2%Prev: 3.9% | 144,758 SH | Increased+8,800 SH |
| AMAZON COM INC | COM | $3.1M | 1.2%Prev: 1.4% | 12,889 SH | Increased+5 SH |
| APPLE INC | COM | $12.6M | 5.1%Prev: 4.3% | 43,651 SH | Increased+635 SH |
| AT&T INC | COM | $7.4M | 3.0%Prev: 4.3% | 357,358 SH | Decreased+50,359 SH |
| BROADCOM INC | COM | $9.9M | 4.0%Prev: 4.1% | 26,334 SH | Increased-4,241 SH |
| CHEVRON CORPORATION | COM | $8.8M | 3.5% | 53,163 SH | New |
| COCA COLA CO | COM | $10.2M | 4.1%Prev: 4.0% | 126,116 SH | Increased+9,452 SH |
| COINBASE GLOBAL INC | COM CL A | $1.8M | 0.7%Prev: 1.6% | 12,125 SH | Decreased+2,557 SH |
| CONSOLIDATED EDISON INC | COM | $9.7M | 3.9%Prev: 3.7% | 87,416 SH | Increased+11,281 SH |
| EXXON MOBIL CORP | COM | $9.8M | 3.9%Prev: 3.8% | 71,845 SH | Increased+534 SH |
| GRAYSCALE CHAINLINK TR ETF | SHS | $65K | 0.0% | 10,128 SH | New |
| GRAYSCALE ETHEREUM STAKING | SHS NEW | $167K | 0.1% | 11,089 SH | New |
| GRAYSCALE SOLANA STAKING ETF | SHS | $75K | 0.0% | 13,552 SH | New |
| HOME DEPOT INC | COM | $956K | 0.4%Prev: 0.5% | 2,712 SH | Decreased+72 SH |
| ILLINOIS TOOL WKS INC | COM | $9.2M | 3.7%Prev: 3.5% | 33,852 SH | Increased+5,059 SH |
| JOHNSON & JOHNSON | COM | $11.6M | 4.6%Prev: 3.6% | 45,541 SH | Increased-2,281 SH |
| MCDONALDS CORP | COM | $8.0M | 3.2%Prev: 3.7% | 29,526 SH | Increased+3,751 SH |
| MERCADOLIBRE INC | COM | $1.5M | 0.6%Prev: 1.1% | 898 SH | Decreased |
| MICROSOFT CORP | COM | $10.0M | 4.0%Prev: 5.5% | 26,912 SH | Decreased+4,433 SH |
| NVIDIA CORPORATION | COM | $16.5M | 6.6%Prev: 6.3% | 82,316 SH | Increased+124 SH |
| PALO ALTO NETWORKS INC | COM | $1.8M | 0.7%Prev: 0.5% | 5,338 SH | Increased |
| PEPSICO INC | COM | $7.8M | 3.1%Prev: 3.3% | 57,889 SH | Increased+6,280 SH |
| PRICE T ROWE GROUP INC | COM | $9.5M | 3.8%Prev: 3.5% | 83,864 SH | Increased+10,240 SH |
| PROCTER & GAMBLE CO | COM | $8.4M | 3.4% | 57,434 SH | New |
| REALTY INCOME CORP | COM | $8.7M | 3.5%Prev: 3.6% | 140,722 SH | Increased+12,754 SH |
| SOUTHERN CO | COM | $9.4M | 3.8%Prev: 4.0% | 98,225 SH | Increased+8,294 SH |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $1.1M | 0.5% | 2,400 SH | New |
| TESLA INC | COM | $747K | 0.3%Prev: 0.3% | 1,776 SH | Increased+54 SH |
| UNILEVER PLC | SPON ADR NEW | $8.5M | 3.4%Prev: 3.8% | 141,375 SH | Increased+13,049 SH |
| VERIZON COMMUNICATIONS INC | COM | $8.5M | 3.4%Prev: 3.8% | 201,680 SH | Increased+24,093 SH |
| WELLTOWER INC | COM | $12.3M | 4.9%Prev: 4.2% | 54,154 SH | Increased-1,887 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 |