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CIK 0001846177 • 7 13F filings • May 2, 2025 – Oct 21, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $580K | 0.4% | 3,947 SH | |
| A2Z CUST2MATE SOLUTIONS CORP | COM | $143K | 0.1% | 20,300 SH | |
| ABBOTT LABS | COM | $615K | 0.4% | 4,639 SH | |
| ABBVIE INC | COM | $1.4M | 1.0% | 6,757 SH | |
| ABRDN PLATINUM ETF TRUST | PHYSCL PLATM SHS | $469K | 0.3% | 5,132 SH | |
| ADVANCED MICRO DEVICES INC | COM | $216K | 0.2% | 2,106 SH | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $1.0M | 0.7% | 7,863 SH | |
| ALPHABET INC | CAP STK CL A | $1.4M | 1.0% | 8,858 SH | |
| ALPHABET INC | CAP STK CL C | $1.3M | 0.9% | 8,341 SH | |
| ALTRIA GROUP INC | COM | $748K | 0.5% | 12,462 SH | |
| AMAZON COM INC | COM | $3.2M | 2.3% | 17,009 SH | |
| AMERICAN ELEC PWR CO INC | COM | $322K | 0.2% | 2,945 SH | |
| AMERICAN EXPRESS CO | COM | $218K | 0.2% | 809 SH | |
| AMGEN INC | COM | $1.9M | 1.3% | 6,023 SH | |
| APPLE INC | COM | $8.4M | 5.9% | 37,689 SH | |
| AT&T INC | COM | $1.3M | 0.9% | 45,361 SH | |
| BANK AMERICA CORP | COM | $1.3M | 0.9% | 30,835 SH | |
| BANK NEW YORK MELLON CORP | COM | $408K | 0.3% | 4,860 SH | |
| BAYCOM CORP | COM | $755K | 0.5% | 30,000 SH | |
| BECTON DICKINSON & CO | COM | $288K | 0.2% | 1,257 SH | |
| BERKLEY W R CORP | COM | $281K | 0.2% | 3,948 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $683K | 0.5% | 1,282 SH | |
| BLACKROCK INC | COM | $554K | 0.4% | 585 SH | |
| BOEING CO | COM | $218K | 0.2% | 1,280 SH | |
| BRITISH AMERN TOB PLC | SPONSORED ADR | $207K | 0.1% | 5,000 SH | |
| BROADCOM INC | COM | $749K | 0.5% | 4,475 SH | |
| BROADRIDGE FINL SOLUTIONS IN | COM | $285K | 0.2% | 1,176 SH | |
| CATERPILLAR INC | COM | $913K | 0.6% | 2,769 SH | |
| CEMENTOS PACASMAYO S A A | SPONSORED ADR | $64K | 0.0% | 11,000 SH | |
| CHEVRON CORP NEW | COM | $5.2M | 3.7% | 30,957 SH | |
| CHIPOTLE MEXICAN GRILL INC | COM | $239K | 0.2% | 4,757 SH | |
| CISCO SYS INC | COM | $981K | 0.7% | 15,889 SH | |
| COCA COLA CO | COM | $432K | 0.3% | 6,035 SH | |
| COMCAST CORP NEW | CL A | $268K | 0.2% | 7,254 SH | |
| CONOCOPHILLIPS | COM | $750K | 0.5% | 7,138 SH | |
| COSTCO WHSL CORP NEW | COM | $234K | 0.2% | 247 SH | |
| CROWDSTRIKE HLDGS INC | CL A | $1.6M | 1.1% | 4,567 SH | |
| CSX CORP | COM | $262K | 0.2% | 8,893 SH | |
| DATADOG INC | CL A COM | $586K | 0.4% | 5,906 SH | |
| DEERE & CO | COM | $297K | 0.2% | 633 SH | |
| DOXIMITY INC | CL A | $860K | 0.6% | 14,819 SH | |
| ELI LILLY & CO | COM | $212K | 0.2% | 257 SH | |
| ENBRIDGE INC | COM | $323K | 0.2% | 7,300 SH | |
| ENERGY TRANSFER L P | COM UT LTD PTN | $384K | 0.3% | 20,647 SH | |
| ENTERPRISE PRODS PARTNERS L | COM | $509K | 0.4% | 14,920 SH | |
| EOG RES INC | COM | $233K | 0.2% | 1,818 SH | |
| EQT CORP | COM | $227K | 0.2% | 4,252 SH | |
| EXXON MOBIL CORP | COM | $7.6M | 5.4% | 64,242 SH | |
| FIFTH THIRD BANCORP | COM | $297K | 0.2% | 7,582 SH | |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $1.0M | 0.7% | 17,909 SH | |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | $408K | 0.3% | 4,557 SH | |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | $534K | 0.4% | 2,403 SH | |
| FORD MTR CO | COM | $159K | 0.1% | 15,850 SH | |
| GALLAGHER ARTHUR J & CO | COM | $583K | 0.4% | 1,690 SH | |
| GAMING & LEISURE PPTYS INC | COM | $224K | 0.2% | 4,402 SH | |
| GENELUX CORPORATION | COM | $3.9M | 2.8% | 1,461,113 SH | |
| GENERAL DYNAMICS CORP | COM | $320K | 0.2% | 1,173 SH | |
| HOME DEPOT INC | COM | $1.2M | 0.8% | 3,207 SH | |
| HUNTINGTON BANCSHARES INC | COM | $153K | 0.1% | 10,183 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $1.6M | 1.2% | 6,618 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $679K | 0.5% | 1,448 SH | |
| INVESTMENT MANAGERS SER TR I | ASTORIA REAL | $200K | 0.1% | 13,811 SH | |
| ISHARES GOLD TR | ISHARES NEW | $538K | 0.4% | 9,120 SH | |
| ISHARES TR | 1 3 YR TREAS BD | $291K | 0.2% | 3,522 SH | |
| ISHARES TR | 3 7 YR TREAS BD | $281K | 0.2% | 2,382 SH | |
| ISHARES TR | 7-10 YR TRSY BD | $328K | 0.2% | 3,444 SH | |
| ISHARES TR | CORE HIGH DV ETF | $353K | 0.2% | 2,915 SH | |
| ISHARES TR | IBOXX HI YD ETF | $1.0M | 0.7% | 13,276 SH | |
| ISHARES TR | ISHS 1-5YR INVS | $205K | 0.1% | 3,908 SH | |
| JOHNSON & JOHNSON | COM | $2.2M | 1.5% | 13,159 SH | |
| JOHNSON CTLS INTL PLC | SHS | $241K | 0.2% | 3,011 SH | |
| JPMORGAN CHASE & CO. | COM | $2.0M | 1.4% | 8,032 SH | |
| KINDER MORGAN INC DEL | COM | $720K | 0.5% | 25,222 SH | |
| LAM RESEARCH CORP | COM NEW | $600K | 0.4% | 8,249 SH | |
| LAMAR ADVERTISING CO NEW | CL A | $317K | 0.2% | 2,785 SH | |
| LOCKHEED MARTIN CORP | COM | $264K | 0.2% | 592 SH | |
| MASTERCARD INCORPORATED | CL A | $454K | 0.3% | 829 SH | |
| MCDONALDS CORP | COM | $497K | 0.4% | 1,590 SH | |
| MEDTRONIC PLC | SHS | $265K | 0.2% | 2,947 SH | |
| MERCADOLIBRE INC | COM | $1.3M | 0.9% | 663 SH | |
| MERCK & CO INC | COM | $615K | 0.4% | 6,851 SH | |
| META PLATFORMS INC | CL A | $1.9M | 1.4% | 3,371 SH | |
| METLIFE INC | COM | $562K | 0.4% | 7,003 SH | |
| MICROSOFT CORP | COM | $2.4M | 1.7% | 6,310 SH | |
| MICROSTRATEGY INC | CL A NEW | $545K | 0.4% | 1,890 SH | |
| NETFLIX INC | COM | $1.0M | 0.7% | 1,092 SH | |
| NORFOLK SOUTHN CORP | COM | $460K | 0.3% | 1,942 SH | |
| NVIDIA CORPORATION | COM | $5.6M | 4.0% | 51,936 SH | |
| OCCIDENTAL PETE CORP | COM | $381K | 0.3% | 7,717 SH | |
| OCULAR THERAPEUTIX INC | COM | $82K | 0.1% | 11,200 SH | |
| PALO ALTO NETWORKS INC | COM | $672K | 0.5% | 3,940 SH | |
| PARKER-HANNIFIN CORP | COM | $590K | 0.4% | 971 SH | |
| PEPSICO INC | COM | $774K | 0.5% | 5,163 SH | |
| PFIZER INC | COM | $420K | 0.3% | 16,564 SH | |
| PHILIP MORRIS INTL INC | COM | $784K | 0.6% | 4,939 SH | |
| PNC FINL SVCS GROUP INC | COM | $378K | 0.3% | 2,149 SH | |
| PROCTER AND GAMBLE CO | COM | $1.3M | 0.9% | 7,774 SH | |
| PROLOGIS INC. | COM | $315K | 0.2% | 2,816 SH | |
| PRUDENTIAL FINL INC | COM | $435K | 0.3% | 3,894 SH | |
| PUBLIC SVC ENTERPRISE GRP IN | COM | $262K | 0.2% | 3,188 SH | |
| QUALCOMM INC | COM | $399K | 0.3% | 2,596 SH | |
| RELIANCE INC | COM | $22.5M | 15.9% | 78,048 SH | |
| RITHM CAPITAL CORP | COM NEW | $233K | 0.2% | 20,338 SH | |
| RTX CORPORATION | COM | $675K | 0.5% | 5,096 SH | |
| SACHEM CAP CORP | COM | $16K | 0.0% | 13,860 SH | |
| SALESFORCE INC | COM | $227K | 0.2% | 845 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $319K | 0.2% | 11,412 SH | |
| SHELL PLC | SPON ADS | $225K | 0.2% | 3,076 SH | |
| SHOPIFY INC | CL A | $1.4M | 1.0% | 15,035 SH | |
| SNOWFLAKE INC | CL A | $297K | 0.2% | 2,029 SH | |
| SOUTHERN CO | COM | $509K | 0.4% | 5,532 SH | |
| SPDR GOLD TR | GOLD SHS | $786K | 0.6% | 2,727 SH | |
| SPDR SER TR | BLOOMBERG HIGH Y | $514K | 0.4% | 5,392 SH | |
| STARWOOD PPTY TR INC | COM | $881K | 0.6% | 44,567 SH | |
| T-MOBILE US INC | COM | $269K | 0.2% | 1,010 SH | |
| TESLA INC | COM | $1.1M | 0.8% | 4,267 SH | |
| TURBO ENERGY S A | SPON ADS | $29K | 0.0% | 13,000 SH | |
| TWILIO INC | CL A | $701K | 0.5% | 7,163 SH | |
| UNITEDHEALTH GROUP INC | COM | $471K | 0.3% | 900 SH | |
| US BANCORP DEL | COM NEW | $300K | 0.2% | 7,099 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $542K | 0.4% | 7,080 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $1.0M | 0.7% | 12,862 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $466K | 0.3% | 5,143 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $662K | 0.5% | 1,288 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $498K | 0.4% | 9,977 SH | |
| VANGUARD WORLD FD | COMM SRVC ETF | $490K | 0.3% | 3,302 SH | |
| VANGUARD WORLD FD | CONSUM STP ETF | $583K | 0.4% | 2,666 SH | |
| VANGUARD WORLD FD | FINANCIALS ETF | $653K | 0.5% | 5,464 SH | |
| VANGUARD WORLD FD | HEALTH CAR ETF | $201K | 0.1% | 761 SH | |
| VANGUARD WORLD FD | INDUSTRIAL ETF | $663K | 0.5% | 2,679 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $456K | 0.3% | 841 SH | |
| VANGUARD WORLD FD | UTILITIES ETF | $466K | 0.3% | 2,731 SH | |
| VERIZON COMMUNICATIONS INC | COM | $1.5M | 1.1% | 32,997 SH | |
| WALMART INC | COM | $1.2M | 0.8% | 13,346 SH | |
| WASTE MGMT INC DEL | COM | $307K | 0.2% | 1,325 SH | |
| WELLS FARGO CO NEW | COM | $5.8M | 4.1% | 81,054 SH |
| 13F-HR |
| 0001846177-25-000004 |
| $214.7M |
| View |
| Jul 28, 2026 | Q2 2026 | 13F-HR | 0001846177-26-000003 | $226.7M | View |
| Jul 18, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003970 | $197.7M | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0001846177-26-000002 | $219.8M | View |
| May 2, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002553 | $141.3M | View |