CIK: 0002019125
Total reported value
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| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MDT | Medtronic plc | Stock-Healthcare | 74.94% | — | — | |
| 2 | DY | Dycom Industries INC | Stock-Industrials | 7.31% | — | +28.35% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.31% | — | — | |
| 4 | CSL | Carlisle Cos INC | Stock-Industrials | 2.85% | — | — | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.58% | — | -38.48% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.43% | — | — | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.70% | — | — | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.57% | — | -70.92% | |
| 9 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.41% | — | -12.45% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.22% | — | — | |
| 11 | GIS | General Mills INC | Stock-Consumer Staples | 0.66% | — | — |