Location: Virginia Beach, VA
CIK: 0001898282 · Show all filings
Period: Q1 2026 (← Previous) (Next →)
Filing Date: Apr 29, 2026
Total Value: $187M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| BRK/A | BERKSHIRE HATHAWAY INC DEL | 12 | $8.618M | 4.6% | $475071.70 | +55.8% | CL A | 084670108 |
| CVX | CHEVRON CORPORATION | 34,839 | $7.208M | 3.9% | $151.77 | +13.2% | COM | 166764100 |
| KMI | KINDER MORGAN INC DEL | 213,148 | $7.147M | 3.8% | $16.01 | +85.8% | COM | 49456B101 |
| PSX | PHILLIPS 66 | 37,656 | $6.86M | 3.7% | $92.18 | +59.6% | COM | 718546104 |
| JPM | JPMORGAN CHASE & CO | 22,950 | $6.751M | 3.6% | $142.67 | +118.3% | COM | 46625H100 |
| CB | CHUBB LTD SWITZ | 18,286 | $5.96M | 3.2% | $200.15 | +58.0% | COM | H1467J104 |
| CSCO | CISCO SYS INC | 75,079 | $5.825M | 3.1% | $48.54 | +60.5% | COM | 17275R102 |
| PEP | PEPSICO INC | 36,453 | $5.661M | 3.0% | $143.78 | +7.6% | COM | 713448108 |
| AAPL | APPLE INC | 21,280 | $5.401M | 2.9% | $180.29 | +45.8% | COM | 037833100 |
| SO | SOUTHERN CO | 55,464 | $5.353M | 2.9% | $63.93 | +40.0% | COM | 842587107 |
| DRI | DARDEN RESTAURANTS INC | 26,868 | $5.267M | 2.8% | $123.26 | +68.3% | COM | 237194105 |
| DUK | DUKE ENERGY CORP NEW | 39,889 | $5.223M | 2.8% | $91.54 | +32.1% | COM NEW | 26441C204 |
| IBDT | ISHARES TR | 199,615 | $5.056M | 2.7% | $25.16 | — | IBDS DEC28 ETF | 46435U515 |
| BLK | BLACKROCK INC | 5,092 | $4.897M | 2.6% | $992.22 | +10.6% | COM | 09290D101 |
| TGT | TARGET CORP | 40,010 | $4.849M | 2.6% | $119.95 | -9.0% | COM | 87612E106 |
| IBDS | ISHARES TR | 199,615 | $4.839M | 2.6% | $24.67 | — | IBONDS 27 ETF | 46435UAA9 |
| IBDR | ISHARES TR | 199,615 | $4.839M | 2.6% | $24.56 | — | IBONDS DEC2026 | 46435GAA0 |
| MSFT | MICROSOFT CORP | 12,604 | $4.666M | 2.5% | $320.97 | +35.4% | COM | 594918104 |
| IBDU | ISHARES TR | 199,115 | $4.631M | 2.5% | $22.91 | — | IBONDS DEC 29 | 46436E205 |
| AFL | AFLAC INC | 42,214 | $4.631M | 2.5% | $63.10 | +76.2% | COM | 001055102 |
| HSY | HERSHEY CO | 22,268 | $4.629M | 2.5% | $182.82 | +12.0% | COM | 427866108 |
| BX | BLACKSTONE INC | 39,215 | $4.509M | 2.4% | $134.94 | +4.4% | COM | 09260D107 |
| IBDV | ISHARES TR | 199,390 | $4.365M | 2.3% | $22.07 | — | IBONDS DEC 2030 | 46436E726 |
| WMT | WALMART INC | 34,018 | $4.228M | 2.3% | $57.42 | +112.5% | COM | 931142103 |
| MCD | MCDONALDS CORP | 13,400 | $4.164M | 2.2% | $243.05 | +30.5% | COM | 580135101 |
| AMGN | AMGEN INC | 11,605 | $4.083M | 2.2% | $226.07 | +54.7% | COM | 031162100 |
| MAA | MID-AMER APT CMNTYS INC | 33,409 | $4.08M | 2.2% | $134.65 | +3.3% | COM | 59522J103 |
| IBDW | ISHARES TR | 191,815 | $4.015M | 2.1% | $20.93 | — | IBONDS DEC 2031 | 46436E486 |
| QCOM | QUALCOMM INC | 30,683 | $3.951M | 2.1% | $128.74 | +19.5% | COM | 747525103 |
| EMR | EMERSON ELEC CO | 30,033 | $3.935M | 2.1% | $88.81 | +67.2% | COM | 291011104 |
| VZ | VERIZON COMMUNICATIONS INC | 71,632 | $3.596M | 1.9% | $37.26 | +17.6% | COM | 92343V104 |
| D | DOMINION ENERGY INC | 56,596 | $3.499M | 1.9% | $52.37 | +17.7% | COM | 25746U109 |
| O | REALTY INCOME CORP | 55,996 | $3.426M | 1.8% | $54.85 | +4.5% | COM | 756109104 |
| STAG | STAG INDUSTRIAL INC | 93,995 | $3.389M | 1.8% | $34.00 | — | COM | 85254J102 |
| MKL | MARKEL GROUP INC | 1,758 | $3.365M | 1.8% | $1523.19 | +36.4% | COM | 570535104 |
| MDT | MEDTRONIC PLC | 34,235 | $2.966M | 1.6% | $89.45 | +11.2% | SHS | G5960L103 |
| HD | HOME DEPOT INC | 6,110 | $2.01M | 1.1% | $337.06 | +11.8% | COM | 437076102 |
| ADI | ANALOG DEVICES INC | 5,037 | $1.602M | 0.9% | $163.17 | +93.8% | COM | 032654105 |
| SPY | STATE STR SPDR S&P 500 ETF T | 2,000 | $1.301M | 0.7% | $377.07 | — | TR UNIT | 78462F103 |
| LOW | LOWES COS INC | 3,651 | $863K | 0.5% | $212.06 | +28.0% | COM | 548661107 |
| ABT | ABBOTT LABORATORIES | 6,818 | $700K | 0.4% | $110.32 | +4.6% | COM | 002824100 |
| GOOGL | ALPHABET INC | 2,251 | $647K | 0.3% | $171.98 | +88.0% | CAP STK CL A | 02079K305 |
| COST | COSTCO WHOLESALE CORPORATION | 636 | $634K | 0.3% | $489.05 | +97.1% | COM | 22160K105 |
| RSP | INVESCO EXCHANGE TRADED FD T | 2,347 | $450K | 0.2% | $190.68 | — | S&P500 EQL WGT | 46137V357 |
| GLD | SPDR GOLD TR | 857 | $369K | 0.2% | $358.91 | — | GOLD SHS | 78463V107 |
| NVDA | NVIDIA CORPORATION | 2,000 | $349K | 0.2% | $125.82 | +48.3% | COM | 67066G104 |
| CTAS | CINTAS CORP | 2,000 | $338K | 0.2% | $169.36 | +14.2% | COM | 172908105 |
| GOOG | ALPHABET INC | 1,138 | $326K | 0.2% | $164.85 | +96.3% | CAP STK CL C | 02079K107 |
| EFX | EQUIFAX INC | 1,500 | $270K | 0.1% | $200.72 | +1.8% | COM | 294429105 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 534 | $256K | 0.1% | $393.34 | +25.5% | CL B NEW | 084670702 |
| GDX | VANECK ETF TRUST | 2,550 | $234K | 0.1% | $85.77 | — | GOLD MINERS ETF | 92189F106 |
| ARTY | ISHARES TR | 5,000 | $233K | 0.1% | $41.00 | — | FUTURE AI & TECH | 46435U556 |
| ABBV | ABBVIE INC | 920 | $200K | 0.1% | $201.95 | +10.2% | COM | 00287Y109 |
| TRX | TRX GOLD CORPORATION | 75,000 | $113K | 0.1% | $0.40 | +250.6% | COM | 87283P109 |
| FURY | FURY GOLD MINES LIMITED | 70,000 | $42,637 | 0.0% | $0.56 | +27.2% | COM | 36117T100 |