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CIK 0001075444 • 7 13F filings • Apr 17, 2025 – Oct 20, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $10.6M | 2.9% | 68,641 SH | |
| ALPHABET INC | CAP STK CL C | $344K | 0.1% | 2,200 SH | |
| AMAZON COM INC | COM | $10.4M | 2.9% | 54,610 SH | |
| AMERICAN ELEC PWR CO INC | COM | $2.5M | 0.7% | 23,225 SH | |
| AMGEN INC | COM | $4.7M | 1.3% | 15,000 SH | |
| APPLE INC | COM | $11.1M | 3.1% | 50,007 SH | |
| APPLIED MATLS INC | COM | $8.1M | 2.2% | 56,000 SH | |
| AT&T INC | COM | $9.6M | 2.6% | 339,217 SH | |
| BOOKING HOLDINGS INC | COM | $276K | 0.1% | 60 SH | |
| CHEVRON CORP NEW | COM | $7.8M | 2.1% | 46,715 SH | |
| CISCO SYS INC | COM | $8.1M | 2.2% | 131,661 SH | |
| CONSTELLATION ENERGY CORP | COM | $2.0M | 0.6% | 10,052 SH | |
| CORNING INC | COM | $6.2M | 1.7% | 134,800 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $2.4M | 0.6% | 19,349 SH | |
| ELI LILLY & CO | COM | $400K | 0.1% | 484 SH | |
| EMERSON ELEC CO | COM | $8.6M | 2.4% | 78,400 SH | |
| EXELON CORP | COM | $1.4M | 0.4% | 30,396 SH | |
| EXXON MOBIL CORP | COM | $11.0M | 3.0% | 92,614 SH | |
| FASTENAL CO | COM | $2.3M | 0.6% | 30,000 SH | |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | $211K | 0.1% | 12,000 SH | |
| FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | $369K | 0.1% | 5,014 SH | |
| FISERV INC | COM | $337K | 0.1% | 1,525 SH | |
| FREEPORT-MCMORAN INC | CL B | $9.5M | 2.6% | 250,000 SH | |
| GRAINGER W W INC | COM | $10.1M | 2.8% | 10,250 SH | |
| HOME DEPOT INC | COM | $6.2M | 1.7% | 17,000 SH | |
| INTUIT | COM | $230K | 0.1% | 375 SH | |
| INVESCO EXCHANGE TRADED FD T | DIVID ACHIEVEV | $63K | 0.0% | 1,380 SH | |
| INVESCO EXCHANGE TRADED FD T | HIG YLD EQ DIV | $40K | 0.0% | 1,880 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $452K | 0.1% | 2,606 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | $348K | 0.1% | 5,245 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $2.0M | 0.6% | 4,361 SH | |
| ISHARES TR | 0-5YR HI YL CP | $629K | 0.2% | 14,800 SH | |
| ISHARES TR | 1 3 YR TREAS BD | $1.3M | 0.4% | 16,256 SH | |
| ISHARES TR | CORE S&P SCP ETF | $605K | 0.2% | 5,781 SH | |
| ISHARES TR | CORE S&P500 ETF | $38.9M | 10.7% | 69,200 SH | |
| ISHARES TR | GLOB HLTHCRE ETF | $1K | 0.0% | 16 SH | |
| ISHARES TR | GLOBAL TECH ETF | $1K | 0.0% | 18 SH | |
| ISHARES TR | ISHARES BIOTECH | $23K | 0.0% | 180 SH | |
| ISHARES TR | ISHARES SEMICDTR | $58K | 0.0% | 310 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $64K | 0.0% | 320 SH | |
| ISHARES TR | SELECT DIVID ETF | $47K | 0.0% | 348 SH | |
| ISHARES TR | U.S. UTILITS ETF | $163K | 0.0% | 1,608 SH | |
| ISHARES TR | US TELECOM ETF | $213K | 0.1% | 7,791 SH | |
| JOHNSON & JOHNSON | COM | $8.0M | 2.2% | 48,414 SH | |
| JPMORGAN CHASE & CO. | COM | $9.4M | 2.6% | 38,207 SH | |
| KROGER CO | COM | $6.9M | 1.9% | 102,500 SH | |
| MASTERCARD INCORPORATED | CL A | $6.3M | 1.7% | 11,450 SH | |
| MICROSOFT CORP | COM | $12.8M | 3.5% | 34,050 SH | |
| NORFOLK SOUTHN CORP | COM | $3.4M | 0.9% | 14,200 SH | |
| NVIDIA CORPORATION | COM | $490K | 0.1% | 4,520 SH | |
| PEPSICO INC | COM | $4.0M | 1.1% | 26,964 SH | |
| PROCTER AND GAMBLE CO | COM | $5.1M | 1.4% | 29,949 SH | |
| PUBLIC SVC ENTERPRISE GRP IN | COM | $2.1M | 0.6% | 25,482 SH | |
| QUALCOMM INC | COM | $7.8M | 2.2% | 50,920 SH | |
| QUANTA SVCS INC | COM | $4.1M | 1.1% | 16,100 SH | |
| RTX CORPORATION | COM | $6.2M | 1.7% | 46,776 SH | |
| SALESFORCE INC | COM | $262K | 0.1% | 975 SH | |
| SELECT SECTOR SPDR TR | ENERGY | $3K | 0.0% | 30 SH | |
| SELECT SECTOR SPDR TR | INDL | $5K | 0.0% | 37 SH | |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | $16K | 0.0% | 373 SH | |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | $4K | 0.0% | 20 SH | |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | $110K | 0.0% | 1,347 SH | |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $382K | 0.1% | 2,614 SH | |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | $247K | 0.1% | 3,137 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $81K | 0.0% | 393 SH | |
| SOUTHERN CO | COM | $2.4M | 0.7% | 25,805 SH | |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $772K | 0.2% | 1,838 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $2.5M | 0.7% | 4,423 SH | |
| STRYKER CORPORATION | COM | $251K | 0.1% | 675 SH | |
| T-MOBILE US INC | COM | $14.8M | 4.1% | 55,315 SH | |
| TEXAS INSTRS INC | COM | $5.7M | 1.6% | 31,700 SH | |
| UNION PAC CORP | COM | $4.7M | 1.3% | 19,800 SH | |
| UNITED PARCEL SERVICE INC | CL B | $2.2M | 0.6% | 20,000 SH | |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $48K | 0.0% | 279 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $411K | 0.1% | 1,107 SH | |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $2K | 0.0% | 7 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $45.2M | 12.4% | 87,905 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $1.6M | 0.4% | 27,019 SH | |
| VANGUARD WORLD FD | COMM SRVC ETF | $5K | 0.0% | 31 SH | |
| VANGUARD WORLD FD | CONSUM STP ETF | $314K | 0.1% | 1,435 SH | |
| VANGUARD WORLD FD | ENERGY ETF | $45K | 0.0% | 345 SH | |
| VANGUARD WORLD FD | FINANCIALS ETF | $6K | 0.0% | 50 SH | |
| VANGUARD WORLD FD | HEALTH CAR ETF | $35K | 0.0% | 132 SH | |
| VISA INC | COM CL A | $13.4M | 3.7% | 38,200 SH | |
| WALMART INC | COM | $11.9M | 3.3% | 135,439 SH |
| 13F-HR |
| 0001398344-25-019298 |
| $374.0M |
| View |
| Jul 16, 2026 | Q2 2026 | 13F-HR | 0001398344-26-012202 | $380.1M | View |
| Jul 24, 2025 | Q2 2025 | 13F-HR | 0001398344-25-013676 | $370.3M | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0001398344-26-007075 | $362.0M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001398344-25-007241 | $363.7M | View |