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CIK 0001291424 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | SHS CLASS A | $5.1M | 2.7%Prev: 2.3% | 19,015 SH | Increased+735 SH |
| ALBEMARLE CORP | COM | $322K | 0.2%Prev: 0.1% | 2,279 SH | Increased-398 SH |
| ALPHABET INC | CAP STK CL A | $5.7M | 3.0%Prev: 2.3% | 18,178 SH | Increased-231 SH |
| ALPHABET INC | CAP STK CL C | $250K | 0.1%Prev: 0.1% | 796 SH | Increased-195 SH |
| AMAZON COM INC | COM | $4.9M | 2.6%Prev: 2.3% | 21,190 SH | Increased+627 SH |
| AMENTUM HOLDINGS INC | COM | $846K | 0.5%Prev: 0.4% | 29,175 SH | Increased-1,308 SH |
| AMERICA MOVIL SAB DE CV | SPON ADS RP CL B | $2.2M | 1.2%Prev: 1.2% | 106,225 SH | Decreased-190 SH |
| APPLE INC | COM | $9.3M | 4.9%Prev: 4.4% | 34,042 SH | Increased+173 SH |
| ARCOS DORADOS HOLDINGS INC | SHS CLASS -A - | $1.5M | 0.8%Prev: 0.7% | 209,313 SH | Increased+9,682 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $358K | 0.2%Prev: 0.2% | 335 SH | Increased |
| AUTOLIV INC | COM | $5.0M | 2.7%Prev: 2.8% | 42,216 SH | Decreased-1,048 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $585K | 0.3%Prev: 0.4% | 2,273 SH | Decreased-50 SH |
| BANCO SANTANDER SA | ADR | $2.6M | 1.4% | 222,925 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $13.6M | 7.3%Prev: 7.0% | 27,103 SH | Increased+15 SH |
| BHP GROUP LTD | SPONSORED ADS | $367K | 0.2%Prev: 0.2% | 6,072 SH | Increased |
| BJS WHSL CLUB HLDGS INC | COM | $524K | 0.3%Prev: 0.3% | 5,815 SH | Decreased |
| BP PLC | SPONSORED ADR | $401K | 0.2%Prev: 0.2% | 11,560 SH | Decreased-285 SH |
| BROOKFIELD RENEWABLE PARTNER | PARTNERSHIP UNIT | $276K | 0.1%Prev: 0.1% | 10,225 SH | Increased |
| BUNGE GLOBAL SA | COM SHS | $5.9M | 3.2%Prev: 2.8% | 66,791 SH | Increased+676 SH |
| BWX TECHNOLOGIES INC | COM | $3.3M | 1.8%Prev: 1.8% | 18,988 SH | Decreased+361 SH |
| CAMECO CORP | COM | $3.8M | 2.0%Prev: 2.6% | 41,285 SH | Decreased-18,171 SH |
| CARRIER GLOBAL CORPORATION | COM | $4.6M | 2.4%Prev: 2.6% | 86,306 SH | Decreased+1,501 SH |
| CBRE GROUP INC | CL A | $2.5M | 1.4%Prev: 1.3% | 15,794 SH | Increased+45 SH |
| CHENIERE ENERGY INC | COM NEW | $2.6M | 1.4%Prev: 1.6% | 13,553 SH | Decreased+36 SH |
| CHUBB LIMITED | COM | $1.1M | 0.6%Prev: 0.5% | 3,386 SH | Increased |
| CITIGROUP INC | COM NEW | $5.8M | 3.1%Prev: 2.4% | 49,935 SH | Increased+3,250 SH |
| COLGATE PALMOLIVE CO | COM | $213K | 0.1%Prev: 0.1% | 2,690 SH | Decreased |
| CONOCOPHILLIPS | COM | $2.1M | 1.1%Prev: 1.1% | 22,260 SH | Decreased-203 SH |
| CONSTELLATION ENERGY CORP | COM | $7.1M | 3.8%Prev: 3.6% | 20,211 SH | Increased-1,036 SH |
| COTERRA ENERGY INC | COM | $2.8M | 1.5%Prev: 1.3% | 104,620 SH | Increased+2,035 SH |
| CUMMINS INC | COM | $258K | 0.1%Prev: 0.1% | 505 SH | Increased |
| ELI LILLY & CO | COM | $948K | 0.5%Prev: 0.3% | 882 SH | Increased+5 SH |
| EMBRAER S.A. | SPONSORED ADS | $3.2M | 1.7%Prev: 1.7% | 50,002 SH | Increased-2,950 SH |
| EMERA INC | COM | $231K | 0.1%Prev: 0.1% | 4,685 SH | Increased |
| FIRST SOLAR INC | COM | $280K | 0.1%Prev: 0.1% | 1,070 SH | Increased |
| FLUOR CORP NEW | COM | $3.5M | 1.9%Prev: 1.9% | 88,304 SH | Decreased-1,135 SH |
| HA SUSTAINABLE INFRA CAP INC | COM | $283K | 0.2%Prev: 0.1% | 8,990 SH | Increased |
| HEXCEL CORP NEW | COM | $255K | 0.1%Prev: 0.1% | 3,445 SH | Increased |
| HONDA MOTOR LTD | ADR ECH CNV IN 3 | $283K | 0.2%Prev: 0.2% | 9,585 SH | Decreased |
| HONEYWELL INTL INC | COM | $257K | 0.1%Prev: 0.1% | 1,319 SH | Increased+200 SH |
| HSBC HLDGS PLC | SPON ADR NEW | $633K | 0.3%Prev: 0.3% | 8,045 SH | Increased |
| INTERNATIONAL BUSINESS MACHS | COM | $7.0M | 3.8%Prev: 3.4% | 23,695 SH | Increased+9 SH |
| IRON MTN INC DEL | COM | $3.0M | 1.6%Prev: 1.9% | 36,624 SH | Decreased+294 SH |
| ITRON INC | COM | $241K | 0.1%Prev: 0.1% | 2,590 SH | Decreased+490 SH |
| JACOBS SOLUTIONS INC | COM | $4.8M | 2.6%Prev: 2.8% | 36,267 SH | Decreased+160 SH |
| JOHNSON & JOHNSON | COM | $244K | 0.1%Prev: 0.1% | 1,177 SH | Increased-10 SH |
| KONTOOR BRANDS INC | COM | $1.2M | 0.6%Prev: 0.8% | 19,679 SH | Decreased+384 SH |
| LAM RESEARCH CORP | COM NEW | $8.1M | 4.3%Prev: 3.3% | 47,144 SH | Increased+12 SH |
| LENNAR CORP | CL A | $3.1M | 1.7%Prev: 2.0% | 30,124 SH | Decreased-188 SH |
| LOCKHEED MARTIN CORP | COM | $1.6M | 0.9%Prev: 0.8% | 3,386 SH | Increased+118 SH |
| MERCK & CO INC | COM | $261K | 0.1%Prev: 0.1% | 2,483 SH | Increased |
| META PLATFORMS INC | CL A | $6.2M | 3.3%Prev: 3.6% | 9,468 SH | Decreased+11 SH |
| MICROSOFT CORP | COM | $7.5M | 4.0%Prev: 4.0% | 15,460 SH | Decreased+300 SH |
| MONDELEZ INTL INC | CL A | $3.3M | 1.8%Prev: 1.9% | 61,352 SH | Decreased+3,432 SH |
| MP MATERIALS CORP | COM CL A | $3.0M | 1.6% | 59,810 SH | New |
| NATIONAL GRID PLC | SPONSORED ADR NE | $400K | 0.2%Prev: 0.2% | 5,172 SH | Increased |
| NETFLIX INC | COM | $388K | 0.2%Prev: 0.3% | 4,140 SH | Decreased+3,674 SH |
| NEXTERA ENERGY INC | COM | $288K | 0.2%Prev: 0.1% | 3,590 SH | Increased |
| NEXTPOWER INC | CLASS A COM | $233K | 0.1% | 2,675 SH | New |
| NXP SEMICONDUCTORS N V | COM | $4.2M | 2.2%Prev: 2.2% | 19,263 SH | Decreased+688 SH |
| OPERA LTD | SPONSORED ADS | $1.8M | 1.0%Prev: 1.3% | 126,025 SH | Decreased+3,698 SH |
| ORMAT TECHNOLOGIES INC | COM | $267K | 0.1%Prev: 0.1% | 2,415 SH | Increased |
| PROSHARES TR | SP500 EX HLTH | $450K | 0.2%Prev: 0.2% | 6,033 SH | Decreased-168 SH |
| SAP SE | SPON ADR | $394K | 0.2%Prev: 0.2% | 1,620 SH | Decreased |
| SCHWAB CHARLES CORP | COM | $5.1M | 2.7%Prev: 2.5% | 50,913 SH | Increased+972 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $1.9M | 1.0%Prev: 1.0% | 70,070 SH | Decreased |
| SONY GROUP CORP | SPONSORED ADR | $5.7M | 3.0%Prev: 3.2% | 222,357 SH | Decreased+4,835 SH |
| SOUTHERN CO | COM | $4.4M | 2.4%Prev: 2.5% | 51,030 SH | Decreased+331 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $844K | 0.5%Prev: 0.4% | 1,237 SH | Decreased-30 SH |
| TELEFONICA S A | SPONSORED ADR | $308K | 0.2%Prev: 0.2% | 75,984 SH | Decreased |
| TESLA INC | COM | $330K | 0.2%Prev: 0.2% | 734 SH | Increased |
| TOYOTA MOTOR CORP | ADS | $366K | 0.2%Prev: 0.2% | 1,710 SH | Increased |
| TREX CO INC | COM | $1.9M | 1.0%Prev: 1.5% | 54,660 SH | Decreased-3,475 SH |
| UBS GROUP AG | SHS | $523K | 0.3%Prev: 0.2% | 11,295 SH | Increased |
| V F CORP | COM | $1.3M | 0.7%Prev: 0.5% | 69,779 SH | Increased+990 SH |
| WOODSIDE ENERGY GROUP LTD | SPONSORED ADR | $280K | 0.1%Prev: 0.1% | 17,944 SH | Increased |
| XYLEM INC | COM | $239K | 0.1%Prev: 0.1% | 1,755 SH | Increased+185 SH |
| 13F-HR |
| 0001172661-26-003518 |
| $202.6M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003297 | $198.2M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001172661-26-002034 | $181.0M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001172661-25-002031 | $243.9M | View |