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CIK 0000931097 • 6 13F filings • Apr 16, 2025 – Aug 12, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Abbott Laboratories | COM | $12.9M | 1.2%Prev: 1.4% | 102,601 SH | Decreased-1,134 SH |
| AbbVie Inc. | COM | $16.6M | 1.6%Prev: 1.7% | 72,711 SH | Decreased-1,127 SH |
| Advanced Micro Devices | COM | $15.1M | 1.4%Prev: 1.1% | 70,521 SH | Increased+1,701 SH |
| Allstate | COM | $208K | 0.0%Prev: 0.0% | 1,000 SH | Decreased |
| Alphabet Class-C Share | COM | $806K | 0.1%Prev: 0.1% | 2,567 SH | Increased+156 SH |
| Alphabet Inc. Class A | COM | $42.8M | 4.1%Prev: 3.5% | 136,768 SH | Increased-10,150 SH |
| Amazon.Com Inc. | COM | $34.0M | 3.3%Prev: 3.1% | 147,399 SH | Increased+3,194 SH |
| American Tower Corp. | COM | $509K | 0.0%Prev: 0.1% | 2,900 SH | Decreased-1,500 SH |
| Amgen | COM | $207K | 0.0% | 631 SH | New |
| Apollo Pfd | PFD | $211K | 0.0%Prev: 0.0% | 8,000 SH | Increased |
| Apple Inc. | COM | $34.2M | 3.3%Prev: 3.2% | 125,892 SH | Increased-3,093 SH |
| Applied Materials Inc. | COM | $23.7M | 2.3%Prev: 2.1% | 92,338 SH | Increased-10,688 SH |
| Astrazeneca Plc Adr | COM | $275K | 0.0%Prev: 0.0% | 2,988 SH | Increased-53 SH |
| Bank Of America Corp. | COM | $16.8M | 1.6%Prev: 1.5% | 305,583 SH | Increased+4,546 SH |
| Bank of America Pfd | PFD | $181K | 0.0%Prev: 0.0% | 10,000 SH | Decreased |
| Berkshire Hathaway Inc. Cl B | COM | $18.2M | 1.7%Prev: 1.7% | 36,136 SH | Increased+2,039 SH |
| Booking Holdings Inc. | COM | $21.9M | 2.1%Prev: 2.1% | 4,087 SH | Increased+62 SH |
| Broadcom Inc | COM | $34.8M | 3.3%Prev: 3.6% | 100,655 SH | Decreased-8,838 SH |
| Capital One Financial | COM | $18.2M | 1.7%Prev: 1.6% | 74,896 SH | Increased+621 SH |
| Caterpillar Inc Del | COM | $29.4M | 2.8%Prev: 2.6% | 51,365 SH | Increased-3,854 SH |
| Chevron Corp. | COM | $11.3M | 1.1%Prev: 1.1% | 73,982 SH | Decreased+688 SH |
| Chubb Limited | COM | $16.0M | 1.5%Prev: 1.4% | 51,338 SH | Increased+2,185 SH |
| Cisco Systems | COM | $22.8M | 2.2%Prev: 2.1% | 295,448 SH | Increased-22,105 SH |
| Coca-Cola Co. | COM | $278K | 0.0%Prev: 0.0% | 3,973 SH | Increased-179 SH |
| Crowdstrike Hldgs | COM | $17.6M | 1.7%Prev: 1.9% | 37,629 SH | Decreased-918 SH |
| Delta Air Lines | COM | $17.2M | 1.6%Prev: 1.4% | 247,128 SH | Increased-10,321 SH |
| Duke Energy Corp. | COM | $12.2M | 1.2%Prev: 1.2% | 103,702 SH | Decreased+3,879 SH |
| Eaton Corp. | COM | $19.6M | 1.9%Prev: 2.3% | 61,547 SH | Decreased+210 SH |
| Eli Lilly & Co | COM | $18.4M | 1.8%Prev: 1.3% | 17,114 SH | Increased-402 SH |
| Emcor Group Inc. | COM | $3.5M | 0.3%Prev: 0.5% | 5,686 SH | Decreased-2,596 SH |
| Equinix Inc | COM | $9.2M | 0.9%Prev: 1.0% | 12,041 SH | Decreased-904 SH |
| Evercore Inc. | COM | $19.0M | 1.8%Prev: 1.9% | 55,862 SH | Increased+50 SH |
| Exxon Mobil Corp. | COM | $253K | 0.0%Prev: 0.0% | 2,098 SH | Increased-70 SH |
| First Citizens BancShares Inc | COM | $215K | 0.0% | 100 SH | New |
| First Energy Corp. | COM | $13.6M | 1.3%Prev: 1.3% | 304,484 SH | Increased+7,350 SH |
| Fiserv Inc. | COM | $494K | 0.0%Prev: 0.9% | 7,347 SH | Decreased-66,793 SH |
| Freeport McMoran Copper & Gold | COM | $15.3M | 1.5%Prev: 1.1% | 300,592 SH | Increased+5,192 SH |
| General Dynamics | COM | $210K | 0.0%Prev: 0.0% | 625 SH | Decreased |
| General Motors | COM | $15.7M | 1.5%Prev: 1.3% | 193,211 SH | Increased-27,924 SH |
| Home Depot Inc. | COM | $20.5M | 2.0%Prev: 2.2% | 59,440 SH | Decreased+3,531 SH |
| Intuitive Surgical Inc | COM | $220K | 0.0% | 388 SH | New |
| iShares Bitcoin Trust ETF | COM | $689K | 0.1%Prev: 0.1% | 13,885 SH | Decreased |
| IShares S&P 500 Index | COM | $598K | 0.1%Prev: 0.0% | 873 SH | Increased+125 SH |
| J. P. Morgan | COM | $24.5M | 2.3%Prev: 2.4% | 75,942 SH | Increased-229 SH |
| Jabil Circuit, Inc. | COM | $30.0M | 2.9%Prev: 2.9% | 131,470 SH | Increased-2,349 SH |
| JP Morgan PFD | PFD | $201K | 0.0%Prev: 0.0% | 8,000 SH | Decreased |
| KLA-Tencor Corp. | COM | $14.8M | 1.4%Prev: 1.2% | 12,210 SH | Increased+1,021 SH |
| Lam Research | COM | $7.5M | 0.7%Prev: 0.6% | 43,920 SH | Increased-635 SH |
| Lockheed Martin Corp. | COM | $13.3M | 1.3%Prev: 1.2% | 27,495 SH | Increased+3,727 SH |
| Lowe's Companies Inc. | COM | $585K | 0.1%Prev: 0.1% | 2,425 SH | Decreased |
| Marathon Pete Corp. | COM | $12.4M | 1.2%Prev: 1.4% | 76,304 SH | Decreased+421 SH |
| Mastercard Inc. | COM | $278K | 0.0%Prev: 0.0% | 487 SH | Increased+28 SH |
| McDonald's Corp. | COM | $236K | 0.0%Prev: 0.0% | 772 SH | Increased |
| Medtronic PLC | COM | $11.7M | 1.1%Prev: 1.2% | 121,422 SH | Decreased-2,110 SH |
| Merck & Co. | COM | $16.1M | 1.5%Prev: 1.3% | 152,740 SH | Increased-4,031 SH |
| Meta Platforms Inc. | COM | $25.7M | 2.5%Prev: 2.7% | 38,987 SH | Decreased+1,071 SH |
| Microsoft Corp. | COM | $30.9M | 3.0%Prev: 3.3% | 63,992 SH | Decreased-1,071 SH |
| Monolithic Power Systems | COM | $6.4M | 0.6%Prev: 0.4% | 7,061 SH | Increased+2,149 SH |
| Netflix Inc | COM | $20.3M | 1.9%Prev: 2.4% | 217,007 SH | Decreased+196,741 SH |
| NVIDIA Corp. | COM | $39.7M | 3.8%Prev: 4.0% | 212,982 SH | Decreased-4,345 SH |
| O'Reilly Automotive Inc. | COM | $1.1M | 0.1%Prev: 0.1% | 11,795 SH | Decreased-550 SH |
| Oracle Systems Corp. | COM | $7.6M | 0.7%Prev: 1.4% | 38,998 SH | Decreased-10,759 SH |
| Pepsico Inc. | COM | $15.4M | 1.5%Prev: 1.5% | 107,464 SH | Increased-147 SH |
| Phillips 66 | COM | $12.2M | 1.2%Prev: 1.3% | 94,574 SH | Decreased+489 SH |
| Procter & Gamble | COM | $14.8M | 1.4%Prev: 1.5% | 103,609 SH | Decreased+4,551 SH |
| Prologis Inc | COM | $11.4M | 1.1%Prev: 1.0% | 89,591 SH | Increased+2,128 SH |
| Public Storage Pfd | PFD | $224K | 0.0%Prev: 0.0% | 12,000 SH | Decreased |
| Qualcomm Inc. | COM | $975K | 0.1%Prev: 0.2% | 5,698 SH | Decreased-4,214 SH |
| SalesForce Inc. | COM | $4.4M | 0.4%Prev: 0.5% | 16,705 SH | Decreased-3,619 SH |
| Schwab Government Money Inv Fd | MMF | $160K | 0.0%Prev: 0.0% | 159,740 SH | Increased+2,946 SH |
| Schwab Value Adv MMF | MMF | $15K | 0.0% | 15,013 SH | New |
| Seagate Technology Holdings | COM | $28.2M | 2.7%Prev: 2.7% | 102,281 SH | Increased-13,714 SH |
| Sherwin-Williams Co. | COM | $13.0M | 1.2%Prev: 1.4% | 40,257 SH | Decreased+672 SH |
| Simon PPTY Group | COM | $2.2M | 0.2%Prev: 0.2% | 12,120 SH | Decreased-60 SH |
| Southern Company | COM | $14.2M | 1.4%Prev: 1.4% | 163,407 SH | Increased+15,498 SH |
| Standard & Poors Depository Re | COM | $460K | 0.0%Prev: 0.0% | 674 SH | Increased+11 SH |
| State Street Corp. | COM | $9.9M | 0.9% | 76,879 SH | New |
| Synopsys Corp. | COM | $11.8M | 1.1%Prev: 0.9% | 25,128 SH | Increased+5,805 SH |
| Thermo Fisher Scientific | COM | $16.1M | 1.5%Prev: 1.4% | 27,724 SH | Increased-2,163 SH |
| TJX Cos. Inc. | COM | $5.1M | 0.5%Prev: 0.5% | 33,442 SH | Increased-1,022 SH |
| UnitedHealth Group Inc. | COM | $469K | 0.0%Prev: 0.0% | 1,420 SH | Decreased |
| US Bancorp Pfd | PFD | $196K | 0.0%Prev: 0.0% | 12,000 SH | Decreased |
| Vanguard Div. Appreciation | COM | $484K | 0.0%Prev: 0.1% | 2,200 SH | Decreased-181 SH |
| Vanguard Total Etf | COM | $261K | 0.0%Prev: 0.0% | 779 SH | Increased |
| Vertex Pharmctls Inc. | COM | $11.9M | 1.1%Prev: 1.1% | 26,249 SH | Increased-2,060 SH |
| Victory 500 Index Reward Fd | MMF | $662K | 0.1%Prev: 0.1% | 8,004 SH | Increased+269 SH |
| Visa Inc. | COM | $16.7M | 1.6%Prev: 1.5% | 47,483 SH | Increased+1,535 SH |
| Wal Mart Stores | COM | $22.6M | 2.2%Prev: 2.1% | 202,966 SH | Increased-910 SH |
| Walt Disney Co. | COM | $11.6M | 1.1%Prev: 1.1% | 101,656 SH | Increased+5,443 SH |
| 13F-HR |
| 0000931097-26-000004 |
| $1.29B |
| View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0000931097-25-000004 | $928.4M | View |
| May 20, 2026 | Q1 2026 | 13F-HR | 0000931097-26-000003 | $1.04B | View |
| Apr 16, 2025 | Q1 2025 | 13F-HR | 0000931097-25-000003 | $815.4M | View |