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CIK 0001666624 • 6 13F filings • May 12, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | Common | $300K | 0.2%Prev: 0.2% | 1,875 SH | Increased-35 SH |
| A T & T INC | Common | $1.0M | 0.7%Prev: 0.8% | 41,225 SH | Decreased-1,710 SH |
| ABBOTT LABS | Common | $720K | 0.5%Prev: 0.6% | 5,747 SH | Decreased-800 SH |
| ABBVIE INC | Common | $1.1M | 0.7%Prev: 0.9% | 4,786 SH | Decreased-700 SH |
| AIR PRODS & CHEMS INC | Common | $342K | 0.2%Prev: 0.3% | 1,384 SH | Decreased |
| ALBEMARLE CORP | Common | $1.2M | 0.8%Prev: 0.5% | 8,523 SH | Increased-77 SH |
| ALPHABET INC CL A | CAP STK CL A | $13.3M | 8.9%Prev: 7.4% | 42,590 SH | Increased-1,275 SH |
| ALPHABET INC CL C | CAP STK CL C | $4.0M | 2.7%Prev: 2.3% | 12,800 SH | Increased-655 SH |
| ALTRIA GROUP INC | Common | $1.0M | 0.7%Prev: 0.9% | 17,617 SH | Decreased-2,325 SH |
| AMAZON COM INC | Common | $1.8M | 1.2%Prev: 1.2% | 7,590 SH | Increased |
| AMERICAN EXPRESS | Common | $215K | 0.1% | 580 SH | New |
| APPLE INC | Common | $17.8M | 11.9%Prev: 11.8% | 65,434 SH | Increased-1,500 SH |
| APPLIED MATLS INC | Common | $2.2M | 1.5%Prev: 1.3% | 8,625 SH | Increased-350 SH |
| AUTOMATIC DATA PROCESSING INC | Common | $851K | 0.6%Prev: 0.7% | 3,308 SH | Decreased |
| BANK AMERICA CORP | Common | $3.9M | 2.6%Prev: 2.5% | 70,682 SH | Increased-527 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.4M | 0.9%Prev: 1.0% | 2,739 SH | Decreased |
| BRISTOL-MYERS SQUIBB CO | Common | $1.8M | 1.2%Prev: 1.1% | 32,976 SH | Increased-2,197 SH |
| CAPITAL ONE FINL CORP | Common | $372K | 0.2%Prev: 0.2% | 1,534 SH | Increased |
| CATERPILLAR INC | Common | $2.5M | 1.6%Prev: 1.5% | 4,280 SH | Increased-170 SH |
| CHEVRON CORP NEW | Common | $553K | 0.4%Prev: 0.4% | 3,630 SH | Decreased |
| CHUBB LIMITED | Common | $239K | 0.2%Prev: 0.1% | 765 SH | Increased |
| COCA COLA CO | Common | $915K | 0.6%Prev: 0.6% | 13,089 SH | Increased-85 SH |
| COLGATE PALMOLIVE CO | Common | $443K | 0.3%Prev: 0.4% | 5,607 SH | Decreased-800 SH |
| CONOCOPHILLIPS | Common | $231K | 0.2%Prev: 0.2% | 2,467 SH | Decreased-78 SH |
| CONSOLIDATED EDISON INC | Common | $561K | 0.4%Prev: 0.4% | 5,645 SH | Decreased |
| CONSTELLATION BRANDS INC | CL A | $200K | 0.1%Prev: 0.2% | 1,451 SH | Decreased-190 SH |
| CORNING INC | Common | $311K | 0.2%Prev: 0.2% | 3,551 SH | Increased |
| COSTCO WHSL CORP NEW | Common | $558K | 0.4%Prev: 0.4% | 647 SH | Decreased |
| DISNEY WALT CO | Common | $2.0M | 1.3%Prev: 1.4% | 17,234 SH | Decreased-25 SH |
| DUKE ENERGY CORP NEW | COM NEW | $209K | 0.1%Prev: 0.2% | 1,781 SH | Decreased |
| EMERSON ELEC CO | Common | $458K | 0.3%Prev: 0.3% | 3,448 SH | Increased |
| ENTERPRISE PRODS PARTNERS LP | Common | $678K | 0.5%Prev: 0.5% | 21,160 SH | Increased |
| ESSENTIAL UTILS INC | Common | $227K | 0.2%Prev: 0.2% | 5,930 SH | Decreased |
| EXTRA SPACE STORAGE INC | Common | $210K | 0.1%Prev: 0.2% | 1,610 SH | Decreased |
| EXXON MOBIL CORP | Common | $3.6M | 2.4%Prev: 2.4% | 29,959 SH | Increased-678 SH |
| GE AEROSPACE | COM NEW | $465K | 0.3%Prev: 0.3% | 1,510 SH | Increased |
| GE VERNOVA INC | Common | $203K | 0.1% | 310 SH | New |
| HOME DEPOT INC | Common | $3.1M | 2.1%Prev: 2.5% | 9,001 SH | Decreased-38 SH |
| HONEYWELL INTL INC | Common | $638K | 0.4%Prev: 0.5% | 3,272 SH | Decreased |
| INTERNATIONAL BUSINESS MACHS | Common | $5.7M | 3.8%Prev: 3.8% | 19,171 SH | Increased-225 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.4M | 1.0%Prev: 0.9% | 2,353 SH | Increased+188 SH |
| INVESCO S&P 500 EQL WGHT ETF | S&P500 EQL WGT | $1.3M | 0.8%Prev: 0.8% | 6,547 SH | Increased+725 SH |
| INVESCO S&P 500 PURE GROWTH ETF | S&P500 PUR GWT | $424K | 0.3%Prev: 0.3% | 9,089 SH | Increased+835 SH |
| ISHARES TR | EAFE GRWTH ETF | $331K | 0.2%Prev: 0.2% | 2,907 SH | Increased+310 SH |
| J P MORGAN EXCHANGE TRADED | MUNICIPAL ETF | $252K | 0.2% | 4,984 SH | New |
| JOHNSON & JOHNSON | Common | $6.3M | 4.2%Prev: 4.0% | 30,666 SH | Increased-232 SH |
| JPMORGAN CHASE & CO | Common | $704K | 0.5%Prev: 0.6% | 2,186 SH | Decreased-615 SH |
| KINDER MORGAN INC DEL | Common | $963K | 0.6%Prev: 0.7% | 35,044 SH | Decreased-1,642 SH |
| M & T BK CORP | Common | $1.8M | 1.2%Prev: 1.2% | 9,001 SH | Increased+30 SH |
| MARTIN MARIETTA MATLS INC | Common | $249K | 0.2%Prev: 0.2% | 400 SH | Decreased |
| MCDONALDS CORP | Common | $856K | 0.6%Prev: 0.6% | 2,800 SH | Increased |
| MCKESSON CORP | Common | $1.3M | 0.9%Prev: 0.9% | 1,600 SH | Increased |
| MERCK & CO INC | Common | $2.7M | 1.8%Prev: 1.5% | 25,984 SH | Increased-443 SH |
| META PLATFORMS INC | CL A | $5.1M | 3.4%Prev: 4.0% | 7,703 SH | Decreased-120 SH |
| METLIFE INC | Common | $1.9M | 1.3%Prev: 1.4% | 24,255 SH | Decreased+125 SH |
| MICROSOFT CORP | Common | $3.1M | 2.0%Prev: 2.3% | 6,307 SH | Decreased-5 SH |
| MONDELEZ INTL INC | CL A | $3.1M | 2.1%Prev: 2.7% | 57,563 SH | Decreased-4,411 SH |
| NEWMARKET CORP | Common | $206K | 0.1%Prev: 0.2% | 300 SH | Decreased |
| NEXTERA ENERGY INC | Common | $452K | 0.3%Prev: 0.3% | 5,633 SH | Increased |
| NVIDIA CORPORATION | Common | $651K | 0.4%Prev: 0.5% | 3,490 SH | Decreased |
| ORACLE CORP | Common | $701K | 0.5%Prev: 0.7% | 3,599 SH | Decreased |
| PEPSICO INC | Common | $4.1M | 2.7%Prev: 2.8% | 28,667 SH | Increased-313 SH |
| PFIZER INC | Common | $234K | 0.2%Prev: 0.2% | 9,378 SH | Decreased-2,450 SH |
| PHILIP MORRIS INTL INC | Common | $1.6M | 1.0%Prev: 1.3% | 9,795 SH | Decreased-1,570 SH |
| PPG INDS INC | Common | $261K | 0.2%Prev: 0.3% | 2,550 SH | Decreased-1,000 SH |
| PPL CORP | Common | $1.3M | 0.9%Prev: 1.0% | 37,337 SH | Decreased+249 SH |
| PROCTER AND GAMBLE CO | Common | $1.3M | 0.9%Prev: 1.0% | 9,011 SH | Decreased-150 SH |
| RTX CORP | Common | $6.7M | 4.5%Prev: 4.4% | 36,762 SH | Increased-1,160 SH |
| SALESFORCE INC | Common | $2.0M | 1.3%Prev: 1.3% | 7,600 SH | Increased-162 SH |
| SPDR GOLD TR | GOLD SHS | $4.3M | 2.9%Prev: 2.7% | 10,921 SH | Increased-20 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $4.1M | 2.8%Prev: 2.5% | 6,049 SH | Increased+684 SH |
| SPDR S&P 600 SMALL CAP ETF | PORTFOLIO S&P600 | $2.0M | 1.4%Prev: 1.4% | 43,393 SH | Increased+1,092 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&P DCRP | $3.8M | 2.6%Prev: 2.6% | 6,334 SH | Increased+86 SH |
| STRYKER CORPORATION | Common | $470K | 0.3%Prev: 0.3% | 1,336 SH | Decreased+5 SH |
| UNITED PARCEL SERVICE INC | CL B | $997K | 0.7%Prev: 0.6% | 10,055 SH | Increased-460 SH |
| US BANCORP DEL | COM NEW | $353K | 0.2%Prev: 0.2% | 6,612 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $506K | 0.3%Prev: 0.3% | 1,509 SH | Increased |
| VANGUARD INTL EQUITY INDEX | ALLWRLD EX US | $246K | 0.2%Prev: 0.2% | 3,350 SH | Increased |
| VANGUARD WORLD FDS | INF TECH ETF | $780K | 0.5%Prev: 0.5% | 1,035 SH | Increased |
| VERIZON COMMUNICATIONS INC | Common | $848K | 0.6%Prev: 0.6% | 20,813 SH | Decreased-500 SH |
| VISA INC | COM CL A | $884K | 0.6%Prev: 0.6% | 2,520 SH | Increased |
| WALMART INC | Common | $898K | 0.6%Prev: 0.6% | 8,062 SH | Increased-200 SH |
| WASTE MGMT INC DEL | Common | $222K | 0.1%Prev: 0.2% | 1,010 SH | Decreased |
| WATERS CORP | Common | $619K | 0.4%Prev: 0.3% | 1,630 SH | Increased |
| 13F-HR |
| 0001214659-26-010041 |
| $164.7M |
| View |
| Aug 8, 2025 | Q2 2025 | 13F-HR | 0001214659-25-011722 | $133.9M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001214659-26-005954 | $150.1M | View |
| May 12, 2025 | Q1 2025 | 13F-HR | 0001214659-25-007379 | $130.7M | View |