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CIK 0000819535 • 6 13F filings • May 13, 2025 – Aug 3, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $27.5M | 2.7%Prev: 2.9% | 219,639 SH | Decreased+210 SH |
| ABBVIE INC | COM | $36.0M | 3.5%Prev: 3.6% | 157,457 SH | Decreased-949 SH |
| ADOBE INC | COM | $202K | 0.0%Prev: 0.0% | 577 SH | Decreased |
| AIRBNB INC | COM CL A | $223K | 0.0% | 1,640 SH | New |
| ALPHABET INC | CAP STK CL A | $53.9M | 5.3%Prev: 4.3% | 172,168 SH | Increased-6,672 SH |
| AMAZON COM INC | COM | $37.1M | 3.7%Prev: 3.4% | 160,838 SH | Increased+2,028 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $294K | 0.0%Prev: 0.0% | 3,815 SH | Increased |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $506K | 0.0%Prev: 0.0% | 6,146 SH | Increased |
| AMERICAN CENTY ETF TR | US EQT ETF | $999K | 0.1%Prev: 0.1% | 8,940 SH | Increased-230 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $286K | 0.0%Prev: 0.0% | 2,804 SH | Increased |
| AMERICAN ELEC PWR CO INC | COM | $265K | 0.0%Prev: 0.0% | 2,300 SH | Increased |
| AMETEK INC | COM | $26.6M | 2.6%Prev: 2.3% | 129,570 SH | Increased+6,785 SH |
| AMGEN INC | COM | $30.3M | 3.0%Prev: 2.5% | 92,476 SH | Increased+1,374 SH |
| AMPHENOL CORP NEW | CL A | $34.9M | 3.4%Prev: 3.2% | 258,202 SH | Increased-2,573 SH |
| ANALOG DEVICES INC | COM | $470K | 0.0%Prev: 0.0% | 1,732 SH | Increased-20 SH |
| APPLE INC | COM | $11.3M | 1.1%Prev: 1.1% | 41,470 SH | Increased-1,245 SH |
| APPLIED MATLS INC | COM | $206K | 0.0% | 800 SH | New |
| APTARGROUP INC | COM | $17.9M | 1.8%Prev: 1.9% | 146,752 SH | Decreased+4,447 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.7M | 0.2%Prev: 0.2% | 3,309 SH | Decreased-8 SH |
| BOX INC | CL A | $9.4M | 0.9%Prev: 1.0% | 313,210 SH | Decreased+9,080 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $485K | 0.0%Prev: 0.0% | 8,985 SH | Increased |
| BROADCOM INC | COM | $620K | 0.1%Prev: 0.1% | 1,790 SH | Increased |
| CHARTER COMMUNICATIONS INC N | CL A | $922K | 0.1%Prev: 1.0% | 4,415 SH | Decreased-31,608 SH |
| CHEVRON CORP NEW | COM | $812K | 0.1%Prev: 0.1% | 5,326 SH | Increased+505 SH |
| CISCO SYS INC | COM | $23.7M | 2.3%Prev: 2.0% | 307,554 SH | Increased+2,514 SH |
| CLEAR CHANNEL OUTDOOR HLDGS | COM | $221K | 0.0% | 100,000 SH | New |
| COCA COLA CO | COM | $882K | 0.1%Prev: 0.1% | 12,616 SH | Increased+201 SH |
| CONSOLIDATED EDISON INC | COM | $691K | 0.1%Prev: 0.0% | 6,957 SH | Increased+2,192 SH |
| CORNING INC | COM | $49.2M | 4.8%Prev: 5.2% | 561,535 SH | Decreased-85,037 SH |
| COSTCO WHSL CORP NEW | COM | $291K | 0.0%Prev: 0.0% | 337 SH | Decreased |
| CROWDSTRIKE HLDGS INC | CL A | $2.9M | 0.3%Prev: 0.3% | 6,200 SH | Decreased-555 SH |
| CROWN CASTLE INC | COM | $5.3M | 0.5%Prev: 0.6% | 59,516 SH | Decreased-613 SH |
| DISNEY WALT CO | COM | $20.0M | 2.0%Prev: 2.0% | 175,756 SH | Decreased+170 SH |
| DOVER CORP | COM | $262K | 0.0%Prev: 0.0% | 1,340 SH | Increased |
| DUKE ENERGY CORP NEW | COM NEW | $1.8M | 0.2%Prev: 0.2% | 15,584 SH | Decreased+320 SH |
| EATON CORP PLC | SHS | $9.0M | 0.9%Prev: 0.8% | 28,294 SH | Increased+6,250 SH |
| ELI LILLY & CO | COM | $521K | 0.1% | 485 SH | New |
| EMERSON ELEC CO | COM | $412K | 0.0%Prev: 0.0% | 3,108 SH | Increased |
| ENOVIX CORPORATION | COM | $178K | 0.0%Prev: 0.0% | 24,415 SH | Decreased |
| EXXON MOBIL CORP | COM | $887K | 0.1%Prev: 0.1% | 7,374 SH | Increased+750 SH |
| FIRST SOLAR INC | COM | $260K | 0.0%Prev: 0.0% | 995 SH | Increased |
| FISERV INC | COM | $1.7M | 0.2%Prev: 1.1% | 24,652 SH | Decreased-62,936 SH |
| FLUENCE ENERGY INC | COM CL A | $371K | 0.0%Prev: 0.0% | 18,740 SH | Increased+6,700 SH |
| GALLAGHER ARTHUR J & CO | COM | $25.4M | 2.5%Prev: 3.0% | 98,145 SH | Decreased+107 SH |
| GE AEROSPACE | COM NEW | $358K | 0.0%Prev: 0.0% | 1,162 SH | Increased |
| GILEAD SCIENCES INC | COM | $4.4M | 0.4%Prev: 0.4% | 35,774 SH | Increased |
| GOLDMAN SACHS GROUP INC | COM | $26.8M | 2.6%Prev: 2.4% | 30,537 SH | Increased+130 SH |
| HEALTHPEAK PROPERTIES INC | COM | $5.5M | 0.5%Prev: 0.6% | 342,443 SH | Decreased+3,205 SH |
| HOME DEPOT INC | COM | $25.0M | 2.5%Prev: 2.3% | 72,520 SH | Increased+14,164 SH |
| ILLINOIS TOOL WKS INC | COM | $1.1M | 0.1%Prev: 0.1% | 4,405 SH | Decreased |
| INTERACTIVE BROKERS GROUP IN | COM CL A | $232K | 0.0%Prev: 0.0% | 3,600 SH | Decreased |
| INTUITIVE SURGICAL INC | COM NEW | $6.5M | 0.6%Prev: 0.5% | 11,527 SH | Increased-30 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $239K | 0.0%Prev: 0.0% | 1,250 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $1.4M | 0.1%Prev: 0.1% | 2,247 SH | Increased+325 SH |
| ISHARES INC | MSCI JAPAN ETF | $1.6M | 0.2% | 19,330 SH | New |
| ISHARES TR | MSCI INDIA ETF | $8.4M | 0.8%Prev: 0.8% | 155,855 SH | Increased-650 SH |
| ISHARES TR | PFD AND INCM SEC | $696K | 0.1%Prev: 0.1% | 22,490 SH | Decreased-185 SH |
| ISHARES TR | RUSSELL 2000 ETF | $2.5M | 0.2%Prev: 0.2% | 10,013 SH | Increased |
| ISHARES TR | RUSSELL 3000 ETF | $371K | 0.0%Prev: 0.0% | 959 SH | Increased |
| JOHNSON & JOHNSON | COM | $20.5M | 2.0%Prev: 1.8% | 99,086 SH | Increased-287 SH |
| KIMBERLY-CLARK CORP | COM | $11.9M | 1.2%Prev: 1.5% | 118,136 SH | Decreased-2,942 SH |
| KINDER MORGAN INC DEL | COM | $8.8M | 0.9%Prev: 0.9% | 318,996 SH | Decreased+5,206 SH |
| LIGAND PHARMACEUTICALS INC | COM NEW | $968K | 0.1%Prev: 0.1% | 5,117 SH | Increased-70 SH |
| LOCKHEED MARTIN CORP | COM | $569K | 0.1%Prev: 0.1% | 1,176 SH | Decreased |
| MERCK & CO INC | COM | $480K | 0.0%Prev: 0.0% | 4,557 SH | Increased+459 SH |
| META PLATFORMS INC | CL A | $15.9M | 1.6%Prev: 1.7% | 24,043 SH | Decreased-216 SH |
| MICROSOFT CORP | COM | $50.2M | 4.9%Prev: 5.3% | 103,716 SH | Decreased-22 SH |
| NIKE INC | CL B | $14.1M | 1.4% | 221,117 SH | New |
| NVIDIA CORPORATION | COM | $3.0M | 0.3%Prev: 0.3% | 16,320 SH | Decreased-431 SH |
| OKLO INC | COM CL A | $260K | 0.0%Prev: 0.0% | 3,625 SH | Decreased |
| OMNIAB INC | COM | $202K | 0.0%Prev: 0.0% | 109,211 SH | Increased |
| ORIGIN BANCORP INC | COM | $277K | 0.0%Prev: 0.0% | 7,363 SH | Increased |
| PEPSICO INC | COM | $12.3M | 1.2%Prev: 1.2% | 85,862 SH | Increased-1,255 SH |
| PFIZER INC | COM | $605K | 0.1%Prev: 0.1% | 24,315 SH | Decreased |
| PROCTER AND GAMBLE CO | COM | $20.4M | 2.0%Prev: 2.2% | 142,005 SH | Decreased-2,033 SH |
| PURE STORAGE INC | CL A | $285K | 0.0%Prev: 0.0% | 4,250 SH | Decreased |
| RELIANCE INC | COM | $18.6M | 1.8%Prev: 1.8% | 64,377 SH | Increased+104 SH |
| ROBERT HALF INC. | COM | $6.5M | 0.6%Prev: 0.8% | 239,836 SH | Decreased |
| SCHWAB CHARLES CORP | COM | $13.4M | 1.3%Prev: 1.3% | 134,383 SH | Increased+155 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $1.1M | 0.1%Prev: 0.1% | 40,678 SH | Increased |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $208K | 0.0%Prev: 0.0% | 7,737 SH | Increased |
| SELECT SECTOR SPDR TR | STATE STREET CON | $1.1M | 0.1% | 14,350 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $219K | 0.0% | 1,520 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $16.6M | 1.6% | 388,446 SH | New |
| SERVICENOW INC | COM | $13.1M | 1.3%Prev: 1.5% | 85,630 SH | Decreased+68,504 SH |
| SHAKE SHACK INC | CL A | $10.5M | 1.0%Prev: 1.1% | 128,917 SH | Decreased+13,240 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $42.0M | 4.1%Prev: 3.9% | 260,752 SH | Increased-6,623 SH |
| SIMPSON MFG INC | COM | $17.1M | 1.7%Prev: 1.7% | 105,709 SH | Decreased+1,455 SH |
| SOUTHERN CO | COM | $4.6M | 0.5%Prev: 0.5% | 52,436 SH | Decreased+158 SH |
| SPDR GOLD TR | GOLD SHS | $630K | 0.1%Prev: 0.1% | 1,590 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $23.1M | 2.3%Prev: 2.1% | 33,803 SH | Increased+1,859 SH |
| SUNOPTA INC | COM | $95K | 0.0%Prev: 0.0% | 24,920 SH | Decreased |
| TARGA RES CORP | COM | $492K | 0.0%Prev: 0.0% | 2,668 SH | Increased |
| TESLA INC | COM | $1.4M | 0.1%Prev: 0.2% | 3,048 SH | Decreased-611 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $28.8M | 2.8%Prev: 2.4% | 49,785 SH | Increased-75 SH |
| TRIMBLE INC | COM | $17.5M | 1.7%Prev: 1.7% | 223,270 SH | Decreased+4,987 SH |
| TURNING PT BRANDS INC | COM | $247K | 0.0% | 2,275 SH | New |
| UBER TECHNOLOGIES INC | COM | $24.5M | 2.4%Prev: 2.9% | 299,791 SH | Decreased-2,360 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.8M | 0.2%Prev: 0.2% | 2,867 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.5M | 0.3%Prev: 0.2% | 7,588 SH | Increased+1,187 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $1.9M | 0.2%Prev: 0.2% | 23,000 SH | Increased |
| VERIZON COMMUNICATIONS INC | COM | $11.4M | 1.1%Prev: 1.2% | 279,128 SH | Decreased-6,173 SH |
| VERTICAL AEROSPACE LTD | SHS NEW | $144K | 0.0%Prev: 0.0% | 27,000 SH | Increased |
| VERTIV HOLDINGS CO | COM CL A | $14.0M | 1.4%Prev: 1.3% | 86,593 SH | Increased |
| VIKING THERAPEUTICS INC | COM | $793K | 0.1%Prev: 0.1% | 22,550 SH | Increased |
| VISA INC | COM CL A | $45.7M | 4.5%Prev: 4.3% | 130,246 SH | Increased+280 SH |
| WILLIAMS COS INC | COM | $248K | 0.0%Prev: 0.0% | 4,121 SH | Decreased |
| WISDOMTREE TR | JP SMALLCP DIV | $420K | 0.0%Prev: 0.0% | 4,362 SH | Increased |
| WORKDAY INC | CL A | $11.2M | 1.1%Prev: 1.3% | 52,338 SH | Decreased-1,503 SH |
| 13F-HR |
| 0001172661-26-003021 |
| $1.12B |
| View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003082 | $956.2M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001738 | $1.00B | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001756 | $929.3M | View |