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CIK 0001508512 • 6 13F filings • May 8, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $3.7M | 0.6%Prev: 0.6% | 23,122 SH | Increased |
| ABBOTT LABS | COM | $4.3M | 0.7%Prev: 0.7% | 34,181 SH | Decreased |
| ABBVIE INC | COM | $434K | 0.1%Prev: 0.1% | 1,900 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $476K | 0.1%Prev: 0.1% | 1,520 SH | Increased |
| AMAZON COM INC | COM | $323K | 0.1%Prev: 0.0% | 1,400 SH | Increased |
| AMERICAN EXPRESS CO | COM | $35.5M | 5.6%Prev: 5.0% | 95,918 SH | Increased |
| AMGEN INC | COM | $245K | 0.0%Prev: 0.0% | 750 SH | Increased |
| APPLE INC | COM | $12.0M | 1.9%Prev: 1.8% | 44,296 SH | Increased |
| AT&T INC | COM | $107.4M | 16.8%Prev: 18.3% | 4,323,320 SH | Decreased+200,000 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $251K | 0.0%Prev: 0.0% | 500 SH | Decreased |
| CARRIER GLOBAL CORPORATION | COM | $453K | 0.1%Prev: 0.1% | 8,578 SH | Decreased |
| CATERPILLAR INC | COM | $16.0M | 2.5%Prev: 2.1% | 27,886 SH | Increased |
| CHEVRON CORP NEW | COM | $533K | 0.1%Prev: 0.1% | 3,500 SH | Decreased |
| CISCO SYS INC | COM | $281K | 0.0%Prev: 0.0% | 3,650 SH | Increased |
| CLEVELAND-CLIFFS INC NEW | COM | $39.2M | 6.1%Prev: 10.7% | 2,954,569 SH | Decreased-2,644,506 SH |
| COCA COLA CO | COM | $31.9M | 5.0%Prev: 4.8% | 456,411 SH | Increased |
| COLGATE PALMOLIVE CO | COM | $2.3M | 0.4%Prev: 0.4% | 28,820 SH | Decreased |
| DEERE & CO | COM | $13.1M | 2.0%Prev: 2.0% | 28,065 SH | Increased |
| DISNEY WALT CO | COM | $13.3M | 2.1%Prev: 2.1% | 116,683 SH | Decreased |
| DUPONT DE NEMOURS INC | COM | $573K | 0.1%Prev: 0.2% | 14,262 SH | Decreased-1,750 SH |
| ELI LILLY & CO | COM | $2.3M | 0.4%Prev: 0.3% | 2,134 SH | Increased |
| EMERSON ELEC CO | COM | $4.0M | 0.6%Prev: 0.6% | 29,904 SH | Increased |
| EXXON MOBIL CORP | COM | $8.3M | 1.3%Prev: 1.2% | 68,680 SH | Increased |
| FORD MTR CO | COM | $27.6M | 4.3%Prev: 3.9% | 2,100,000 SH | Increased |
| HOME DEPOT INC | COM | $1.1M | 0.2%Prev: 0.2% | 3,300 SH | Decreased |
| HOWMET AEROSPACE INC | COM | $513K | 0.1%Prev: 0.1% | 2,500 SH | Increased |
| INTERNATIONAL BUSINESS MACHS | COM | $41.4M | 6.5%Prev: 6.2% | 139,735 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $2.9M | 0.5%Prev: 0.5% | 15,215 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $4.2M | 0.7%Prev: 0.7% | 6,900 SH | Increased |
| ISHARES TR | CORE S&P MCP ETF | $512K | 0.1%Prev: 0.1% | 7,755 SH | Increased |
| ISHARES TR | RUSSELL 2000 ETF | $705K | 0.1%Prev: 0.1% | 2,866 SH | Increased |
| JOHNSON & JOHNSON | COM | $44.7M | 7.0%Prev: 6.3% | 216,207 SH | Increased |
| JPMORGAN CHASE & CO. | COM | $52.7M | 8.3%Prev: 8.1% | 163,589 SH | Increased |
| KYNDRYL HLDGS INC | COMMON STOCK | $2.7M | 0.4% | 100,000 SH | New |
| LOWES COS INC | COM | $260K | 0.0%Prev: 0.0% | 1,080 SH | Decreased |
| MCDONALDS CORP | COM | $3.8M | 0.6%Prev: 0.6% | 12,579 SH | Increased |
| MEDTRONIC PLC | SHS | $2.1M | 0.3%Prev: 0.3% | 21,546 SH | Increased |
| MERCK & CO INC | COM | $13.9M | 2.2%Prev: 1.7% | 132,292 SH | Increased |
| MICROSOFT CORP | COM | $14.6M | 2.3%Prev: 2.5% | 30,129 SH | Decreased |
| NOVARTIS AG | SPONSORED ADR | $1.5M | 0.2%Prev: 0.2% | 10,720 SH | Increased |
| NVIDIA CORPORATION | COM | $2.2M | 0.3%Prev: 0.1% | 11,800 SH | Increased+10,000 SH |
| OTIS WORLDWIDE CORP | COM | $375K | 0.1%Prev: 0.1% | 4,288 SH | Decreased |
| PEPSICO INC | COM | $388K | 0.1%Prev: 0.1% | 2,700 SH | Increased |
| PROCTER AND GAMBLE CO | COM | $4.2M | 0.7%Prev: 0.7% | 29,590 SH | Decreased |
| QNITY ELECTRONICS INC | COMMON STOCK | $349K | 0.1% | 4,274 SH | New |
| RTX CORPORATION | COM | $3.5M | 0.6%Prev: 0.5% | 19,290 SH | Increased |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $548K | 0.1% | 10,000 SH | New |
| SHELL PLC | SPON ADS | $2.8M | 0.4%Prev: 0.4% | 38,544 SH | Increased |
| SLB LIMITED | COM STK | $13.3M | 2.1% | 345,412 SH | New |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $961K | 0.2%Prev: 0.1% | 2,000 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $7.4M | 1.2%Prev: 1.1% | 10,911 SH | Increased |
| UNILEVER PLC | SPON ADR NEW | $1.8M | 0.3%Prev: 0.3% | 27,881 SH | Decreased-3,491 SH |
| UNION PAC CORP | COM | $4.5M | 0.7%Prev: 0.7% | 19,373 SH | Decreased |
| UNITED PARCEL SERVICE INC | CL B | $70.7M | 11.1%Prev: 9.3% | 712,440 SH | Increased+2,675 SH |
| VERIZON COMMUNICATIONS INC | COM | $4.3M | 0.7%Prev: 0.7% | 105,000 SH | Decreased |
| WASHINGTON TR BANCORP INC | COM | $8.9M | 1.4%Prev: 1.1% | 300,800 SH | Increased+50,000 SH |
| WELLS FARGO CO NEW | COM | $629K | 0.1%Prev: 0.1% | 6,747 SH | Increased |
| 13F-HR |
| 0001104659-26-095569 |
| $718.8M |
| View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001104659-25-076717 | $563.2M | View |
| May 11, 2026 | Q1 2026 | 13F-HR | 0001104659-26-058479 | $681.8M | View |
| May 8, 2025 | Q1 2025 | 13F-HR | 0001104659-25-046241 | $476.5M | View |