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CIK 0001430022 • 7 13F filings • Jun 4, 2025 – Jul 15, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $1.2M | 0.6%Prev: 0.6% | 9,965 SH | Decreased-1,281 SH |
| ABBVIE INC | COM | $3.0M | 1.3%Prev: 0.8% | 13,201 SH | Increased+3,256 SH |
| ADOBE INC | COM | $1.2M | 0.6%Prev: 1.9% | 3,556 SH | Decreased-5,551 SH |
| ALLOGENE THERAPEUTICS INC | COM | $267K | 0.1%Prev: 0.2% | 194,753 SH | Decreased-37,862 SH |
| ALPHABET INC | CAP STK CL A | $6.6M | 2.9%Prev: 1.7% | 21,203 SH | Increased+2,069 SH |
| ALPHABET INC | CAP STK CL C | $758K | 0.3%Prev: 0.2% | 2,415 SH | Increased-25 SH |
| AMAZON COM INC | COM | $5.2M | 2.3%Prev: 2.4% | 22,579 SH | Increased+131 SH |
| AMERICAN ELEC PWR CO INC | COM | $759K | 0.3%Prev: 0.3% | 6,580 SH | Increased-572 SH |
| AMERICAN EXPRESS CO | COM | $2.7M | 1.2%Prev: 1.1% | 7,208 SH | Increased-196 SH |
| APPLE INC | COM | $55.0M | 24.3%Prev: 25.0% | 202,394 SH | Increased-6,431 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $1.3M | 0.6%Prev: 0.7% | 4,878 SH | Decreased-221 SH |
| BANK AMERICA CORP | COM | $491K | 0.2%Prev: 0.2% | 8,932 SH | Increased+871 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.0M | 0.4%Prev: 0.4% | 2,019 SH | Increased+136 SH |
| BLACKSTONE INC | COM | $338K | 0.1%Prev: 0.2% | 2,192 SH | Decreased-241 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $550K | 0.2%Prev: 0.3% | 10,201 SH | Decreased-1,410 SH |
| BROADCOM INC | COM | $1.1M | 0.5%Prev: 0.2% | 3,088 SH | Increased+1,102 SH |
| CATERPILLAR INC | COM | $214K | 0.1% | 373 SH | New |
| CHEVRON CORP NEW | COM | $493K | 0.2%Prev: 0.2% | 3,233 SH | Increased-140 SH |
| CHUBB LIMITED | COM | $1.4M | 0.6%Prev: 0.8% | 4,346 SH | Decreased-1,895 SH |
| CISCO SYS INC | COM | $21.6M | 9.6%Prev: 8.1% | 280,325 SH | Increased-4,860 SH |
| COCA COLA CO | COM | $1.3M | 0.6%Prev: 0.6% | 18,100 SH | Increased-476 SH |
| COSTCO WHSL CORP NEW | COM | $4.8M | 2.1%Prev: 2.5% | 5,533 SH | Decreased-116 SH |
| CROWDSTRIKE HLDGS INC | CL A | $6.3M | 2.8%Prev: 2.2% | 13,386 SH | Increased-41 SH |
| CSX CORP | COM | $305K | 0.1%Prev: 0.1% | 8,400 SH | Increased-610 SH |
| DISNEY WALT CO | COM | $544K | 0.2%Prev: 0.3% | 4,783 SH | Decreased-242 SH |
| DUKE ENERGY CORP NEW | COM NEW | $422K | 0.2%Prev: 0.2% | 3,599 SH | Increased+588 SH |
| ELI LILLY & CO | COM | $5.0M | 2.2%Prev: 1.5% | 4,657 SH | Increased+615 SH |
| EXXON MOBIL CORP | COM | $1.6M | 0.7%Prev: 0.7% | 13,048 SH | Increased-579 SH |
| FORTINET INC | COM | $1.3M | 0.6%Prev: 1.2% | 16,067 SH | Decreased-10,345 SH |
| GE AEROSPACE | COM NEW | $6.5M | 2.9%Prev: 1.6% | 21,232 SH | Increased+1,396 SH |
| GE VERNOVA INC | COM | $1.6M | 0.7% | 2,388 SH | New |
| GOLDMAN SACHS GROUP INC | COM | $2.9M | 1.3%Prev: 0.6% | 3,252 SH | Increased+1,199 SH |
| HOME DEPOT INC | COM | $3.5M | 1.5%Prev: 1.9% | 10,081 SH | Decreased-101 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $456K | 0.2%Prev: 0.2% | 1,540 SH | Increased |
| ISHARES TR | MSCI EMG MKT ETF | $214K | 0.1% | 3,905 SH | New |
| ISHARES TR | RUS 1000 GRW ETF | $244K | 0.1% | 515 SH | New |
| JOBY AVIATION INC | COMMON STOCK | $149K | 0.1% | 11,318 SH | New |
| JPMORGAN CHASE & CO. | COM | $6.2M | 2.7%Prev: 2.1% | 19,244 SH | Increased+607 SH |
| KRATOS DEFENSE & SEC SOLUTIO | COM NEW | $1.4M | 0.6% | 18,181 SH | New |
| LANDSTAR SYS INC | COM | $208K | 0.1%Prev: 0.1% | 1,450 SH | Decreased-250 SH |
| LOWES COS INC | COM | $2.0M | 0.9%Prev: 0.9% | 8,125 SH | Decreased+133 SH |
| MARRIOTT INTL INC NEW | CL A | $3.1M | 1.4%Prev: 1.5% | 9,886 SH | Decreased-1,251 SH |
| MASTERCARD INCORPORATED | CL A | $4.0M | 1.8%Prev: 1.8% | 7,057 SH | Increased-73 SH |
| MCDONALDS CORP | COM | $2.1M | 0.9%Prev: 1.2% | 6,802 SH | Decreased-2,085 SH |
| META PLATFORMS INC | CL A | $3.8M | 1.7%Prev: 1.6% | 5,735 SH | Increased+165 SH |
| MICROSOFT CORP | COM | $19.6M | 8.7%Prev: 8.6% | 40,624 SH | Increased-2,167 SH |
| MORGAN STANLEY | COM NEW | $407K | 0.2% | 2,290 SH | New |
| NETFLIX INC | COM | $545K | 0.2%Prev: 0.2% | 5,813 SH | Increased+5,375 SH |
| NORFOLK SOUTHN CORP | COM | $1.9M | 0.8%Prev: 0.8% | 6,641 SH | Increased-674 SH |
| NORTHROP GRUMMAN CORP | COM | $1.3M | 0.6%Prev: 0.6% | 2,332 SH | Increased-163 SH |
| NVIDIA CORPORATION | COM | $7.2M | 3.2%Prev: 2.4% | 38,651 SH | Increased+1,722 SH |
| OLD DOMINION FREIGHT LINE IN | COM | $638K | 0.3%Prev: 0.3% | 4,069 SH | Decreased |
| PAYCHEX INC | COM | $228K | 0.1%Prev: 0.2% | 2,032 SH | Decreased-308 SH |
| QUANTA SVCS INC | COM | $3.0M | 1.3% | 7,098 SH | New |
| REPUBLIC SVCS INC | COM | $1.6M | 0.7%Prev: 0.7% | 7,737 SH | Increased+641 SH |
| ROBINHOOD MKTS INC | COM CL A | $1.4M | 0.6% | 12,331 SH | New |
| SALESFORCE INC | COM | $1.2M | 0.5%Prev: 1.0% | 4,422 SH | Decreased-2,005 SH |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $202K | 0.1% | 3,694 SH | New |
| SERVICENOW INC | COM | $950K | 0.4%Prev: 0.8% | 6,200 SH | Decreased+4,538 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $323K | 0.1% | 474 SH | New |
| STRYKER CORPORATION | COM | $3.0M | 1.3%Prev: 1.5% | 8,634 SH | Decreased-361 SH |
| TESLA INC | COM | $1.6M | 0.7%Prev: 1.2% | 3,566 SH | Decreased-2,619 SH |
| TEXAS ROADHOUSE INC | COM | $839K | 0.4%Prev: 0.7% | 5,052 SH | Decreased-2,537 SH |
| TJX COS INC NEW | COM | $5.1M | 2.2%Prev: 1.9% | 32,887 SH | Increased+161 SH |
| VISA INC | COM CL A | $7.5M | 3.3%Prev: 3.3% | 21,448 SH | Increased-345 SH |
| WELLS FARGO CO NEW | COM | $2.5M | 1.1% | 27,059 SH | New |
| 13F-HR |
| 0001172661-25-004647 |
| $220.1M |
| View |
| Jul 15, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000738 | $230.6M | View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002990 | $154.3M | View |
| Apr 30, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001578 | $205.9M | View |
| Jun 4, 2025 | Q1 2025 | 13F-HR | 0001172661-25-002437 | $183.2M | View |