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CIK 0001597089 • 6 13F filings • May 6, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $3.1M | 1.6%Prev: 1.8% | 24,417 SH | Decreased-1,020 SH |
| ABBVIE INC | COM | $4.7M | 2.5%Prev: 2.5% | 20,702 SH | Decreased-100 SH |
| ACCENTURE PLC IRELAND | COM | $3.2M | 1.7% | 11,997 SH | New |
| AFLAC INC | COM | $1.0M | 0.5%Prev: 0.6% | 9,276 SH | Decreased-500 SH |
| AIR PRODS & CHEMS INC | COM | $270K | 0.1%Prev: 0.5% | 1,095 SH | Decreased-2,176 SH |
| ALPHABET INC | COM | $447K | 0.2%Prev: 0.2% | 1,425 SH | Increased |
| ALTRIA GROUP INC | COM | $665K | 0.3%Prev: 0.4% | 11,538 SH | Decreased |
| AMAZON COM INC | COM | $259K | 0.1%Prev: 0.1% | 1,123 SH | Increased |
| AMERICAN TOWER CORP NEW | COM | $2.6M | 1.4%Prev: 1.5% | 14,828 SH | Decreased-445 SH |
| AMERIPRISE FINL INC | COM | $2.3M | 1.2%Prev: 1.2% | 4,630 SH | Decreased-50 SH |
| AMGEN INC | COM | $1.7M | 0.9%Prev: 0.8% | 5,262 SH | Increased-210 SH |
| APPLE INC | COM | $4.6M | 2.4%Prev: 2.3% | 16,971 SH | Increased |
| ARCHER DANIELS MIDLAND CO | COM | $398K | 0.2%Prev: 0.2% | 6,925 SH | Decreased |
| AUTOMATIC DATA PROCESSING IN | COM | $1.6M | 0.9%Prev: 0.9% | 6,343 SH | Decreased+560 SH |
| BANK NEW YORK MELLON CORP | COM | $1.1M | 0.6%Prev: 0.5% | 9,177 SH | Increased |
| BLACKROCK INC | COM | $504K | 0.3%Prev: 0.3% | 471 SH | Decreased |
| CATERPILLAR INC | COM | $4.3M | 2.2%Prev: 2.0% | 7,456 SH | Increased-410 SH |
| CISCO SYS INC | COM | $5.5M | 2.9%Prev: 2.6% | 72,005 SH | Increased-565 SH |
| CONOCOPHILLIPS | COM | $204K | 0.1%Prev: 0.1% | 2,180 SH | Decreased |
| CROWDSTRIKE HLDGS INC | COM | $316K | 0.2%Prev: 0.2% | 675 SH | Decreased |
| CUMMINS INC | COM | $3.7M | 1.9%Prev: 1.7% | 7,176 SH | Increased-350 SH |
| DEERE & CO | COM | $1.9M | 1.0%Prev: 1.0% | 4,031 SH | Increased |
| DIGITAL RLTY TR INC | COM | $2.4M | 1.2%Prev: 1.5% | 15,305 SH | Decreased-930 SH |
| DOMINOS PIZZA INC | COM | $3.3M | 1.7%Prev: 1.5% | 7,884 SH | Increased+1,395 SH |
| ECOLAB INC | COM | $387K | 0.2%Prev: 0.2% | 1,476 SH | Decreased |
| EMERSON ELEC CO | COM | $2.7M | 1.4%Prev: 1.4% | 20,180 SH | Increased |
| ENBRIDGE INC | COM | $1.4M | 0.7%Prev: 0.8% | 29,951 SH | Decreased |
| ENTERPRISE PRODS PARTNERS L | COM | $7.0M | 3.6%Prev: 3.6% | 217,907 SH | Increased+536 SH |
| ESSENTIAL UTILS INC | COM | $593K | 0.3%Prev: 0.3% | 15,463 SH | Decreased |
| EXTRA SPACE STORAGE INC | COM | $288K | 0.2%Prev: 0.2% | 2,215 SH | Decreased |
| EXXON MOBIL CORP | COM | $519K | 0.3%Prev: 0.3% | 4,313 SH | Increased-9 SH |
| FASTENAL CO | COM | $6.4M | 3.3%Prev: 4.1% | 158,607 SH | Decreased-25 SH |
| FEDERAL RLTY INVT TR NEW | COM | $223K | 0.1%Prev: 0.2% | 2,215 SH | Decreased-1,275 SH |
| FEDEX CORP | COM | $303K | 0.2%Prev: 0.1% | 1,050 SH | Increased |
| GENERAL DYNAMICS CORP | COM | $988K | 0.5%Prev: 0.5% | 2,935 SH | Decreased |
| GENPACT LIMITED | COM | $6.8M | 3.6%Prev: 3.2% | 145,260 SH | Increased+385 SH |
| GLACIER BANCORP INC NEW | COM | $1.4M | 0.7%Prev: 0.8% | 31,439 SH | Decreased |
| GOLDMAN SACHS GROUP INC | COM | $425K | 0.2%Prev: 0.2% | 484 SH | Increased |
| H2O AMERICA | COM | $267K | 0.1% | 5,450 SH | New |
| ILLINOIS TOOL WKS INC | COM | $3.3M | 1.7%Prev: 2.0% | 13,565 SH | Decreased-860 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $808K | 0.4%Prev: 0.4% | 2,728 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | COM | $725K | 0.4%Prev: 0.3% | 3,786 SH | Increased+850 SH |
| INVESCO QQQ TR | COM | $463K | 0.2%Prev: 0.2% | 753 SH | Increased+20 SH |
| ISHARES TR | COM | $2.8M | 1.5%Prev: 1.5% | 42,312 SH | Increased-3,024 SH |
| JOHNSON & JOHNSON | COM | $1.2M | 0.6%Prev: 0.6% | 5,696 SH | Increased |
| JPMORGAN CHASE & CO. | COM | $4.4M | 2.3%Prev: 2.3% | 13,655 SH | Increased-100 SH |
| LINCOLN NATL CORP IND | COM | $6.0M | 3.2%Prev: 2.9% | 135,489 SH | Increased-4,075 SH |
| LOCKHEED MARTIN CORP | COM | $1.1M | 0.6%Prev: 0.6% | 2,289 SH | Increased+125 SH |
| LOWES COS INC | COM | $5.2M | 2.7%Prev: 2.9% | 21,442 SH | Decreased-270 SH |
| MEDTRONIC PLC | COM | $545K | 0.3%Prev: 0.3% | 5,672 SH | Decreased-640 SH |
| MERCK & CO INC | COM | $1.3M | 0.7%Prev: 0.5% | 12,803 SH | Increased+1,151 SH |
| MICROSOFT CORP | COM | $13.2M | 6.9%Prev: 7.3% | 27,230 SH | Decreased+194 SH |
| NEXTERA ENERGY INC | COM | $3.5M | 1.9%Prev: 1.7% | 44,110 SH | Increased+1,905 SH |
| NOVO-NORDISK A S | COM | $2.6M | 1.3%Prev: 1.6% | 50,183 SH | Decreased-5,198 SH |
| NVIDIA CORPORATION | COM | $843K | 0.4%Prev: 0.4% | 4,519 SH | Decreased |
| PAYCHEX INC | COM | $1.1M | 0.6%Prev: 0.6% | 10,035 SH | Decreased+450 SH |
| PENTAIR PLC | COM | $2.1M | 1.1%Prev: 1.2% | 20,332 SH | Decreased-50 SH |
| PEPSICO INC | COM | $888K | 0.5%Prev: 0.5% | 6,185 SH | Increased |
| PROLOGIS INC. | COM | $1.5M | 0.8%Prev: 0.7% | 11,405 SH | Increased |
| PROSHARES TR | COM | $283K | 0.1%Prev: 0.2% | 2,720 SH | Decreased-150 SH |
| PUBLIC STORAGE OPER CO | COM | $623K | 0.3%Prev: 0.4% | 2,400 SH | Decreased |
| QUALCOMM INC | COM | $5.6M | 2.9%Prev: 2.9% | 32,455 SH | Increased-461 SH |
| REALTY INCOME CORP | COM | $4.7M | 2.4%Prev: 0.9% | 83,050 SH | Increased+56,195 SH |
| RTX CORPORATION | COM | $673K | 0.4%Prev: 0.3% | 3,671 SH | Increased |
| SCHWAB STRATEGIC TR | COM | $360K | 0.2%Prev: 0.3% | 13,111 SH | Decreased-11,225 SH |
| SELECT SECTOR SPDR TR | COM | $12.8M | 6.7%Prev: 6.5% | 105,289 SH | Increased+46,264 SH |
| SHOPIFY INC | COM | $274K | 0.1%Prev: 0.1% | 1,700 SH | Increased |
| SPDR S&P 500 ETF TR | COM | $6.4M | 3.3%Prev: 3.3% | 9,402 SH | Increased-65 SH |
| SPDR SERIES TRUST | COM | $557K | 0.3%Prev: 0.2% | 6,093 SH | Increased+2,780 SH |
| STANLEY BLACK & DECKER INC | COM | $1.2M | 0.6%Prev: 0.8% | 15,795 SH | Decreased-5,558 SH |
| SYSCO CORP | COM | $549K | 0.3%Prev: 0.3% | 7,445 SH | Decreased |
| T-MOBILE US INC | COM | $3.1M | 1.6%Prev: 2.6% | 15,135 SH | Decreased-5,615 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | COM | $4.2M | 2.2%Prev: 2.1% | 13,967 SH | Increased-525 SH |
| TELUS CORPORATION | COM | $502K | 0.3%Prev: 0.4% | 38,100 SH | Decreased-6,884 SH |
| TESLA INC | COM | $292K | 0.2%Prev: 0.2% | 650 SH | Increased |
| TRUIST FINL CORP | COM | $5.9M | 3.1%Prev: 2.9% | 120,774 SH | Increased |
| UGI CORP NEW | COM | $1.3M | 0.7%Prev: 0.8% | 35,585 SH | Decreased-11,350 SH |
| US BANCORP DEL | COM | $3.1M | 1.6%Prev: 1.5% | 58,845 SH | Increased+950 SH |
| VALERO ENERGY CORP | COM | $687K | 0.4%Prev: 0.4% | 4,219 SH | Decreased |
| VANGUARD BD INDEX FDS | COM | $1.2M | 0.7%Prev: 0.6% | 15,918 SH | Increased+418 SH |
| VANGUARD INDEX FDS | COM | $1.7M | 0.9%Prev: 0.9% | 10,613 SH | Increased+82 SH |
| VANGUARD SCOTTSDALE FDS | COM | $1.0M | 0.5%Prev: 0.5% | 12,692 SH | Increased+375 SH |
| VANGUARD TAX-MANAGED FDS | COM | $219K | 0.1%Prev: 0.1% | 3,506 SH | Increased |
| VERTEX PHARMACEUTICALS INC | COM | $220K | 0.1% | 485 SH | New |
| WEC ENERGY GROUP INC | COM | $546K | 0.3%Prev: 0.3% | 5,180 SH | Decreased-300 SH |
| 13F-HR |
| 0001597089-26-000008 |
| $203.7M |
| View |
| Jul 18, 2025 | Q2 2025 | 13F-HR | 0001597089-25-000009 | $180.8M | View |
| May 11, 2026 | Q1 2026 | 13F-HR | 0001597089-26-000006 | $185.8M | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0001597089-25-000004 | $175.1M | View |