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CIK 0001455845 • 6 13F filings • Apr 10, 2025 – Jul 21, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $1.3M | 0.2% | 9,182 SH | |
| ABBOTT LABS | COM | $785K | 0.1% | 5,921 SH | |
| ABBVIE INC | COM | $2.0M | 0.3% | 9,391 SH | |
| ACCENTURE PLC IRELAND | SHS CLASS A | $292K | 0.0% | 935 SH | |
| ADOBE INC | COM | $652K | 0.1% | 1,700 SH | |
| ADVANCED MICRO DEVICES INC | COM | $667K | 0.1% | 6,489 SH | |
| AIR PRODS & CHEMS INC | COM | $483K | 0.1% | 1,637 SH | |
| ALPHABET INC | CAP STK CL A | $10.6M | 1.6% | 68,346 SH | |
| ALPHABET INC | CAP STK CL C | $24.7M | 3.8% | 158,176 SH | |
| ALTRIA GROUP INC | COM | $589K | 0.1% | 9,817 SH | |
| AMAZON COM INC | COM | $15.0M | 2.3% | 78,954 SH | |
| AMERICAN ELEC PWR CO INC | COM | $1.7M | 0.3% | 15,410 SH | |
| AMERICAN EXPRESS CO | COM | $647K | 0.1% | 2,406 SH | |
| AMGEN INC | COM | $1.2M | 0.2% | 3,701 SH | |
| AMPHENOL CORP NEW | CL A | $328K | 0.1% | 5,000 SH | |
| APPLE INC | COM | $70.5M | 10.9% | 317,521 SH | |
| AT&T INC | COM | $756K | 0.1% | 26,722 SH | |
| AUTOMATIC DATA PROCESSING IN | COM | $8.5M | 1.3% | 27,697 SH | |
| AUTOZONE INC | COM | $2.7M | 0.4% | 700 SH | |
| BANK AMERICA CORP | COM | $11.5M | 1.8% | 275,665 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $9.7M | 1.5% | 18,264 SH | |
| BLACKROCK INC | COM | $13.1M | 2.0% | 13,851 SH | |
| BRISTOL-MYERS SQUIBB CO | COM | $1.0M | 0.2% | 17,015 SH | |
| BROADCOM INC | COM | $10.9M | 1.7% | 64,958 SH | |
| CAPITAL ONE FINL CORP | COM | $268K | 0.0% | 1,496 SH | |
| CATERPILLAR INC | COM | $12.5M | 1.9% | 38,009 SH | |
| CHEVRON CORP NEW | COM | $4.1M | 0.6% | 24,623 SH | |
| CHUBB LIMITED | COM | $15.4M | 2.4% | 51,012 SH | |
| CINTAS CORP | COM | $216K | 0.0% | 1,052 SH | |
| CISCO SYS INC | COM | $1.1M | 0.2% | 17,190 SH | |
| COCA COLA CO | COM | $784K | 0.1% | 10,951 SH | |
| COLGATE PALMOLIVE CO | COM | $223K | 0.0% | 2,381 SH | |
| COMCAST CORP NEW | CL A | $1.1M | 0.2% | 29,148 SH | |
| CONOCOPHILLIPS | COM | $305K | 0.0% | 2,905 SH | |
| COSTCO WHSL CORP NEW | COM | $8.7M | 1.3% | 9,167 SH | |
| CSX CORP | COM | $1.6M | 0.2% | 53,713 SH | |
| DANAHER CORPORATION | COM | $9.2M | 1.4% | 45,077 SH | |
| DEERE & CO | COM | $610K | 0.1% | 1,300 SH | |
| DISCOVER FINL SVCS | COM | $3.5M | 0.5% | 20,735 SH | |
| DISNEY WALT CO | COM | $7.3M | 1.1% | 73,696 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $1.2M | 0.2% | 10,219 SH | |
| ECOLAB INC | COM | $17.0M | 2.6% | 67,107 SH | |
| ELI LILLY & CO | COM | $1.9M | 0.3% | 2,340 SH | |
| EMERSON ELEC CO | COM | $9.2M | 1.4% | 84,044 SH | |
| EOG RES INC | COM | $940K | 0.1% | 7,332 SH | |
| EVEREST GROUP LTD | COM | $8.6M | 1.3% | 23,592 SH | |
| EXXON MOBIL CORP | COM | $2.9M | 0.4% | 24,551 SH | |
| FASTENAL CO | COM | $714K | 0.1% | 9,206 SH | |
| FIDELITY NATL INFORMATION SV | COM | $351K | 0.1% | 4,701 SH | |
| FISERV INC | COM | $25.6M | 3.9% | 116,143 SH | |
| GALLAGHER ARTHUR J & CO | COM | $552K | 0.1% | 1,600 SH | |
| GE AEROSPACE | COM NEW | $365K | 0.1% | 1,823 SH | |
| GENERAL DYNAMICS CORP | COM | $3.3M | 0.5% | 12,201 SH | |
| GRAINGER W W INC | COM | $13.1M | 2.0% | 13,255 SH | |
| HARLEY DAVIDSON INC | COM | $316K | 0.0% | 12,529 SH | |
| HOME DEPOT INC | COM | $20.8M | 3.2% | 56,815 SH | |
| HONEYWELL INTL INC | COM | $417K | 0.1% | 1,970 SH | |
| INTEL CORP | COM | $705K | 0.1% | 31,050 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $997K | 0.2% | 4,010 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $792K | 0.1% | 1,690 SH | |
| ISHARES INC | CORE MSCI EMKT | $343K | 0.1% | 6,356 SH | |
| ISHARES TR | CORE S&P SCP ETF | $1.7M | 0.3% | 16,274 SH | |
| ISHARES TR | MSCI USA MIN VOL | $731K | 0.1% | 7,804 SH | |
| ISHARES TR | MSCI USA MMENTM | $513K | 0.1% | 2,540 SH | |
| ISHARES TR | MSCI USA QLT FCT | $411K | 0.1% | 2,405 SH | |
| ISHARES TR | MSCI USA VALUE | $1.5M | 0.2% | 13,668 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $1.1M | 0.2% | 3,016 SH | |
| ISHARES TR | RUS 2000 GRW ETF | $632K | 0.1% | 2,475 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $1.6M | 0.2% | 7,855 SH | |
| JOHNSON & JOHNSON | COM | $2.2M | 0.3% | 13,327 SH | |
| JPMORGAN CHASE & CO. | COM | $3.7M | 0.6% | 15,171 SH | |
| KENVUE INC | COM | $1.3M | 0.2% | 52,450 SH | |
| KIMBERLY-CLARK CORP | COM | $2.0M | 0.3% | 13,853 SH | |
| LINDE PLC | SHS | $10.0M | 1.5% | 21,389 SH | |
| LOWES COS INC | COM | $1.5M | 0.2% | 6,442 SH | |
| MARSH & MCLENNAN COS INC | COM | $1.9M | 0.3% | 7,749 SH | |
| MASTERCARD INCORPORATED | CL A | $273K | 0.0% | 498 SH | |
| MCDONALDS CORP | COM | $1.6M | 0.2% | 5,141 SH | |
| MEDTRONIC PLC | SHS | $1.1M | 0.2% | 11,825 SH | |
| MERCK & CO INC | COM | $2.9M | 0.4% | 32,456 SH | |
| META PLATFORMS INC | CL A | $11.2M | 1.7% | 19,371 SH | |
| MICROSOFT CORP | COM | $31.6M | 4.9% | 84,090 SH | |
| MORGAN STANLEY | COM NEW | $1.7M | 0.3% | 14,435 SH | |
| NEOGEN CORP | COM | $87K | 0.0% | 10,000 SH | |
| NEXTERA ENERGY INC | COM | $3.8M | 0.6% | 53,153 SH | |
| NIKE INC | CL B | $406K | 0.1% | 6,400 SH | |
| NVIDIA CORPORATION | COM | $15.0M | 2.3% | 138,651 SH | |
| PEPSICO INC | COM | $2.4M | 0.4% | 16,145 SH | |
| PFIZER INC | COM | $2.0M | 0.3% | 80,452 SH | |
| PROCTER AND GAMBLE CO | COM | $2.6M | 0.4% | 15,286 SH | |
| QUALCOMM INC | COM | $12.8M | 2.0% | 83,452 SH | |
| ROPER TECHNOLOGIES INC | COM | $7.3M | 1.1% | 12,432 SH | |
| RPM INTL INC | COM | $237K | 0.0% | 2,050 SH | |
| RTX CORPORATION | COM | $10.6M | 1.6% | 80,032 SH | |
| SCHWAB CHARLES CORP | COM | $3.5M | 0.5% | 45,095 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $5.0M | 0.8% | 177,275 SH | |
| SELECT SECTOR SPDR TR | ENERGY | $10.2M | 1.6% | 109,285 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $516K | 0.1% | 2,500 SH | |
| SHERWIN WILLIAMS CO | COM | $11.9M | 1.8% | 33,973 SH | |
| SIMON PPTY GROUP INC NEW | COM | $475K | 0.1% | 2,861 SH | |
| SPDR GOLD TR | GOLD SHS | $8.1M | 1.3% | 28,266 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $902K | 0.1% | 1,613 SH | |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $426K | 0.1% | 798 SH | |
| SPDR SER TR | S&P DIVID ETF | $706K | 0.1% | 5,200 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $881K | 0.1% | 5,309 SH | |
| TARGET CORP | COM | $1.8M | 0.3% | 16,910 SH | |
| TERADYNE INC | COM | $319K | 0.0% | 3,856 SH | |
| TESLA INC | COM | $346K | 0.1% | 1,335 SH | |
| THERMO FISHER SCIENTIFIC INC | COM | $1.3M | 0.2% | 2,582 SH | |
| TJX COS INC NEW | COM | $229K | 0.0% | 1,879 SH | |
| UNITED PARCEL SERVICE INC | CL B | $950K | 0.1% | 8,640 SH | |
| UNITEDHEALTH GROUP INC | COM | $694K | 0.1% | 1,325 SH | |
| US BANCORP DEL | COM NEW | $3.1M | 0.5% | 73,281 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $10.7M | 1.7% | 20,906 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $2.7M | 0.4% | 14,382 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $344K | 0.1% | 7,607 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $12.0M | 1.8% | 61,642 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.4M | 0.2% | 26,765 SH | |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $15.5M | 2.4% | 210,767 SH | |
| VANGUARD WORLD FD | MEGA GRWTH IND | $625K | 0.1% | 2,025 SH | |
| VERALTO CORP | COM SHS | $1.5M | 0.2% | 15,317 SH | |
| VERIZON COMMUNICATIONS INC | COM | $1.4M | 0.2% | 29,841 SH | |
| VISA INC | COM CL A | $24.1M | 3.7% | 68,844 SH | |
| WALMART INC | COM | $14.3M | 2.2% | 163,351 SH | |
| WASTE MGMT INC DEL | COM | $6.3M | 1.0% | 27,180 SH | |
| WEC ENERGY GROUP INC | COM | $488K | 0.1% | 4,482 SH | |
| WELLS FARGO CO NEW | COM | $1.5M | 0.2% | 20,213 SH | |
| WEYERHAEUSER CO MTN BE | COM NEW | $252K | 0.0% | 8,594 SH | |
| WISDOMTREE TR | US LARGECAP DIVD | $460K | 0.1% | 5,800 SH |
| 13F-HR |
| 0002085853-25-000132 |
| $709.9M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000785 | $737.8M | View |
| Jul 16, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000839 | $684.3M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000426 | $668.3M | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000414 | $649.8M | View |