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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%Prev: 0.2% | 8,427 SH | Decreased-573 SH |
| ABBOTT LABS | COM | $826K | 0.1%Prev: 0.1% | 6,595 SH | Increased+1,609 SH |
| ABBVIE INC | COM | $2.5M | 0.4%Prev: 0.3% | 10,983 SH | Increased+1,084 SH |
| ACCENTURE PLC IRELAND | SHS CLASS A | $251K | 0.0%Prev: 0.0% | 935 SH | Increased |
| ADOBE INC | COM | $595K | 0.1%Prev: 0.1% | 1,700 SH | Decreased |
| ADVANCED MICRO DEVICES INC | COM | $1.4M | 0.2%Prev: 0.1% | 6,489 SH | Increased |
| ALPHABET INC | CAP STK CL A | $19.9M | 2.8%Prev: 2.2% | 63,563 SH | Increased-230 SH |
| ALPHABET INC | CAP STK CL C | $45.1M | 6.3%Prev: 5.1% | 143,856 SH | Increased-3,820 SH |
| ALTRIA GROUP INC | COM | $887K | 0.1%Prev: 0.1% | 15,375 SH | Increased+1,997 SH |
| AMAZON COM INC | COM | $17.9M | 2.5%Prev: 2.4% | 77,743 SH | Increased+1,304 SH |
| AMERICAN ELEC PWR CO INC | COM | $1.8M | 0.3%Prev: 0.3% | 15,725 SH | Increased-280 SH |
| AMERICAN EXPRESS CO | COM | $1.1M | 0.2%Prev: 0.1% | 3,019 SH | Increased+343 SH |
| AMGEN INC | COM | $290K | 0.0%Prev: 0.0% | 885 SH | Increased |
| AMPHENOL CORP NEW | CL A | $678K | 0.1%Prev: 0.1% | 5,016 SH | Increased+16 SH |
| APPLE INC | COM | $78.1M | 10.9%Prev: 10.7% | 287,219 SH | Increased-12,294 SH |
| AT&T INC | COM | $798K | 0.1%Prev: 0.1% | 32,116 SH | Increased+5,394 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $7.1M | 1.0%Prev: 1.1% | 27,637 SH | Decreased+1,024 SH |
| AUTOZONE INC | COM | $2.4M | 0.3%Prev: 0.4% | 700 SH | Decreased |
| BANK AMERICA CORP | COM | $14.3M | 2.0%Prev: 1.9% | 260,879 SH | Increased-1,826 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $8.3M | 1.2%Prev: 1.2% | 16,527 SH | Decreased-31 SH |
| BLACKROCK INC | COM | $14.8M | 2.1%Prev: 2.2% | 13,873 SH | Decreased+278 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $956K | 0.1%Prev: 0.1% | 17,720 SH | Increased+155 SH |
| BROADCOM INC | COM | $19.8M | 2.8%Prev: 2.8% | 57,075 SH | Increased-2,349 SH |
| CAPITAL ONE FINL CORP | COM | $5.4M | 0.8%Prev: 0.7% | 22,305 SH | Increased-270 SH |
| CATERPILLAR INC | COM | $18.9M | 2.7%Prev: 2.4% | 33,030 SH | Increased-2,072 SH |
| CHEVRON CORP NEW | COM | $3.4M | 0.5%Prev: 0.5% | 22,576 SH | Decreased+407 SH |
| CHUBB LIMITED | COM | $14.0M | 2.0%Prev: 1.8% | 44,978 SH | Increased-422 SH |
| CINCINNATI FINL CORP | COM | $982K | 0.1%Prev: 0.1% | 6,013 SH | Increased+185 SH |
| CISCO SYS INC | COM | $2.5M | 0.4%Prev: 0.3% | 32,741 SH | Increased+1,386 SH |
| COCA COLA CO | COM | $1.0M | 0.1%Prev: 0.1% | 14,947 SH | Increased+3,180 SH |
| COMCAST CORP NEW | CL A | $444K | 0.1%Prev: 0.1% | 14,864 SH | Decreased-9,950 SH |
| CONOCOPHILLIPS | COM | $278K | 0.0%Prev: 0.0% | 2,967 SH | Increased+62 SH |
| COSTCO WHSL CORP NEW | COM | $6.9M | 1.0%Prev: 1.1% | 7,988 SH | Decreased-66 SH |
| CSX CORP | COM | $1.1M | 0.2%Prev: 0.2% | 29,774 SH | Decreased-10,425 SH |
| CVS HEALTH CORP | COM | $284K | 0.0%Prev: 0.0% | 3,575 SH | Increased+135 SH |
| DANAHER CORPORATION | COM | $9.6M | 1.4%Prev: 1.2% | 42,153 SH | Increased-464 SH |
| DISNEY WALT CO | COM | $8.7M | 1.2%Prev: 1.3% | 76,277 SH | Decreased-1,581 SH |
| DUKE ENERGY CORP NEW | COM NEW | $1.3M | 0.2%Prev: 0.2% | 11,445 SH | Increased+650 SH |
| ECOLAB INC | COM | $16.9M | 2.4%Prev: 2.5% | 64,550 SH | Decreased-117 SH |
| ELEVANCE HEALTH INC FORMERLY | COM | $970K | 0.1% | 2,767 SH | New |
| ELI LILLY & CO | COM | $2.1M | 0.3%Prev: 0.2% | 1,989 SH | Increased+213 SH |
| EMERSON ELEC CO | COM | $11.0M | 1.5%Prev: 1.5% | 82,535 SH | Increased-414 SH |
| EOG RES INC | COM | $648K | 0.1%Prev: 0.1% | 6,172 SH | Decreased-1,160 SH |
| EVEREST GROUP LTD | COM | $922K | 0.1%Prev: 0.1% | 2,718 SH | Decreased-65 SH |
| EXXON MOBIL CORP | COM | $2.0M | 0.3%Prev: 0.3% | 16,851 SH | Decreased-3,960 SH |
| FASTENAL CO | COM | $739K | 0.1%Prev: 0.1% | 18,412 SH | Decreased |
| FISERV INC | COM | $4.4M | 0.6%Prev: 2.0% | 65,578 SH | Decreased-43,244 SH |
| GALLAGHER ARTHUR J & CO | COM | $414K | 0.1%Prev: 0.1% | 1,600 SH | Decreased |
| GE AEROSPACE | COM NEW | $556K | 0.1%Prev: 0.1% | 1,806 SH | Increased-17 SH |
| GE VERNOVA INC | COM | $208K | 0.0%Prev: 0.0% | 319 SH | Decreased-23 SH |
| GENERAL DYNAMICS CORP | COM | $3.7M | 0.5%Prev: 0.6% | 11,129 SH | Decreased-377 SH |
| GOLDMAN SACHS GROUP INC | COM | $313K | 0.0% | 356 SH | New |
| HOME DEPOT INC | COM | $18.9M | 2.7%Prev: 3.2% | 55,014 SH | Decreased-246 SH |
| HONEYWELL INTL INC | COM | $409K | 0.1%Prev: 0.1% | 2,095 SH | Decreased+6 SH |
| INTEL CORP | COM | $998K | 0.1%Prev: 0.1% | 27,043 SH | Increased |
| INTERNATIONAL BUSINESS MACHS | COM | $1.8M | 0.2%Prev: 0.2% | 5,996 SH | Increased+1,173 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.0M | 0.1%Prev: 0.1% | 1,648 SH | Decreased-83 SH |
| ISHARES GOLD TR | ISHARES NEW | $256K | 0.0% | 3,155 SH | New |
| ISHARES INC | CORE MSCI EMKT | $495K | 0.1%Prev: 0.1% | 7,363 SH | Increased+4 SH |
| ISHARES TR | CORE S&P SCP ETF | $224K | 0.0%Prev: 0.0% | 1,864 SH | Decreased-99 SH |
| ISHARES TR | MSCI USA MIN VOL | $716K | 0.1%Prev: 0.1% | 7,601 SH | Decreased-214 SH |
| ISHARES TR | MSCI USA MMENTM | $636K | 0.1%Prev: 0.1% | 2,540 SH | Decreased |
| ISHARES TR | MSCI USA QLT FCT | $543K | 0.1%Prev: 0.1% | 2,735 SH | Increased |
| ISHARES TR | MSCI USA VALUE | $1.6M | 0.2%Prev: 0.2% | 11,479 SH | Increased-234 SH |
| ISHARES TR | RUS 1000 ETF | $214K | 0.0%Prev: 0.0% | 572 SH | Increased |
| ISHARES TR | RUS 1000 GRW ETF | $1.4M | 0.2%Prev: 0.2% | 3,051 SH | Increased+35 SH |
| ISHARES TR | RUS 2000 GRW ETF | $479K | 0.1%Prev: 0.1% | 1,483 SH | Increased+8 SH |
| ISHARES TR | RUSSELL 2000 ETF | $1.6M | 0.2%Prev: 0.2% | 6,565 SH | Increased-71 SH |
| JOHNSON & JOHNSON | COM | $3.2M | 0.4%Prev: 0.4% | 15,379 SH | Increased+1,383 SH |
| JPMORGAN CHASE & CO. | COM | $1.8M | 0.3%Prev: 0.2% | 5,542 SH | Increased+386 SH |
| KIMBERLY-CLARK CORP | COM | $701K | 0.1%Prev: 0.2% | 6,946 SH | Decreased-2,867 SH |
| KINDER MORGAN INC DEL | COM | $996K | 0.1% | 36,229 SH | New |
| LINDE PLC | SHS | $8.2M | 1.1%Prev: 1.3% | 19,146 SH | Decreased-772 SH |
| LOCKHEED MARTIN CORP | COM | $509K | 0.1% | 1,053 SH | New |
| LOWES COS INC | COM | $1.5M | 0.2%Prev: 0.2% | 6,140 SH | Decreased-222 SH |
| MARSH & MCLENNAN COS INC | COM | $1.4M | 0.2%Prev: 0.2% | 7,346 SH | Decreased-403 SH |
| MASTERCARD INCORPORATED | CL A | $294K | 0.0%Prev: 0.0% | 515 SH | Increased+11 SH |
| MCDONALDS CORP | COM | $1.1M | 0.2%Prev: 0.2% | 3,733 SH | Decreased-203 SH |
| MEDTRONIC PLC | SHS | $1.3M | 0.2%Prev: 0.2% | 13,223 SH | Decreased-877 SH |
| MERCK & CO INC | COM | $3.6M | 0.5%Prev: 0.4% | 33,933 SH | Increased+850 SH |
| META PLATFORMS INC | CL A | $12.6M | 1.8%Prev: 2.0% | 19,098 SH | Decreased-124 SH |
| MICROSOFT CORP | COM | $38.5M | 5.4%Prev: 5.8% | 79,516 SH | Decreased-398 SH |
| MORGAN STANLEY | COM NEW | $2.4M | 0.3%Prev: 0.3% | 13,760 SH | Increased-405 SH |
| NEOGEN CORP | COM | $70K | 0.0%Prev: 0.0% | 10,000 SH | Increased |
| NEXTERA ENERGY INC | COM | $4.3M | 0.6%Prev: 0.6% | 52,997 SH | Increased-1,270 SH |
| NIKE INC | CL B | $408K | 0.1%Prev: 0.1% | 6,400 SH | Decreased |
| NVIDIA CORPORATION | COM | $24.9M | 3.5%Prev: 3.5% | 133,559 SH | Decreased-483 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $400K | 0.1%Prev: 0.0% | 2,249 SH | Increased+591 SH |
| PEPSICO INC | COM | $1.6M | 0.2%Prev: 0.2% | 11,145 SH | Decreased-628 SH |
| PFIZER INC | COM | $1.7M | 0.2%Prev: 0.3% | 69,321 SH | Decreased-12,838 SH |
| PHILIP MORRIS INTL INC | COM | $201K | 0.0% | 1,256 SH | New |
| PROCTER AND GAMBLE CO | COM | $2.4M | 0.3%Prev: 0.3% | 16,942 SH | Increased+1,206 SH |
| QUALCOMM INC | COM | $12.9M | 1.8%Prev: 1.8% | 75,496 SH | Increased-811 SH |
| ROCKWELL AUTOMATION INC | COM | $243K | 0.0%Prev: 0.1% | 625 SH | Decreased-540 SH |
| ROPER TECHNOLOGIES INC | COM | $5.1M | 0.7%Prev: 0.9% | 11,543 SH | Decreased-1,488 SH |
| RPM INTL INC | COM | $213K | 0.0%Prev: 0.0% | 2,050 SH | Decreased |
| RTX CORPORATION | COM | $13.4M | 1.9%Prev: 1.8% | 73,016 SH | Increased-2,609 SH |
| SCHWAB CHARLES CORP | COM | $4.8M | 0.7%Prev: 0.6% | 48,405 SH | Increased+527 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $2.7M | 0.4%Prev: 0.4% | 99,526 SH | Decreased-9,754 SH |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $7.6M | 1.1% | 170,108 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $720K | 0.1% | 5,000 SH | New |
| SHERWIN WILLIAMS CO | COM | $10.3M | 1.4%Prev: 1.6% | 31,756 SH | Decreased-317 SH |
| SPDR GOLD TR | GOLD SHS | $9.0M | 1.3%Prev: 1.2% | 22,709 SH | Increased-1,379 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $1.0M | 0.1%Prev: 0.1% | 1,511 SH | Increased |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $454K | 0.1%Prev: 0.1% | 753 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $536K | 0.1% | 3,855 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $1.7M | 0.2%Prev: 0.2% | 5,714 SH | Increased+50 SH |
| TARGET CORP | COM | $1.3M | 0.2%Prev: 0.2% | 13,564 SH | Decreased-1,301 SH |
| TERADYNE INC | COM | $764K | 0.1%Prev: 0.1% | 3,945 SH | Increased |
| TESLA INC | COM | $1.2M | 0.2%Prev: 0.2% | 2,715 SH | Increased+27 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $1.3M | 0.2%Prev: 0.2% | 2,287 SH | Increased+5 SH |
| TJX COS INC NEW | COM | $749K | 0.1%Prev: 0.1% | 4,877 SH | Increased+1,223 SH |
| UNITED PARCEL SERVICE INC | CL B | $325K | 0.0%Prev: 0.0% | 3,275 SH | Increased+335 SH |
| UNITEDHEALTH GROUP INC | COM | $801K | 0.1%Prev: 0.1% | 2,425 SH | Increased+615 SH |
| US BANCORP DEL | COM NEW | $3.4M | 0.5%Prev: 0.4% | 62,866 SH | Increased-1,975 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $580K | 0.1%Prev: 0.1% | 6,550 SH | Decreased-1,685 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $11.8M | 1.7%Prev: 1.6% | 18,788 SH | Increased-106 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $2.6M | 0.4%Prev: 0.4% | 12,457 SH | Decreased-221 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $12.8M | 1.8%Prev: 1.8% | 58,395 SH | Increased+82 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $857K | 0.1%Prev: 0.1% | 13,711 SH | Decreased-2,250 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $35.7M | 5.0%Prev: 4.5% | 396,610 SH | Increased+17,262 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $735K | 0.1%Prev: 0.1% | 1,780 SH | Increased |
| VERALTO CORP | COM SHS | $1.4M | 0.2%Prev: 0.2% | 13,976 SH | Decreased-429 SH |
| VERIZON COMMUNICATIONS INC | COM | $1.2M | 0.2%Prev: 0.2% | 28,570 SH | Decreased-3,106 SH |
| VISA INC | COM CL A | $22.1M | 3.1%Prev: 3.1% | 62,985 SH | Decreased-2,086 SH |
| WALMART INC | COM | $17.0M | 2.4%Prev: 2.2% | 152,295 SH | Increased-1,753 SH |
| WASTE MGMT INC DEL | COM | $5.8M | 0.8%Prev: 0.8% | 26,513 SH | Decreased-209 SH |
| WEC ENERGY GROUP INC | COM | $316K | 0.0%Prev: 0.1% | 3,000 SH | Decreased-1,482 SH |
| WELLS FARGO CO NEW | COM | $1.9M | 0.3%Prev: 0.2% | 20,307 SH | Increased+94 SH |
| WISDOMTREE TR | US LARGECAP DIVD | $511K | 0.1%Prev: 0.1% | 5,800 SH | Increased |
| WW GRAINGER INC | COM | $11.2M | 1.6% | 11,072 SH | New |
| 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 |