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CIK 0000820123 • 3 13F filings • Apr 10, 2025 – Oct 15, 2025
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $4.2M | 1.9%Prev: 2.2% | 11,789 SH | Decreased+169 SH |
| ALPHABET INC | CAP STK CL A | $9.7M | 4.5%Prev: 3.6% | 39,725 SH | Increased-3,141 SH |
| ALPHABET INC | CAP STK CL C | $381K | 0.2%Prev: 0.1% | 1,564 SH | Increased-120 SH |
| AMAZON COM INC | COM | $6.8M | 3.1%Prev: 3.3% | 30,911 SH | Decreased-516 SH |
| APPLE INC | COM | $6.5M | 3.0%Prev: 2.5% | 25,646 SH | Increased+461 SH |
| BECTON DICKINSON & CO | COM | $3.7M | 1.7%Prev: 1.6% | 19,769 SH | Increased+332 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $754K | 0.3%Prev: 0.4% | 1 SH | Increased |
| BOOKING HOLDINGS INC | COM | $6.9M | 3.2%Prev: 3.7% | 1,282 SH | Decreased-32 SH |
| COSTCO WHSL CORP NEW | COM | $1.1M | 0.5%Prev: 0.6% | 1,186 SH | Decreased-26 SH |
| CROWN HLDGS INC | COM | $5.5M | 2.6%Prev: 2.8% | 57,456 SH | Decreased+271 SH |
| DANAHER CORPORATION | COM | $4.7M | 2.2%Prev: 2.2% | 23,579 SH | Increased+257 SH |
| ELI LILLY & CO | COM | $5.4M | 2.5%Prev: 2.7% | 7,052 SH | Decreased-162 SH |
| FISERV INC | COM | $4.8M | 2.2%Prev: 3.1% | 37,435 SH | Decreased+255 SH |
| FORTIVE CORP | COM | $3.1M | 1.4%Prev: 1.6% | 63,691 SH | Decreased+1,630 SH |
| GLACIER BANCORP INC NEW | COM | $1.3M | 0.6%Prev: 0.5% | 26,542 SH | Increased |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | $363K | 0.2%Prev: 0.2% | 4,040 SH | Increased |
| HOME DEPOT INC | COM | $6.9M | 3.2%Prev: 3.0% | 17,108 SH | Increased-63 SH |
| ISHARES TR | MSCI EMG MKT ETF | $5.7M | 2.7%Prev: 2.5% | 107,516 SH | Increased+987 SH |
| ISHARES TR | RUSSELL 2000 ETF | $27.1M | 12.6%Prev: 11.6% | 112,021 SH | Increased-142 SH |
| JOHNSON & JOHNSON | COM | $5.6M | 2.6%Prev: 2.2% | 30,455 SH | Increased+246 SH |
| LAM RESEARCH CORP | COM NEW | $8.3M | 3.9%Prev: 3.1% | 62,111 SH | Increased-3,108 SH |
| LINDE PLC | SHS | $7.3M | 3.4%Prev: 3.5% | 15,413 SH | Increased-138 SH |
| MASTERCARD INCORPORATED | CL A | $7.6M | 3.5%Prev: 3.6% | 13,322 SH | Decreased-175 SH |
| META PLATFORMS INC | CL A | $5.8M | 2.7%Prev: 2.9% | 7,842 SH | Decreased-274 SH |
| MICROSOFT CORP | COM | $17.3M | 8.0%Prev: 8.1% | 33,331 SH | Increased-533 SH |
| MONSTER BEVERAGE CORP NEW | COM | $5.8M | 2.7%Prev: 2.6% | 86,511 SH | Increased-628 SH |
| NEXTERA ENERGY INC | COM | $287K | 0.1%Prev: 0.1% | 3,807 SH | Increased |
| NIKE INC | CL B | $801K | 0.4%Prev: 0.4% | 11,494 SH | Decreased |
| NVIDIA CORPORATION | COM | $313K | 0.1%Prev: 0.1% | 1,680 SH | Increased |
| PAYPAL HLDGS INC | COM | $2.4M | 1.1%Prev: 1.2% | 35,259 SH | Decreased+622 SH |
| PEPSICO INC | COM | $4.5M | 2.1%Prev: 2.0% | 32,358 SH | Increased+672 SH |
| ROCKWELL AUTOMATION INC | COM | $252K | 0.1%Prev: 0.2% | 722 SH | Decreased-228 SH |
| RTX CORPORATION | COM | $6.5M | 3.0%Prev: 2.7% | 38,568 SH | Increased-341 SH |
| SCHWAB CHARLES CORP | COM | $7.0M | 3.2%Prev: 3.2% | 72,973 SH | Increased-1,069 SH |
| SPDR GOLD TR | GOLD SHS | $355K | 0.2%Prev: 0.1% | 1,000 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $3.0M | 1.4%Prev: 1.4% | 4,502 SH | Increased-45 SH |
| STARBUCKS CORP | COM | $250K | 0.1%Prev: 0.1% | 2,959 SH | Decreased-55 SH |
| STRYKER CORPORATION | COM | $6.9M | 3.2%Prev: 3.6% | 18,532 SH | Decreased-175 SH |
| TESLA INC | COM | $360K | 0.2%Prev: 0.1% | 810 SH | Increased |
| THERMO FISHER SCIENTIFIC INC | COM | $4.3M | 2.0%Prev: 1.7% | 8,876 SH | Increased+56 SH |
| UNITEDHEALTH GROUP INC | COM | $4.2M | 2.0%Prev: 1.8% | 12,229 SH | Increased+298 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $3.1M | 1.4%Prev: 1.1% | 12,076 SH | Increased+2,665 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $8.6M | 4.0%Prev: 3.8% | 158,812 SH | Increased-1,014 SH |
| 13F-HR |
| 0001420506-25-000751 |
| $197.0M |
| View |