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CIK 0001126735 • 6 13F filings • Apr 16, 2025 – Jul 14, 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 | $206K | 0.0% | 1,400 SH | |
| ABBOTT LABS | COM | $6.8M | 0.4% | 51,241 SH | |
| ABBVIE INC | COM | $9.6M | 0.6% | 45,761 SH | |
| ACCENTURE PLC IRELAND | SHS CLASS A | $33.2M | 2.1% | 106,286 SH | |
| ADOBE INC | COM | $27.7M | 1.8% | 72,338 SH | |
| ALPHABET INC | CAP STK CL A | $47.8M | 3.1% | 308,812 SH | |
| ALPHABET INC | CAP STK CL C | $53.4M | 3.4% | 341,799 SH | |
| ALTRIA GROUP INC | COM | $777K | 0.1% | 12,950 SH | |
| AMAZON COM INC | COM | $66.2M | 4.3% | 347,778 SH | |
| AMGEN INC | COM | $2.2M | 0.1% | 6,941 SH | |
| APPLE INC | COM | $137.4M | 8.9% | 618,687 SH | |
| AT&T INC | COM | $706K | 0.0% | 24,981 SH | |
| AUTOZONE INC | COM | $23.0M | 1.5% | 6,035 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL A | $7.2M | 0.5% | 9 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $71.1M | 4.6% | 133,475 SH | |
| BIOGEN INC | COM | $857K | 0.1% | 6,260 SH | |
| BLACKROCK INC | COM | $14.6M | 0.9% | 15,473 SH | |
| BOOKING HOLDINGS INC | COM | $10.7M | 0.7% | 2,329 SH | |
| BRISTOL-MYERS SQUIBB CO | COM | $1.2M | 0.1% | 18,945 SH | |
| BROWN & BROWN INC | COM | $5.5M | 0.4% | 44,591 SH | |
| CATERPILLAR INC | COM | $396K | 0.0% | 1,200 SH | |
| CHEVRON CORP NEW | COM | $952K | 0.1% | 5,693 SH | |
| CISCO SYS INC | COM | $8.9M | 0.6% | 144,444 SH | |
| COCA COLA CO | COM | $1.2M | 0.1% | 16,100 SH | |
| COSTCO WHSL CORP NEW | COM | $93.8M | 6.0% | 99,145 SH | |
| CSX CORP | COM | $530K | 0.0% | 18,000 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $243K | 0.0% | 7,380 SH | |
| DISNEY WALT CO | COM | $2.4M | 0.2% | 24,750 SH | |
| ELI LILLY & CO | COM | $32.2M | 2.1% | 39,001 SH | |
| EQUINIX INC | COM | $3.6M | 0.2% | 4,365 SH | |
| EXXON MOBIL CORP | COM | $3.6M | 0.2% | 29,918 SH | |
| FEDEX CORP | COM | $414K | 0.0% | 1,700 SH | |
| GRAINGER W W INC | COM | $9.8M | 0.6% | 9,893 SH | |
| HOME DEPOT INC | COM | $39.1M | 2.5% | 106,806 SH | |
| HONEYWELL INTL INC | COM | $275K | 0.0% | 1,300 SH | |
| IDEXX LABS INC | COM | $36.0M | 2.3% | 85,724 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $597K | 0.0% | 2,400 SH | |
| INTUIT | COM | $44.9M | 2.9% | 73,109 SH | |
| INTUITIVE SURGICAL INC | COM NEW | $33.6M | 2.2% | 67,838 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $215K | 0.0% | 1,240 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $751K | 0.0% | 1,602 SH | |
| ISHARES INC | ESG AWR MSCI EM | $211K | 0.0% | 6,037 SH | |
| ISHARES TR | CORE S&P MCP ETF | $1.0M | 0.1% | 17,625 SH | |
| ISHARES TR | CORE S&P SCP ETF | $67K | 0.0% | 638 SH | |
| ISHARES TR | CORE S&P US GWT | $32K | 0.0% | 250 SH | |
| ISHARES TR | CORE S&P US VLU | $35K | 0.0% | 375 SH | |
| ISHARES TR | CORE S&P500 ETF | $2.9M | 0.2% | 5,229 SH | |
| ISHARES TR | ESG AW MSCI EAFE | $509K | 0.0% | 6,230 SH | |
| ISHARES TR | ESG EAFE ETF | $85K | 0.0% | 1,265 SH | |
| ISHARES TR | ESG SELECT SCRE | $261K | 0.0% | 6,350 SH | |
| ISHARES TR | ISHARES BIOTECH | $125K | 0.0% | 975 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $199K | 0.0% | 1,000 SH | |
| JOHNSON & JOHNSON | COM | $5.3M | 0.3% | 31,680 SH | |
| JPMORGAN CHASE & CO. | COM | $773K | 0.0% | 3,151 SH | |
| KELLANOVA | COM | $247K | 0.0% | 3,000 SH | |
| LOCKHEED MARTIN CORP | COM | $433K | 0.0% | 969 SH | |
| MARSH & MCLENNAN COS INC | COM | $5.1M | 0.3% | 20,728 SH | |
| MASTERCARD INCORPORATED | CL A | $21.8M | 1.4% | 39,797 SH | |
| MCDONALDS CORP | COM | $1.8M | 0.1% | 5,693 SH | |
| MERCK & CO INC | COM | $2.7M | 0.2% | 30,223 SH | |
| META PLATFORMS INC | CL A | $55.6M | 3.6% | 96,384 SH | |
| MICROSOFT CORP | COM | $107.7M | 6.9% | 287,022 SH | |
| MONDELEZ INTL INC | CL A | $556K | 0.0% | 8,190 SH | |
| MSCI INC | COM | $15.1M | 1.0% | 26,638 SH | |
| NETFLIX INC | COM | $24.0M | 1.5% | 25,772 SH | |
| NEXTERA ENERGY INC | COM | $2.1M | 0.1% | 29,773 SH | |
| NVIDIA CORPORATION | COM | $150.7M | 9.7% | 1,390,322 SH | |
| ORACLE CORP | COM | $18.5M | 1.2% | 132,144 SH | |
| OREILLY AUTOMOTIVE INC | COM | $24.0M | 1.5% | 16,766 SH | |
| PALO ALTO NETWORKS INC | COM | $52.8M | 3.4% | 309,235 SH | |
| PEPSICO INC | COM | $4.6M | 0.3% | 30,651 SH | |
| PFIZER INC | COM | $599K | 0.0% | 23,636 SH | |
| PHILIP MORRIS INTL INC | COM | $1.9M | 0.1% | 11,975 SH | |
| PPG INDS INC | COM | $252K | 0.0% | 2,300 SH | |
| PRICE T ROWE GROUP INC | COM | $1.1M | 0.1% | 11,700 SH | |
| PROCTER AND GAMBLE CO | COM | $6.5M | 0.4% | 38,194 SH | |
| PROLOGIS INC. | COM | $2.8M | 0.2% | 25,054 SH | |
| SALESFORCE INC | COM | $53.0M | 3.4% | 197,535 SH | |
| SCHWAB CHARLES CORP | COM | $540K | 0.0% | 6,897 SH | |
| SIMON PPTY GROUP INC NEW | COM | $469K | 0.0% | 2,825 SH | |
| SOUTHERN CO | COM | $362K | 0.0% | 3,933 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $1.9M | 0.1% | 3,329 SH | |
| STARBUCKS CORP | COM | $6.6M | 0.4% | 67,511 SH | |
| STRYKER CORPORATION | COM | $36.6M | 2.4% | 98,216 SH | |
| TESLA INC | COM | $220K | 0.0% | 850 SH | |
| THERMO FISHER SCIENTIFIC INC | COM | $15.4M | 1.0% | 31,006 SH | |
| UNION PAC CORP | COM | $7.7M | 0.5% | 32,673 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $452K | 0.0% | 5,900 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $1.0M | 0.1% | 12,800 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $1.4M | 0.1% | 3,650 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $129K | 0.0% | 500 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $1.1M | 0.1% | 4,305 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $920K | 0.1% | 1,790 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $75K | 0.0% | 400 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $89K | 0.0% | 400 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.3M | 0.1% | 4,884 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $745K | 0.0% | 4,315 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $774K | 0.0% | 6,005 SH | |
| VERIZON COMMUNICATIONS INC | COM | $358K | 0.0% | 7,903 SH | |
| VISA INC | COM CL A | $65.0M | 4.2% | 185,493 SH | |
| WALMART INC | COM | $5.5M | 0.4% | 62,842 SH | |
| WEC ENERGY GROUP INC | COM | $1.7M | 0.1% | 15,708 SH | |
| WILLIAMS SONOMA INC | COM | $1.6M | 0.1% | 10,100 SH | |
| YUM BRANDS INC | COM | $1.5M | 0.1% | 9,680 SH |
| Q3 2025 |
| 13F-HR |
| 0001398344-25-019214 |
| $1.83B |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0001398344-26-012120 | $1.75B | View |
| Jul 10, 2025 | Q2 2025 | 13F-HR | 0001398344-25-012972 | $1.73B | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0001398344-26-006551 | $1.60B | View |
| Apr 16, 2025 | Q1 2025 | 13F-HR | 0001398344-25-007194 | $1.55B | View |