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CIK 0001511229 • 6 13F filings • May 7, 2025 – Aug 6, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $1.1M | 0.9%Prev: 0.9% | 4,851 SH | Decreased+51 SH |
| ALPHABET INC CLASS A | COM | $5.2M | 4.1%Prev: 3.3% | 16,705 SH | Increased-62 SH |
| ALPHABET INC CLASS CLASS C | COM | $11.4M | 9.0% | 36,370 SH | New |
| ALTRIA GROUP INC | COM | $529K | 0.4%Prev: 0.5% | 9,168 SH | Decreased+18 SH |
| AMAZON.COM INC | COM | $3.3M | 2.6%Prev: 2.6% | 14,411 SH | Increased+48 SH |
| APPLE INC | COM | $10.1M | 8.0%Prev: 7.8% | 37,280 SH | Increased-147 SH |
| ARCHER-DANIELS MIDLAND CO COM | COM | $2.1M | 1.6%Prev: 1.8% | 36,152 SH | Decreased-1,391 SH |
| AUTOMATIC DATA PROCESSIN | COM | $802K | 0.6%Prev: 0.7% | 3,119 SH | Decreased+35 SH |
| BERKSHIRE HATHAWAY INC DEL CL | COM | $653K | 0.5%Prev: 2.8% | 1,300 SH | Decreased-5,388 SH |
| BROADCOM INC | COM | $7.1M | 5.6%Prev: 5.6% | 20,629 SH | Increased-16 SH |
| CARDINAL HEALTH INC | COM | $5.9M | 4.6%Prev: 3.7% | 28,632 SH | Increased+17 SH |
| CHARLES SCHWAB CORP | COM | $456K | 0.4%Prev: 0.4% | 4,569 SH | Increased-72 SH |
| CHARLES SCHWAB US MC ETF | ETF - EQUITY | $1.1M | 0.9%Prev: 0.9% | 37,564 SH | Increased+100 SH |
| CHEVRON CORP NEW | COM | $277K | 0.2%Prev: 0.2% | 1,814 SH | Decreased-35 SH |
| CITIGROUP INC | COM | $398K | 0.3%Prev: 0.3% | 3,415 SH | Increased-53 SH |
| COHERENT CORP COM | COM | $3.9M | 3.1% | 21,392 SH | New |
| CVS HEALTH CORP | COM | $2.8M | 2.2%Prev: 2.2% | 35,137 SH | Increased+181 SH |
| DISNEY WALT CO | COM | $505K | 0.4%Prev: 0.4% | 4,439 SH | Decreased-3 SH |
| DUTCH BROS INC CLASS A | COM | $1.1M | 0.9%Prev: 0.8% | 17,750 SH | Increased-80 SH |
| ELI LILLY AND CO | COM | $2.0M | 1.6%Prev: 1.2% | 1,887 SH | Increased+11 SH |
| EMERSON ELEC CO | COM | $555K | 0.4%Prev: 0.4% | 4,180 SH | Increased+46 SH |
| EXXON MOBIL CORP | COM | $391K | 0.3%Prev: 0.4% | 3,251 SH | Decreased-873 SH |
| FLEXSHARES MORNINGSTAR US IDX | ETF - EQUITY | $334K | 0.3%Prev: 0.3% | 1,342 SH | Increased-21 SH |
| GENUINE PARTS CO | COM | $359K | 0.3%Prev: 0.3% | 2,918 SH | Decreased+31 SH |
| GOLDMAN SACHS GROUP INC | COM | $866K | 0.7%Prev: 0.7% | 985 SH | Increased-14 SH |
| HOME DEPOT INC | COM | $1.6M | 1.3%Prev: 1.6% | 4,686 SH | Decreased+7 SH |
| INTEL CORP | COM | $1.9M | 1.5%Prev: 1.4% | 50,697 SH | Increased+229 SH |
| INVESCO EXCHANGE-TRADED FD TR | ETF - EQUITY | $2.1M | 1.7%Prev: 1.8% | 17,829 SH | Decreased-363 SH |
| INVESCO S&P 500 LOW VOLATILITY | ETF - EQUITY | $923K | 0.7%Prev: 0.8% | 12,918 SH | Decreased |
| ISHARES RUSSELL 2000 ETF | ETF - EQUITY | $1.7M | 1.4%Prev: 1.4% | 7,070 SH | Increased-30 SH |
| ISHARES RUSSELL TOP 200 ETF | ETF - EQUITY | $207K | 0.2%Prev: 0.2% | 1,214 SH | Increased-30 SH |
| JOHNSON & JOHNSON | COM | $3.6M | 2.9%Prev: 2.7% | 17,602 SH | Increased-11 SH |
| JPMORGAN CHASE & CO | COM | $2.3M | 1.8%Prev: 1.8% | 7,111 SH | Increased+18 SH |
| KIMBERLY CLARK CORP | COM | $234K | 0.2%Prev: 0.2% | 2,318 SH | Decreased+23 SH |
| KINDER MORGAN INC DEL | COM | $947K | 0.7%Prev: 0.8% | 34,433 SH | Decreased+75 SH |
| MERCK & CO. INC. | COM | $1.9M | 1.5%Prev: 1.3% | 18,443 SH | Increased+156 SH |
| MICROSOFT CORP | COM | $13.3M | 10.5%Prev: 11.8% | 27,545 SH | Decreased-346 SH |
| MORGAN STANLEY | COM | $838K | 0.7%Prev: 0.6% | 4,720 SH | Increased-73 SH |
| ORACLE CORP | COM | $614K | 0.5%Prev: 0.7% | 3,149 SH | Decreased-45 SH |
| OUTDOOR HLDG CO | COM | $818K | 0.6%Prev: 0.6% | 478,500 SH | Increased |
| PEPSICO INC | COM | $556K | 0.4%Prev: 0.4% | 3,875 SH | Increased+3 SH |
| PFIZER INC | COM | $626K | 0.5%Prev: 0.5% | 25,135 SH | Decreased-786 SH |
| PPG INDS INC | COM | $262K | 0.2%Prev: 0.2% | 2,559 SH | Decreased+30 SH |
| PROCTER & GAMBLE CO | COM | $463K | 0.4%Prev: 0.4% | 3,232 SH | Decreased+35 SH |
| PRUDENTIAL FINL INC | COM | $2.8M | 2.2%Prev: 2.1% | 24,808 SH | Increased+75 SH |
| REAVES UTILITY INCOME | CLSD END EQ FD | $348K | 0.3%Prev: 0.3% | 9,500 SH | Decreased-275 SH |
| SELECT SECTOR SPDR TR STATE ST | ETF - EQUITY | $1.5M | 1.2% | 9,492 SH | New |
| SNAP ON INC | COM | $1.3M | 1.1%Prev: 1.1% | 3,894 SH | Decreased-3 SH |
| SPDR S&P 500 ETF | ETF - EQUITY | $6.6M | 5.2%Prev: 5.2% | 9,607 SH | Increased-2 SH |
| SPDR SER TR STATE STREET SPDR | ETF - EQUITY | $2.2M | 1.7% | 26,755 SH | New |
| STARBUCKS CORP | COM | $590K | 0.5%Prev: 0.5% | 7,008 SH | Decreased-10 SH |
| STATE STRET MATRL SLCT SCTR SP | ETF - EQUITY | $934K | 0.7% | 20,587 SH | New |
| STE STRT FINCL SLCT SECTOR SPD | ETF - EQUITY | $3.2M | 2.5% | 58,151 SH | New |
| TAIWAN SEMICONDUCTOR M F SPONS | ADR | $2.1M | 1.6%Prev: 1.6% | 6,889 SH | Increased-31 SH |
| UNITED PARCEL SVC INC CLASS CL | COM | $1.7M | 1.3% | 16,983 SH | New |
| VANGUARD TOTAL STOCK MARKET ET | ETF - EQUITY | $2.7M | 2.1%Prev: 2.1% | 7,924 SH | Increased-66 SH |
| VERIZON COMMUNICATIONS I | COM | $800K | 0.6%Prev: 0.8% | 19,638 SH | Decreased-1,251 SH |
| WISDOMTREE TR ARTIFICIAL INTEL | ETF - EQUITY | $1.8M | 1.4%Prev: 1.5% | 62,796 SH | Increased-764 SH |
| 13F-HR |
| 0001104659-26-091712 |
| $137.8M |
| View |
| Jul 25, 2025 | Q2 2025 | 13F-HR | 0001104659-25-070685 | $110.9M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001104659-26-047339 | $117.6M | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0001104659-25-045448 | $100.1M | View |