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CIK 0001353318 • 6 13F filings • May 13, 2025 – Aug 4, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $830K | 0.2%Prev: 0.2% | 5,187 SH | Increased |
| ALPHABET INC | CAP STK CL A | $6.2M | 1.5%Prev: 1.2% | 19,920 SH | Increased-718 SH |
| ALPHABET INC | CAP STK CL C | $33.7M | 8.1%Prev: 6.4% | 107,398 SH | Increased-191 SH |
| AMAZON COM INC | COM | $25.4M | 6.1%Prev: 5.9% | 109,969 SH | Increased-1,143 SH |
| AMERIPRISE FINL INC | COM | $353K | 0.1%Prev: 0.1% | 720 SH | Decreased |
| AMGEN INC | COM | $517K | 0.1%Prev: 0.1% | 1,580 SH | Increased+475 SH |
| AMPHENOL CORP NEW | CL A | $11.9M | 2.8%Prev: 2.1% | 87,756 SH | Increased+17,242 SH |
| APPLE INC | COM | $40.5M | 9.7%Prev: 9.3% | 148,846 SH | Increased-1,442 SH |
| APPLIED MATLS INC | COM | $4.8M | 1.1%Prev: 0.9% | 18,549 SH | Increased-113 SH |
| AUTODESK INC | COM | $4.6M | 1.1%Prev: 1.2% | 15,522 SH | Decreased-134 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $365K | 0.1%Prev: 0.1% | 1,419 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $834K | 0.2%Prev: 0.2% | 1,660 SH | Decreased |
| BOOKING HOLDINGS INC | COM | $7.7M | 1.9%Prev: 1.9% | 1,446 SH | Decreased-8 SH |
| BROADCOM INC | COM | $16.2M | 3.9%Prev: 3.3% | 46,919 SH | Increased+6,242 SH |
| CADENCE DESIGN SYSTEM INC | COM | $4.4M | 1.1%Prev: 1.2% | 14,189 SH | Decreased-72 SH |
| CINTAS CORP | COM | $1.6M | 0.4%Prev: 0.4% | 8,584 SH | Decreased-62 SH |
| CORNING INC | COM | $939K | 0.2%Prev: 0.2% | 10,729 SH | Increased-208 SH |
| COSTCO WHSL CORP NEW | COM | $15.0M | 3.6%Prev: 3.9% | 17,352 SH | Decreased-123 SH |
| DANAHER CORPORATION | COM | $10.0M | 2.4%Prev: 2.1% | 43,792 SH | Increased-303 SH |
| DEERE & CO | COM | $608K | 0.1%Prev: 0.1% | 1,305 SH | Increased |
| DISNEY WALT CO | COM | $314K | 0.1%Prev: 0.1% | 2,757 SH | Decreased |
| ELI LILLY & CO | COM | $675K | 0.2% | 628 SH | New |
| FASTENAL CO | COM | $10.1M | 2.4%Prev: 3.0% | 250,708 SH | Decreased-1,256 SH |
| IDEXX LABS INC | COM | $13.7M | 3.3%Prev: 3.2% | 20,285 SH | Increased-175 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $637K | 0.2%Prev: 0.1% | 2,149 SH | Increased |
| INVESCO EXCH TRADED FD TR II | TAXABLE MUN BD | $422K | 0.1%Prev: 0.1% | 15,524 SH | Increased+556 SH |
| ISHARES TR | ESG OPTIMIZED | $557K | 0.1%Prev: 0.1% | 4,000 SH | Increased |
| ISHARES TR | S&P 500 GRWT ETF | $1.7M | 0.4%Prev: 0.4% | 14,000 SH | Increased |
| JOHNSON & JOHNSON | COM | $1.9M | 0.5%Prev: 0.4% | 9,260 SH | Increased-102 SH |
| KLA CORP | COM NEW | $7.6M | 1.8%Prev: 1.6% | 6,237 SH | Increased-34 SH |
| LAM RESEARCH CORP | COM NEW | $7.1M | 1.7%Prev: 1.4% | 41,556 SH | Increased-313 SH |
| MASTERCARD INCORPORATED | CL A | $10.3M | 2.5%Prev: 2.5% | 18,121 SH | Decreased-132 SH |
| MICROSOFT CORP | COM | $39.0M | 9.3%Prev: 10.2% | 80,649 SH | Decreased-680 SH |
| MOODYS CORP | COM | $17.2M | 4.1%Prev: 3.9% | 33,664 SH | Increased-196 SH |
| MSCI INC | COM | $8.8M | 2.1%Prev: 2.1% | 15,368 SH | Increased-77 SH |
| NIKE INC | CL B | $306K | 0.1%Prev: 0.1% | 4,800 SH | Decreased |
| NVIDIA CORPORATION | COM | $38.5M | 9.2%Prev: 9.4% | 206,390 SH | Decreased-1,183 SH |
| ORACLE CORP | COM | $3.4M | 0.8%Prev: 1.2% | 17,278 SH | Decreased-102 SH |
| ROPER TECHNOLOGIES INC | COM | $7.4M | 1.8%Prev: 2.0% | 16,559 SH | Decreased-111 SH |
| S&P GLOBAL INC | COM | $14.2M | 3.4%Prev: 3.2% | 27,218 SH | Increased-150 SH |
| SERVICENOW INC | COM | $7.9M | 1.9%Prev: 2.3% | 51,603 SH | Decreased+41,215 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $301K | 0.1%Prev: 0.1% | 499 SH | Decreased-56 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $6.4M | 1.5%Prev: 1.3% | 11,020 SH | Increased-100 SH |
| TJX COS INC NEW | COM | $918K | 0.2%Prev: 0.2% | 5,975 SH | Increased |
| TRANE TECHNOLOGIES PLC | SHS | $7.4M | 1.8%Prev: 1.4% | 18,945 SH | Increased+5,381 SH |
| TYLER TECHNOLOGIES INC | COM | $8.1M | 1.9%Prev: 2.3% | 17,897 SH | Decreased-100 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $328K | 0.1%Prev: 0.1% | 6,519 SH | Increased+703 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $127K | 0.0%Prev: 0.0% | 600 SH | Decreased |
| VANGUARD WORLD FD | FINANCIALS ETF | $174K | 0.0%Prev: 0.0% | 1,300 SH | Increased |
| VANGUARD WORLD FD | HEALTH CAR ETF | $173K | 0.0%Prev: 0.0% | 600 SH | Increased |
| VANGUARD WORLD FD | INDUSTRIAL ETF | $239K | 0.1%Prev: 0.1% | 800 SH | Increased |
| VANGUARD WORLD FD | INF TECH ETF | $528K | 0.1%Prev: 0.1% | 700 SH | Increased |
| VANGUARD WORLD FD | MATERIALS ETF | $145K | 0.0%Prev: 0.0% | 700 SH | Increased |
| VANGUARD WORLD FD | UTILITIES ETF | $130K | 0.0%Prev: 0.0% | 700 SH | Decreased |
| VISA INC | COM CL A | $14.8M | 3.5%Prev: 3.5% | 42,134 SH | Increased-253 SH |
| 13F-HR |
| 0001398344-26-013394 |
| $454.4M |
| View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001398344-25-014014 | $392.5M | View |
| May 5, 2026 | Q1 2026 | 13F-HR | 0001398344-26-008241 | $378.7M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001398344-25-009273 | $357.2M | View |