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CIK 0001509508 • 6 13F filings • May 7, 2025 – Jul 8, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $1.2M | 0.2%Prev: 0.3% | 9,590 SH | Decreased-50 SH |
| ABBVIE INC | COM | $2.3M | 0.5%Prev: 0.5% | 10,040 SH | Decreased-523 SH |
| AIR PRODS & CHEMS INC | COM | $756K | 0.2%Prev: 0.2% | 3,062 SH | Decreased-120 SH |
| ALPHABET INC | CAP STK CL A | $27.3M | 5.5%Prev: 4.5% | 87,061 SH | Increased-4,880 SH |
| ALPHABET INC | CAP STK CL C | $6.7M | 1.4%Prev: 1.1% | 21,430 SH | Increased-507 SH |
| AMAZON COM INC | COM | $434K | 0.1%Prev: 0.1% | 1,880 SH | Increased+125 SH |
| AMGEN INC | COM | $559K | 0.1%Prev: 0.1% | 1,709 SH | Increased |
| ANALOG DEVICES INC | COM | $332K | 0.1%Prev: 0.1% | 1,225 SH | Increased |
| APPLE INC | COM | $19.2M | 3.9%Prev: 3.7% | 70,805 SH | Increased-312 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $1.3M | 0.3%Prev: 0.3% | 5,168 SH | Decreased-307 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $636K | 0.1%Prev: 0.1% | 1,265 SH | Decreased |
| BLACKSTONE INC | COM | $1.1M | 0.2%Prev: 0.3% | 7,430 SH | Decreased-150 SH |
| BOOKING HOLDINGS INC | COM | $13.9M | 2.8%Prev: 2.8% | 2,599 SH | Decreased+2 SH |
| BROADCOM INC | COM | $29.1M | 5.9%Prev: 6.2% | 84,084 SH | Decreased-8,116 SH |
| CAMECO CORP | COM | $5.2M | 1.1%Prev: 0.8% | 57,238 SH | Increased+8,444 SH |
| CARPENTER TECHNOLOGY CORP | COM | $8.1M | 1.6% | 25,859 SH | New |
| CATERPILLAR INC | COM | $280K | 0.1%Prev: 0.0% | 488 SH | Increased-25 SH |
| CHEVRON CORP NEW | COM | $496K | 0.1%Prev: 0.1% | 3,253 SH | Decreased |
| CHURCH & DWIGHT CO INC | COM | $6.7M | 1.3%Prev: 1.5% | 79,475 SH | Decreased-5,783 SH |
| CISCO SYS INC | COM | $1.1M | 0.2%Prev: 0.2% | 14,184 SH | Increased-400 SH |
| COLGATE PALMOLIVE CO | COM | $406K | 0.1%Prev: 0.1% | 5,144 SH | Decreased |
| COSTCO WHSL CORP NEW | COM | $17.8M | 3.6%Prev: 3.9% | 20,689 SH | Decreased-72 SH |
| CRH PLC | ORD | $17.0M | 3.4%Prev: 3.4% | 136,125 SH | Increased-1,999 SH |
| CROWDSTRIKE HLDGS INC | CL A | $13.0M | 2.6%Prev: 2.7% | 27,810 SH | Decreased+378 SH |
| CSX CORP | COM | $319K | 0.1%Prev: 0.1% | 8,810 SH | Increased |
| CUMMINS INC | COM | $294K | 0.1%Prev: 0.0% | 575 SH | Increased |
| DANAHER CORPORATION | COM | $8.0M | 1.6%Prev: 1.4% | 35,144 SH | Increased-199 SH |
| DOVER CORP | COM | $381K | 0.1%Prev: 0.1% | 1,950 SH | Increased |
| EATON CORP PLC | SHS | $201K | 0.0%Prev: 0.0% | 630 SH | Decreased+30 SH |
| ECOLAB INC | COM | $317K | 0.1%Prev: 0.1% | 1,207 SH | Decreased-50 SH |
| ELI LILLY & CO | COM | $1.1M | 0.2%Prev: 0.2% | 1,040 SH | Increased |
| EMERSON ELEC CO | COM | $214K | 0.0%Prev: 0.0% | 1,615 SH | Increased |
| ENTERPRISE PRODS PARTNERS L | COM | $7.4M | 1.5%Prev: 1.5% | 231,560 SH | Increased-214 SH |
| EXXON MOBIL CORP | COM | $1.9M | 0.4%Prev: 0.4% | 15,680 SH | Increased-100 SH |
| GALLAGHER ARTHUR J & CO | COM | $9.9M | 2.0%Prev: 2.3% | 38,311 SH | Decreased+857 SH |
| GE AEROSPACE | COM NEW | $335K | 0.1%Prev: 0.1% | 1,089 SH | Increased |
| GE VERNOVA INC | COM | $13.2M | 2.7%Prev: 2.4% | 20,237 SH | Increased+1,166 SH |
| HOME DEPOT INC | COM | $13.1M | 2.6%Prev: 3.2% | 38,198 SH | Decreased-365 SH |
| HOWMET AEROSPACE INC | COM | $14.1M | 2.8%Prev: 2.8% | 68,822 SH | Increased-702 SH |
| INTEL CORP | COM | $205K | 0.0% | 5,550 SH | New |
| INTUITIVE SURGICAL INC | COM NEW | $15.6M | 3.1%Prev: 2.5% | 27,522 SH | Increased-181 SH |
| ISHARES INC | MSCI GERMANY ETF | $236K | 0.0%Prev: 0.0% | 5,550 SH | Increased |
| JOHNSON & JOHNSON | COM | $1.2M | 0.2%Prev: 0.2% | 5,755 SH | Increased+83 SH |
| JPMORGAN CHASE & CO. | COM | $227K | 0.0%Prev: 0.0% | 706 SH | Increased |
| LEIDOS HOLDINGS INC | COM | $12.8M | 2.6%Prev: 2.7% | 71,187 SH | Decreased-541 SH |
| LOWES COS INC | COM | $223K | 0.0%Prev: 0.0% | 925 SH | Decreased |
| MARTIN MARIETTA MATLS INC | COM | $7.7M | 1.5%Prev: 1.6% | 12,317 SH | Decreased-40 SH |
| MCDONALDS CORP | COM | $914K | 0.2%Prev: 0.2% | 2,991 SH | Decreased-25 SH |
| MERCK & CO INC | COM | $883K | 0.2%Prev: 0.1% | 8,388 SH | Increased+90 SH |
| META PLATFORMS INC | CL A | $7.0M | 1.4%Prev: 1.6% | 10,571 SH | Decreased+13 SH |
| MICROSOFT CORP | COM | $22.2M | 4.5%Prev: 4.8% | 45,909 SH | Decreased-164 SH |
| MORGAN STANLEY | COM NEW | $808K | 0.2%Prev: 0.1% | 4,550 SH | Increased |
| NEXTERA ENERGY INC | COM | $8.0M | 1.6%Prev: 1.5% | 99,492 SH | Increased-263 SH |
| NVIDIA CORPORATION | COM | $17.9M | 3.6%Prev: 3.6% | 95,994 SH | Increased+323 SH |
| NXP SEMICONDUCTORS N V | COM | $8.7M | 1.8%Prev: 1.9% | 40,041 SH | Decreased-323 SH |
| ONEOK INC NEW | COM | $1.8M | 0.4%Prev: 0.5% | 24,964 SH | Decreased-8,696 SH |
| PAYPAL HLDGS INC | COM | $209K | 0.0%Prev: 0.0% | 3,585 SH | Decreased |
| PEPSICO INC | COM | $1.2M | 0.2%Prev: 0.3% | 8,103 SH | Decreased-760 SH |
| PFIZER INC | COM | $278K | 0.1%Prev: 0.1% | 11,150 SH | Decreased |
| PROCTER AND GAMBLE CO | COM | $418K | 0.1%Prev: 0.1% | 2,916 SH | Decreased-20 SH |
| RTX CORPORATION | COM | $15.6M | 3.1%Prev: 2.9% | 85,183 SH | Increased+49 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $2.5M | 0.5%Prev: 0.4% | 3,595 SH | Increased+290 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $961K | 0.2%Prev: 0.2% | 1,593 SH | Decreased-267 SH |
| STRYKER CORPORATION | COM | $362K | 0.1%Prev: 0.1% | 1,030 SH | Decreased |
| TE CONNECTIVITY PLC | ORD SHS | $13.9M | 2.8%Prev: 2.7% | 60,982 SH | Increased-51 SH |
| TETRA TECH INC NEW | COM | $9.8M | 2.0%Prev: 2.0% | 292,148 SH | Increased-942 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $14.9M | 3.0%Prev: 2.5% | 25,775 SH | Increased-48 SH |
| TJX COS INC NEW | COM | $21.1M | 4.3%Prev: 4.1% | 137,395 SH | Increased-4,019 SH |
| TOPBUILD CORP | COM | $968K | 0.2%Prev: 0.2% | 2,320 SH | Increased-115 SH |
| TRANE TECHNOLOGIES PLC | SHS | $11.3M | 2.3%Prev: 2.4% | 29,146 SH | Decreased+484 SH |
| UNION PAC CORP | COM | $7.8M | 1.6%Prev: 1.6% | 33,893 SH | Decreased-497 SH |
| UNITED RENTALS INC | COM | $14.4M | 2.9%Prev: 3.6% | 17,814 SH | Decreased-840 SH |
| VERALTO CORP | COM SHS | $861K | 0.2%Prev: 0.2% | 8,632 SH | Decreased-251 SH |
| VISA INC | COM CL A | $12.9M | 2.6%Prev: 2.5% | 36,728 SH | Increased-130 SH |
| WALMART INC | COM | $560K | 0.1%Prev: 0.1% | 5,025 SH | Increased |
| WOODWARD INC | COM | $317K | 0.1%Prev: 0.1% | 1,050 SH | Increased |
| XYLEM INC | COM | $11.2M | 2.3%Prev: 2.4% | 82,543 SH | Decreased+781 SH |
| ZOETIS INC | CL A | $2.3M | 0.5%Prev: 1.7% | 18,535 SH | Decreased-37,867 SH |
| 13F-HR |
| 0001509508-26-000003 |
| $511.4M |
| View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001509508-25-000004 | $460.9M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0001509508-26-000002 | $465.5M | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0001509508-25-000003 | $411.9M | View |