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CIK 0001477872 • 6 13F filings • May 12, 2025 – Jul 23, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
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| Altria Group, Inc. | COM | $210K | 0.0% | 2,920 SH | New |
| Amazon.com, Inc. | COM | $477K | 0.0%Prev: 0.0% | 2,000 SH | Increased |
| Amgen Inc. | COM | $790K | 0.0%Prev: 0.0% | 2,181 SH | Increased-177 SH |
| Amphenol Corporation | COM | $698K | 0.0% | 3,958 SH | New |
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| Baycom Corp | COM | $1.1M | 0.1% | 32,035 SH | New |
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| Colgate-Palmolive Co. | COM | $16.1M | 0.9%Prev: 1.0% | 175,603 SH | Decreased-20,093 SH |
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| Microsoft Corp. | COM | $124.7M | 6.8%Prev: 8.5% | 334,179 SH | Decreased+16,100 SH |
| Novartis AG | COM | $234K | 0.0% | 1,490 SH | New |
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| NVIDIA Corp. | COM | $77.0M | 4.2%Prev: 0.9% | 384,865 SH | Increased+282,704 SH |
| Paychex Inc | COM | $329K | 0.0%Prev: 0.0% | 3,349 SH | Decreased-533 SH |
| Pepsico Inc | COM | $22.3M | 1.2%Prev: 1.2% | 164,728 SH | Increased-2,707 SH |
| Price T Rowe Group Inc. | COM | $338K | 0.0%Prev: 0.0% | 2,977 SH | Increased-9 SH |
| Roche Holding AG | COM | $61.0M | 3.3%Prev: 4.3% | 1,188,687 SH | Decreased-789,447 SH |
| RTX Corp. | COM | $46.2M | 2.5%Prev: 3.3% | 243,447 SH | Decreased-174,720 SH |
| SPDR Bloomberg 1-3 Month T-Bill ETF | ETF | $19.7M | 1.1%Prev: 1.2% | 215,009 SH | Decreased-34,873 SH |
| Starbucks Corp. | COM | $60.1M | 3.3%Prev: 2.5% | 587,872 SH | Increased+77,390 SH |
| The Procter & Gamble Co. | COM | $49.7M | 2.7%Prev: 1.8% | 338,641 SH | Increased+129,998 SH |
| Unilever PLC | COM | $119.4M | 6.5%Prev: 7.1% | 1,986,430 SH | Decreased-170,665 SH |
| Vanguard Index Funds REAL ESTATE ETF | ETF | $522K | 0.0% | 5,414 SH | New |
| Visa Inc | COM | $50.7M | 2.8%Prev: 2.3% | 147,779 SH | Increased+26,137 SH |
| Walt Disney Company | COM | $104.3M | 5.7%Prev: 8.3% | 1,083,810 SH | Decreased-169,846 SH |
| Zoetis Inc. | COM | $593K | 0.0%Prev: 0.8% | 8,249 SH | Decreased-90,348 SH |
| 13F-HR |
| 0001477872-26-000004 |
| $1.83B |
| View |
| Aug 20, 2025 | Q2 2025 | 13F-HR | 0001477872-25-000005 | $1.87B | View |
| May 12, 2025 | Q1 2025 | 13F-HR | 0001477872-25-000004 | $1.89B | View |