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CIK 0001308685 • 6 13F filings • May 2, 2025 – Aug 3, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | SHS CLASS A | $650K | 0.0%Prev: 0.1% | 2,424 SH | Decreased-700 SH |
| AGNICO EAGLE MINES LTD | COM | $30.4M | 2.3%Prev: 3.5% | 179,580 SH | Decreased-73,936 SH |
| ALPHABET INC | CAP STK CL A | $495K | 0.0% | 1,580 SH | New |
| ALPHABET INC | CAP STK CL C | $415K | 0.0% | 1,321 SH | New |
| AMEREN CORP | COM | $15.2M | 1.2%Prev: 1.3% | 152,444 SH | Decreased-3,162 SH |
| AMERICAN ELEC PWR CO INC | COM | $32.6M | 2.5%Prev: 2.7% | 282,599 SH | Increased-5,055 SH |
| AMERICAN TOWER CORP NEW | COM | $10.1M | 0.8%Prev: 0.9% | 57,390 SH | Decreased-1,720 SH |
| APPLE INC | COM | $1.7M | 0.1%Prev: 0.0% | 6,174 SH | Increased+4,158 SH |
| AT&T INC | COM | $23.5M | 1.8% | 945,573 SH | New |
| BAKER HUGHES COMPANY | CL A | $13.1M | 1.0%Prev: 1.2% | 287,275 SH | Decreased-3,687 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $59.7M | 4.6%Prev: 5.0% | 118,724 SH | Decreased-288 SH |
| CARDINAL HEALTH INC | COM | $21.1M | 1.6%Prev: 1.4% | 102,897 SH | Increased-1,797 SH |
| CBOE GLOBAL MKTS INC | COM | $26.0M | 2.0%Prev: 2.1% | 103,643 SH | Increased-1,447 SH |
| CENTERPOINT ENERGY INC | COM | $27.5M | 2.1%Prev: 2.3% | 717,531 SH | Decreased-1,117 SH |
| CHEVRON CORP NEW | COM | $41.1M | 3.1%Prev: 3.5% | 269,383 SH | Decreased-1,713 SH |
| COCA COLA CO | COM | $22.1M | 1.7%Prev: 1.8% | 316,227 SH | Increased-6,267 SH |
| CONOCOPHILLIPS | COM | $17.0M | 1.3%Prev: 1.5% | 181,193 SH | Decreased-4,275 SH |
| DANAHER CORPORATION | COM | $17.5M | 1.3%Prev: 1.3% | 76,380 SH | Increased+11 SH |
| DOVER CORP | COM | $14.9M | 1.1%Prev: 1.1% | 76,345 SH | Increased-3,287 SH |
| DTE ENERGY CO | COM | $14.2M | 1.1%Prev: 1.3% | 110,258 SH | Decreased-1,526 SH |
| DUKE ENERGY CORP NEW | COM NEW | $22.1M | 1.7%Prev: 2.0% | 188,312 SH | Decreased-3,927 SH |
| EMERSON ELEC CO | COM | $20.2M | 1.5%Prev: 1.7% | 152,001 SH | Decreased-2,478 SH |
| EOG RES INC | COM | $20.5M | 1.6%Prev: 1.9% | 195,605 SH | Decreased-4,036 SH |
| GENUINE PARTS CO | COM | $10.1M | 0.8%Prev: 1.0% | 82,249 SH | Decreased-2,891 SH |
| ILLINOIS TOOL WKS INC | COM | $212K | 0.0%Prev: 0.0% | 860 SH | Decreased |
| INTEL CORP | COM | $235K | 0.0%Prev: 0.0% | 6,360 SH | Increased-540 SH |
| JOHNSON & JOHNSON | COM | $21.5M | 1.6%Prev: 1.7% | 103,889 SH | Increased-4,383 SH |
| JPMORGAN CHASE & CO. | COM | $337K | 0.0%Prev: 0.0% | 1,046 SH | Increased |
| L3HARRIS TECHNOLOGIES INC | COM | $41.6M | 3.2%Prev: 3.6% | 141,806 SH | Decreased-785 SH |
| LABCORP HOLDINGS INC | COM SHS | $18.0M | 1.4%Prev: 1.7% | 71,674 SH | Decreased-818 SH |
| LOCKHEED MARTIN CORP | COM | $21.0M | 1.6%Prev: 1.9% | 43,403 SH | Decreased-1,306 SH |
| MEDTRONIC PLC | SHS | $16.7M | 1.3%Prev: 1.4% | 173,509 SH | Decreased-4,271 SH |
| MERCK & CO INC | COM | $22.1M | 1.7%Prev: 1.5% | 210,381 SH | Increased-5,917 SH |
| MICROSOFT CORP | COM | $109.6M | 8.4%Prev: 9.9% | 226,629 SH | Decreased-4,536 SH |
| MONDELEZ INTL INC | CL A | $17.9M | 1.4%Prev: 1.7% | 332,026 SH | Decreased-5,326 SH |
| NEWMONT CORP | COM | $11.1M | 0.8%Prev: 1.4% | 111,000 SH | Decreased-83,492 SH |
| NEXTERA ENERGY INC | COM | $24.8M | 1.9%Prev: 2.0% | 308,616 SH | Increased-3,361 SH |
| PACCAR INC | COM | $22.4M | 1.7%Prev: 1.7% | 204,499 SH | Increased-3,123 SH |
| PEPSICO INC | COM | $16.7M | 1.3%Prev: 1.4% | 116,361 SH | Increased-966 SH |
| PHILLIPS 66 | COM | $28.1M | 2.1%Prev: 2.5% | 217,473 SH | Decreased-1,866 SH |
| PROCTER AND GAMBLE CO | COM | $13.3M | 1.0%Prev: 1.2% | 92,982 SH | Decreased-2,679 SH |
| PROSHARES TR | SHORT S&P 500 NE | $90.3M | 6.9% | 2,505,870 SH | New |
| QUANTA SVCS INC | COM | $54.7M | 4.2%Prev: 4.5% | 129,592 SH | Decreased-2,606 SH |
| SALESFORCE INC | COM | $58.1M | 4.4%Prev: 4.3% | 219,193 SH | Increased-1,961 SH |
| SELECT SECTOR SPDR TR | STATE STREET CON | $260K | 0.0% | 3,345 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $262K | 0.0% | 5,850 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $214K | 0.0% | 3,912 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $351K | 0.0% | 2,265 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET IND | $378K | 0.0% | 2,436 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $889K | 0.1%Prev: 0.1% | 1,304 SH | Decreased-43 SH |
| STRYKER CORPORATION | COM | $25.6M | 2.0%Prev: 2.2% | 72,867 SH | Decreased+135 SH |
| TESLA INC | COM | $204K | 0.0% | 453 SH | New |
| THE CIGNA GROUP | COM | $20.0M | 1.5%Prev: 1.7% | 72,784 SH | Decreased+331 SH |
| UNION PAC CORP | COM | $11.5M | 0.9%Prev: 1.0% | 49,810 SH | Decreased-231 SH |
| UNITED PARCEL SERVICE INC | CL B | $13.8M | 1.1% | 139,113 SH | New |
| VANECK ETF TRUST | GOLD MINERS ETF | $1.2M | 0.1%Prev: 0.1% | 14,247 SH | Increased+2,669 SH |
| WALMART INC | COM | $113.5M | 8.7%Prev: 9.0% | 1,018,502 SH | Increased-28,494 SH |
| WASTE MGMT INC DEL | COM | $32.0M | 2.4%Prev: 2.7% | 145,802 SH | Decreased+161 SH |
| WHEATON PRECIOUS METALS CORP | COM | $40.4M | 3.1%Prev: 3.3% | 343,649 SH | Increased-6,643 SH |
| 13F-HR |
| 0001308685-26-000007 |
| $1.28B |
| View |
| Jul 25, 2025 | Q2 2025 | 13F-HR | 0001308685-25-000009 | $1.13B | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0001308685-26-000005 | $1.36B | View |
| May 2, 2025 | Q1 2025 | 13F-HR | 0001308685-25-000007 | $1.20B | View |