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CIK 0001512746 • 3 13F filings • May 14, 2025 – Nov 14, 2025
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $650K | 0.3%Prev: 0.3% | 4,189 SH | Increased |
| ABBOTT LABS | COM | $442K | 0.2%Prev: 0.2% | 3,300 SH | Decreased |
| ABBVIE INC | COM | $857K | 0.3%Prev: 0.3% | 3,700 SH | Increased |
| AIR PRODS & CHEMS INC | COM | $259K | 0.1%Prev: 0.1% | 950 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $4.2M | 1.7%Prev: 1.1% | 17,350 SH | Increased+2,000 SH |
| AMGEN INC | COM | $254K | 0.1%Prev: 0.1% | 900 SH | Increased |
| AMPHENOL CORP NEW | CL A | $11.8M | 4.6%Prev: 3.9% | 95,320 SH | Increased-2,500 SH |
| APPLE INC | COM | $1.8M | 0.7%Prev: 0.6% | 6,980 SH | Increased |
| ARISTA NETWORKS INC | COM SHS | $9.7M | 3.8%Prev: 2.7% | 66,400 SH | Increased-200 SH |
| AUTODESK INC | COM | $10.0M | 3.9%Prev: 4.0% | 31,535 SH | Decreased-1,050 SH |
| AXOGEN INC | COM | $1.7M | 0.7%Prev: 0.4% | 94,526 SH | Increased+2,500 SH |
| BECTON DICKINSON & CO | COM | $4.0M | 1.6%Prev: 1.7% | 21,139 SH | Decreased-3,249 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $10.3M | 4.1%Prev: 4.0% | 20,575 SH | Increased |
| BIO-TECHNE CORP | COM | $4.3M | 1.7%Prev: 1.6% | 78,195 SH | Increased-45 SH |
| BROOKFIELD INFRAST PARTNERS | LP INT UNIT | $1.6M | 0.6%Prev: 0.7% | 48,930 SH | Decreased+9 SH |
| BROOKFIELD INFRASTRUCTURE CO | COM SUB VTG A | $213K | 0.1%Prev: 0.1% | 5,191 SH | Decreased |
| BWX TECHNOLOGIES INC | COM | $263K | 0.1%Prev: 0.1% | 1,428 SH | Increased |
| CANADIAN NATL RY CO | COM | $273K | 0.1%Prev: 0.1% | 2,900 SH | Decreased |
| CANADIAN PACIFIC KANSAS CITY | COM | $228K | 0.1%Prev: 0.1% | 3,060 SH | Decreased |
| CATERPILLAR INC | COM | $286K | 0.1%Prev: 0.1% | 600 SH | Increased |
| CDW CORP | COM | $258K | 0.1%Prev: 0.1% | 1,620 SH | Increased+295 SH |
| CONSTELLATION ENERGY CORP | COM | $209K | 0.1%Prev: 0.1% | 636 SH | Increased |
| CORNING INC | COM | $6.9M | 2.7%Prev: 1.8% | 84,724 SH | Increased-46 SH |
| DANAHER CORPORATION | COM | $5.0M | 2.0%Prev: 2.0% | 25,388 SH | Increased+25 SH |
| DUKE ENERGY CORP NEW | COM NEW | $201K | 0.1% | 1,621 SH | New |
| ECOLAB INC | COM | $5.9M | 2.3%Prev: 2.3% | 21,660 SH | Increased |
| EDWARDS LIFESCIENCES CORP | COM | $5.5M | 2.2%Prev: 2.2% | 70,400 SH | Decreased-50 SH |
| EMERSON ELEC CO | COM | $5.8M | 2.3%Prev: 2.3% | 43,896 SH | Decreased-149 SH |
| ENTEGRIS INC | COM | $3.7M | 1.5%Prev: 1.1% | 39,830 SH | Increased+6,650 SH |
| EPAM SYS INC | COM | $1.8M | 0.7%Prev: 0.9% | 12,140 SH | Decreased-660 SH |
| FISERV INC | COM | $3.7M | 1.5%Prev: 2.1% | 28,625 SH | Decreased-2,400 SH |
| FORTINET INC | COM | $1.3M | 0.5%Prev: 0.7% | 15,650 SH | Decreased-200 SH |
| FORTIVE CORP | COM | $412K | 0.2%Prev: 0.2% | 8,404 SH | Decreased |
| GARTNER INC | COM | $4.1M | 1.6%Prev: 2.5% | 15,602 SH | Decreased-45 SH |
| GE AEROSPACE | COM NEW | $213K | 0.1% | 708 SH | New |
| GE VERNOVA INC | COM | $5.5M | 2.2%Prev: 2.0% | 8,956 SH | Increased-265 SH |
| HEICO CORP NEW | COM | $11.4M | 4.5%Prev: 4.7% | 35,466 SH | Decreased-15 SH |
| ILLINOIS TOOL WKS INC | COM | $508K | 0.2%Prev: 0.2% | 1,950 SH | Increased |
| INTUITIVE SURGICAL INC | COM NEW | $1.1M | 0.4%Prev: 0.5% | 2,500 SH | Decreased |
| JOHNSON & JOHNSON | COM | $310K | 0.1%Prev: 0.1% | 1,670 SH | Increased |
| LABCORP HOLDINGS INC | COM SHS | $4.8M | 1.9%Prev: 1.9% | 16,705 SH | Increased-1,350 SH |
| LENNOX INTL INC | COM | $8.3M | 3.3%Prev: 3.6% | 15,715 SH | Decreased+210 SH |
| LINDE PLC | SHS | $8.4M | 3.3%Prev: 3.3% | 17,645 SH | Increased-10 SH |
| MARTIN MARIETTA MATLS INC | COM | $9.6M | 3.8%Prev: 3.5% | 15,263 SH | Increased-535 SH |
| MCCORMICK & CO INC | COM NON VTG | $4.0M | 1.6%Prev: 1.8% | 59,050 SH | Decreased-700 SH |
| MCDONALDS CORP | COM | $274K | 0.1%Prev: 0.1% | 900 SH | Increased |
| MIDDLEBY CORP | COM | $277K | 0.1%Prev: 0.9% | 2,085 SH | Decreased-14,075 SH |
| NORDSON CORP | COM | $4.2M | 1.6%Prev: 1.8% | 18,315 SH | Decreased-2,164 SH |
| ONEOK INC NEW | COM | $332K | 0.1%Prev: 0.1% | 4,550 SH | Decreased |
| PALO ALTO NETWORKS INC | COM | $2.7M | 1.1%Prev: 0.9% | 13,500 SH | Increased+2,575 SH |
| PAYCHEX INC | COM | $5.4M | 2.1%Prev: 2.5% | 42,853 SH | Decreased+100 SH |
| PTC INC | COM | $1.9M | 0.7%Prev: 0.6% | 9,230 SH | Increased+250 SH |
| RALLIANT CORP | COM | $307K | 0.1% | 7,016 SH | New |
| REVVITY INC | COM | $3.4M | 1.4%Prev: 1.5% | 39,283 SH | Decreased-150 SH |
| ROPER TECHNOLOGIES INC | COM | $8.0M | 3.1%Prev: 3.7% | 16,021 SH | Decreased-449 SH |
| RTX CORPORATION | COM | $598K | 0.2%Prev: 0.2% | 3,573 SH | Increased |
| S&P GLOBAL INC | COM | $8.8M | 3.5%Prev: 4.0% | 18,061 SH | Decreased-1,056 SH |
| SEMPRA | COM | $225K | 0.1% | 2,500 SH | New |
| SHELL PLC | SPON ADS | $201K | 0.1% | 2,810 SH | New |
| SHERWIN WILLIAMS CO | COM | $6.4M | 2.5%Prev: 2.5% | 18,490 SH | Increased-60 SH |
| SMITH A O CORP | COM | $1.6M | 0.6%Prev: 0.7% | 22,300 SH | Decreased-4,300 SH |
| STERIS PLC | SHS USD | $7.0M | 2.8%Prev: 2.7% | 28,330 SH | Increased+150 SH |
| SYNOPSYS INC | COM | $3.7M | 1.5%Prev: 0.3% | 7,498 SH | Increased+6,248 SH |
| TERADYNE INC | COM | $2.8M | 1.1%Prev: 0.7% | 20,450 SH | Increased-150 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $6.3M | 2.5%Prev: 1.9% | 13,012 SH | Increased+1,540 SH |
| TRIMBLE INC | COM | $4.9M | 1.9%Prev: 1.8% | 59,440 SH | Increased-250 SH |
| VERALTO CORP | COM SHS | $2.2M | 0.9%Prev: 1.1% | 20,824 SH | Decreased-7,300 SH |
| WABTEC | COM | $5.7M | 2.2%Prev: 2.5% | 28,335 SH | Decreased-1,000 SH |
| WATTS WATER TECHNOLOGIES INC | CL A | $8.9M | 3.5%Prev: 3.2% | 32,000 SH | Increased-1,050 SH |
| WOODWARD INC | COM | $379K | 0.1%Prev: 0.1% | 1,500 SH | Increased |
| XYLEM INC | COM | $5.1M | 2.0%Prev: 1.8% | 34,545 SH | Increased-225 SH |
| 13F-HR |
| 0001420506-25-001086 |
| $237.3M |
| View |