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CIK 0001278249 • 6 13F filings • May 8, 2025 – Aug 12, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO. | COMMON | $315K | 0.0% | 2,143 SH | |
| A T & T INC (NEW) | COMMON | $603K | 0.1% | 21,306 SH | |
| ABBOTT LABS | COMMON | $6.0M | 0.7% | 45,331 SH | |
| ABBVIE INC | COMMON | $8.4M | 0.9% | 39,978 SH | |
| ACCENTURE PLC | COMMON | $19.8M | 2.2% | 63,516 SH | |
| ADOBE SYS INC | COMMON | $4.9M | 0.5% | 12,663 SH | |
| AFLAC INC | COMMON | $1.8M | 0.2% | 16,255 SH | |
| AIM TAX-EXEMPT FDS | MUTUAL | $202K | 0.0% | 30,122 SH | |
| AIR PRODS & CHEMS | COMMON | $4.2M | 0.5% | 14,379 SH | |
| ALLSTATE CORP | COMMON | $1.3M | 0.1% | 6,253 SH | |
| ALPHABET CLASS A | COMMON | $9.2M | 1.0% | 59,270 SH | |
| ALPHABET CLASS C | COMMON | $31.1M | 3.5% | 199,273 SH | |
| ALTRIA GROUP INC | COMMON | $566K | 0.1% | 9,434 SH | |
| AMAZON COM INC | COMMON | $8.6M | 1.0% | 45,062 SH | |
| AMENTUM HOLDINGS I | COMMON | $708K | 0.1% | 38,888 SH | |
| AMERICAN BALANCED | MUTUAL | $284K | 0.0% | 8,318 SH | |
| AMERICAN ELECTRIC | COMMON | $544K | 0.1% | 4,975 SH | |
| AMERICAN EXPRESS C | COMMON | $3.5M | 0.4% | 12,899 SH | |
| AMERICAN FUNDS WAS | MUTUAL | $291K | 0.0% | 4,735 SH | |
| AMERIPRISE FINL IN | COMMON | $3.8M | 0.4% | 7,849 SH | |
| AMGEN INC | COMMON | $4.3M | 0.5% | 13,909 SH | |
| AMPHENOL CORP CL A | COMMON | $262K | 0.0% | 4,000 SH | |
| ANALOG DEVICES INC | COMMON | $4.1M | 0.5% | 20,234 SH | |
| AON PLC SHS CL A | COMMON | $17.1M | 1.9% | 42,922 SH | |
| APPLE INC | COMMON | $50.8M | 5.7% | 228,646 SH | |
| APPLIED MATLS INC | COMMON | $423K | 0.0% | 2,918 SH | |
| ASML HOLDING N V N | COMMON | $233K | 0.0% | 352 SH | |
| AUTOMATIC DATA PRO | COMMON | $1.8M | 0.2% | 5,979 SH | |
| BANK OF AMERICA CO | COMMON | $3.1M | 0.3% | 73,518 SH | |
| BANK OF AMERICA PF | PREFERR | $2.3M | 0.3% | 104,180 SH | |
| BECTON DICKINSON & | COMMON | $11.3M | 1.3% | 49,405 SH | |
| BERKSHIRE HATHAWAY | COMMON | $8.1M | 0.9% | 13,627 SH | |
| BK OF AMERICA CORP | PREFERR | $667K | 0.1% | 30,100 SH | |
| BLACKROCK INC COM | COMMON | $862K | 0.1% | 911 SH | |
| BLACKSTONE GROUP I | COMMON | $295K | 0.0% | 2,109 SH | |
| BRANDYWINE GLOBAL | MUTUAL | $272K | 0.0% | 25,882 SH | |
| BRISTOL MYERS SQUI | COMMON | $2.2M | 0.2% | 36,352 SH | |
| BROADCOM INC COM | COMMON | $23.9M | 2.7% | 142,858 SH | |
| BROWN & BROWN INC | COMMON | $5.1M | 0.6% | 40,904 SH | |
| CARRIER GLOBAL COR | COMMON | $785K | 0.1% | 12,389 SH | |
| CATERPILLAR INC | COMMON | $1.4M | 0.2% | 4,293 SH | |
| CDN IMPERIAL BK CO | COMMON | $429K | 0.0% | 7,614 SH | |
| CDW CORP | COMMON | $2.6M | 0.3% | 16,410 SH | |
| CHEVRON CORP | COMMON | $9.9M | 1.1% | 59,342 SH | |
| CHUBB LIMITED | COMMON | $524K | 0.1% | 1,735 SH | |
| CHURCH & DWIGHT CO | COMMON | $396K | 0.0% | 3,600 SH | |
| CIGNA CORP NEW COM | COMMON | $1.1M | 0.1% | 3,227 SH | |
| CISCO SYSTEMS INC | COMMON | $3.6M | 0.4% | 58,078 SH | |
| CME GROUP INC COM | COMMON | $7.0M | 0.8% | 26,448 SH | |
| COCA COLA CO. | COMMON | $11.2M | 1.3% | 156,656 SH | |
| COLGATE PALMOLIVE | COMMON | $2.4M | 0.3% | 25,387 SH | |
| COMCAST CORP NEW C | COMMON | $620K | 0.1% | 16,799 SH | |
| CONOCOPHILLIPS | COMMON | $799K | 0.1% | 7,611 SH | |
| CONSTELLATION BRAN | COMMON | $1.7M | 0.2% | 9,237 SH | |
| COSTCO WHOLESALE | COMMON | $9.2M | 1.0% | 9,765 SH | |
| CSX CORP | COMMON | $2.4M | 0.3% | 81,931 SH | |
| CVS HEALTH CORP. | COMMON | $369K | 0.0% | 5,452 SH | |
| DANAHER CORP | COMMON | $9.6M | 1.1% | 46,611 SH | |
| DARDEN RESTAURANTS | COMMON | $312K | 0.0% | 1,500 SH | |
| DEERE & CO. | COMMON | $3.8M | 0.4% | 8,201 SH | |
| DIAGEO PLC | COMMON | $439K | 0.0% | 4,190 SH | |
| DIAMONDBACK ENERGY | COMMON | $1.4M | 0.2% | 8,921 SH | |
| DOMINION RES INC V | COMMON | $253K | 0.0% | 4,504 SH | |
| DOVER CORP | COMMON | $416K | 0.0% | 2,367 SH | |
| DUKE ENERGY CORPOR | COMMON | $1.5M | 0.2% | 12,528 SH | |
| EATON CORP PLC SHS | COMMON | $9.8M | 1.1% | 36,046 SH | |
| EMERA INC COM | COMMON | $201K | 0.0% | 4,771 SH | |
| EMERSON ELECTRIC C | COMMON | $753K | 0.1% | 6,868 SH | |
| ENBRIDGE INC | COMMON | $3.0M | 0.3% | 66,737 SH | |
| ENTERPRISE PRODS P | COMMON | $4.7M | 0.5% | 138,945 SH | |
| EXXON MOBIL | COMMON | $12.1M | 1.4% | 101,711 SH | |
| F M C CORP COM | COMMON | $207K | 0.0% | 4,916 SH | |
| FACTSET RESH SYS | COMMON | $205K | 0.0% | 450 SH | |
| FEDEX CORP | COMMON | $4.9M | 0.5% | 20,157 SH | |
| FRANKLIN CUSTODIAN | MUTUAL | $274K | 0.0% | 115,281 SH | |
| FRANKLIN INCOME AD | MUTUAL | $220K | 0.0% | 93,371 SH | |
| FRANKLIN MANAGED T | MUTUAL | $256K | 0.0% | 2,916 SH | |
| FS KKR CAPITAL COR | COMMON | $233K | 0.0% | 11,124 SH | |
| GE AEROSPACE | COMMON | $586K | 0.1% | 2,930 SH | |
| GE VERNOVA INC | COMMON | $222K | 0.0% | 727 SH | |
| GENERAL MILLS INC | COMMON | $230K | 0.0% | 3,850 SH | |
| GLOBE LIFE INC | COMMON | $395K | 0.0% | 3,000 SH | |
| GOLDMAN SACHS GROU | COMMON | $669K | 0.1% | 1,225 SH | |
| GOLDMAN SACHS GROU | PREFERR | $4.9M | 0.5% | 219,043 SH | |
| HERSHEY FOODS CORP | COMMON | $462K | 0.1% | 2,700 SH | |
| HOME DEPOT INC | COMMON | $8.0M | 0.9% | 21,867 SH | |
| HONEYWELL INTL INC | COMMON | $6.3M | 0.7% | 29,751 SH | |
| ILLINOIS TOOL WORK | COMMON | $623K | 0.1% | 2,514 SH | |
| INT'L BUSINESS MAC | COMMON | $3.3M | 0.4% | 13,303 SH | |
| INTERCONTINENTAL E | COMMON | $6.8M | 0.8% | 39,516 SH | |
| INTERNATIONAL PAPE | COMMON | $311K | 0.0% | 5,825 SH | |
| IQVIA HOLDINGS INC | COMMON | $12.7M | 1.4% | 72,068 SH | |
| J P MORGAN CHASE & | COMMON | $32.1M | 3.6% | 130,980 SH | |
| JACOBS SOLUTIONS I | COMMON | $14.9M | 1.7% | 123,268 SH | |
| JOHNSON & JOHNSON | COMMON | $16.0M | 1.8% | 96,528 SH | |
| KIMBERLY CLARK COR | COMMON | $797K | 0.1% | 5,605 SH | |
| L3 HARRIS TECHNOLO | COMMON | $4.5M | 0.5% | 21,483 SH | |
| LAM RESEARCH CORP | COMMON | $10.3M | 1.1% | 141,450 SH | |
| LEIDOS HLDGS INC | COMMON | $2.4M | 0.3% | 18,112 SH | |
| LENNAR CORP | COMMON | $7.2M | 0.8% | 62,592 SH | |
| LILLY, ELI AND CO | COMMON | $5.7M | 0.6% | 6,946 SH | |
| LINDE PLC SHS | COMMON | $941K | 0.1% | 2,021 SH | |
| LOCKHEED MARTIN CO | COMMON | $2.9M | 0.3% | 6,531 SH | |
| LORD ABBETT BD DEB | MUTUAL | $202K | 0.0% | 28,710 SH | |
| LOWE'S COS INC | COMMON | $11.4M | 1.3% | 48,722 SH | |
| LYONDELLBASELL IND | COMMON | $204K | 0.0% | 2,900 SH | |
| MARATHON PETE CORP | COMMON | $988K | 0.1% | 6,780 SH | |
| MARSH & MCLENNAN C | COMMON | $518K | 0.1% | 2,123 SH | |
| MCCORMICK & CO INC | COMMON | $1.2M | 0.1% | 15,061 SH | |
| MCDONALD'S CORP | COMMON | $21.2M | 2.4% | 67,824 SH | |
| MEDTRONIC PLC | COMMON | $3.7M | 0.4% | 41,404 SH | |
| MERCK & COMPANY | COMMON | $3.9M | 0.4% | 43,866 SH | |
| META PLATFORMS INC | COMMON | $11.1M | 1.2% | 19,215 SH | |
| METLIFE INC 4.0 percent P | PREFERR | $2.7M | 0.3% | 113,262 SH | |
| MICROSOFT CORP | COMMON | $58.8M | 6.6% | 156,589 SH | |
| MILLROSE PROPERTIE | COMMON | $729K | 0.1% | 27,496 SH | |
| MONDELEZ INTL INC | COMMON | $4.5M | 0.5% | 66,709 SH | |
| MOODYS CORP | COMMON | $8.4M | 0.9% | 17,997 SH | |
| MORGAN STANLEY PFD | PREFERR | $885K | 0.1% | 38,795 SH | |
| NETFLIX COM INC | COMMON | $1.2M | 0.1% | 1,289 SH | |
| NEW YORK LIFE INVT | MUTUAL | $176K | 0.0% | 13,844 SH | |
| NEXTERA ENERGY INC | COMMON | $5.9M | 0.7% | 82,739 SH | |
| NORFOLK SOUTHERN C | COMMON | $2.0M | 0.2% | 8,306 SH | |
| NOVARTIS ADR | COMMON | $8.7M | 1.0% | 77,935 SH | |
| NUVEEN FUNDS HI YL | MUTUAL | $158K | 0.0% | 10,882 SH | |
| NUVEEN INVT TR V P | MUTUAL | $192K | 0.0% | 12,276 SH | |
| NUVEEN MUN TR SHDU | MUTUAL | $139K | 0.0% | 14,527 SH | |
| NVIDIA CORP | COMMON | $4.1M | 0.5% | 37,600 SH | |
| NXP SEMICONDUCTORS | COMMON | $801K | 0.1% | 4,215 SH | |
| ONEOK INC NEW | COMMON | $8.4M | 0.9% | 84,848 SH | |
| ORACLE SYS CORP | COMMON | $25.9M | 2.9% | 185,362 SH | |
| OTIS WORLDWIDE COR | COMMON | $345K | 0.0% | 3,346 SH | |
| PARKER HANNIFIN CO | COMMON | $5.6M | 0.6% | 9,291 SH | |
| PEPSICO INC | COMMON | $14.6M | 1.6% | 97,338 SH | |
| PFIZER INC | COMMON | $1.6M | 0.2% | 63,988 SH | |
| PHILLIPS 66 | COMMON | $1.3M | 0.1% | 10,549 SH | |
| PNC FINANCIAL CORP | COMMON | $2.6M | 0.3% | 14,599 SH | |
| PPG INDUSTRIES INC | COMMON | $481K | 0.1% | 4,400 SH | |
| PPL CORP | COMMON | $262K | 0.0% | 7,264 SH | |
| PRINCIPAL FDS INC | MUTUAL | $226K | 0.0% | 19,167 SH | |
| PROCTER & GAMBLE C | COMMON | $14.2M | 1.6% | 83,097 SH | |
| PROLOGIS INC COM | COMMON | $613K | 0.1% | 5,485 SH | |
| PRUDENTIAL FINL IN | COMMON | $944K | 0.1% | 8,450 SH | |
| QUALCOMM INC | COMMON | $2.4M | 0.3% | 15,577 SH | |
| RAYMOND JAMES FINA | COMMON | $1.3M | 0.2% | 9,704 SH | |
| ROCHE HLDG LTD ADR | COMMON | $2.8M | 0.3% | 69,093 SH | |
| ROPER INDS INC NEW | COMMON | $643K | 0.1% | 1,090 SH | |
| RTX CORPORATION | COMMON | $14.2M | 1.6% | 107,496 SH | |
| S&P GLOBAL INC COM | COMMON | $4.4M | 0.5% | 8,625 SH | |
| SCHWAB CHARLES COR | COMMON | $9.1M | 1.0% | 116,118 SH | |
| SCHWAB S&P 500 IND | MUTUAL | $313K | 0.0% | 3,622 SH | |
| SIMON PPTY GROUP I | COMMON | $2.1M | 0.2% | 12,450 SH | |
| SOUTHERN CO | COMMON | $634K | 0.1% | 6,894 SH | |
| STARBUCKS CORP | COMMON | $525K | 0.1% | 5,355 SH | |
| STATE STREET CORP | COMMON | $208K | 0.0% | 2,325 SH | |
| T MOBILE US INC | COMMON | $14.0M | 1.6% | 52,582 SH | |
| TCW FDS INC EMRG M | MUTUAL | $169K | 0.0% | 25,904 SH | |
| TEXAS INSTRUMENTS | COMMON | $486K | 0.1% | 2,704 SH | |
| TEXAS PACIFIC LAND | COMMON | $5.7M | 0.6% | 4,267 SH | |
| THERMO FISHER SCIE | COMMON | $12.5M | 1.4% | 25,156 SH | |
| TOLL BROTHERS INC | COMMON | $8.6M | 1.0% | 81,842 SH | |
| TORONTO DOMINION B | COMMON | $304K | 0.0% | 5,065 SH | |
| TRACTOR SUPPLY CO | COMMON | $227K | 0.0% | 4,125 SH | |
| TRANE TECHNOLOGIES | COMMON | $1.4M | 0.2% | 4,169 SH | |
| TRAVELERS COMPANIE | COMMON | $3.0M | 0.3% | 11,213 SH | |
| TRUIST FINANCIAL C | COMMON | $477K | 0.1% | 11,590 SH | |
| UBER TECHNOLOGIES | COMMON | $328K | 0.0% | 4,500 SH | |
| UDR INC | COMMON | $217K | 0.0% | 4,798 SH | |
| UNILEVER PLC ADR | COMMON | $1.2M | 0.1% | 19,595 SH | |
| UNION PACIFIC CORP | COMMON | $5.0M | 0.6% | 21,092 SH | |
| UNITED PARCEL SVC | COMMON | $4.3M | 0.5% | 39,196 SH | |
| UNITEDHEALTH GROUP | COMMON | $15.2M | 1.7% | 29,098 SH | |
| US BANCORP DEL 5.5 | PREFERR | $3.1M | 0.3% | 141,633 SH | |
| VANGUARD BD INDEX | MUTUAL | $221K | 0.0% | 2,760 SH | |
| VANGUARD CHARLOTTE | MUTUAL | $209K | 0.0% | 10,721 SH | |
| VANGUARD INT-TERM | MUTUAL | $151K | 0.0% | 17,365 SH | |
| VANGUARD MUN BD FD | MUTUAL | $213K | 0.0% | 19,990 SH | |
| VANGUARD PA TAX FR | MUTUAL | $222K | 0.0% | 20,938 SH | |
| VANGUARD US GROWTH | MUTUAL | $241K | 0.0% | 1,448 SH | |
| VANGUARD WINDSOR I | MUTUAL | $456K | 0.1% | 5,850 SH | |
| VANGUARD/PRIMECAP | MUTUAL | $202K | 0.0% | 1,228 SH | |
| VANGUARD/WELLINGTO | MUTUAL | $511K | 0.1% | 7,067 SH | |
| VERALTO CORP | COMMON | $695K | 0.1% | 7,132 SH | |
| VERIZON COMMUNICAT | COMMON | $1.0M | 0.1% | 23,032 SH | |
| VICTORY PORTFOLIOS | MUTUAL | $534K | 0.1% | 19,735 SH | |
| VISA INC | COMMON | $21.9M | 2.4% | 62,546 SH | |
| VULCAN MATLS CO CO | COMMON | $1.2M | 0.1% | 4,936 SH | |
| WAL MART STORES IN | COMMON | $6.0M | 0.7% | 67,870 SH | |
| WALT DISNEY COMPAN | COMMON | $864K | 0.1% | 8,753 SH | |
| WASTE MGMT INC DEL | COMMON | $4.8M | 0.5% | 20,940 SH | |
| WATSCO INC | COMMON | $8.5M | 1.0% | 16,728 SH | |
| WELLS FARGO & CO | COMMON | $2.8M | 0.3% | 38,476 SH | |
| WELLTOWER INC | COMMON | $743K | 0.1% | 4,850 SH | |
| ZETA GLOBAL HOLDIN | COMMON | $171K | 0.0% | 12,600 SH |
| 13F-HR |
| 0001278249-26-000008 |
| $1.11B |
| View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0001278249-25-000005 | $930.2M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001278249-26-000004 | $1.04B | View |
| May 8, 2025 | Q1 2025 | 13F-HR | 0001278249-25-000002 | $895.0M | View |