Q1 2025 Holdings
Filed 2025-05-09 | 320 holdings | $3.3B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $40.0M | 589,291 | 1.2% |
| Procter and Gamble Co(PG) | COM | 742718109 | $40.9M | 239,910 | 1.2% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $41.4M | 160,187 | 1.3% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $43.9M | 76,217 | 1.3% |
| ELI Lilly & Co(LLY) | COM | 532457108 | $45.0M | 54,497 | 1.4% |
| RTX Corporation(RTX) | COM | 75513E101 | $45.7M | 344,795 | 1.4% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $48.1M | 90,397 | 1.5% |
| Associated Banc Corp(ASB) | COM | 045487105 | $56.9M | 2,523,619 | 1.7% |
| Servicenow Inc(NOW) | COM | 81762P102 | $58.2M | 73,051 | 1.8% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $62.3M | 523,473 | 1.9% |
| Kimberly-Clark Corp(KMB) | COM | 494368103 | $64.4M | 452,675 | 2.0% |
| LAM Research Corp(LRCX) | COM NEW | 512807306 | $70.0M | 963,390 | 2.1% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $86.3M | 543,970 | 2.6% |
| Fiserv Inc(FISV) | COM | 337738108 | $86.7M | 392,595 | 2.6% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $96.6M | 507,891 | 2.9% |
| JPMorgan Chase & Co.(JPM) | COM | 46625H100 | $98.2M | 400,489 | 3.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $106.0M | 978,101 | 3.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $115.7M | 748,336 | 3.5% |
| Apple Inc(AAPL) | COM | 037833100 | $139.8M | 629,323 | 4.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $164.8M | 439,103 | 5.0% |