IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Girard Partners Ltd.

Q2 2022 Holdings

Filed 2022-07-26 | 218 holdings | $58.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Timkensteel Corporation COM(MTUS)Stock887399103$18710,0000.0%
3M Co COM(MMM)Stock88579Y101$2001,5500.0%
American WTR WKS Co Inc New COM(AWK)Stock030420103$2021,3640.0%
Financial Select Sector Spdr Fund(XLF)ETF81369Y605$2066,5540.0%
Ishares Short Term National Muni Bond ETF(SUB)ETF464288158$2132,0350.0%
Qualcomm Inc COM(QCOM)Stock747525103$2171,7040.0%
Kimberly Clark Corp COM(KMB)Stock494368103$2221,6450.0%
Norfolk Southn Corp COM(NSC)Stock655844108$2239850.0%
Deere Co COM(DE)Stock244199105$2237470.0%
Realty Income Corp COM(O)REIT756109104$2303,3780.0%
Taiwan Semiconductor MFG LTD Sponsored ADS(TSM)ADR874039100$2312,8300.0%
Mccormick Co Inc COM NON VTG(MKC)Stock579780206$2372,8500.0%
Southern Co COM(SO)Stock842587107$2413,3810.0%
Consumer Discretionary Select Sector Spdr Fund(XLY)ETF81369Y407$2481,8050.0%
Ishares Core 1 5 Year USD Bond ETF(ISTB)ETF46432F859$2555,3900.0%
Utilities Select Sector Spdr Fund(XLU)ETF81369Y886$2583,6850.0%
Vanguard Short Term Bond Index Fund(BSV)ETF921937827$2643,4390.0%
Ishares Preferred and Income Securities ETF(PFF)ETF464288687$2678,1250.0%
General Dynamics Corp COM(GD)Stock369550108$2831,2810.0%
Analog Devices Inc COM(ADI)Stock032654105$2871,9680.0%
Lauder Estee COS Inc CL A(EL)Stock518439104$2911,1440.0%
CSX Corp COM(CSX)Stock126408103$29410,1370.0%
Vanguard Total Bond Market Index Fund(BND)ETF921937835$2953,9320.0%
Ishares S P Small Cap Fund(IJR)ETF464287804$2983,2250.0%
Ishares Broad USD High Yield Corporate Bond ETF(USHY)ETF46435U853$2998,6440.0%
Schwab US Tips ETF(SCHP)ETF808524870$3025,4250.0%
AT T Inc COM(T)Stock00206R102$30814,7080.0%
Linde PLC SHS(LIN)StockG5494J103$3101,0800.0%
Vanguard Mid Cap Index Fund(VO)ETF922908629$3241,6490.0%
Ishares Core US Aggregate Bond ETF(AGG)ETF464287226$3283,2330.0%
Ishares S P 500 Growth ETF(IVW)ETF464287309$3305,4750.0%
Huntington Bancshares Inc COM(HBAN)Stock446150104$33327,7500.0%
Automatic Data Processing Inc COM(ADP)Stock053015103$3351,5950.0%
Vanguard Small Cap Index Fund(VB)ETF922908751$3421,9470.0%
Fiserv Inc COM(FISV)Stock337738108$3463,8970.0%
Ishares Russell 2000 Growth ETF(IWO)ETF464287648$3511,7040.0%
Electronic Arts Inc COM(EA)Stock285512109$3532,9040.0%
Ishares Tips Bond ETF(TIP)ETF464287176$3553,1180.0%
PNC Finl Svcs Group Inc COM(PNC)Stock693475105$3602,2850.0%
Oracle Corp COM(ORCL)Stock68389X105$3605,1520.0%
PPL Corp COM(PPL)Stock69351T106$36113,3400.0%
Ishares Russell 3000 ETF(IWV)ETF464287689$3651,6800.0%
Essential Utils Inc COM(WTRG)Stock29670G102$3718,1000.0%
Dominion Energy Inc COM(D)Stock25746U109$3934,9280.0%
Broadcom Inc COM(AVGO)Stock11135F101$3948120.0%
Sysco Corp COM(SYY)Stock871829107$3994,7190.0%
Vanguard Short Term Corporate Bond Index Fund(VCSH)ETF92206C409$4025,2830.0%
Duke Energy Corp New COM New(DUK)Stock26441C204$4053,7860.0%
Eaton Corp PLC SHS(ETN)StockG29183103$4183,3250.0%
Ishares Core Dividend Growth ETF(DGRO)ETF46434V621$4369,1690.0%
Page 1 of 5Next