Q1 2025 Holdings
Filed 2025-05-15 | 282 holdings | $280.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| TJX COS Inc New COM(TJX) | Equities | 872540109 | $6.6M | 53,952 | 2.3% |
| Vanguard Total Stock Market ETF(VTI) | Equities | 922908769 | $7.3M | 26,661 | 2.6% |
| International Business Machines(IBM) | Equities | 459200101 | $7.4M | 29,958 | 2.7% |
| Mastercard Incorporated(MA) | Equities | 57636Q104 | $8.0M | 14,623 | 2.9% |
| Abbott Labs COM(ABT) | Equities | 002824100 | $8.6M | 64,822 | 3.1% |
| Nvidia Corporation(NVDA) | Equities | 67066G104 | $9.6M | 88,917 | 3.4% |
| Procter & Gamble Co COM(PG) | Equities | 742718109 | $9.7M | 56,717 | 3.4% |
| Stryker Corp COM(SYK) | Equities | 863667101 | $10.5M | 28,260 | 3.8% |
| Apple Computer Inc COM(AAPL) | Equities | 037833100 | $13.2M | 59,573 | 4.7% |
| Microsoft Corp COM(MSFT) | Equities | 594918104 | $21.8M | 58,161 | 7.8% |