Q1 2023 Holdings
Filed 2023-05-05 | 214 holdings | $97.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Paychex Inc(PAYX) | COM | 704326107 | $2.3M | 20,422 | 2.4% |
| Darden Restaurants Inc(DRI) | COM | 237194105 | $2.4M | 15,741 | 2.5% |
| Kimberly-Clark Corp(KMB) | COM | 494368103 | $2.6M | 19,720 | 2.7% |
| Unilever PLC | SPON ADR NEW | 904767704 | $2.9M | 54,900 | 2.9% |
| PPL Corp(PPL) | COM | 69351T106 | $2.9M | 105,504 | 3.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $3.2M | 30,183 | 3.3% |
| Essential Utils Inc(WTRG) | COM | 29670G102 | $3.4M | 78,370 | 3.5% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $3.8M | 12,288 | 3.9% |
| Disney Walt Co(DIS) | COM | 254687106 | $4.5M | 44,809 | 4.6% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $5.0M | 100,534 | 5.2% |
| Zimmer Biomet Holdings Inc(ZBH) | COM | 98956P102 | $5.4M | 42,147 | 5.6% |
| Pepsico Inc(PEP) | COM | 713448108 | $6.1M | 33,340 | 6.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $6.5M | 22,603 | 6.7% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $7.3M | 47,240 | 7.5% |