Q1 2025 Holdings
Filed 2025-04-22 | 114 holdings | $548.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Evergy Inc(EVRG) | COM | 30034W106 | $9.6M | 139,509 | 1.8% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $9.8M | 31,225 | 1.8% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $9.9M | 110,031 | 1.8% |
| JPMorgan Chase & Co.(JPM) | COM | 46625H100 | $10.3M | 41,834 | 1.9% |
| Chevron Corp New(CVX) | COM | 166764100 | $10.7M | 64,062 | 2.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $10.8M | 65,367 | 2.0% |
| Enbridge Inc(ENB) | COM | 29250N105 | $11.0M | 248,437 | 2.0% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $12.3M | 199,212 | 2.2% |
| International Business Machs(IBM) | COM | 459200101 | $12.9M | 51,925 | 2.4% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $15.1M | 58,765 | 2.8% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $15.5M | 342,525 | 2.8% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $16.6M | 79,139 | 3.0% |
| Vanguard Tax-Managed FDS(VEA) | VAN FTSE DEV MKT | 921943858 | $19.8M | 390,253 | 3.6% |
| General MLS Inc(GIS) | COM | 370334104 | $30.6M | 512,097 | 5.6% |