Q1 2025 Holdings
Filed 2025-04-08 | 5 holdings | $2.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Abbvie Inc(ABBV) | EQTY | 00287Y109 | $865.0K | 4,129 | 41.3% |
| Apple Inc(AAPL) | EQTY | 037833100 | $384.8K | 1,732 | 18.4% |
| Abbott Labs(ABT) | EQTY | 002824100 | $377.9K | 2,849 | 18.0% |
| Exxon Mobil Corp(XOM) | EQTY | 30231G102 | $264.9K | 2,228 | 12.7% |
| Parker-Hannifin Corp(PH) | EQTY | 701094104 | $201.2K | 331 | 9.6% |