Search
⚲

Type	Result	AUM ($B)

CIK	Period
0001830396 0001853401	2026-06-30 2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30

Sector	Form 13F Holdings	Value ($M)
	AbbVie Inc	18.9
	General Mills Inc	18.6
	Cisco Systems Inc	15.7
	Johnson & Johnson	15.6
	Verizon Communications Inc	15.0
	Caterpillar Inc	12.5
	Enbridge Inc	12.3
	Merck & Co Inc	11.6
	Chevron Corp	11.5
	Evergy Inc	11.1
	Emerson Electric Co	11.0
	Apple Inc	10.9
	Morgan Stanley	10.7
	International Business Machines Corp	10.2
	J P Morgan Chase & Co	10.2
	Cummins Inc	10.1
	Duke Energy Corp	9.9
	Medtronic Holdings Ltd	9.9
	Southern Co	9.7
	Procter & Gamble Co	9.5
	Pfizer Inc	9.5
	Ace Ltd	9.4
	Union Pacific Corp	9.4
	Bristol Myers Squibb Co	9.2
	Target Corp	9.1
Prev | Page 1 | Next

{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "update_card": "/update-card"}

{"uid": 212350856, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

315858717