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Type	Result	AUM ($B)

CIK

Period

0001546592

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 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-06-30 2015-03-31 2014-12-31 2014-09-30 2014-06-30 2014-03-31

Sector	Form 13F Holdings	Value ($M)
	AbbVie Inc	13.5
	Travelers Companies Inc	12.0
	Goldman Sachs Group Inc	8.0
	Starbucks Corp	6.8
	Price T Rowe Group Inc	6.7
	Verizon Communications Inc	5.9
	Altria Group Inc	5.0
	Moelis & Co	3.1
	Old Republic International Corp	3.0
	Philip Morris International Inc	2.9
	ADT Inc	2.3
	Apple Inc	2.2
	Pitney Bowes Inc /DE/	2.2
	Nvidia Corp	2.2
	International Business Machines Corp	2.1
	Pfizer Inc	2.0
	Canadian Imperial Bank of Commerce /Can/	2.0
	Susser Petroleum Partners LP	1.9
	Carlyle Group LP	1.8
	Toronto Dominion Bank	1.8
	Telus Corp	1.6
	Sixth Street Specialty Lending Inc	1.5
	Exxon Mobil Corp	1.5
	BB&T Corp	1.4
	Blackstone Group LP	1.4
	Prudential Financial Inc	1.3
	McCormick & Co Inc	1.3
	Columbia Banking System Inc	1.3
	Vertex Pharmaceuticals Inc / Ma	1.2
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{"uid": 152002815, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

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