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Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Suncor Energy Inc.SU2.48K$132.86K
3M CompanyMMM2.55K$413.19K
Alphabet Inc.GOOG2.58K$911.91K
Netflix, Inc.NFLX2.73K$194.92K
Duke Energy CorporationDUK2.79K$353.66K
Palo Alto Networks, Inc.PANW2.79K$953.11K
Kimberly-Clark CorporationKMB2.87K$314.82K
O'Reilly Automotive, Inc.ORLY2.91K$267.98K
Callaway Golf CompanyCALY2.95K$149.26K
GE AerospaceGE3.06K$1.14M
The Home Depot, Inc.HD3.08K$1.08M
McDonald's CorporationMCD3.13K$844.95K
EOG Resources, Inc.EOG3.3K$427.97K
The Travelers Companies, Inc.TRV3.36K$1.11M
Stryker CorporationSYK3.39K$1.07M
Mastercard IncorporatedMA3.4K$1.75M
IDEXX Laboratories, Inc.IDXX3.5K$1.84M
Altria Group, Inc.MO3.64K$261.61K
AbbVie Inc.ABBV3.64K$915.71K
NBT Bancorp Inc.NBTB3.74K$184.51K