Fund Holdings

DIVIDEND ASSETS CAPITAL, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
MCKESSON CORP04,102+4,10203,549,707+3,549,707
HARTFORD INSURANCE GROUP INC12,20732,329+20,1221,682,1254,371,851+2,689,726
PARKER-HANNIFIN CORP2,2414,732+2,4911,969,7494,236,276+2,266,527
COSTCO WHOLESALE CORPORATION25,70424,016-1,68822,165,90123,930,139+1,764,238
NASDAQ INC12,93434,518+21,5841,256,2792,930,233+1,673,954
STEEL DYNAMICS INC08,407+8,40701,513,260+1,513,260
BROADCOM INC33,48342,299+8,81611,588,48013,092,008+1,503,528
ACCENTURE PLC IRELAND07,487+7,48701,484,597+1,484,597
ENTERPRISE PRODS PARTNERS L365,174346,750-18,42411,707,48713,121,004+1,413,517
EA SERIES TRUST049,631+49,63101,208,589+1,208,589
GOLDMAN SACHS GROUP INC9,30310,803+1,5008,177,7249,138,813+961,089
ENERGY TRANSFER L P743,158683,788-59,37012,254,66813,197,101+942,433
CASEYS GEN STORES INC5,7545,650-1043,180,5334,112,724+932,191
AMERICAN TOWER CORP36,65942,665+6,0066,436,1647,363,131+926,967
ZOETIS INC42,93951,991+9,0525,402,5736,145,832+743,259
LEMAITRE VASCULAR INC72,18659,093-13,0935,854,2696,451,186+596,917
ELI LILLY & CO308973+665331,001894,936+563,935
NEXTERA ENERGY INC170,911153,364-17,54713,720,75914,244,405+523,646
LOCKHEED MARTIN CORP4,1564,136-202,009,9382,499,959+490,021
ISHARES TR04,362+4,3620463,026+463,026
DHT HOLDINGS INC28,85942,413+13,554352,368774,886+422,518
WILLIAMS COS INC108,47295,062-13,4106,520,2826,918,607+398,325
STATE STR SPDR S&P 500 ETF T0504+5040327,838+327,838
COMFORT SYS USA INC10,8347,566-3,26810,111,27010,433,451+322,181
TEXAS INSTRS INC64,31359,061-5,25211,157,64011,466,182+308,542
WALMART INC36,65035,313-1,3374,083,2314,388,761+305,530
SUNOCO LP/SUNOCO FIN CORP20,76321,412+6491,088,1891,391,138+302,949
CHEVRON CORPORATION7,5306,945-5851,147,6471,436,921+289,274
GE VERNOVA INC0312+3120272,345+272,345
NIKE INC94,536119,111+24,5756,022,9186,291,426+268,508
EXXON MOBIL CORP13,91711,386-2,5311,674,7721,931,749+256,977
SOUTH BOW CORP11,68616,460+4,774321,014548,447+227,433
WESTERN MIDSTREAM PARTNERS L61,52064,355+2,8352,430,0272,649,482+219,455
CATERPILLAR INC0291+2910206,162+206,162
JOHNSON & JOHNSON12,11911,094-1,0252,508,0272,711,817+203,790
ROSS STORES INC7,2506,950-3001,306,0151,505,579+199,564
NVIDIA CORPORATION8,3989,965+1,5671,566,2271,737,896+171,669
CHURCH & DWIGHT CO INC30,72629,386-1,3402,576,3752,742,302+165,927
KINETIK HOLDINGS INC17,56316,402-1,161633,146794,021+160,875
TARGA RES CORP8,5826,934-1,6481,583,3791,738,562+155,183
ENBRIDGE INC231,827207,616-24,21111,088,52211,240,124+151,602
ANALOG DEVICES INC3,1353,129-6850,212995,460+145,248
WEC ENERGY GROUP INC1,9362,810+874204,171325,314+121,143
PHILLIPS 662,5922,492-100334,472453,993+119,521
EOG RES INC6,1575,282-875646,495763,596+117,101
PHILIP MORRIS INTL INC2,7623,362+600443,025555,873+112,848
CHENIERE ENERGY INC4,7103,624-1,086915,5771,028,346+112,769
PLAINS ALL AMERN PIPELINE L132,577111,413-21,1642,381,0832,487,852+106,769
CONOCOPHILLIPS2,3342,3340218,486308,088+89,602
ANTERO MIDSTREAM CORP17,53817,524-14312,001399,547+87,546
RTX CORPORATION12,24412,094-1502,245,5502,332,933+87,383
USA COMPRESSION PARTNERS LP34,09331,789-2,304784,139862,118+77,979
CHENIERE ENERGY PARTNERS L P8,3908,090-300448,697522,857+74,160
ALPHABET INC2,7243,225+501854,795925,167+70,372
LINDE PLC1,3831,316-67589,697652,420+62,723
STANDEX INTL CORP1,3611,3610295,718346,864+51,146
META PLATFORMS INC1,0781,331+253711,365761,376+50,011
CHUBB LTD SWITZ6,0725,967-1051,895,1931,944,824+49,631
ILLINOIS TOOL WKS INC3,5163,5160865,991915,180+49,189
ALPS ETF TR7,9957,9950375,925420,857+44,932
PPG INDS INC10,06210,06201,030,9531,075,427+44,474
DELEK LOGISTICS PARTNERS LP4,5394,639+100202,530230,837+28,307
GE AEROSPACE672789+117206,935223,853+16,918
WP CAREY INC4,5004,5000289,620305,820+16,200
WASTE MGMT INC DEL922919-3202,573211,177+8,604
EQUITY LIFESTYLE PROPERTIES4,7814,777-4289,776298,180+8,404
MERCK & CO INC5,2564,656-600553,247560,070+6,823
PROCTER & GAMBLE CO5,8655,8650840,542847,170+6,628
CISCO SYS INC6,2756,278+3483,383487,094+3,711
PUBLIC SVC ENTERPRISE GROUP5,1705,1700415,151418,512+3,361
UNITED PARCEL SVCS INC2,6802,684+4265,813264,058-1,755
TJX COS INC NEW31,10829,908-1,2004,778,4994,776,330-2,169
TELEFLEX INCORPORATED3,5003,5000427,140418,635-8,505
CINCINNATI FINL CORP1,8701,880+10305,372295,764-9,608
SCHWAB STRATEGIC TR9,0009,0000236,070225,900-10,170
MCDONALDS CORP8,7128,534-1782,662,7632,652,128-10,635
AFLAC INC6,9206,820-100763,068748,222-14,846
ABBVIE INC1,6381,6380374,267356,249-18,018
MORGAN STANLEY1,5311,5310271,798251,957-19,841
EQT CORP9,1947,422-1,772492,798472,336-20,462
VANGUARD INDEX FDS1,3631,360-3429,072406,436-22,636
HOME DEPOT INC1,5841,5840545,054520,962-24,092
BERKSHIRE HATHAWAY INC DEL1,1551,1550580,561553,476-27,085
HANOVER INS GROUP INC2,8872,870-17527,657497,515-30,142
VANGUARD INDEX FDS8788780428,341383,502-44,839
INTUITIVE SURGICAL INC668723+55378,328333,296-45,032
PEPSICO INC6,9756,139-8361,001,052953,325-47,727
VANGUARD SPECIALIZED FUNDS2,0611,854-207453,075398,616-54,459
SNAP ON INC3,3953,065-3301,169,8841,113,417-56,467
MPLX LP71,31865,550-5,7683,806,2423,740,939-65,303
HESS MIDSTREAM LP13,19910,029-3,170455,366389,827-65,539
CANADIAN NATL RY CO12,63311,458-1,1751,248,7721,177,539-71,233
BLACKROCK INC6956950743,886668,388-75,498
GENESIS ENERGY L P19,90112,718-7,183310,458226,756-83,702
GENERAL MILLS INC6,3325,649-683294,438210,256-84,182
TRUIST FINL CORP27,22827,22801,339,8901,251,671-88,219
FACTSET RESH SYS INC1,2701,213-57368,541263,209-105,332
MASTERCARD INCORPORATED1,7031,7030972,209850,921-121,288
WILLIAMS SONOMA INC49,04747,340-1,7078,759,3248,631,487-127,837
HDFC BANK LTD9,2908,368-922339,457208,196-131,261
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