Fund HoldingsNotis-McConarty Edward

Total Portfolio Value
$206.64M
Total Bought
$2.10M
Total Sold
$21.60M
Net Transaction
-$19.50M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ALPHABET INC CL A(GOOG)58,02855,603-2,4259,62410,5265.09%+902
AMAZON.COM(AMZN)30,56029,785-7755,6946,5353.16%+840
SALESFORCE.COM(CRM)02,240+2,24007490.36%+749
FISERV(FISV)40,70237,758-2,9447,3127,7563.75%+444
MCCORMICK & CO(MKC)24,58831,102+6,5142,0242,3711.15%+348
BROADCOM INC(AVGO)5,4755,47509441,2690.61%+325
RELX PLC(RELX)06,755+6,75503070.15%+307
APPLE(AAPL)50,62948,315-2,31411,79712,0995.86%+302
JPMORGAN CHASE(JPM)10,4989,978-5202,2142,3921.16%+178
VERTEX PHARMACEUTICALS(VRTX)5,2626,519+1,2572,4472,6251.27%+178
ROCKWELL AUTOMATION(ROK)18,94418,415-5295,0865,2632.55%+177
ALPHABET INC CL C(GOOG)3,0503,05005105810.28%+71
MASTERCARD(MA)19,81918,688-1,1319,7879,8414.76%+54
AUTOMATIC DATA PROCESSING32,56430,953-1,6119,0119,0614.38%+49
EMERSON ELECTRIC(EMR)7,8957,337-5588639090.44%+46
CISCO SYS INC(CSCO)9,3279,127-2004965400.26%+44
GILEAD SCIENCES(GILD)5,1005,10004284710.23%+44
ONEOK INC(OKE)3,5283,52803223540.17%+33
NVIDIA CORP(NVDA)97,20488,135-9,06911,80411,8365.73%+31
COSTCO WHOLESALE(COST)1,4831,468-151,3151,3450.65%+30
INTL PAPER(IP)6,0006,00002933230.16%+30
WAL-MART STORES(WMT)3,2003,030-1702582740.13%+15
JACOBS SOLUTIONS INC(J)2,0002,00002622670.13%+5
EOG RESOURCES(EOG)2,8502,85003503490.17%-1
BERKSHIRE HATHAWAY CL B60060002762720.13%-4
STRYKER CORP(SYK)4,0604,06001,4671,4620.71%-5
TJX COS(TJX)42,30841,119-1,1894,9734,9682.40%-5
WASTE MANAGEMENT INC(WM)1,9751,990+154104020.19%-8
FIDELITY BALANCED FUND6,9026,90202132040.10%-9
CHEVRON(CVX)12,26512,385+1201,8061,7940.87%-12
YUM BRANDS(YUM)1,8501,825-252582450.12%-14
CHURCH & DWIGHT(CHD)7,1967,061-1357547390.36%-14
HONEYWELL INTL(HON)2,6652,350-3155515310.26%-20
ISHARES RUSSELL 10002,3702,250-1207457250.35%-20
FIDELITY PURITAN11,60811,60803142880.14%-25
MCDONALDS CORP(MCD)1,2891,266-233933670.18%-26
ALLEGION PLC(ALLE)1,7001,70002482220.11%-26
STARBUCKS(SBUX)2,6282,508-1202562290.11%-27
TEXAS INSTRUMENTS(TXN)1,6901,69003493170.15%-32
ROCHE HLDG LTD ADR8,5008,50003402960.14%-43
INGERSOLL RAND INC(IR)6,1766,17606065590.27%-48
UNION PACIFIC(UNP)2,6802,670-106616090.29%-52
WCM FOCUSED INTERNATIONAL GROW13,73413,084-6503642850.14%-80
ORACLE(ORCL)8,8508,500-3501,5081,4160.69%-92
ECOLAB INC(ECL)4,4304,43001,1311,0380.50%-93
NEXTERA ENERGY(NEE)9,94410,278+3348417370.36%-104
ADOBE SYS(ADBE)1,4851,48507696600.32%-109
INTEL(INTC)16,70013,700-3,0003922750.13%-117
SCHNEIDER ELEC SA ADR75,05476,999+1,9453,9573,8221.85%-135
TRANE TECHNOLOGIES PLC(TT)3,2003,000-2001,2441,1080.54%-136
ILLINOIS TOOL WORKS(ITW)3,3992,956-4438917500.36%-141
MERCK(MRK)10,35010,35001,1751,0300.50%-146
ACCENTURE PLC SHS
SHS CLASS A
3,8253,391-4341,3521,1930.58%-159
NOVARTIS AG ADR(NVS)3,7152,700-1,0154272630.13%-165
LOWES COMPANIES(LOW)7,2907,240-501,9741,7870.86%-188
COCA COLA(KO)7,5004,832-2,6685393010.15%-238
BECTON DICKINSON(BDX)11,51211,136-3762,7762,5261.22%-249
BNY MELLON INTERNATIONAL STOCK9,5520-9,5522500-250
AMGEN INC(AMGN)4,0754,065-101,3131,0600.51%-254
ABBOTT LABS62,54960,794-1,7557,1316,8763.33%-255
NIKE INC CLASS B(NKE)2,8900-2,8902550-255
CARRIER GLOBAL(CARR)43,32547,260+3,9353,4873,2261.56%-261
APTARGROUP38,05037,083-9676,0955,8262.82%-269
NOVO NORDISK A S ADR(NVO)2,3000-2,3002740-274
DIAGEO PLC SPSD ADR(DEO)2,0000-2,0002810-281
CIGNA CORP NEW(CI)8500-8502940-294
AIR PRODUCTS & CHEM1,0000-1,0002980-298
HOME DEPOT(HD)10,2629,903-3594,1583,8521.86%-306
BRISTOL-MYERS SQUIBB(BMY)6,2350-6,2353230-323
COLGATE-PALMOLIVE(CL)3,4050-3,4053530-353
EXXON MOBIL25,58123,948-1,6332,9992,5761.25%-423
QUALCOMM(QCOM)2,8540-2,8544850-485
PEPSICO(PEP)10,2378,033-2,2041,7411,2210.59%-519
PROCTER & GAMBLE(PG)42,40140,557-1,8447,3446,7993.29%-544
RTX CORPORATION(RTX)51,20348,873-2,3306,2045,6562.74%-548
MICROSOFT(MSFT)23,11822,166-9529,9489,3434.52%-605
BALL CORP44,25543,455-8003,0052,3961.16%-610
ABBVIE(ABBV)17,39515,895-1,5003,4352,8251.37%-611
XYLEM INC(XYL)30,88829,847-1,0414,1713,4631.68%-708
ANALOG DEVICES(ADI)28,13826,950-1,1886,4775,7262.77%-751
UNITEDHEALTH GROUP(UNH)8,0627,823-2394,7143,9571.92%-756
JOHNSON AND JOHNSON(JNJ)38,39737,203-1,1946,2235,3802.60%-842
MEDTRONIC(MDT)21,34512,307-9,0381,9229830.48%-939
CANADIAN NATL RAILWAY(CNI)44,53141,513-3,0185,2174,2142.04%-1,003
NESTLE SA ADR42,62437,650-4,9744,2933,0761.49%-1,217
DANAHER CORP(DHR)22,57521,950-6256,2765,0392.44%-1,238
ADVANCED MICRO DEVICES(AMD)31,79930,484-1,3155,2183,6821.78%-1,535
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