Fund HoldingsICW Investment Advisors LLC

Total Portfolio Value
$245.46M
Total Bought
$13.30M
Total Sold
$8.14M
Net Transaction
+$5.16M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ABBVIE INC(ABBV)024,306+24,30605,0932.07%+5,093
CENCORA INC13,25213,216-362,9773,6751.50%+698
OREILLY AUTOMOTIVE INC(ORLY)3,7983,570-2284,5045,1152.08%+611
ABBOTT LABS28,28328,305+223,1993,7551.53%+556
VISA INC(V)16,23516,067-1685,1315,6312.29%+500
AMGEN INC(AMGN)08,668+8,66802,7011.10%+2,701
YUM BRANDS INC(YUM)17,26517,367+1022,3162,7331.11%+417
JOHNSON & JOHNSON(JNJ)16,56816,715+1472,3962,7721.13%+376
ELI LILLY & CO(LLY)6,6156,630+155,1075,4762.23%+370
CHEVRON CORP NEW(CVX)14,99715,126+1292,1722,5301.03%+358
AMAZON COM INC(AMZN)13,50017,369+3,8692,9623,3051.35%+343
LINDE PLC(LIN)06,907+6,90703,2161.31%+3,216
CASEYS GEN STORES INC(CASY)9,1019,053-483,6063,9291.60%+323
REPUBLIC SVCS INC(RSG)7,6447,672+281,5381,8580.76%+320
COCA COLA CO(KO)034,037+34,03702,4380.99%+2,438
EXXON MOBIL CORP023,707+23,70702,8191.15%+2,819
PHILIP MORRIS INTL INC(PM)7,4337,394-398951,1740.48%+279
NORTHROP GRUMMAN CORP(NOC)05,957+5,95703,0501.24%+3,050
ROLLINS INC(ROL)30,85931,167+3081,4301,6840.69%+254
MCDONALDS CORP(MCD)010,087+10,08703,1511.28%+3,151
RTX CORPORATION(RTX)13,76813,845+771,5931,8340.75%+241
ESSENTIAL UTILS INC(WTRG)05,430+5,43002150.09%+215
QUEST DIAGNOSTICS INC(DGX)11,06211,105+431,6691,8790.77%+210
WEC ENERGY GROUP INC(WEC)13,47713,493+161,2671,4700.60%+203
FASTENAL CO(FAST)35,81135,794-172,5752,7761.13%+201
SOUTHERN CO(SO)018,428+18,42801,6940.69%+1,694
FISERV INC(FISV)10,57110,648+772,1712,3510.96%+180
MASTERCARD INCORPORATED(MA)10,21410,140-745,3795,5582.26%+180
REALTY INCOME CORP(O)032,755+32,75501,9000.77%+1,900
ALTRIA GROUP INC(MO)21,20521,157-481,1091,2700.52%+161
STARBUCKS CORP(SBUX)024,019+24,01902,3560.96%+2,356
AUTOMATIC DATA PROCESSING IN12,84312,805-383,7603,9121.59%+153
UNITEDHEALTH GROUP INC(UNH)2,8683,051+1831,4511,5980.65%+147
ECOLAB INC(ECL)5,7945,912+1181,3581,4990.61%+141
MCCORMICK & CO INC(MKC)022,711+22,71101,8690.76%+1,869
MEDTRONIC PLC(MDT)015,501+15,50101,3930.57%+1,393
EXPEDITORS INTL WASH INC(EXPD)014,225+14,22501,7110.70%+1,711
COSTCO WHSL CORP NEW(COST)5,6015,564-375,1325,2632.14%+131
ROPER TECHNOLOGIES INC(ROP)1,4451,476+317518700.35%+119
CHURCH & DWIGHT CO INC(CHD)22,89922,859-402,3982,5161.03%+119
KIMBERLY-CLARK CORP(KMB)8,1948,327+1331,0741,1840.48%+111
SHERWIN WILLIAMS CO(SHW)09,784+9,78403,4161.39%+3,416
CINTAS CORP(CTAS)3,4923,603+1116387400.30%+103
GENERAL DYNAMICS CORP(GD)08,551+8,55102,3310.95%+2,331
KEURIG DR PEPPER INC(KDP)036,167+36,16701,2380.50%+1,238
HEICO CORP NEW3,4833,496+136487380.30%+89
UNION PAC CORP(UNP)5,0585,254+1961,1531,2410.51%+88
AMERICAN WTR WKS CO INC NEW3,1783,221+433964750.19%+80
OTIS WORLDWIDE CORP(OTIS)6,5226,600+786046810.28%+77
UNILEVER PLC(UL)028,645+28,64501,7060.69%+1,706
COLGATE PALMOLIVE CO(CL)020,134+20,13401,8870.77%+1,887
ELEVANCE HEALTH INC(ELV)1,0151,016+13754420.18%+67
CHESAPEAKE UTILS CORP(CPK)6,9627,090+1288459110.37%+66
DOMINOS PIZZA INC(DPZ)1,2611,293+325295940.24%+65
NEW JERSEY RES CORP(NJR)17,72118,169+4488278910.36%+65
CME GROUP INC(CME)1,1461,227+812663250.13%+59
HENRY JACK & ASSOC INC(JKHY)7,1627,201+391,2561,3150.54%+59
CISCO SYS INC(CSCO)23,31523,308-71,3801,4380.59%+58
STRYKER CORPORATION(SYK)4,8464,837-91,7451,8000.73%+56
VERTEX PHARMACEUTICALS INC(VRTX)557575+182242790.11%+55
INTUIT(INTU)1,2951,414+1198148680.35%+54
ZOETIS INC(ZTS)4,9895,261+2728138660.35%+53
AIR PRODS & CHEMS INC5,0285,102+741,4581,5050.61%+46
BALCHEM CORP011,547+11,54701,9170.78%+1,917
PAYCHEX INC(PAYX)2,6902,704+143774170.17%+40
PROCTER AND GAMBLE CO(PG)15,67015,643-272,6272,6661.09%+39
META PLATFORMS INC(META)1,2481,331+837317670.31%+36
WATSCO INC(WSO)838850+123974320.18%+35
DOMINION ENERGY INC(D)07,677+7,67704300.18%+430
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
3,7233,958+2356526860.28%+33
GENUINE PARTS CO(GPC)08,938+8,93801,0650.43%+1,065
ASTRAZENECA PLC(AZN)4,0004,00002622940.12%+32
BECTON DICKINSON & CO(BDX)8,9018,955+542,0192,0510.84%+32
TRACTOR SUPPLY CO(TSCO)6,2206,521+3013303590.15%+29
HERSHEY CO(HSY)010,903+10,90301,8650.76%+1,865
BLACKROCK INC(BLK)488558+705005280.22%+28
SMUCKER J M CO(SJM)2,7642,786+223043300.13%+26
NORFOLK SOUTHN CORP(NSC)2,9332,993+606887090.29%+20
S&P GLOBAL INC(SPGI)1,2091,223+146026220.25%+19
TJX COS INC NEW(TJX)25,97025,886-843,1373,1531.28%+15
DOLLAR GEN CORP NEW(DG)3,1652,897-2682402550.10%+15
JPMORGAN CHASE & CO.(JPM)2,5762,578+26186320.26%+15
QUALCOMM INC(QCOM)5,6725,746+748718830.36%+11
PUBLIC STORAGE OPER CO(PSA)03,901+3,90101,1680.48%+1,168
HORMEL FOODS CORP(HRL)44,47345,399+9261,3951,4050.57%+10
LANCASTER COLONY CORP(MZTI)3,8003,813+136586670.27%+9
GRACO INC(GGG)2,4762,588+1122092160.09%+7
NEXTERA ENERGY INC(NEE)021,322+21,32201,5120.62%+1,512
L3HARRIS TECHNOLOGIES INC(LHX)08,380+8,38001,7540.71%+1,754
PEPSICO INC(PEP)021,402+21,40203,2091.31%+3,209
DONALDSON INC(DCI)23,94424,094+1501,6131,6160.66%+3
MGE ENERGY INC(MGEE)8,6878,759+728168140.33%-2
COPART INC(CPRT)7,0397,078+394044010.16%-3
SYSCO CORP(SYY)3,9203,941+213002960.12%-4
METTLER TOLEDO INTERNATIONAL(MTD)224228+42742690.11%-5
ANALOG DEVICES INC(ADI)2,0552,114+594374260.17%-10
COMMERCE BANCSHARES INC(CBSH)10,0899,919-1706296170.25%-11
THERMO FISHER SCIENTIFIC INC(TMO)1,0871,103+165665490.22%-17
HONEYWELL INTL INC(HON)1,3971,398+13162960.12%-20
OLD DOMINION FREIGHT LINE IN(ODFL)2,0892,102+133683480.14%-21
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