Fund HoldingsICW Investment Advisors LLC

Total Portfolio Value
$239.59M
Total Bought
$21.33M
Total Sold
$7.51M
Net Transaction
+$13.82M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ELI LILLY & CO(LLY)06,615+6,61505,1072.13%+5,107
BROADCOM INC(AVGO)16,97317,393+4202,9284,0321.68%+1,104
VISA INC(V)16,16216,235+734,4445,1312.14%+687
AMAZON COM INC(AMZN)013,500+13,50002,9621.24%+2,962
NVIDIA CORPORATION(NVDA)018,844+18,84402,5301.06%+2,530
ALPHABET INC(GOOG)014,461+14,46102,7371.14%+2,737
BLACKROCK INC(BLK)0488+48805000.21%+500
APPLE INC(AAPL)25,09025,023-675,8466,2662.62%+420
CATERPILLAR INC(CAT)01,148+1,14804170.17%+417
ELEVANCE HEALTH INC(ELV)01,015+1,01503750.16%+375
FISERV INC(FISV)10,09810,571+4731,8142,1710.91%+357
MASTERCARD INCORPORATED(MA)10,19910,214+155,0375,3792.24%+342
CHEVRON CORP NEW(CVX)014,997+14,99702,1720.91%+2,172
CME GROUP INC(CME)01,146+1,14602660.11%+266
ASTRAZENECA PLC(AZN)04,000+4,00002620.11%+262
ACCENTURE PLC IRELAND
SHS CLASS A
4,7015,369+6681,6621,8890.79%+227
INTUIT(INTU)01,295+1,29508140.34%+814
GRACO INC(GGG)02,476+2,47602090.09%+209
AUTOMATIC DATA PROCESSING IN13,02912,843-1863,6063,7601.57%+154
CISCO SYS INC(CSCO)23,28423,315+311,2391,3800.58%+141
FACTSET RESH SYS INC(FDS)4,5374,634+972,0872,2260.93%+139
CASEYS GEN STORES INC(CASY)09,101+9,10103,6061.51%+3,606
VANGUARD INDEX FDS9,3399,393+544,9285,0612.11%+133
AMETEK INC6,4856,889+4041,1141,2420.52%+128
ALPHABET INC(GOOG)05,279+5,27901,0050.42%+1,005
QUALCOMM INC(QCOM)05,672+5,67208710.36%+871
ALTRIA GROUP INC(MO)20,20721,205+9981,0311,1090.46%+77
WALMART INC(WMT)44,27340,414-3,8593,5753,6511.52%+76
JPMORGAN CHASE & CO.(JPM)02,576+2,57606180.26%+618
META PLATFORMS INC(META)1,1481,248+1006577310.31%+74
DOMINOS PIZZA INC(DPZ)01,261+1,26105290.22%+529
AMPHENOL CORP NEW016,013+16,01301,1120.46%+1,112
REPUBLIC SVCS INC(RSG)7,3957,644+2491,4851,5380.64%+53
SPDR S&P 500 ETF TR(SPY)3,6883,694+62,1162,1650.90%+48
COMMERCE BANCSHARES INC(CBSH)010,089+10,08906290.26%+629
ROPER TECHNOLOGIES INC(ROP)01,445+1,44507510.31%+751
UNITEDHEALTH GROUP INC(UNH)2,4132,868+4551,4111,4510.61%+40
COPART INC(CPRT)07,039+7,03904040.17%+404
ROSS STORES INC(ROST)18,24318,391+1482,7462,7821.16%+36
HONEYWELL INTL INC(HON)01,397+1,39703160.13%+316
KIMBERLY-CLARK CORP(KMB)08,194+8,19401,0740.45%+1,074
INVESCO QQQ TR01,807+1,80709240.39%+924
TJX COS INC NEW(TJX)26,48025,970-5103,1133,1371.31%+25
MGE ENERGY INC(MGEE)8,6588,687+297928160.34%+24
CLOROX CO DEL(CLX)10,01410,155+1411,6311,6490.69%+18
ZOETIS INC(ZTS)4,0694,989+9207958130.34%+18
HENRY JACK & ASSOC INC(JKHY)7,0207,162+1421,2391,2560.52%+16
S&P GLOBAL INC(SPGI)1,1341,209+755866020.25%+16
OREILLY AUTOMOTIVE INC(ORLY)3,8973,798-994,4894,5041.88%+15
METTLER TOLEDO INTERNATIONAL(MTD)0224+22402740.11%+274
ANALOG DEVICES INC(ADI)1,8522,055+2034264370.18%+10
NEW JERSEY RES CORP(NJR)17,30717,721+4148178270.35%+10
TRACTOR SUPPLY CO(TSCO)06,220+6,22003300.14%+330
STRYKER CORPORATION(SYK)4,8164,846+301,7401,7450.73%+5
NORFOLK SOUTHN CORP(NSC)2,7582,933+1756856880.29%+3
ISHARES TR07,316+7,31606470.27%+647
YUM BRANDS INC(YUM)16,56717,265+6982,3152,3160.97%+2
AIR PRODS & CHEMS INC4,8955,028+1331,4581,4580.61%+1
HORMEL FOODS CORP(HRL)44,01444,473+4591,3951,3950.58%-0
UNION PAC CORP(UNP)4,6865,058+3721,1551,1530.48%-2
PAYCHEX INC(PAYX)02,690+2,69003770.16%+377
ISHARES TR02,121+2,12102440.10%+244
WEC ENERGY GROUP INC(WEC)13,22213,477+2551,2721,2670.53%-4
SYSCO CORP(SYY)03,920+3,92003000.13%+300
WATSCO INC(WSO)0838+83803970.17%+397
LANCASTER COLONY CORP(MZTI)03,800+3,80006580.27%+658
CHURCH & DWIGHT CO INC(CHD)022,899+22,89902,3981.00%+2,398
ORACLE CORP(ORCL)3,0153,021+65145030.21%-10
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
3,7103,723+136656520.27%-12
CHESAPEAKE UTILS CORP(CPK)6,9126,962+508588450.35%-14
THERMO FISHER SCIENTIFIC INC(TMO)9581,087+1295935660.24%-27
OLD DOMINION FREIGHT LINE IN(ODFL)2,0062,089+833993680.15%-30
VERTEX PHARMACEUTICALS INC(VRTX)554557+32582240.09%-34
APTARGROUP INC8,0778,018-591,2941,2600.53%-34
GRAINGER W W INC(GWW)1,6421,584-581,7061,6700.70%-36
COSTCO WHSL CORP NEW(COST)5,8305,601-2295,1695,1322.14%-37
J & J SNACK FOODS CORP(JJSF)4,7204,979+2598137720.32%-40
CENCORA INC013,252+13,25202,9771.24%+2,977
FASTENAL CO(FAST)36,65335,811-8422,6182,5751.07%-43
SMUCKER J M CO(SJM)02,764+2,76403040.13%+304
PHILIP MORRIS INTL INC(PM)7,7317,433-2989398950.37%-44
ABBOTT LABS28,49628,283-2133,2493,1991.34%-50
FORTIVE CORP(FTV)12,11012,039-719569030.38%-53
OTIS WORLDWIDE CORP(OTIS)06,522+6,52206040.25%+604
CONSTELLATION BRANDS INC(STZ)01,280+1,28002830.12%+283
HEICO CORP NEW3,4513,483+327036480.27%-55
BECTON DICKINSON & CO(BDX)8,6178,901+2842,0782,0190.84%-58
AMERICAN WTR WKS CO INC NEW3,1173,178+614563960.17%-60
TEXAS INSTRS INC(TXN)3,8163,870+547887260.30%-63
DOLLAR GEN CORP NEW(DG)03,165+3,16502400.10%+240
DONALDSON INC(DCI)22,85523,944+1,0891,6841,6130.67%-72
ROLLINS INC(ROL)29,74430,859+1,1151,5051,4300.60%-74
RTX CORPORATION(RTX)13,76113,768+71,6671,5930.66%-74
DOVER CORP(DOV)10,44710,282-1652,0031,9290.81%-74
QUEST DIAGNOSTICS INC(DGX)11,23211,062-1701,7441,6690.70%-75
CINTAS CORP(CTAS)3,4803,492+127176380.27%-79
ECOLAB INC(ECL)5,6455,794+1491,4411,3580.57%-84
ILLINOIS TOOL WKS INC(ITW)9,0429,002-402,3702,2830.95%-87
PROCTER AND GAMBLE CO(PG)15,67115,670-12,7142,6271.10%-87
JOHNSON & JOHNSON(JNJ)15,37516,568+1,1932,4922,3961.00%-96
Page 1 of 1