Fund HoldingsNORTHCAPE WEALTH MANAGEMENT, LLC

Total Portfolio Value
$276.00M
Total Bought
$17.09M
Total Sold
$34.16M
Net Transaction
-$17.08M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ISHARES TR0115,895+115,895012,8254.65%+12,825
SPDR GOLD TR(GLD)089,218+89,218017,0566.18%+17,056
MICROSOFT CORP(MSFT)019,622+19,62207,3792.67%+7,379
APPLE INC(AAPL)046,792+46,79209,0093.26%+9,009
ISHARES TR
MSCI INTL QUALTY
0228,178+228,17808,5703.11%+8,570
ISHARES TR
CORE MSCI EAFE
0152,310+152,310010,7153.88%+10,715
VANGUARD INDEX FDS026,286+26,28606,1152.22%+6,115
GENERAL DYNAMICS CORP(GD)16,62816,517-1113,6744,2891.55%+615
COSTCO WHSL CORP NEW(COST)6,9696,893-763,9374,5501.65%+613
ABBOTT LABS043,255+43,25504,7611.73%+4,761
JPMORGAN CHASE & CO(JPM)22,49222,242-2503,2623,7831.37%+522
AMERICAN TOWER CORP NEW(AMT)010,400+10,40002,2450.81%+2,245
WEC ENERGY GROUP INC(WEC)05,530+5,53004650.17%+465
INTEL CORP(INTC)33,98733,209-7781,2081,6690.60%+461
BLACKSTONE INC(BX)020,155+20,15502,6390.96%+2,639
QUALCOMM INC(QCOM)014,491+14,49102,0960.76%+2,096
HOME DEPOT INC(HD)7,1897,506+3172,1722,6010.94%+429
VISA INC(V)14,69014,618-723,3793,8061.38%+427
VANGUARD INDEX FDS032,502+32,50202,8721.04%+2,872
VANGUARD WHITEHALL FDS10,07712,622+2,5451,0411,4090.51%+368
RTX CORPORATION(RTX)031,489+31,48902,6490.96%+2,649
EATON CORP PLC(ETN)16,33715,877-4603,4843,8241.39%+339
ECOLAB INC(ECL)011,995+11,99502,3790.86%+2,379
COLGATE PALMOLIVE CO(CL)041,139+41,13903,2791.19%+3,279
ANALOG DEVICES INC(ADI)015,639+15,63903,1051.13%+3,105
INTERNATIONAL BUSINESS MACHS(IBM)15,10314,934-1692,1192,4420.88%+323
MCDONALDS CORP(MCD)09,619+9,61902,8521.03%+2,852
ACCENTURE PLC IRELAND
SHS CLASS A
6,9866,964-222,1462,4440.89%+298
MEDTRONIC PLC(MDT)19,34421,930+2,5861,5161,8070.65%+291
SCHWAB STRATEGIC TR03,600+3,60002740.10%+274
FREEPORT-MCMORAN INC(FCX)084,968+84,96803,6171.31%+3,617
KINDER MORGAN INC DEL(KMI)0355,059+355,05906,2632.27%+6,263
HONEYWELL INTL INC(HON)8,6668,850+1841,6011,8560.67%+255
AMAZON COM INC(AMZN)01,529+1,52902320.08%+232
STRYKER CORPORATION(SYK)09,252+9,25202,7711.00%+2,771
CHUBB LIMITED
COM
13,12613,031-952,7332,9451.07%+212
MERCK & CO INC(MRK)022,690+22,69002,4740.90%+2,474
WELLTOWER INC(WELL)02,271+2,27102050.07%+205
BLACKROCK INC(BLK)0251+25102040.07%+204
AMERICAN EXPRESS CO(AXP)5,6595,580-798441,0450.38%+201
L3HARRIS TECHNOLOGIES INC(LHX)0954+95402010.07%+201
CVS HEALTH CORP(CVS)29,39628,397-9992,0522,2420.81%+190
BOEING CO(BA)3,7993,491-3087289100.33%+182
ROCKWELL AUTOMATION INC(ROK)5,1555,313+1581,4741,6500.60%+176
SCHWAB CHARLES CORP(SCHW)11,48211,48206307900.29%+160
DISCOVER FINL SVCS05,645+5,64506340.23%+634
BROADCOM INC(AVGO)677630-475637040.25%+141
NORFOLK SOUTHN CORP(NSC)03,516+3,51608310.30%+831
FIRST TR EXCHANGE-TRADED FD44,83748,935+4,0988129410.34%+129
WOODWARD INC(WWD)11,71611,602-1141,4561,5790.57%+124
TEXAS INSTRS INC(TXN)010,991+10,99101,8740.68%+1,874
MORGAN STANLEY(MS)16,54015,591-9491,3511,4540.53%+103
ALPHABET INC(GOOG)21,14620,441-7052,7882,8811.04%+93
UNITEDHEALTH GROUP INC(UNH)4,1164,112-42,0752,1650.78%+89
MONDELEZ INTL INC(MDLZ)11,57812,132+5548038790.32%+75
GOLDMAN SACHS GROUP INC(GS)1,2861,258-284164850.18%+69
EVERSOURCE ENERGY(ES)025,520+25,52001,5750.57%+1,575
TRAVELERS COMPANIES INC(TRV)2,5002,50004084760.17%+68
PROCTER AND GAMBLE CO(PG)10,95411,361+4071,5981,6650.60%+67
AMERIPRISE FINL INC(AMP)1,3171,31704345000.18%+66
DEERE & CO(DE)6,6916,479-2122,5252,5910.94%+66
ILLINOIS TOOL WKS INC(ITW)2,1932,168-255055680.21%+63
ISHARES GOLD TR(IAU)15,53515,53505446060.22%+63
META PLATFORMS INC(META)1,1031,106+33313910.14%+60
ARISTA NETWORKS INC14,49211,561-2,9312,6662,7230.99%+57
LOCKHEED MARTIN CORP(LMT)1,4401,418-225896430.23%+54
DUKE ENERGY CORP NEW(DUK)14,45613,699-7571,2761,3290.48%+54
BHP GROUP LTD4,1404,14002352830.10%+47
ABBVIE INC(ABBV)12,22912,038-1911,8231,8660.68%+43
COCA COLA CO(KO)044,069+44,06902,5970.94%+2,597
FIRST TR EXCHANGE-TRADED FD
NASD TECH DIV
6,7006,500-2003764170.15%+41
MASTERCARD INCORPORATED(MA)2,6302,530-1001,0411,0790.39%+38
LABORATORY CORP AMER HLDGS1,3821,38202783140.11%+36
SPDR S&P 500 ETF TR(SPY)1,2301,180-505265610.20%+35
NIKE INC(NKE)2,6882,68802572920.11%+35
LOWES COS INC(LOW)2,2682,26804715050.18%+33
CHURCH & DWIGHT CO INC(CHD)10,32310,32309469760.35%+30
PHILLIPS 66(PSX)2,8862,806-803473740.14%+27
SYSCO CORP(SYY)4,8684,728-1403223460.13%+24
CLOROX CO DEL(CLX)2,0932,09302742980.11%+24
JUNIPER NETWORKS INC19,15018,863-2875325560.20%+24
ISHARES TR35,72433,172-2,5529079280.34%+21
BANK AMERICA CORP8,8167,775-1,0412412620.09%+20
PRUDENTIAL FINL INC(PFH)2,1632,156-72052240.08%+18
STARBUCKS CORP(SBUX)3,7433,74303423590.13%+18
JOHNSON & JOHNSON(JNJ)025,549+25,54904,0051.45%+4,005
ALPHABET INC(GOOG)1,5901,59002082220.08%+14
EMPIRE ST RLTY OP L P(ESBA)10,00010,000080940.03%+14
REALTY INCOME CORP(O)9,4458,446-9994724850.18%+13
UNITED PARCEL SERVICE INC(UPS)018,655+18,65502,9331.06%+2,933
DOW INC(DOW)6,1656,037-1283183310.12%+13
YUM BRANDS INC(YUM)2,1432,14302682800.10%+12
PRICE T ROWE GROUP INC(TROW)3,7853,78503974080.15%+11
MURPHY USA INC(MUSA)60060002052140.08%+9
WISDOMTREE TR(WT)019,167+19,16707800.28%+780
BERKSHIRE HATHAWAY INC DEL1,2051,20504224300.16%+8
LINDE PLC(LIN)0925+92503800.14%+380
PACKAGING CORP AMER(PKG)2,3492,255-943613670.13%+7
INVESCO EXCH TRADED FD TR II27,53125,937-1,5941,6191,6250.59%+7
CATERPILLAR INC(CAT)774732-422112160.08%+5
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