| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CHEVRON CORP NEW | 69,161 | 6,598,000 | 4.97% | ||
| 2 | APPLE INC | 58,058 | 6,328,000 | 4.77% | ||
| 3 | JOHNSON & JOHNSON | 53,840 | 5,825,000 | 4.39% | ||
| 4 | INTERNATIONAL BUSINESS MACHS | 38,245 | 5,792,000 | 4.37% | ||
| 5 | JPMORGAN CHASE & CO | 83,595 | 4,950,000 | 3.73% | ||
| 6 | DISNEY WALT CO | 48,895 | 4,856,000 | 3.66% | ||
| 7 | INTEL CORP | 149,007 | 4,820,000 | 3.63% | ||
| 8 | VISA INC | 62,865 | 4,808,000 | 3.62% | ||
| 9 | UNITED TECHNOLOGIES CORP | 47,370 | 4,742,000 | 3.57% | ||
| 10 | GOOGLE INC | 6,274 | 4,674,000 | 3.52% | ||
| 11 | AFLAC INC | 72,975 | 4,608,000 | 3.47% | ||
| 12 | GENERAL ELECTRIC CO | 142,697 | 4,536,000 | 3.42% | ||
| 13 | AMGEN INC | 29,205 | 4,379,000 | 3.30% | ||
| 14 | NATIONAL FUEL GAS CO N J | 84,385 | 4,223,000 | 3.18% | ||
| 15 | MERCK & CO INC | 77,085 | 4,079,000 | 3.07% | ||
| 16 | PEPSICO INC | 38,826 | 3,979,000 | 3.00% | ||
| 17 | MCCORMICK & CO INC | 39,269 | 3,906,000 | 2.94% | ||
| 18 | VANGUARD INTL EQUITY INDEX F | 103,097 | 3,565,000 | 2.69% | ||
| 19 | PFIZER INC | 115,142 | 3,413,000 | 2.57% | ||
| 20 | SCHLUMBERGER LTD | 45,656 | 3,367,000 | 2.54% | ||
| 21 | CSX CORP | 126,490 | 3,257,000 | 2.45% | ||
| 22 | SPDR INDEX SHS FDS | 58,375 | 3,016,000 | 2.27% | ||
| 23 | D R HORTON INC | 96,355 | 2,913,000 | 2.20% | ||
| 24 | MICROSOFT CORP | 51,610 | 2,850,000 | 2.15% | ||
| 25 | GILEAD SCIENCES INC | 30,715 | 2,821,000 | 2.13% | ||
| 26 | PRAXAIR INC | 23,949 | 2,741,000 | 2.07% | ||
| 27 | Sovran Self Storage, Inc. | 21,465 | 2,532,000 | 1.91% | ||
| 28 | CATERPILLAR INC | 32,070 | 2,455,000 | 1.85% | ||
| 29 | ANADARKO PETR | 40,530 | 1,807,000 | 1.36% | ||
| 30 | EXXON MOBIL | 21,173 | 1,770,000 | 1.33% | ||
| 31 | POTASH CORP SASK INC | 103,075 | 1,754,000 | 1.32% | ||
| 32 | BIOGEN INC | 5,965 | 1,553,000 | 1.17% | ||
| 33 | VANGUARD INDEX FDS | 13,670 | 1,524,000 | 1.15% | ||
| 34 | COCA COLA CO | 29,500 | 1,369,000 | 1.03% | ||
| 35 | VANGUARD WORLD FD | 9,408 | 807,000 | 0.61% | ||
| 36 | KIMBERLY CLARK CORP | 6,000 | 807,000 | 0.61% | ||
| 37 | ISHARES TR | 7,405 | 781,000 | 0.59% | ||
| 38 | 3M CO | 4,000 | 667,000 | 0.50% | ||
| 39 | DU PONT E I DE NEMOURS & CO | 10,500 | 665,000 | 0.50% | ||
| 40 | BRISTOL MYERS SQUIBB CO | 10,000 | 639,000 | 0.48% | ||
| 41 | ISHARES TR | 5,083 | 561,000 | 0.42% | ||
| 42 | ISHARES TR | 2,061 | 426,000 | 0.32% | ||
| 43 | VANGUARD INDEX FDS | 3,640 | 382,000 | 0.29% | ||
| 44 | VANGUARD WORLD FDS | 6,640 | 308,000 | 0.23% | ||
| 45 | VANGUARD WORLD FD | 2,700 | 296,000 | 0.22% | ||
| 46 | VANGUARD WORLD FDS | 2,337 | 288,000 | 0.22% | ||
| 47 | VANGUARD WORLD FDS | 2,345 | 247,000 | 0.19% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-062726, filed 2016.05.02).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
