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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
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AAPL | APPLE | 70,416 | -1,974 | -2.73% | $63.70 | 8.13% | 0.00% | 15,641,507 | 2025-03-31 | ||||||
GWW | WW GRAINGER | 14,771 | +13 | +0.09% | $316.73 | 7.59% | 0.03% | 14,590,759 | 2025-03-31 | ||||||
MSFT | MICROSOFT | 32,776 | -687 | -2.05% | $181.19 | 6.40% | 0.00% | 12,303,825 | 2025-03-31 | ||||||
NVO | NOVO NORDISK A S | 135,994 | +1,371 | +1.02% | $28.23 | 4.91% | 0.00% | 9,443,423 | 2025-03-31 | ||||||
RMD | RESMED | 36,783 | +1,240 | +3.49% | $170.26 | 4.28% | 0.03% | 8,233,875 | 2025-03-31 | ||||||
AMGN | AMGEN | 23,788 | +2,045 | +9.41% | $235.20 | 3.85% | 0.00% | 7,411,161 | 2025-03-31 | ||||||
SPGI | S&P GLOBAL | 14,524 | -186 | -1.26% | $259.36 | 3.84% | 0.00% | 7,379,676 | 2025-03-31 | ||||||
COR | CENCORA INC | 23,469 | -10 | -0.04% | $91.15 | 3.39% | 0.01% | 6,526,494 | 2025-03-31 | ||||||
G | GENPACT | 120,847 | +6,765 | +5.93% | $38.24 | 3.17% | 0.07% | 6,088,272 | 2025-03-31 | ||||||
ACN | ACCENTURE | 19,132 | +502 | +2.69% | $226.88 | 3.10% | 0.00% | 5,969,949 | 2025-03-31 | ||||||
EPD | ENTERPRISE PRODUCTS PARTNERS LP | 168,139 | -401 | -0.24% | $19.43 | 2.98% | 0.01% | 5,740,265 | 2025-03-31 | ||||||
SCHW | SCHWAB CHARLES | 72,737 | -1,542 | -2.08% | $56.60 | 2.96% | 0.00% | 5,693,852 | 2025-03-31 | ||||||
UPS | UNITED PARCEL SERVICE | 51,434 | +3,793 | +7.96% | $134.47 | 2.94% | 0.01% | 5,657,226 | 2025-03-31 | ||||||
ICE | INTERCONTINENTAL EXCHANGE | 29,999 | -783 | -2.54% | $96.79 | 2.69% | 0.01% | 5,174,828 | 2025-03-31 | ||||||
GOOG | ALPHABET | 30,897 | -142 | -0.46% | $71.83 | 2.51% | 0.00% | 4,827,038 | 2025-03-31 | ||||||
FI | FISERV | 21,830 | -261 | -1.18% | $112.00 | 2.51% | 0.00% | 4,820,718 | 2025-03-31 | ||||||
INFY | INFOSYS | 259,170 | +1,952 | +0.76% | $10.79 | 2.46% | 0.00% | 4,729,853 | 2025-03-31 | ||||||
FDS | FACTSET RESEARCH SYSTEMS | 8,611 | +25 | +0.29% | $303.79 | 2.04% | 0.02% | 3,914,905 | 2025-03-31 | ||||||
CAH | CARDINAL HEALTH | 28,390 | -432 | -1.50% | $74.27 | 2.03% | 0.01% | 3,911,290 | 2025-03-31 | ||||||
CSCO | CISCO SYSTEMS | 62,465 | -3,578 | -5.42% | $47.03 | 2.00% | 0.00% | 3,854,715 | 2025-03-31 | ||||||
UNH | UNITEDHEALTH GROUP | 6,551 | -303 | -4.42% | $281.94 | 1.78% | 0.00% | 3,431,086 | 2025-03-31 | ||||||
FDX | FEDEX | 13,331 | -2,218 | -14.26% | $219.98 | 1.69% | 0.01% | 3,249,831 | 2025-03-31 | ||||||
CTSH | COGNIZANT TECHNOLOGY SOLUTIONS | 41,190 | -56 | -0.14% | $68.49 | 1.64% | 0.01% | 3,151,058 | 2025-03-31 | ||||||
TSM | TAIWAN SEMICONDUCTOR | 18,959 | -386 | -2.00% | $88.11 | 1.64% | 0.00% | 3,147,194 | 2025-03-31 | ||||||
CPAY | Corpay | 7,215 | -74 | -1.02% | $303.49 | 1.31% | 0.01% | 2,516,015 | 2025-03-31 | ||||||
BDX | BECTON DICKINSON & | 10,441 | -332 | -3.08% | $248.41 | 1.24% | 0.00% | 2,391,615 | 2025-03-31 | ||||||
ITW | ILLINOIS TOOL WORKS | 9,293 | +12 | +0.13% | $187.02 | 1.20% | 0.00% | 2,304,757 | 2025-03-31 | ||||||
GPC | GENUINE PARTS | 18,952 | +3,278 | +20.91% | $127.22 | 1.17% | 0.01% | 2,257,941 | 2025-03-31 | ||||||
ABBV | ABBVIE | 9,980 | -160 | -1.58% | $82.76 | 1.09% | 0.00% | 2,091,010 | 2025-03-31 | ||||||
WSO | WATSCO | 3,817 | -88 | -2.25% | $310.88 | 1.01% | 0.01% | 1,940,181 | 2025-03-31 | ||||||
JNJ | JOHNSON & JOHNSON | 10,025 | -911 | -8.33% | $140.76 | 0.86% | 0.00% | 1,662,546 | 2025-03-31 | ||||||
MPLX | MPLX LP | 31,044 | +534 | +1.75% | $38.55 | 0.86% | 0.00% | 1,661,475 | 2025-03-31 | ||||||
MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | 16,383 | -1,955 | -10.66% | $100.81 | 0.86% | 0.00% | 1,648,419 | 2025-03-31 | ||||||
V | VISA | 4,590 | +24 | +0.53% | $219.59 | 0.84% | 0.00% | 1,608,611 | 2025-03-31 | ||||||
OKE | ONEOK | 14,594 | -161 | -1.09% | $42.29 | 0.75% | 0.00% | 1,447,998 | 2025-03-31 | ||||||
SNA | SNAP-ON | 4,067 | -171 | -4.03% | $201.58 | 0.71% | 0.01% | 1,370,620 | 2025-03-31 | ||||||
TROW | PRICE T ROWE GROUP | 13,490 | -1,075 | -7.38% | $118.86 | 0.64% | 0.01% | 1,239,326 | 2025-03-31 | ||||||
PAYX | PAYCHEX | 7,055 | 0 | 0.00% | $84.30 | 0.57% | 0.00% | 1,088,445 | 2025-03-31 | ||||||
JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 20,367 | -403 | -1.94% | $50.32 | 0.54% | 0.00% | 1,031,181 | 2025-03-31 | ||||||
VRSN | VERISIGN | 3,911 | -185 | -4.52% | $188.36 | 0.52% | 0.00% | 992,886 | 2025-03-31 | ||||||
MLPX | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | 12,471 | +25 | +0.20% | $46.44 | 0.41% | 0.04% | 795,775 | 2025-03-31 | ||||||
NVDA | NVIDIA | 7,165 | 0 | 0.00% | $8.83 | 0.40% | 0.00% | 776,543 | 2025-03-31 | ||||||
WMB | WILLIAMS COMPANIES | 12,020 | +94 | +0.79% | $40.21 | 0.37% | 0.00% | 718,315 | 2025-03-31 | ||||||
AM | ANTERO MIDSTREAM | 37,809 | +327 | +0.87% | $14.36 | 0.35% | 0.01% | 680,562 | 2025-03-31 | ||||||
CQP | CHENIERE ENERGY PARTNERS LP | 9,839 | +376 | +3.97% | $48.99 | 0.34% | 0.00% | 649,768 | 2025-03-31 | ||||||
AZO | AUTOZONE | 163 | 0 | 0.00% | $1,160.00 | 0.32% | 0.00% | 621,483 | 2025-03-31 | ||||||
ORCL | ORACLE | 4,296 | -479 | -10.03% | $54.97 | 0.31% | 0.00% | 600,624 | 2025-03-31 | ||||||
GOOGL | ALPHABET | 3,245 | -258 | -7.37% | $78.80 | 0.26% | 0.00% | 501,807 | 2025-03-31 | ||||||
DFS | DISCOVER FINANCIAL SERVICES | 2,765 | -8 | -0.29% | $75.39 | 0.25% | 0.00% | 471,986 | 2025-03-31 | ||||||
ABT | ABBOTT LABORATORIES | 3,423 | 0 | 0.00% | $76.59 | 0.24% | 0.00% | 454,061 | 2025-03-31 |