ICW Investment Advisors LLC

data from 30/09/2025

Capitalization

$ 277.963 M 9.78 %

Average holding period

19 ans

Performance

$ 80.091 M 50.96 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in ICW Investment Advisors LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 3.01% 8.375 M $ 16170 2019/12/31 317.219 K $ 4.13 %
2025/09/30 AAPL APPLE INC 2.52% 7.002 M $ 27499 2019/12/31 1.275 M $ 24.11 %
2025/09/30 AVGO BROADCOM INC 2.17% 6.028 M $ 18273 2019/12/31 939.077 K $ 19.68 %
2025/09/30 MA MASTERCARD INCORPORATED 2.13% 5.910 M $ 10390 2019/12/31 69.448 K $ 1.22 %
2025/09/30 ABBV ABBVIE INC 2.07% 5.765 M $ 24897 2019/12/31 1.113 M $ 24.74 %
2025/09/30 ORLY OREILLY AUTOMOTIVE INC 2.07% 5.743 M $ 53269 2019/12/31 938.189 K $ 19.62 %
2025/09/30 VOO VANGUARD INDEX FDS 2.06% 5.723 M $ 9346 2022/03/31 391.699 K $ 7.81 %
2025/09/30 V VISA INC 2.05% 5.697 M $ 16687 2019/12/31 -218.145 K $ -3.85 %
2025/09/30 COST COSTCO WHSL CORP NEW 1.86% 5.175 M $ 5590 2019/12/31 -355.827 K $ -6.50 %
2025/09/30 CASY CASEYS GEN STORES INC 1.84% 5.107 M $ 9035 2019/12/31 493.798 K $ 10.79 %
2025/09/30 NVDA NVIDIA CORPORATION 1.69% 4.708 M $ 25231 2023/06/30 621.003 K $ 18.10 %
2025/09/30 AMZN AMAZON COM INC 1.57% 4.371 M $ 19908 2019/12/31 3.208 K $ 0.08 %
2025/09/30 LLY ELI LILLY & CO 1.54% 4.281 M $ 5611 2023/09/30 -98.006 K $ -2.12 %
2025/09/30 GOOGL ALPHABET INC 1.51% 4.198 M $ 17270 2019/12/31 1.033 M $ 37.94 %
2025/09/30 ABC CENCORA INC 1.50% 4.178 M $ 13370 2019/12/31 0.000 $ 0.00 %
2025/09/30 WMT WALMART INC 1.48% 4.117 M $ 39951 2019/12/31 209.853 K $ 5.40 %
2025/09/30 HD HOME DEPOT INC 1.45% 4.036 M $ 9961 2019/12/31 380.180 K $ 10.51 %
2025/09/30 ABT ABBOTT LABS 1.40% 3.902 M $ 29132 2019/12/31 -58.438 K $ -1.52 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 1.39% 3.874 M $ 13198 2019/12/31 -189.542 K $ -4.83 %
2025/09/30 TJX TJX COS INC NEW 1.33% 3.694 M $ 25560 2019/12/31 541.595 K $ 17.05 %
2025/09/30 NOC NORTHROP GRUMMAN CORP 1.32% 3.656 M $ 6000 2019/12/31 661.944 K $ 21.87 %
2025/09/30 SHW SHERWIN WILLIAMS CO 1.29% 3.589 M $ 10364 2019/12/31 28.765 K $ 0.84 %
2025/09/30 FAST FASTENAL CO 1.26% 3.512 M $ 71613 2019/12/31 501.135 K $ 16.76 %
2025/09/30 LLY ELI LILLY & CO 1.26% 3.510 M $ 4600 2025/09/30 0.000 $ 0.00 %
2025/09/30 LIN LINDE PLC 1.26% 3.505 M $ 7380 2023/03/31 40.693 K $ 1.24 %
2025/09/30 JNJ JOHNSON & JOHNSON 1.20% 3.322 M $ 17914 2019/12/31 555.782 K $ 21.39 %
2025/09/30 RMD RESMED INC 1.17% 3.256 M $ 11894 2019/12/31 181.272 K $ 6.10 %
2025/09/30 PEP PEPSICO INC 1.17% 3.248 M $ 23126 2019/12/31 184.581 K $ 6.36 %
2025/09/30 MCD MCDONALDS CORP 1.17% 3.238 M $ 10656 2019/12/31 119.754 K $ 4.01 %
2025/09/30 LMT LOCKHEED MARTIN CORP 1.09% 3.030 M $ 6070 2019/12/31 207.041 K $ 7.79 %
2025/09/30 GD GENERAL DYNAMICS CORP 1.08% 2.996 M $ 8786 2019/12/31 428.320 K $ 16.92 %
2025/09/30 ROST ROSS STORES INC 1.04% 2.894 M $ 18990 2019/12/31 461.416 K $ 19.45 %
2025/09/30 XOM EXXON MOBIL CORP 1.02% 2.843 M $ 25217 2019/12/31 119.295 K $ 4.59 %
2025/09/30 YUM YUM BRANDS INC 1.01% 2.807 M $ 18468 2019/12/31 67.197 K $ 2.58 %
2025/09/30 LHX L3HARRIS TECHNOLOGIES INC 0.95% 2.627 M $ 8602 2019/12/31 466.846 K $ 21.75 %
2025/09/30 AMGN AMGEN INC 0.94% 2.613 M $ 9259 2019/12/31 26.243 K $ 1.07 %
2025/09/30 CVX CHEVRON CORP NEW 0.90% 2.511 M $ 16173 2019/12/31 187.053 K $ 8.45 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.90% 2.504 M $ 16300 2019/12/31 -90.175 K $ -3.56 %
2025/09/30 NVO NOVO-NORDISK A S 0.89% 2.473 M $ 44575 2019/12/31 -571.317 K $ -19.60 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.89% 2.464 M $ 3699 2023/09/30 178.289 K $ 7.82 %
2025/09/30 ITW ILLINOIS TOOL WKS INC 0.89% 2.462 M $ 9443 2019/12/31 123.562 K $ 5.46 %
2025/09/30 RTX RTX CORPORATION 0.85% 2.376 M $ 14199 2020/06/30 297.231 K $ 14.59 %
2025/09/30 KO COCA COLA CO 0.84% 2.339 M $ 35266 2019/12/31 -151.913 K $ -6.26 %
2025/09/30 APH AMPHENOL CORP NEW 0.79% 2.185 M $ 17653 2019/12/31 425.075 K $ 25.32 %
2025/09/30 DGX QUEST DIAGNOSTICS INC 0.79% 2.182 M $ 11450 2019/12/31 121.336 K $ 6.10 %
2025/09/30 HSY HERSHEY CO 0.77% 2.144 M $ 11460 2019/12/31 235.771 K $ 12.71 %
2025/09/30 O REALTY INCOME CORP 0.77% 2.142 M $ 35241 2019/12/31 106.266 K $ 5.52 %
2025/09/30 CHD CHURCH & DWIGHT CO INC 0.75% 2.090 M $ 23845 2019/12/31 -196.863 K $ -8.82 %
2025/09/30 DCI DONALDSON INC 0.75% 2.071 M $ 25305 2019/12/31 307.462 K $ 18.02 %
2025/09/30 SBUX STARBUCKS CORP 0.70% 1.958 M $ 23144 2019/12/31 -168.206 K $ -7.67 %
2025/09/30 SYK STRYKER CORPORATION 0.67% 1.873 M $ 5066 2019/12/31 -127.126 K $ -6.56 %
2025/09/30 ROL ROLLINS INC 0.67% 1.871 M $ 31860 2019/12/31 72.970 K $ 4.11 %
2025/09/30 RSG REPUBLIC SVCS INC 0.66% 1.848 M $ 8052 2019/12/31 -132.877 K $ -6.95 %
2025/09/30 SO SOUTHERN CO 0.65% 1.818 M $ 19182 2019/12/31 54.619 K $ 3.20 %
2025/09/30 UL UNILEVER PLC 0.65% 1.807 M $ 30484 2019/12/31 -55.176 K $ -3.09 %
2025/09/30 BCPC BALCHEM CORP 0.65% 1.795 M $ 11964 2019/12/31 -106.407 K $ -5.74 %
2025/09/30 BDX BECTON DICKINSON & CO 0.64% 1.787 M $ 9546 2019/12/31 137.129 K $ 8.66 %
2025/09/30 DOV DOVER CORP 0.64% 1.786 M $ 10706 2019/12/31 -170.904 K $ -8.95 %
2025/09/30 NEE NEXTERA ENERGY INC 0.63% 1.744 M $ 23105 2019/12/31 134.353 K $ 8.74 %
2025/09/30 ECL ECOLAB INC 0.63% 1.741 M $ 6358 2019/12/31 26.935 K $ 1.64 %
2025/09/30 CL COLGATE PALMOLIVE CO 0.62% 1.734 M $ 21694 2019/12/31 -226.170 K $ -12.06 %
2025/09/30 EXPD EXPEDITORS INTL WASH INC 0.61% 1.703 M $ 13895 2019/12/31 118.211 K $ 7.30 %
2025/09/30 WEC WEC ENERGY GROUP INC 0.60% 1.658 M $ 14467 2019/12/31 142.654 K $ 9.97 %
2025/09/30 GWW GRAINGER W W INC 0.58% 1.617 M $ 1697 2019/12/31 -140.258 K $ -8.39 %
2025/09/30 MKC MCCORMICK & CO INC 0.58% 1.616 M $ 24159 2019/12/31 -207.077 K $ -11.75 %
2025/09/30 FI FISERV INC 0.58% 1.615 M $ 12528 2019/12/31 -476.279 K $ -25.22 %
2025/09/30 MDT MEDTRONIC PLC 0.57% 1.574 M $ 16527 2019/12/31 128.708 K $ 9.26 %
2025/09/30 CNI CANADIAN NATL RY CO 0.56% 1.558 M $ 16525 2019/12/31 -159.784 K $ -9.36 %
2025/09/30 APD AIR PRODS & CHEMS INC 0.56% 1.544 M $ 5661 2019/12/31 -50.109 K $ -3.31 %
2025/09/30 CSCO CISCO SYS INC 0.55% 1.529 M $ 22353 2019/12/31 -21.797 K $ -1.38 %
2025/09/30 FDS FACTSET RESH SYS INC 0.54% 1.492 M $ 5208 2019/12/31 -767.611 K $ -35.95 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.53% 1.466 M $ 5947 2019/12/31 -292.876 K $ -17.50 %
2025/09/30 AME AMETEK INC 0.53% 1.463 M $ 7780 2019/12/31 51.983 K $ 3.89 %
2025/09/30 META META PLATFORMS INC 0.53% 1.461 M $ 1989 2023/06/30 -5.646 K $ -0.50 %
2025/09/30 MO ALTRIA GROUP INC 0.50% 1.393 M $ 21086 2019/12/31 155.517 K $ 12.67 %
2025/09/30 UNP UNION PAC CORP 0.50% 1.382 M $ 5846 2019/12/31 35.035 K $ 2.73 %
2025/09/30 CLX CLOROX CO DEL 0.50% 1.380 M $ 11193 2019/12/31 34.441 K $ 2.69 %
2025/09/30 GIS GENERAL MLS INC 0.49% 1.366 M $ 27083 2019/12/31 -35.627 K $ -2.68 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.48% 1.348 M $ 3903 2019/12/31 110.188 K $ 10.68 %
2025/09/30 GOOG ALPHABET INC 0.46% 1.291 M $ 5300 2019/12/31 349.523 K $ 37.30 %
2025/09/30 GPC GENUINE PARTS CO 0.46% 1.276 M $ 9205 2019/12/31 157.650 K $ 14.25 %
2025/09/30 ATR APTARGROUP INC 0.44% 1.232 M $ 9216 2019/12/31 -197.848 K $ -14.56 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.44% 1.224 M $ 7546 2019/12/31 -146.704 K $ -10.94 %
2025/09/30 NKE NIKE INC 0.44% 1.219 M $ 17479 2019/12/31 -23.221 K $ -1.84 %
2025/09/30 HRL HORMEL FOODS CORP 0.44% 1.211 M $ 48962 2019/12/31 -259.047 K $ -18.22 %
2025/09/30 PSA PUBLIC STORAGE OPER CO 0.43% 1.198 M $ 4149 2019/12/31 -18.124 K $ -1.56 %
2025/09/30 JKHY HENRY JACK & ASSOC INC 0.43% 1.191 M $ 8000 2019/12/31 -234.706 K $ -17.34 %
2025/09/30 KMB KIMBERLY-CLARK CORP 0.42% 1.174 M $ 9442 2019/12/31 -39.997 K $ -3.55 %
2025/09/30 DHR DANAHER CORPORATION 0.42% 1.164 M $ 5871 2019/12/31 3.887 K $ 0.36 %
2025/09/30 INTU INTUIT 0.42% 1.160 M $ 1698 2021/12/31 -158.755 K $ -13.30 %
2025/09/30 QQQ INVESCO QQQ TR 0.40% 1.103 M $ 1837 2019/12/31 87.519 K $ 8.84 %
2025/09/30 TGT TARGET CORP 0.39% 1.081 M $ 12046 2019/12/31 -108.295 K $ -9.07 %
2025/09/30 CPK CHESAPEAKE UTILS CORP 0.39% 1.078 M $ 8001 2019/12/31 108.828 K $ 12.04 %
2025/09/30 ORCL ORACLE CORP 0.39% 1.076 M $ 3827 2023/06/30 215.190 K $ 28.64 %
2025/09/30 QCOM QUALCOMM INC 0.38% 1.069 M $ 6424 2019/12/31 42.876 K $ 4.46 %
2025/09/30 CARR CARRIER GLOBAL CORPORATION 0.37% 1.016 M $ 17018 2020/12/31 -214.571 K $ -18.43 %
2025/09/30 KDP KEURIG DR PEPPER INC 0.36% 998.647 K $ 39147 2019/12/31 -283.842 K $ -22.84 %
2025/09/30 NSC NORFOLK SOUTHN CORP 0.35% 977.027 K $ 3252 2019/12/31 141.319 K $ 17.36 %
2025/09/30 HEI-A HEICO CORP NEW 0.35% 960.878 K $ 3782 2019/12/31 -16.911 K $ -1.80 %
2025/09/30 NJR NEW JERSEY RES CORP 0.33% 923.233 K $ 19174 2019/12/31 63.732 K $ 7.43 %