Congressional stock trades · Member
Dan Sullivan
Senator · AK · Republican
98 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 10 annual reports are below.
Current committees: Senate Committee on Armed Services; Senate Committee on Commerce, Science, and Transportation; Senate Committee on Environment and Public Works; Senate Committee on Veterans' Affairs.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2024-02-09 | 2024-01-24 | 16 | Joint | RPMRPM International Inc. Common Stock | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2023-09-18 | 2023-08-22 | 27 | Joint | NTRSNorthern Trust Corp | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-09-18 | 2023-08-22 | 27 | Joint | MSFTMicrosoft Corp | Sale (full) | $50,001 - $100,000 | eFD → |
| 2023-09-18 | 2023-08-22 | 27 | Joint | LUVSouthwest Airlines Company | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-09-18 | 2023-08-22 | 27 | Joint | JNJJohnson & Johnson | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-09-18 | 2023-08-22 | 27 | Joint | PNCPNC Financial Services Group, Inc. (The) Common St | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-09-18 | 2023-08-22 | 27 | Joint | HONHoneywell International Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-09-18 | 2023-08-22 | 27 | Joint | AXPAmerican Express Company | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-09-18 | 2023-08-22 | 27 | Joint | ULTAUlta Beauty Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-09-18 | 2023-08-22 | 27 | Joint | ZTSZoetis Inc Cl A | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-09-18 | 2023-08-22 | 27 | Joint | Pioneer Natural Resources Company | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-09-18 | 2023-08-22 | 27 | Joint | CVSCVS Corp | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-09-18 | 2023-08-22 | 27 | Joint | AAPLApple Inc | Sale (full) | $15,001 - $50,000 | eFD → |
| 2023-09-18 | 2023-08-22 | 27 | Joint | CVXChevron Corp | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-09-18 | 2023-08-22 | 27 | Joint | TJXTJX Companies | Sale (full) | $15,001 - $50,000 | eFD → |
| 2023-09-18 | 2023-08-22 | 27 | Joint | JPMJP Morgan Chase & Company | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-09-18 | 2023-08-22 | 27 | Joint | BMYBristol-Myers Squibb Company | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-09-18 | 2023-08-22 | 27 | Joint | AMEAMETEK, Inc. | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-09-18 | 2023-08-22 | 27 | Joint | APHAmphenol Corp | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-09-18 | 2023-08-22 | 27 | Joint | LRCXLam Research Corp | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-09-18 | 2023-08-22 | 27 | Joint | TMOThermo Fisher Scientific Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-09-18 | 2023-08-22 | 27 | Joint | GOOGAlphabet Inc. - Class C Capital Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2023-09-18 | 2023-08-22 | 27 | Joint | BKNGBooking Holdings Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-09-18 | 2023-08-22 | 27 | Joint | ALGNAlign Technology, Inc. - Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-09-18 | 2023-08-22 | 27 | Joint | AMZNAmazon.com, Inc. - Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-09-18 | 2023-08-22 | 27 | Joint | LHLaboratory Corp of America Holdings | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-09-18 | 2023-08-22 | 27 | Joint | MAMastercard Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-09-18 | 2023-08-22 | 27 | Joint | COSTCostco Wholesale Corporation - Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-09-18 | 2023-08-22 | 27 | Joint | TSCOTractor Supply Company | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-09-18 | 2023-08-22 | 27 | Joint | ACNAccenture Plc | Sale (full) | $15,001 - $50,000 | eFD → |
| 2023-09-18 | 2023-08-22 | 27 | Joint | SCHWThe Charles Schwab Corp | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-09-18 | 2023-08-22 | 27 | Joint | BLKBlackrock Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-09-18 | 2023-08-22 | 27 | Joint | CHDChurch & Dwight Company, Inc. Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-09-18 | 2023-08-22 | 27 | Joint | PPGPPG Industries | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-04-26 | 2023-03-17 | 40 | Joint | WFCWells Fargo & Company Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-03-16 | 2023-02-21 | 23 | Joint | CHDChurch & Dwight Company, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2023-03-16 | 2023-02-10 | 34 | Joint | CHDChurch & Dwight Company, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2023-03-16 | 2023-02-10 | 34 | Joint | SCHWCharles Schwab Corporation (The) Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-03-16 | 2023-02-10 | 34 | Joint | GOOGAlphabet Inc. - Class C Capital Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2023-02-13 | 2023-01-10 | 34 | Joint | ALGNAlign Technology, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2023-02-13 | 2023-01-10 | 34 | Joint | ZTSZoetis Inc. Class A Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2023-02-13 | 2023-01-10 | 34 | Joint | BMYBristol-Myers Squibb Company Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-02-13 | 2023-01-10 | 34 | Joint | AMZNAmazon.com, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2023-02-13 | 2023-01-10 | 34 | Joint | Pioneer Natural Resources Company Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-02-13 | 2023-01-10 | 34 | Joint | BKNGBooking Holdings Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-02-13 | 2023-01-10 | 34 | Joint | ULTAUlta Beauty, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-02-13 | 2023-01-10 | 34 | Joint | CVSCVS Health Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-02-13 | 2023-01-10 | 34 | Joint | JPMJP Morgan Chase & Co. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-12-21 | 2022-11-30 | 21 | Joint | PYPLPayPal Holdings, Inc. - Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2022-12-21 | 2022-11-30 | 21 | Joint | TMOThermo Fisher Scientific Inc Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2022-12-21 | 2022-11-30 | 21 | Joint | FFIVF5, Inc. - Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2022-12-21 | 2022-11-30 | 21 | Joint | GOOGAlphabet Inc. - Class C Capital Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-12-21 | 2022-11-30 | 21 | Joint | SYKStryker Corporation Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2022-12-21 | 2022-11-30 | 21 | Joint | METAMeta Platforms, Inc. - Class A Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2022-12-21 | 2022-11-30 | 21 | Joint | MSFTMicrosoft Corporation - Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2022-12-21 | 2022-11-30 | 21 | Joint | CMCSAComcast Corporation - Class A Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2022-12-21 | 2022-11-30 | 21 | Joint | MLMMartin Marietta Materials, Inc. Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2022-12-21 | 2022-11-30 | 21 | Joint | TJXTJX Companies, Inc. (The) Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2022-12-21 | 2022-11-30 | 21 | Joint | MDTMedtronic plc. Ordinary Shares | Sale (full) | $1,001 - $15,000 | eFD → |
| 2022-12-21 | 2022-11-30 | 21 | Joint | RPMRPM International Inc. Common Stock | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2022-12-21 | 2022-11-30 | 21 | Joint | LRCXLam Research Corporation - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2022-12-21 | 2022-11-30 | 21 | Joint | ELANElanco Animal Health Incorporated Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2022-12-21 | 2022-11-30 | 21 | Joint | ZTSZoetis Inc. Class A Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2022-12-21 | 2022-11-30 | 21 | Joint | ADBEAdobe Inc. - Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2022-12-21 | 2022-11-30 | 21 | Joint | BAXBaxter International Inc. Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2022-12-21 | 2022-11-22 | 29 | Dependent | GOOGAlphabet Inc. - Class C Capital Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2022-12-21 | 2022-11-22 | 29 | Dependent | AMZNAmazon.com, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2022-12-21 | 2022-11-22 | 29 | Dependent | NVDANVIDIA Corporation - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2022-12-21 | 2022-11-22 | 29 | Dependent | ADBEAdobe Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2022-12-21 | 2022-11-22 | 29 | Dependent | AMZNAmazon.com, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2022-12-21 | 2022-11-22 | 29 | Dependent | AAPLApple Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2022-12-21 | 2022-11-22 | 29 | Dependent | DISWalt Disney Company (The) Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2022-12-21 | 2022-11-22 | 29 | Dependent | NVDANVIDIA Corporation - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2022-12-21 | 2022-11-22 | 29 | Dependent | GOOGAlphabet Inc. - Class C Capital Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2022-12-21 | 2022-11-22 | 29 | Dependent | ADBEAdobe Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2022-12-21 | 2022-11-22 | 29 | Dependent | GOOGAlphabet Inc. - Class C Capital Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2022-12-21 | 2022-11-22 | 29 | Dependent | DISWalt Disney Company (The) Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2022-12-21 | 2022-11-22 | 29 | Dependent | DISWalt Disney Company (The) Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2022-12-21 | 2022-11-22 | 29 | Dependent | METAMeta Platforms, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2022-12-21 | 2022-11-22 | 29 | Dependent | METAMeta Platforms, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2022-12-21 | 2022-11-22 | 29 | Dependent | MSFTMicrosoft Corporation - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2022-12-21 | 2022-11-22 | 29 | Dependent | METAMeta Platforms, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2022-12-21 | 2022-11-22 | 29 | Dependent | AMZNAmazon.com, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2022-12-21 | 2022-11-22 | 29 | Dependent | ADBEAdobe Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2022-12-21 | 2022-11-22 | 29 | Dependent | MSFTMicrosoft Corporation - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2022-12-21 | 2022-11-22 | 29 | Dependent | MSFTMicrosoft Corporation - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2022-12-21 | 2022-11-22 | 29 | Dependent | AAPLApple Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2022-12-21 | 2022-11-22 | 29 | Dependent | NVDANVIDIA Corporation - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2022-12-21 | 2022-11-22 | 29 | Dependent | AAPLApple Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2022-11-03 | 2022-08-30 | 65 ·>45 | Joint | FIVEFive Below, Inc. - Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2022-11-03 | 2022-08-02 | 93 ·>45 | Joint | MOWI | Sale (full) | $15,001 - $50,000 | eFD → |
| 2022-07-14 | 2022-06-21 | 23 | Joint | RPMRPM International Inc. Common Stock | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2022-04-07 | 2022-03-04 | 34 | Joint | RPMRPM International Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2021-04-13 | 2021-03-05 | 39 | Joint | RPMRPM International Inc. | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2020-07-14 | 2020-06-16 | 28 | Joint | RPMRPM International Inc. | Sale (partial) | $50,001 - $100,000 | eFD → |
| 2020-06-15 | 2020-05-18 | 28 | Joint | RPMRPM International Inc. | Sale (partial) | $50,001 - $100,000 | eFD → |
| 2020-04-11 | 2020-02-27 | 44 | Joint | RPMRPM International Inc. | Sale (partial) | $50,001 - $100,000 | eFD → |
| 2020-04-11 | 2020-02-27 | 44 | Joint | WCM Focused International Growth Fund Institutiona | Purchase | $50,001 - $100,000 | eFD → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2023 report.
92 assets with a value on the report filed 2024-08-13, 30 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| BlackRock Global Allocation Instl (NASDAQ) | Fund | Joint | $100,001 - $250,000 |
| Virtus Multi-Sector S/T Bd A (NASDAQ) | Fund | Joint | $100,001 - $250,000 |
| RPMRPM International Inc. (NYSE) | Stock | Joint | $1,000,001 - $5,000,000 |
| BlackRock National Municipal Instl (NASDAQ) | Fund | Joint | $50,001 - $100,000 |
| American Funds TaxExempt Bond F1 (NASDAQ) | Fund | Joint | $100,001 - $250,000 |
| State of Alaska Permanent Fund | Other | Member | None (or less than $1,001) |
| State of Alaska Permanent Fund | Other | Spouse | None (or less than $1,001) |
| Rental Property | Other | Joint | $250,001 - $500,000 |
| FGTXX Goldman Sachs FS Government Fund | Fund | Member | $1,001 - $15,000 |
| Fidelity 500 Index Fund | Fund | Member | $1,001 - $15,000 |
| Ishares Russell 2000 Small-Cap Index Fund - Inst | Fund | Member | $1,001 - $15,000 |
| Fidelity Global Ex U.S. Index Fund | Fund | Member | $1,001 - $15,000 |
| Vanguard Total Bond Market Index Fund Admiral Sh | Fund | Member | $1,001 - $15,000 |
| FGTXX GS FS Government Fund | Fund | Spouse | None (or less than $1,001) |
| Fidelity 500 Index Fund | Fund | Spouse | $1,001 - $15,000 |
| Ishares Russell 2000 Small-Cap Index Fund - Inst | Fund | Spouse | None (or less than $1,001) |
| Fidelity Global Ex U.S. Index Fund | Fund | Spouse | $1,001 - $15,000 |
| Vanguard Total Bond Market Index Fund Admiral Sh | Fund | Spouse | None (or less than $1,001) |
| Harbor Capital Appreciation Fund Retirement Class | Fund | Dependent | $15,001 - $50,000 |
| Harbor Small Cap Value Fund Retirement Class | Fund | Dependent | $1,001 - $15,000 |
| Vanguard PRIMECAP Adm (NASDAQ) | Fund | Dependent | $15,001 - $50,000 |
| WCM Focused International Growth Fund Institutiona | Fund | Dependent | $1,001 - $15,000 |
| FTXXX - GS Investor Tax-Exempt Money Market Fund | Fund | Dependent | $1,001 - $15,000 |
| Hartford Schroders International Multi-Cap Value F | Fund | Dependent | $1,001 - $15,000 |
| Dodge & Cox Stock Fund | Fund | Dependent | $15,001 - $50,000 |
| Conestoga Small Cap Fund Institutional Class | Fund | Dependent | $1,001 - $15,000 |
| Gqg Partners Emerging Markets Equity Fund Instit | Fund | Dependent | $1,001 - $15,000 |
| Vanguard S&P 500 ETF | Fund | Dependent | $1,001 - $15,000 |
| iShares Russell 1000 Growth (NYSEArca) | Fund | Joint | $100,001 - $250,000 |
| iShares Russell 1000 Value (NYSEArca) | Fund | Joint | $1,001 - $15,000 |
| iShares MSCI EAFE (NYSEArca) | Fund | Joint | $50,001 - $100,000 |
| American Funds Growth Fund of Amer F1 (NASDAQ) | Fund | Joint | $100,001 - $250,000 |
| Birch Lake Townsite | Other | Spouse | $15,001 - $50,000 |
| Birch Lake Townsite | Other | Spouse | $100,001 - $250,000 |
| FTXXX - GS Investor Tax-Exempt Money Market Fund | Fund | Joint | $1,000,001 - $5,000,000 |
| Wells Fargo | Other | Joint | $1,001 - $15,000 |
| Baan O Yeel Kon | Other | Spouse | None (or less than $1,001) |
| Doyon Limited | Other | Spouse | $1,001 - $15,000 |
| BlackRock Moderate Portfolio Option - A | Fund | Spouse | $50,001 - $100,000 |
| BlackRock Growth Portfolio Option - A | Fund | Spouse | $15,001 - $50,000 |
| BlackRock College Enrollment Option - A | Fund | Spouse | $1,001 - $15,000 |
| BlackRock Moderate Portfolio Option - A | Fund | Spouse | $50,001 - $100,000 |
| BlackRock Growth Portfolio Option - A | Fund | Spouse | $50,001 - $100,000 |
| BR College Enrollment Option - A | Fund | Spouse | $15,001 - $50,000 |
| BlackRock Moderate Portfolio Option - A | Fund | Spouse | $1,001 - $15,000 |
| BlackRock Growth Portfolio Option - A | Fund | Spouse | $1,001 - $15,000 |
| BlackRock College 2020 Option - A | Fund | Spouse | $15,001 - $50,000 |
| WCM Focused International Growth Fund Institutiona | Fund | Joint | $100,001 - $250,000 |
| American Beacon The London Company Income Equity | Fund | Joint | $15,001 - $50,000 |
| Vanguard FTSE Developed Markets ETF | Fund | Joint | $15,001 - $50,000 |
| Vanguard S&P 500 ETF | Fund | Joint | $50,001 - $100,000 |
| Conestoga Small Cap Fund Institutional Class | Fund | Joint | $100,001 - $250,000 |
| Dodge & Cox Stock Fund | Fund | Joint | $1,001 - $15,000 |
| Gqg Partners Emerging Markets Equity Fund Instit | Fund | Joint | $50,001 - $100,000 |
| Polen Growth Fund Institutional Class | Fund | Joint | $100,001 - $250,000 |
| Glenmede Ptfls Muni Intermediate Portfolio | Fund | Joint | $50,001 - $100,000 |
| CVSCVS Health Corporation Common Stock | Stock | Joint | None (or less than $1,001) |
| JPMJP Morgan Chase & Co. Common Stock | Stock | Joint | None (or less than $1,001) |
| Pioneer Natural Resources Company Common Stock | Stock | Joint | None (or less than $1,001) |
| Global Credit Union | Other | Spouse | $50,001 - $100,000 |
| Invesco Bloomberg Mvp Multi-Factor ETF | Fund | Joint | $100,001 - $250,000 |
| Glenmede Small Capitalization Equity Portfolio A | Fund | Joint | $50,001 - $100,000 |
| Dfa Investment Grade Portfolio | Fund | Joint | $50,001 - $100,000 |
| Vanguard Inflation Protected Securities Fund Adm | Fund | Joint | $15,001 - $50,000 |
| MSFTMicrosoft Corporation - Common Stock | Stock | Joint | None (or less than $1,001) |
| BKNGBooking Holdings Inc. - Common Stock | Stock | Joint | None (or less than $1,001) |
| BMYBristol-Myers Squibb Company Common Stock | Stock | Joint | None (or less than $1,001) |
| SCHWCharles Schwab Corporation (The) Common Stock | Stock | Joint | None (or less than $1,001) |
| JNJJohnson & Johnson Common Stock | Stock | Joint | None (or less than $1,001) |
| ZTSZoetis Inc. Class A Common Stock | Stock | Joint | None (or less than $1,001) |
| AAPLApple Inc. - Common Stock | Stock | Joint | None (or less than $1,001) |
| ACNAccenture plc Class A Ordinary Shares (Ireland) | Stock | Joint | None (or less than $1,001) |
| ALGNAlign Technology, Inc. - Common Stock | Stock | Joint | None (or less than $1,001) |
| AMEAMETEK, Inc. | Stock | Joint | None (or less than $1,001) |
| AMZNAmazon.com, Inc. - Common Stock | Stock | Joint | None (or less than $1,001) |
| APHAmphenol Corporation Common Stock | Stock | Joint | None (or less than $1,001) |
| AXPAmerican Express Company Common Stock | Stock | Joint | None (or less than $1,001) |
| BLKBlackRock, Inc. Common Stock | Stock | Joint | None (or less than $1,001) |
| CHDChurch & Dwight Company, Inc. Common Stock | Stock | Joint | None (or less than $1,001) |
| COSTCostco Wholesale Corporation - Common Stock | Stock | Joint | None (or less than $1,001) |
| CVXChevron Corporation Common Stock | Stock | Joint | None (or less than $1,001) |
| GOOGAlphabet Inc. - Class C Capital Stock | Stock | Joint | None (or less than $1,001) |
| HONHoneywell International Inc | Stock | Joint | None (or less than $1,001) |
| LHLaboratory Corporation of America Holdings Common | Stock | Joint | None (or less than $1,001) |
| LRCXLam Research Corporation - Common Stock | Stock | Joint | None (or less than $1,001) |
| LUVSouthwest Airlines Company | Stock | Joint | None (or less than $1,001) |
| MAMastercard Incorporated Common Stock | Stock | Joint | None (or less than $1,001) |
| PPGPPG Industries | Stock | Joint | None (or less than $1,001) |
| TJXTJX Companies, Inc. (The) Common Stock | Stock | Joint | None (or less than $1,001) |
| TSCOTractor Supply Company | Stock | Joint | None (or less than $1,001) |
| ULTAUlta Beauty, Inc. - Common Stock | Stock | Joint | None (or less than $1,001) |
| Vanguard Information Tech ETF | Fund | Joint | None (or less than $1,001) |
How reports are read: holdings methodology.