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ICW Investment Advisors LLC

Q2 2025 · 13F-HR

ICW Investment Advisors LLCholdings as filed

Filed 2025-08-14 · accession 0001172661-25-003376

$253.2M
Reported value
140
Positions
2025-06-30
Period end
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The Brief · ICW Investment Advisors LLC · Q2 2025

AI · grounded in 13F

ICW Investment Advisors LLC established a new position in MSFT valued at $7.68M. The fund also initiated new stakes in MA for $5.68M and V for $5.67M. Additional new positions include COST at $5.48M and AAPL at $5.29M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$7.7M3.03%15,444CommonNONE
57636Q104MAMASTERCARD INCORPORATED$5.7M2.24%10,109CommonNONE
92826C839VVISA INC$5.7M2.24%15,958CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$5.5M2.16%5,533CommonNONE
037833100AAPLAPPLE INC$5.3M2.09%25,778CommonNONE
922908363VOOVANGUARD INDEX FDS$5.0M1.98%8,832CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$4.8M1.89%53,065CommonNONE
11135F101AVGOBROADCOM INC$4.8M1.88%17,307CommonNONE
532457108LLYELI LILLY & CO$4.6M1.83%5,929CommonNONE
147528103CASYCASEYS GEN STORES INC$4.6M1.81%8,970CommonNONE
00287Y109ABBVABBVIE INC$4.5M1.78%24,232CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$3.9M1.55%12,721CommonNONE
023135106AMZNAMAZON COM INC$3.9M1.54%17,823CommonNONE
931142103WMTWALMART INC$3.9M1.53%39,745CommonNONE
03073E105CORCENCORA INC$3.9M1.53%12,948CommonNONE
002824100ABTABBOTT LABS$3.8M1.52%28,231CommonNONE
437076102HDHOME DEPOT INC$3.6M1.43%9,862CommonNONE
67066G104NVDANVIDIA CORPORATION$3.4M1.36%21,721CommonNONE
824348106SHWSHERWIN WILLIAMS CO$3.4M1.35%9,919CommonNONE
G54950103LINLINDE PLC$3.3M1.30%6,992CommonNONE
872540109TJXTJX COS INC NEW$3.2M1.25%25,729CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$3.0M1.20%6,054CommonNONE
311900104FASTFASTENAL CO$3.0M1.18%71,184CommonNONE
580135101MCDMCDONALDS CORP$3.0M1.18%10,218CommonNONE
761152107RMDRESMED INC$3.0M1.17%11,524CommonNONE
670100205NVONOVO-NORDISK A S$2.9M1.15%42,226CommonNONE
713448108PEPPEPSICO INC$2.9M1.15%21,974CommonNONE
02079K305GOOGLALPHABET INC$2.7M1.08%15,453CommonNONE
539830109LMTLOCKHEED MARTIN CORP$2.7M1.05%5,740CommonNONE
988498101YUMYUM BRANDS INC$2.6M1.03%17,591CommonNONE
478160104JNJJOHNSON & JOHNSON$2.6M1.03%17,012CommonNONE
30231G102XOMEXXON MOBIL CORP$2.6M1.03%24,100CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.5M1.00%15,904CommonNONE
369550108GDGENERAL DYNAMICS CORP$2.5M1.00%8,681CommonNONE
031162100AMGNAMGEN INC$2.5M0.97%8,777CommonNONE
191216100KOCOCA COLA CO$2.4M0.96%34,292CommonNONE
778296103ROSTROSS STORES INC$2.4M0.94%18,598CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$2.3M0.90%3,689CommonNONE
452308109ITWILLINOIS TOOL WKS INC$2.3M0.89%9,146CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$2.2M0.88%23,215CommonNONE
166764100CVXCHEVRON CORP NEW$2.2M0.87%15,459CommonNONE
855244109SBUXSTARBUCKS CORP$2.2M0.87%23,927CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$2.1M0.85%8,555CommonNONE
303075105FDSFACTSET RESH SYS INC$2.1M0.84%4,774CommonNONE
75513E101RTXRTX CORPORATION$2.0M0.80%13,948CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$2.0M0.79%11,081CommonNONE
863667101SYKSTRYKER CORPORATION$1.9M0.77%4,897CommonNONE
756109104OREALTY INCOME CORP$1.9M0.76%33,417CommonNONE
760759100RSGREPUBLIC SVCS INC$1.9M0.76%7,757CommonNONE
260003108DOVDOVER CORP$1.9M0.75%10,421CommonNONE
337738108FISVFISERV INC$1.9M0.75%10,954CommonNONE
194162103CLCOLGATE PALMOLIVE CO$1.9M0.74%20,636CommonNONE
427866108HSYHERSHEY CO$1.9M0.73%11,174CommonNONE
057665200BCPCBALCHEM CORP$1.9M0.73%11,642CommonNONE
904767704UNILEVER PLC$1.8M0.71%29,194CommonNONE
775711104ROLROLLINS INC$1.8M0.70%31,453CommonNONE
579780206MKCMCCORMICK & CO INC$1.8M0.70%23,241CommonNONE
136375102CNICANADIAN NATL RY CO$1.7M0.67%16,405CommonNONE
842587107SOSOUTHERN CO$1.7M0.67%18,578CommonNONE
257651109DCIDONALDSON INC$1.7M0.67%24,597CommonNONE
032095101APHAMPHENOL CORP NEW$1.7M0.66%17,003CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.7M0.66%5,601CommonNONE
384802104GWWGRAINGER W W INC$1.7M0.66%1,607CommonNONE
278865100ECLECOLAB INC$1.6M0.65%6,094CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$1.6M0.64%14,174CommonNONE
075887109BDXBECTON DICKINSON & CO$1.6M0.63%9,191CommonNONE
17275R102CSCOCISCO SYS INC$1.6M0.62%22,706CommonNONE
65339F101NEENEXTERA ENERGY INC$1.5M0.61%22,134CommonNONE
009158106APDAIR PRODS & CHEMS INC$1.5M0.60%5,365CommonNONE
92939U106WECWEC ENERGY GROUP INC$1.4M0.57%13,730CommonNONE
440452100HRLHORMEL FOODS CORP$1.4M0.56%47,014CommonNONE
G5960L103MDTMEDTRONIC PLC$1.4M0.55%15,949CommonNONE
038336103ATRAPTARGROUP INC$1.4M0.54%8,689CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$1.4M0.53%7,513CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.3M0.53%7,361CommonNONE
031100100AMEAMETEK INC$1.3M0.53%7,384CommonNONE
370334104GISGENERAL MLS INC$1.3M0.52%25,631CommonNONE
907818108UNPUNION PAC CORP$1.3M0.51%5,570CommonNONE
189054109CLXCLOROX CO DEL$1.3M0.51%10,663CommonNONE
654106103NKENIKE INC$1.3M0.50%17,726CommonNONE
49271V100KDPKEURIG DR PEPPER INC$1.2M0.49%37,595CommonNONE
02209S103MOALTRIA GROUP INC$1.2M0.48%20,931CommonNONE
461202103INTUINTUIT$1.2M0.47%1,516CommonNONE
87612E106TGTTARGET CORP$1.2M0.47%12,100CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$1.2M0.46%15,906CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$1.2M0.46%3,966CommonNONE
494368103KMBKIMBERLY-CLARK CORP$1.1M0.44%8,733CommonNONE
30303M102METAMETA PLATFORMS INC$1.1M0.44%1,522CommonNONE
372460105GPCGENUINE PARTS CO$1.1M0.44%9,118CommonNONE
235851102DHRDANAHER CORPORATION$1.1M0.42%5,400CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.0M0.41%3,306CommonNONE
343498101FLOFLOWERS FOODS INC$999,6200.39%62,554CommonNONE
46090E103QQQINVESCO QQQ TR$990,5400.39%1,796CommonNONE
747525103QCOMQUALCOMM INC$961,7500.38%6,039CommonNONE
422806208HEI/AHEICO CORP NEW$939,1170.37%3,629CommonNONE
02079K107GOOGALPHABET INC$937,1020.37%5,283CommonNONE
165303108CPKCHESAPEAKE UTILS CORP$904,1580.36%7,521CommonNONE
776696106ROPROPER TECHNOLOGIES INC$885,6890.35%1,563CommonNONE
98978V103ZTSZOETIS INC$876,9900.35%5,624CommonNONE
646025106NJRNEW JERSEY RES CORP$857,8110.34%19,139CommonNONE
172908105CTASCINTAS CORP$835,9860.33%3,751CommonNONE
882508104TXNTEXAS INSTRS INC$834,7800.33%4,021CommonNONE
655844108NSCNORFOLK SOUTHN CORP$814,0750.32%3,180CommonNONE
55277P104MGEEMGE ENERGY INC$784,3350.31%8,869CommonNONE
115637209BF/BBROWN FORMAN CORP$753,4070.30%27,997CommonNONE
68389X105ORCLORACLE CORP$751,3870.30%3,437CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$747,7670.30%2,579CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$738,5800.29%4,064CommonNONE
78409V104SPGIS&P GLOBAL INC$679,4890.27%1,289CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$677,2120.27%6,839CommonNONE
513847103MZTILANCASTER COLONY CORP$669,6830.26%3,876CommonNONE
464287499IWRISHARES TR$668,9470.26%7,274CommonNONE
09290D101BLKBLACKROCK INC$668,0310.26%637CommonNONE
34959J108FTVFORTIVE CORP$654,5460.26%12,556CommonNONE
200525103CBSHCOMMERCE BANCSHARES INC$634,0470.25%10,199CommonNONE
25754A201DPZDOMINOS PIZZA INC$614,3970.24%1,364CommonNONE
466032109JJSFJ & J SNACK FOODS CORP$557,3740.22%4,915CommonNONE
032654105ADIANALOG DEVICES INC$534,4050.21%2,245CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$512,5430.20%1,264CommonNONE
149123101CATCATERPILLAR INC$488,5960.19%1,259CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$464,8620.18%3,342CommonNONE
25746U109DDOMINION ENERGY INC$442,8230.17%7,835CommonNONE
942622200WSOWATSCO INC$405,9240.16%919CommonNONE
704326107PAYXPAYCHEX INC$395,3680.16%2,718CommonNONE
036752103ELVELEVANCE HEALTH INC$394,8930.16%1,015CommonNONE
892356106TSCOTRACTOR SUPPLY CO$388,0740.15%7,354CommonNONE
256677105DGDOLLAR GEN CORP NEW$374,6750.15%3,276CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$365,1240.14%2,250CommonNONE
217204106CPRTCOPART INC$362,2480.14%7,382CommonNONE
12572Q105CMECME GROUP INC$359,3500.14%1,304CommonNONE
438516106HONHONEYWELL INTL INC$324,3340.13%1,393CommonNONE
871829107SYYSYSCO CORP$299,0940.12%3,949CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$289,9800.11%247CommonNONE
046353108AZNNASTRAZENECA PLC$279,5200.11%4,000CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$268,7160.11%604CommonNONE
384109104GGGGRACO INC$234,1290.09%2,723CommonNONE
464287804IJRISHARES TR$229,8430.09%2,103CommonNONE
231021106CMICUMMINS INC$225,4230.09%688CommonNONE
21036P108STZCONSTELLATION BRANDS INC$209,6590.08%1,289CommonNONE
750940108RALRALLIANT CORP$200,1180.08%4,127CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.