MondegarAI
ICW Investment Advisors LLC

Q1 2026 · 13F-HR

ICW Investment Advisors LLCholdings as filed

Filed 2026-05-11 · accession 0001172661-26-001646

$276.6M
Reported value
147
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · ICW Investment Advisors LLC · Q1 2026

AI · grounded in 13F

ICW Investment Advisors LLC reduced its position in Eli Lilly & Co LLY by 40.92% this quarter. The fund also trimmed its holdings in State Street SPDR S&P 500 ETF Trust SPY by 22.51% and Vanguard Index Funds VOO by 7.30%. Conversely, the manager increased its stake in Microsoft Corp MSFT by 5.22% and Costco Wholesale Corporation COST by 4.09%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$7.1M2.58%28,102CommonNONE
594918104MSFTMICROSOFT CORP$6.4M2.32%17,307CommonNONE
147528103CASYCASEYS GEN STORES INC$6.3M2.28%8,664CommonNONE
11135F101AVGOBROADCOM INC$5.8M2.10%18,777CommonNONE
67066G104NVDANVIDIA CORPORATION$5.8M2.09%33,100CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$5.7M2.05%5,695CommonNONE
57636Q104MAMASTERCARD INCORPORATED$5.3M1.91%10,567CommonNONE
00287Y109ABBVABBVIE INC$5.3M1.91%24,269CommonNONE
92826C839VVISA INC$5.2M1.88%17,170CommonNONE
02079K305GOOGLALPHABET INC$5.1M1.86%17,880CommonNONE
023135106AMZNAMAZON COM INC$5.1M1.84%24,393CommonNONE
922908363VOOVANGUARD INDEX FDS$5.1M1.83%8,474CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$4.9M1.76%52,796CommonNONE
931142103WMTWALMART INC$4.8M1.74%38,710CommonNONE
30231G102XOMEXXON MOBIL CORP$4.3M1.56%25,452CommonNONE
478160104JNJJOHNSON & JOHNSON$4.2M1.53%17,328CommonNONE
03073E105CORCENCORA INC$4.1M1.50%13,178CommonNONE
872540109TJXTJX COS INC NEW$4.0M1.45%25,173CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$4.0M1.43%5,793CommonNONE
778296103ROSTROSS STORES INC$3.9M1.42%18,095CommonNONE
G54950103LINLINDE PLC$3.8M1.38%7,696CommonNONE
713448108PEPPEPSICO INC$3.7M1.34%23,897CommonNONE
539830109LMTLOCKHEED MARTIN CORP$3.7M1.33%6,090CommonNONE
824348106SHWSHERWIN WILLIAMS CO$3.4M1.22%10,515CommonNONE
580135101MCDMCDONALDS CORP$3.4M1.22%10,824CommonNONE
311900104FASTFASTENAL CO$3.3M1.21%72,067CommonNONE
437076102HDHOME DEPOT INC$3.3M1.19%9,971CommonNONE
031162100AMGNAMGEN INC$3.2M1.16%9,113CommonNONE
166764100CVXCHEVRON CORPORATION$3.2M1.14%15,258CommonNONE
532457108LLYELI LILLY & CO$3.1M1.11%3,339CommonNONE
002824100ABTABBOTT LABORATORIES$3.0M1.10%29,506CommonNONE
988498101YUMYUM BRANDS INC$3.0M1.08%19,264CommonNONE
369550108GDGENERAL DYNAMICS CORP$3.0M1.07%8,614CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$2.9M1.05%8,424CommonNONE
75513E101RTXRTX CORPORATION$2.9M1.04%14,870CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.8M1.01%13,792CommonNONE
761152107RMDRESMED INC$2.7M0.98%12,105CommonNONE
191216100KOCOCA COLA CO$2.7M0.97%35,259CommonNONE
452308109ITWILLINOIS TOOL WKS INC$2.5M0.90%9,557CommonNONE
742718109PGPROCTER & GAMBLE CO$2.5M0.89%17,097CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$2.4M0.88%3,749CommonNONE
427866108HSYHERSHEY CO$2.4M0.86%11,465CommonNONE
65339F101NEENEXTERA ENERGY INC$2.4M0.86%25,489CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$2.3M0.84%11,840CommonNONE
032095101APHAMPHENOL CORP$2.3M0.82%18,019CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$2.2M0.81%24,010CommonNONE
756109104OREALTY INCOME CORP$2.2M0.80%36,326CommonNONE
260003108DOVDOVER CORP$2.2M0.79%10,537CommonNONE
257651109DCIDONALDSON INC$2.1M0.75%24,323CommonNONE
057665200BCPCBALCHEM CORP$2.0M0.73%11,843CommonNONE
842587107SOSOUTHERN CO$1.9M0.70%19,955CommonNONE
760759100RSGREPUBLIC SVCS INC$1.9M0.69%8,720CommonNONE
855244109SBUXSTARBUCKS CORP$1.9M0.69%21,317CommonNONE
384802104GWWWW GRAINGER INC$1.9M0.69%1,746CommonNONE
194162103CLCOLGATE PALMOLIVE CO$1.9M0.67%21,865CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$1.8M0.66%12,772CommonNONE
278865100ECLECOLAB INC$1.8M0.64%6,668CommonNONE
92939U106WECWEC ENERGY GROUP INC$1.8M0.64%15,286CommonNONE
009158106APDAIR PRODUCTS AND CHEMICALS I$1.8M0.64%6,072CommonNONE
17275R102CSCOCISCO SYS INC$1.8M0.64%22,703CommonNONE
30303M102METAMETA PLATFORMS INC$1.8M0.63%3,067CommonNONE
863667101SYKSTRYKER CORPORATION$1.8M0.63%5,331CommonNONE
775711104ROLROLLINS INC$1.7M0.63%32,726CommonNONE
02079K107GOOGALPHABET INC$1.7M0.63%6,088CommonNONE
136375102CNICANADIAN NATL RY CO$1.7M0.63%16,936CommonNONE
031100100AMEAMETEK INC$1.7M0.62%7,997CommonNONE
670100205NVONOVO-NORDISK A S$1.6M0.59%44,741CommonNONE
904767803ULUNILEVER PLC$1.6M0.57%27,625CommonNONE
075887109BDXBECTON DICKINSON & CO$1.5M0.56%9,786CommonNONE
907818108UNPUNION PAC CORP$1.5M0.55%6,301CommonNONE
G5960L103MDTMEDTRONIC PLC$1.5M0.53%17,055CommonNONE
02209S103MOALTRIA GROUP INC$1.4M0.50%21,086CommonNONE
87612E106TGTTARGET CORP$1.4M0.49%11,272CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$1.3M0.46%7,984CommonNONE
579780206MKCMCCORMICK & CO INC$1.3M0.45%24,948CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.2M0.45%7,547CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.2M0.43%6,069CommonNONE
038336103ATRAPTARGROUP INC$1.2M0.43%9,513CommonNONE
303075105FDSFACTSET RESH SYS INC$1.2M0.42%5,393CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$1.2M0.42%4,319CommonNONE
440452100HRLHORMEL FOODS CORP$1.2M0.42%51,621CommonNONE
235851102DHRDANAHER CORP DEL$1.2M0.42%6,162CommonNONE
46090E103QQQINVESCO QQQ TR$1.1M0.41%1,979CommonNONE
189054109CLXCLOROX CO DEL$1.1M0.41%10,935CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.1M0.41%4,167CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$1.1M0.39%18,996CommonNONE
646025106NJRNEW JERSEY RES CORP$1.0M0.37%18,780CommonNONE
165303108CPKCHESAPEAKE UTILS CORP$1.0M0.37%8,124CommonNONE
372460105GPCGENUINE PARTS CO$995,5230.36%9,414CommonNONE
370334104GISGENERAL MILLS INC$994,5470.36%26,721CommonNONE
49271V100KDPKEURIG DR PEPPER INC$977,6630.35%37,131CommonNONE
655844108NSCNORFOLK SOUTHN CORP$942,5860.34%3,284CommonNONE
747525103QCOMQUALCOMM INC$896,8460.32%6,964CommonNONE
032654105ADIANALOG DEVICES INC$891,0870.32%2,801CommonNONE
882508104TXNTEXAS INSTRS INC$890,1110.32%4,585CommonNONE
09290D101BLKBLACKROCK INC$849,6170.31%883CommonNONE
654106103NKENIKE INC$840,9550.30%15,921CommonNONE
172908105CTASCINTAS CORP$840,0020.30%4,966CommonNONE
422806208HEI/AHEICO CORP NEW$837,5130.30%3,968CommonNONE
115637209BF/BBROWN FORMAN CORP$821,3180.30%31,063CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$802,5930.29%4,182CommonNONE
461202103INTUINTUIT$795,5100.29%1,840CommonNONE
98978V103ZTSZOETIS INC$791,5060.29%6,696CommonNONE
46625H100JPMJPMORGAN CHASE & CO$789,1510.29%2,683CommonNONE
78409V104SPGIS&P GLOBAL INC$754,9480.27%1,775CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$743,5150.27%1,513CommonNONE
68389X105ORCLORACLE CORP$720,6860.26%4,899CommonNONE
337738108FISVFISERV INC$716,1060.26%12,833CommonNONE
464287499IWRISHARES TR$707,3920.26%7,275CommonNONE
55277P104MGEEMGE ENERGY INC$694,2030.25%8,982CommonNONE
776696106ROPROPER TECHNOLOGIES INC$659,9950.24%1,865CommonNONE
25754A201DPZDOMINOS PIZZA INC$647,4640.23%1,805CommonNONE
34959J108FTVFORTIVE CORP$629,9530.23%11,396CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$597,6020.22%7,753CommonNONE
149123101CATCATERPILLAR INC$596,5250.22%842CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$573,6280.21%2,936CommonNONE
343498101FLOFLOWERS FOODS INC$566,8310.20%69,550CommonNONE
12572Q105CMECME GROUP INC$539,0880.19%1,825CommonNONE
200525103CBSHCOMMERCE BANCSHARES INC$521,0760.19%10,591CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$493,7840.18%3,628CommonNONE
942622200WSOWATSCO INC$488,4510.18%1,343CommonNONE
892356106TSCOTRACTOR SUPPLY CO$485,6830.18%10,721CommonNONE
25746U109DDOMINION ENERGY INC$472,1680.17%7,638CommonNONE
513847103MZTIMARZETTI COMPANY$450,2730.16%3,255CommonNONE
231021106CMICUMMINS INC$421,3200.15%783CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$408,6170.15%853CommonNONE
256677105DGDOLLAR GEN CORP$399,3480.14%3,363CommonNONE
701094104PHPARKER-HANNIFIN CORP$383,4890.14%428CommonNONE
743315103PGRPROGRESSIVE CORP$367,7020.13%1,855CommonNONE
941848103WATWATERS CORP$363,9130.13%1,222CommonNONE
G29183103ETNEATON CORP PLC$349,3720.13%977CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$341,6570.12%765CommonNONE
466032109JJSFJ & J SNACK FOODS CORP$333,0920.12%4,202CommonNONE
217204106CPRTCOPART INC$323,6830.12%9,749CommonNONE
45167R104IEXIDEX CORP$315,3900.11%1,664CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$303,1810.11%240CommonNONE
438516106HONHONEYWELL INTL INC$302,8220.11%1,340CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$285,8510.10%68CommonNONE
464287804IJRISHARES TR$261,5410.09%2,104CommonNONE
N07059210ASMLASML HLDG NV$260,6960.09%197CommonNONE
871829107SYYSYSCO CORP$257,1990.09%3,606CommonNONE
384109104GGGGRACO INC$243,8350.09%2,881CommonNONE
704326107PAYXPAYCHEX INC$242,9370.09%2,637CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$238,1530.09%1,100CommonNONE
78464A763SDYSPDR SERIES TRUST$216,5130.08%1,484CommonNONE
038222105AMATAPPLIED MATLS INC$204,6110.07%599CommonNONE
749685103RPMRPM INTL INC$201,0330.07%2,022CommonNONE

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.