| As of Date | 06/18/2026 |
| Registration | SEC, Approved, 09/10/1982 |
| ADV Location | BRATTLEBORO, VT, United States |
| Contact Info | 802 xxxxxxx |
| Websites |
| AUM* | 453,050,280 3% |
| of that, discretionary | 447,130,478 3% |
| Number of Employees | 8 -11% |
| of those in investment advisory functions | 5 -29% |
| Private Fund GAV* | 0 |
| Avg Account Size | 728,377 9% |
| % High Net Worth | 3.13% -11% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Publication of periodicals or newsletters
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$11,468,950 | % Position7.00% | $ Change-9.00% | # Change-1.00% |
| Stck Ticker17275R102 | Stock NameCISCO SYS INC | $ Position$10,847,935 | % Position6.00% | $ Change1.00% | # Change0.00% |
| Stck Ticker383082104 | Stock NameGORMAN RUPP CO | $ Position$10,606,523 | % Position6.00% | $ Change30.00% | # Change0.00% |
| Stck Ticker478160104 | Stock NameJOHNSON & JOHNSON | $ Position$8,889,794 | % Position5.00% | $ Change16.00% | # Change-1.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$6,860,361 | % Position4.00% | $ Change-23.00% | # Change0.00% |
| Stck Ticker808513105 | Stock NameSCHWAB CHARLES CORP | $ Position$6,355,679 | % Position4.00% | $ Change-6.00% | # Change0.00% |
| Stck Ticker04956D107 | Stock NameATMUS FILTRATION TECHNOLOGIE | $ Position$6,055,315 | % Position4.00% | $ Change9.00% | # Change0.00% |
| Stck Ticker09290D101 | Stock NameBLACKROCK INC | $ Position$4,906,644 | % Position3.00% | $ Change-10.00% | # Change0.00% |
| Stck Ticker104674106 | Stock NameBRADY CORP | $ Position$5,740,337 | % Position3.00% | $ Change4.00% | # Change0.00% |
| Stck Ticker002824100 | Stock NameABBOTT LABORATORIES | $ Position$4,317,171 | % Position3.00% | $ Change-20.00% | # Change-2.00% |