| As of Date | 06/23/2026 |
| Registration | SEC, Approved, 04/23/2002 |
| ADV Location | HARMONY, PA, United States |
| Contact Info | 724 xxxxxxx |
| Websites |
| AUM* | 1,037,507,673 24% |
| of that, discretionary | 1,037,507,673 24% |
| Number of Employees | 19 36% |
| of those in investment advisory functions | 9 |
| Private Fund GAV* | 0 |
| Avg Account Size | 969,633 21% |
| % High Net Worth | 45.06% -8% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker19247G107 | Stock NameCOHERENT CORP | $ Position$140,354,398 | % Position14.00% | $ Change57.00% | # Change-5.00% |
| Stck Ticker532457108 | Stock NameELI LILLY & CO | $ Position$66,613,762 | % Position6.00% | $ Change29.00% | # Change-1.00% |
| Stck Ticker00287Y109 | Stock NameABBVIE INC | $ Position$32,075,040 | % Position3.00% | $ Change16.00% | # Change0.00% |
| Stck Ticker969904101 | Stock NameWILLIAMS SONOMA INC | $ Position$32,553,114 | % Position3.00% | $ Change28.00% | # Change0.00% |
| Stck Ticker742718109 | Stock NamePROCTER & GAMBLE CO | $ Position$17,366,949 | % Position2.00% | $ Change1.00% | # Change0.00% |
| Stck Ticker773903109 | Stock NameROCKWELL AUTOMATION INC | $ Position$22,649,478 | % Position2.00% | $ Change38.00% | # Change0.00% |
| Stck Ticker056525108 | Stock NameBADGER METER INC | $ Position$23,033,069 | % Position2.00% | $ Change69.00% | # Change74.00% |
| Stck Ticker291011104 | Stock NameEMERSON ELEC CO | $ Position$19,712,328 | % Position2.00% | $ Change9.00% | # Change0.00% |
| Stck Ticker219350105 | Stock NameCORNING INC | $ Position$24,776,981 | % Position2.00% | $ Change76.00% | # Change-6.00% |
| Stck Ticker002824100 | Stock NameABBOTT LABORATORIES | $ Position$16,019,450 | % Position2.00% | $ Change8.00% | # Change22.00% |