Leelyn-Smith

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MPWR",
  "TROW",
  null,
  "ACN",
  "ZS",
  null,
  "MMM",
  "ABBV",
  "ADBE",
  "JLL",
  "ALL",
  "GOOGL",
  null,
  "TEAM",
  "T",
  "AVGO",
  "DUK",
  "D",
  null,
  null,
  "GD",
  "GIS",
  "HON",
  "HD",
  "MCD",
  null,
  "ITW",
  "AMAT",
  "EMR",
  "ICE",
  null,
  "META",
  null,
  "LRCX",
  "MPC",
  "MA",
  "MDT",
  "MSFT",
  "ANET",
  "KLAC",
  null,
  "PANW",
  "PEP",
  null,
  null,
  "AAPL",
  "NVDA",
  "GEHC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  null,
  "NOW",
  "SHW",
  "RTX",
  null,
  "IBM",
  "SBUX",
  "TMO",
  "TYL",
  "UPS",
  "VO",
  "PCTY",
  null,
  null,
  "TSM",
  "VYM",
  "K",
  "ADSK",
  "AMD",
  "WM",
  "FTNT",
  null,
  "SGOL",
  null,
  "AMZN",
  "MSI",
  "IVE",
  null,
  null,
  null,
  "HBAN",
  null,
  "VGT",
  "VEA",
  "MGK",
  "VXUS",
  "VOO",
  "VEEV",
  "V",
  "WMT",
  "WFC",
  "WDAY",
  "SCHD",
  "SO",
  "PPL",
  "CRM",
  "SYY",
  "ADP",
  "BRK-B",
  "BA",
  "BMY",
  "CDNS",
  "CVX",
  "CB",
  "CSCO",
  "CME",
  "KO",
  "COST",
  "CRWD",
  "DE",
  "ADI",
  "USMV",
  "NEE",
  "NKE",
  "QQQ",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "MO",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 129
Total Value: 562773331
Accession Number: 0001777817-25-000004
Form Type: 13F-HR
CIK: leelyn-smith
Manager Name: Leelyn-Smith

Data Enrichment

84% identified

108 identified21 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

129 positions • $562.8M total value

129 positions • $562.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 4 of 7

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LOCKHEED MARTIN CORP

Shares:5.9K

Value:$2.6M

% of Portfolio:0.5% ($2.6M/$562.8M)

Medtronic plc

Shares:29.0K

Value:$2.6M

% of Portfolio:0.5% ($2.6M/$562.8M)

316188309

Shares:56.8K

Value:$2.6M

% of Portfolio:0.5% ($2.6M/$562.8M)

DOMINION ENERGY, INC

Shares:45.0K

Value:$2.5M

% of Portfolio:0.4% ($2.5M/$562.8M)

921909768

Shares:40.3K

Value:$2.5M

% of Portfolio:0.4% ($2.5M/$562.8M)

29287L700

Shares:63.8K

Value:$2.5M

% of Portfolio:0.4% ($2.5M/$562.8M)

SYSCO CORP

Shares:32.7K

Value:$2.5M

% of Portfolio:0.4% ($2.5M/$562.8M)

UNITED PARCEL SERVICE INC

Shares:21.9K

Value:$2.4M

% of Portfolio:0.4% ($2.4M/$562.8M)

PFIZER INC

Shares:93.6K

Value:$2.4M

% of Portfolio:0.4% ($2.4M/$562.8M)

CrowdStrike Holdings, Inc.

Shares:6.7K

Value:$2.4M

% of Portfolio:0.4% ($2.4M/$562.8M)

GENERAL MILLS INC

Shares:37.7K

Value:$2.3M

% of Portfolio:0.4% ($2.3M/$562.8M)

PRICE T ROWE GROUP INC

Shares:22.2K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$562.8M)

ServiceNow, Inc.

Shares:2.5K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$562.8M)

Broadcom Inc.

Shares:11.9K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$562.8M)

92204A702

Shares:3.7K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$562.8M)

VEEVA SYSTEMS INC

Shares:8.6K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$562.8M)

Arista Networks, Inc.

Shares:25.3K

Value:$2.0M

% of Portfolio:0.3% ($2.0M/$562.8M)

Salesforce, Inc.

Shares:7.2K

Value:$1.9M

% of Portfolio:0.3% ($1.9M/$562.8M)

922908629

Shares:7.2K

Value:$1.9M

% of Portfolio:0.3% ($1.9M/$562.8M)

Atlassian Corp

Shares:8.6K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$562.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
LOCKHEED MARTIN CORP(LMTcusip539830109)	5.9K	QoQ +4.31% (-244) YoY -0.74% (-44)	All Managers (Combined)	$2.6M	0.5% ($2.6M/$562.8M)	QoQ -4.11% (-$112.9K) YoY -2.53% (-$68.4K)
Medtronic plc(MDTcusipG5960L103)	29.0K	QoQ +1.04% (+301) YoY -29.98% (-12.4K)	All Managers (Combined)	$2.6M	0.5% ($2.6M/$562.8M)	QoQ +13.67% (+$313.4K) YoY -27.80% (-$1.0M)
(cusip316188309)✕	56.8K	QoQ -2.28% (-1.3K) YoY -9.54% (-6.0K)	All Managers (Combined)	$2.6M	0.5% ($2.6M/$562.8M)	QoQ -0.58% (-$15.3K) YoY -8.86% (-$252.3K)
DOMINION ENERGY, INC(Dcusip25746U109)	45.0K	QoQ +1.74% (+772) YoY +10.33% (+4.2K)	All Managers (Combined)	$2.5M	0.4% ($2.5M/$562.8M)	QoQ +5.92% (+$141.0K) YoY +25.76% (+$516.7K)
(VXUScusip921909768)	40.3K	QoQ +4.68% (+1.8K) YoY +25.12% (+8.1K)	All Managers (Combined)	$2.5M	0.4% ($2.5M/$562.8M)	QoQ +10.31% (+$234.3K) YoY +28.86% (+$561.2K)
(cusip29287L700)✕	63.8K	QoQ -2.08% (-1.4K) YoY NEW(+63.8K)	All Managers (Combined)	$2.5M	0.4% ($2.5M/$562.8M)	QoQ -0.84% (-$21.3K) YoY NEW(+$2.5M)
SYSCO CORP(SYYcusip871829107)	32.7K	QoQ +2.16% (+693) YoY +11.16% (+3.3K)	All Managers (Combined)	$2.5M	0.4% ($2.5M/$562.8M)	QoQ +0.26% (+$6.6K) YoY +2.75% (+$65.7K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	21.9K	QoQ +4.09% (-862) YoY NEW(+21.9K)	All Managers (Combined)	$2.4M	0.4% ($2.4M/$562.8M)	QoQ -9.20% (-$244.5K) YoY NEW(+$2.4M)
PFIZER INC(PFEcusip717081103)	93.6K	QoQ +6.65% (+5.8K) YoY +37.31% (+25.4K)	All Managers (Combined)	$2.4M	0.4% ($2.4M/$562.8M)	QoQ +1.87% (+$43.6K) YoY +25.38% (+$480.2K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	6.7K	QoQ +0.32% (+22) YoY +73.30% (+2.8K)	All Managers (Combined)	$2.4M	0.4% ($2.4M/$562.8M)	QoQ +3.38% (+$77.6K) YoY +90.59% (+$1.1M)
GENERAL MILLS INC(GIScusip370334104)	37.7K	QoQ +5.93% (-2.1K) YoY +15.36% (-5.0K)	All Managers (Combined)	$2.3M	0.4% ($2.3M/$562.8M)	QoQ -0.67% (-$15.3K) YoY -1.42% (-$32.5K)
PRICE T ROWE GROUP INC(TROWcusip74144T108)	22.2K	QoQ +4.36% (-929) YoY +12.43% (-2.5K)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$562.8M)	QoQ -15.22% (-$366.8K) YoY -15.27% (-$368.3K)
ServiceNow, Inc.(NOWcusip81762P102)	2.5K	QoQ +1.92% (-48) YoY +10.98% (+252)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$562.8M)	QoQ -23.45% (-$620.9K) YoY +15.90% (+$278.0K)
Broadcom Inc.(AVGOcusip11135F101)	11.9K	QoQ -3.15% (-389) YoY +752.18% (+10.5K)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$562.8M)	QoQ -30.06% (-$858.1K) YoY +7.68% (+$142.4K)
(VGTcusip92204A702)	3.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$562.8M)	QoQ -12.77% (-$290.3K) YoY +3.44% (+$65.9K)
VEEVA SYSTEMS INC(VEEVcusip922475108)	8.6K	QoQ +3.64% (+301) YoY +39.08% (+2.4K)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$562.8M)	QoQ +14.18% (+$246.2K) YoY +39.05% (+$556.5K)
Arista Networks, Inc.(ANETcusip040413205)	25.3K	QoQ NEW(+25.3K) YoY NEW(+25.3K)	All Managers (Combined)	$2.0M	0.3% ($2.0M/$562.8M)	QoQ NEW(+$2.0M) YoY NEW(+$2.0M)
Salesforce, Inc.(CRMcusip79466L302)	7.2K	QoQ +2.12% (-151) YoY +17.23% (+1.1K)	All Managers (Combined)	$1.9M	0.3% ($1.9M/$562.8M)	QoQ -18.02% (-$427.5K) YoY +4.46% (+$83.0K)
(VOcusip922908629)	7.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.9M	0.3% ($1.9M/$562.8M)	QoQ -2.08% (-$39.9K) YoY +3.50% (+$63.4K)
Atlassian Corp(TEAMcusip049468101)	8.6K	QoQ +1.61% (-136) YoY +37.21% (+2.3K)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$562.8M)	QoQ -11.40% (-$234.4K) YoY +49.24% (+$601.0K)