Pollock-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABT",
  null,
  "EXPD",
  "SMRT",
  "MCD",
  "IJH",
  "MMC",
  "MA",
  "MSFT",
  "ORLY",
  "HSY",
  "IJR",
  "PEP",
  "AAPL",
  "ECL",
  "LMT",
  "PG",
  "MKC",
  "ROST",
  "SYK",
  "TJX",
  "MNST",
  "TSCO",
  "WEC",
  "AMZN",
  "V",
  "WMT",
  "WCC",
  "WDAY",
  "GWW",
  null,
  "KMB",
  "BRK-B",
  "BDX",
  "BA",
  "CSCO",
  "CME",
  "COST",
  "DFAC",
  "NKE",
  "MDY",
  "GOOG",
  "JNJ"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 43
Total Value: 123687405
Accession Number: 0002049804-25-000002
Form Type: 13F-HR
CIK: pollock-investment-advisors
Manager Name: Pollock-Investment-Advisors

Data Enrichment

95% identified

41 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

43 positions • $123.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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W.W. GRAINGER, INC.

GWW|384802104

Shares:1.0K

Value:$1.0M

% of Portfolio:0.8% ($1.0M/$123.7M)

HERSHEY CO

HSY|427866108

Shares:5.8K

Value:$983.4K

% of Portfolio:0.8% ($983.4K/$123.7M)

PEPSICO INC

PEP|713448108

Shares:6.3K

Value:$941.8K

% of Portfolio:0.8% ($941.8K/$123.7M)

Walmart Inc.

WMT|931142103

Shares:9.9K

Value:$869.2K

% of Portfolio:0.7% ($869.2K/$123.7M)

Alphabet Inc.

GOOG|02079K107

Shares:5.4K

Value:$848.3K

% of Portfolio:0.7% ($848.3K/$123.7M)

ROSS STORES, INC.

ROST|778296103

Shares:6.3K

Value:$811.5K

% of Portfolio:0.7% ($811.5K/$123.7M)

PROCTER & GAMBLE Co

PG|742718109

Shares:4.2K

Value:$713.5K

% of Portfolio:0.6% ($713.5K/$123.7M)

MCCORMICK & CO INC

MKC|579780206

Shares:7.6K

Value:$627.0K

% of Portfolio:0.5% ($627.0K/$123.7M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:991

Value:$528.7K

% of Portfolio:0.4% ($528.7K/$123.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:885

Value:$471.3K

% of Portfolio:0.4% ($471.3K/$123.7M)

Workday, Inc.

WDAY|98138H101

Shares:1.9K

Value:$443.7K

% of Portfolio:0.4% ($443.7K/$123.7M)

EXPEDITORS INTERNATIONAL OF WASHINGTON INC

EXPD|302130109

Shares:3.7K

Value:$440.5K

% of Portfolio:0.4% ($440.5K/$123.7M)

Monster Beverage Corp

MNST|61174X109

Shares:7.2K

Value:$421.3K

% of Portfolio:0.3% ($421.3K/$123.7M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:2.7K

Value:$389.1K

% of Portfolio:0.3% ($389.1K/$123.7M)

464287507

IJH|464287507

Shares:6.2K

Value:$360.3K

% of Portfolio:0.3% ($360.3K/$123.7M)

WESCO INTERNATIONAL INC

WCC|95082P105

Shares:1.8K

Value:$279.1K

% of Portfolio:0.2% ($279.1K/$123.7M)

AMAZON COM INC

AMZN|023135106

Shares:1.5K

Value:$278.2K

% of Portfolio:0.2% ($278.2K/$123.7M)

MCDONALDS CORP

MCD|580135101

Shares:885

Value:$276.4K

% of Portfolio:0.2% ($276.4K/$123.7M)

464287804

IJR|464287804

Shares:2.5K

Value:$265.6K

% of Portfolio:0.2% ($265.6K/$123.7M)

NIKE, Inc.

NKE|654106103

Shares:3.8K

Value:$241.9K

% of Portfolio:0.2% ($241.9K/$123.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
W.W. GRAINGER, INC.(GWWcusip384802104)	1.0K	QoQ -0.96% (-10) YoY-	All Managers (Combined)	$1.0M	0.8% ($1.0M/$123.7M)	QoQ -7.18% (-$78.7K) YoY-
HERSHEY CO(HSYcusip427866108)	5.8K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$983.4K	0.8% ($983.4K/$123.7M)	QoQ +0.99% (+$9.7K) YoY-
PEPSICO INC(PEPcusip713448108)	6.3K	QoQ -5.98% (-400) YoY-	All Managers (Combined)	$941.8K	0.8% ($941.8K/$123.7M)	QoQ -7.29% (-$74.1K) YoY-
Walmart Inc.(WMTcusip931142103)	9.9K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$869.2K	0.7% ($869.2K/$123.7M)	QoQ -2.83% (-$25.3K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	5.4K	QoQ -31.17% (-2.5K) YoY-	All Managers (Combined)	$848.3K	0.7% ($848.3K/$123.7M)	QoQ -43.54% (-$654.2K) YoY-
ROSS STORES, INC.(ROSTcusip778296103)	6.3K	QoQ -2.80% (-183) YoY-	All Managers (Combined)	$811.5K	0.7% ($811.5K/$123.7M)	QoQ -17.88% (-$176.8K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	4.2K	QoQ -17.69% (-900) YoY-	All Managers (Combined)	$713.5K	0.6% ($713.5K/$123.7M)	QoQ -16.33% (-$139.3K) YoY-
MCCORMICK & CO INC(MKCcusip579780206)	7.6K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$627.0K	0.5% ($627.0K/$123.7M)	QoQ +7.96% (+$46.2K) YoY-
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	991	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$528.7K	0.4% ($528.7K/$123.7M)	QoQ -6.33% (-$35.8K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	885	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$471.3K	0.4% ($471.3K/$123.7M)	QoQ +17.49% (+$70.2K) YoY-
Workday, Inc.(WDAYcusip98138H101)	1.9K	QoQ -2.31% (-45) YoY-	All Managers (Combined)	$443.7K	0.4% ($443.7K/$123.7M)	QoQ -11.58% (-$58.2K) YoY-
EXPEDITORS INTERNATIONAL OF WASHINGTON INC(EXPDcusip302130109)	3.7K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$440.5K	0.4% ($440.5K/$123.7M)	QoQ +8.55% (+$34.7K) YoY-
Monster Beverage Corp(MNSTcusip61174X109)	7.2K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$421.3K	0.3% ($421.3K/$123.7M)	QoQ +11.33% (+$42.9K) YoY-
KIMBERLY CLARK CORP(KMBcusip494368103)	2.7K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$389.1K	0.3% ($389.1K/$123.7M)	QoQ +8.53% (+$30.6K) YoY-
(IJHcusip464287507)	6.2K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$360.3K	0.3% ($360.3K/$123.7M)	QoQ -6.35% (-$24.5K) YoY-
WESCO INTERNATIONAL INC(WCCcusip95082P105)	1.8K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$279.1K	0.2% ($279.1K/$123.7M)	QoQ -14.17% (-$46.1K) YoY-
AMAZON COM INC(AMZNcusip023135106)	1.5K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$278.2K	0.2% ($278.2K/$123.7M)	QoQ -13.27% (-$42.6K) YoY-
MCDONALDS CORP(MCDcusip580135101)	885	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$276.4K	0.2% ($276.4K/$123.7M)	QoQ +7.75% (+$19.9K) YoY-
(IJRcusip464287804)	2.5K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$265.6K	0.2% ($265.6K/$123.7M)	QoQ -9.24% (-$27.1K) YoY-
NIKE, Inc.(NKEcusip654106103)	3.8K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$241.9K	0.2% ($241.9K/$123.7M)	QoQ -16.10% (-$46.5K) YoY-