13FBOX
TriCert Investment Counsel Inc. · 13F Holdings
Options Calculator Rankings

TriCert Investment Counsel Inc.

No.2651
Latest AUM (Q2 2026)
$1.07B
QoQ Change Q1 2026
+$1.07Bnew
Holdings
88
New Buys
88
Adds
0
Reduces
0
Exits
0
Unchanged
0
Holdings Value Trend
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
SSELECT SECTOR SPDR TRXLK
7.92%$85.0M446,333$00+446,333New Buy
JOHNSON & JOHNSONJNJ
4.59%$49.3M194,235$00+194,235New Buy
BERKSHIRE HATHAWAY INC DELBRK.B
4.42%$47.5M94,873$00+94,873New Buy
MICROSOFT CORPMSFT
3.91%$42.0M112,490$00+112,490New Buy
IINVESCO QQQ TRVOO
3.49%$37.5M50,940$00+50,940New Buy
NOVARTIS AGNVS
3.3%$35.5M226,301$00+226,301New Buy
ALPHABET INCGOOGL
2.61%$28.1M78,496$00+78,496New Buy
VISA INCV
2.54%$27.3M79,475$00+79,475New Buy
EATON CORP PLCETN
2.52%$27.1M63,568$00+63,568New Buy
IISHARES TRIQLT
2.4%$25.8M519,816$00+519,816New Buy
IiShares GlobalRXI
2.27%$24.4M126,545$00+126,545New Buy
VVANGUARD FTSEVEA
2.25%$24.2M339,367$00+339,367New Buy
GOLDMAN SACHS GROUP INCGS
2.23%$23.9M23,661$00+23,661New Buy
DEERE & CODE
2.11%$22.6M35,680$00+35,680New Buy
IINVESCO EXCH TRADED FD TR IICGW
2.11%$22.6M344,081$00+344,081New Buy
VERIZON COMMUNICATIONS INCVZ
2%$21.5M507,048$00+507,048New Buy
MORGAN STANLEYMS
1.97%$21.1M101,020$00+101,020New Buy
JPMORGAN CHASE & COJPM
1.96%$21.0M64,298$00+64,298New Buy
AMGEN INC COMAMGN
1.93%$20.7M57,233$00+57,233New Buy
BHP BILLITON LIMITED SPONSORED ADSBHP
1.82%$19.6M234,828$00+234,828New Buy
VVANGUARD INDEX FDSVOO
1.81%$19.4M28,271$00+28,271New Buy
GENERAL DYNAMICS CORPGD
1.62%$17.4M49,103$00+49,103New Buy
APPLE INCAAPL
1.57%$16.9M58,366$00+58,366New Buy
WALMART INCWMT
1.48%$15.9M140,157$00+140,157New Buy
UNION PAC CORPUNP
1.41%$15.2M55,741$00+55,741New Buy
UNITEDHEALTH GROUP INCUNH
1.39%$15.0M35,997$00+35,997New Buy
UUNILEVER PLC SPON ADR NEWUL
1.37%$14.7M244,804$00+244,804New Buy
SSCHWAB INTERNATIONAL DIVIDEND EQUITY ETFSCHY
1.37%$14.7M463,465$00+463,465New Buy
SHELL PLCSHEL
1.36%$14.6M188,220$00+188,220New Buy
REPUBLIC SVCS INCRSG
1.32%$14.2M66,763$00+66,763New Buy
IINVESCO NASDAQ 100 ETFQQQM
1.27%$13.7M45,115$00+45,115New Buy
IING GROEP N.V. SPONSORED ADRING
1.23%$13.2M421,319$00+421,319New Buy
VVANGUARD FSTEVWO
1.2%$12.9M215,348$00+215,348New Buy
BBANK OF AMER CORPBAC
1.14%$12.2M214,792$00+214,792New Buy
DIAGEO PLC SPON ADR NEWDEO
1.14%$12.2M152,169$00+152,169New Buy
IISHARES TREXI
1.14%$12.2M60,961$00+60,961New Buy
MARTIN MARIETTA MATLS INCMLM
1.11%$11.9M20,613$00+20,613New Buy
HOME DEPOT INCHD
1.05%$11.3M31,906$00+31,906New Buy
IISHARES TRIVV
1.03%$11.1M14,775$00+14,775New Buy
META PLATFORMS INCMETA
1.03%$11.1M19,639$00+19,639New Buy
PROCTER & GAMBLE COPG
0.98%$10.6M72,031$00+72,031New Buy
STARBUCKS CORPSBUX
0.96%$10.3M101,185$00+101,185New Buy
CHEVRON CORPORATIONCVX
0.79%$8.5M51,226$00+51,226New Buy
AIR PRODUCTS AND CHEMICALS IAPD
0.77%$8.3M28,177$00+28,177New Buy
TOYOTA MOTOR CORP ADSTM
0.75%$8.0M47,622$00+47,622New Buy
DUKE ENERGY CORP NEWDUK
0.72%$7.7M60,705$00+60,705New Buy
MEDTRONIC PLCMDT
0.68%$7.3M93,570$00+93,570New Buy
KENVUE INC COMKVUE
0.67%$7.2M378,093$00+378,093New Buy
PPL CORP COMPPL
0.63%$6.8M186,674$00+186,674New Buy
METLIFE INC COMMET
0.55%$5.9M70,160$00+70,160New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow