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Leonard Rickey Investment Advisors P.L.L.C.

All holdings · as of Dec 31, 2025

115 positions

CompanyClassValueShares% of portfolio
Broadcom Inc.—$908.3K2,6240.2%
Philip Morris International Inc.—$868.6K5,4150.2%
VANGUARD INDEX FDS—$859.0K4,1070.2%
ISHARES TR—$775.3K4,6160.1%
ISHARES TR—$762.8K15,9420.1%
NOVARTIS AG—$713.2K5,1730.1%
ISHARES TR—$694.6K6,9540.1%
APPLIED MATERIALS INC /DE—$688.7K2,6800.1%
WELLS FARGO & COMPANY/MN—$669.4K7,1820.1%
VANGUARD INDEX FDS—$654.8K2,2560.1%
ORACLE CORP—$637.8K3,2720.1%
Bank of New York Mellon Corp/The—$621.6K5,3550.1%
iShares MSCI UAE ETF—$617.5K8,2160.1%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$545.9K1,7960.1%
ConocoPhillips—$529.9K5,6600.1%
Becton Dickinson & Co—$527.2K2,7170.1%
ISHARES TR—$504.0K4,1940.1%
iShares MSCI UAE ETF—$503.4K3,3850.1%
Elevance Health Inc—$502.3K1,4330.1%
MCKESSON CORP—$502.3K6120.1%
The Boeing Company—$497.6K2,2920.1%
Medtronic plc—$493.7K5,1400.1%
GENERAL DYNAMICS CORP—$484.8K1,4400.1%
ANALOG DEVICES INC—$476.3K1,7560.1%
AbbVie Inc.—$466.8K2,0430.1%
STARBUCKS CORP—$455.9K5,5040.1%
UNILEVER PLC—$426.3K6,5180.1%
ISHARES TR—$422.0K3,2760.1%
Mastercard Inc—$415.0K7270.1%
IQVIA HOLDINGS INC.—$408.9K1,8140.1%
ISHARES TR—$390.0K3,1640.1%
ELI LILLY & Co—$381.4K3550.1%
MCDONALD'S CORP—$380.6K1,2450.1%
DIMENSIONAL ETF TRUST—$374.5K5,3750.1%
STRATEGY SHS—$367.4K7,5370.1%
Walt Disney Co—$364.1K3,2010.1%
Walmart Inc.—$362.6K3,2540.1%
AMERICAN CENTY ETF TR—$360.5K5,5490.1%
HEICO CORP—$338.8K1,0470.1%
JOHNSON & JOHNSON—$322.9K1,5600.1%
RTX Corp—$319.6K1,7420.1%
BANK OF AMERICA CORP /DE—$311.8K5,6680.1%
OMNICOM GROUP INC.—$304.8K3,7750.1%
Cencora Inc—$285.3K8450.1%
PEPSICO INC—$278.5K1,9400.1%
DIMENSIONAL ETF TRUST—$277.0K8,4630.1%
Salesforce Inc—$274.3K1,0360.0%
DANAHER CORP /DE—$268.6K1,1730.0%
INVESCO EXCHANGE TRADED FD T—$262.4K5,5930.0%
TransDigm Group Inc.—$256.7K1930.0%
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