John W Kennedy: 2025 Annual statement

Annual 2025: Judge, Contra Costa County Superior Court · due 2026-03-02
Filed: 2026-03-01 · signed 03/01/2026 04:44 PM
Source: Read from the FPPC's structured data, checked against the PDF · the PDF (7 p.) · FPPC portal

Schedule A-2 · Businesses & trusts (10% or more) 2

John & Rosalie Kennedy Trust c/o J. Kennedy, Trustee trust · from the PDF

725 Court Street, Dept. 8, Martinez, CA 94553

Value — · gross income $10,001–$100,000

Holds: Abbvie Inc., Pharmaceuticals, Stock, Fair Market Value $10,000 - $100,000; Adobe, Inc., Computer Software, Stock, Fair Market Value $2,000 - $10,000; Alphabet Inc., Technology, Stock, Fair Market Value $10,000 - $100,000; Amazon.com Inc., Technology, Stock, Fair Market Value $10,000 - $100,000; American International Group, Finance and Insurance, Stock, FMV $2,000 - $10,000 ; Analog Devices Inc., Semiconductors, Stock, Fair Market Value $2,000 - $10,000; Anheuser-Busch Inbev., Beverages, Stock, Fair Market Value $2,000 - $10,000; Apollo Global Management, Asset Management, Stock, Fair Market Value $2,000 - $10,000; Apple Inc., Technology, Stock, Fair Market Value $2,000 - $10,000; Astrazenica, Biopharmaceuticals, Stock, Fair Market Value $2,000 - $10,000; AT&T, Telecommunications, Stock, Fair Market Value $10,000 - $100,000; BJS Wholesale Club Holdings, Retail, Stock, Fair Market Value $2,000 - $10,000; Blackstone Private Equity, Private Equity, Shares, Fair Market Value $10,000 - $100,000; Blue Owl Private Credit, Private Credit, Shares Fair Market Value $10,000 - $100,000; British American Tobacco Co., Tobacco, Stock, Fair Market Value $10,000 - $100,000; Capital One Financial, Financial, Stock, Fair Market Value $2,000 - $10,000 (Purchased 8/7/24); Cheniere Energy, Energy, Stock, Fair Market Value $2,000 - $10,000; Chevron Corp. Energy, Stock, Fair Market Value $10,000 - $100,000; Cisco Systems, Technology, Stock, Fair Market Value $2,000 - $10,000 (Bought 3/27/2025); Citygroup Inc., Financial, Stock, Fair Market Value $2,000 - $10,000; Coca-Cola, Beverages, Stock, Fair Market Value $2,000 - $10,000; Conoco Phillips, Energy, Stock, Fair Market Value $2,000 - $10,000; Crown Castle Inc., Telecommunications, Stock, Fair Market Value $2,000 - $10,000; CVS Health Corp., Drugstore, Stock, Fair Market Value $10,000 - $100,000; Disney (Walt) Co., Entertainment, Stock, Fair Market Value $2,000 - $10,000; Elevance Health Inc., Health Care, Stock, Fair Market Value $2,000 - $10,000; Eli Lilly & Co., Pharmaceuticals, Stock, Fair Market Value $10,000 - $100,000; Exxon Mobile Corp., Energy, Stock, Fair Market Value $10,000 - $100,000; Fedex Corp., Package Delivery, Stock, Fair Market Value $2,000 - $10,000; Freeport-McMoran Inc., Metals, Stock, Fair Market Value $2,000 - $10,000; Gaming and Leisure Properties Inc., Real Estate Investment, Stock, FMV $2,000 - $10,000 ; General Motors Co., Automobiles, Stock, Fair Market Value $2,000 - $10,000; Gilead Sciences, Inc., Biopharmaceuticals, Stock, Fair Market Value $10,000 - $100,000; Goldman Sachs Group, Inc., Investment Banking, Stock, Fair Market Value $2,000 - $10,000; Hanover Insurance Group, Inc., Insurance, Stock, Fair Market Value $10,000 - $100,000; Health Care Select SPDR, Sector Fund, Shares, Fair Market Value $10,000 - $100,000; Hilton Worldwide, Hotels, Stock, Fair Market Value $2,000 - $10,000; IBM Corp., Technology, Stock, Fair Market Value $10,000 - $100,000; Ingersoll Rand, Inc., Compressor Manufacturing, Stock, Fair Market Value $2,000 - $10,000; Johnson & Johnson, Medical Devices and Pharmaceuticals, Stock, FMV $10,000 - $100,000; Johnson Controls International, Building Technology, Stock, Fair Market Value $2,000 - $10,000 ; Kinder Morgan Inc., Energy Infrastructure, Stock, Fair Market Value $10,000 - $100,000; KKR & Co., Investment Company, Stock, Fair Market Value $2,000 - $10,000; KLA Corp., Semiconductor Manufacturing, Stock, Fair Market Value $2,000 - $10,000; Lennar Corp., Home Construction, Stock, Fair Market Value $2,000 - $10,000; Liberty Media Corp., Media, Stock, Fair Market Value $2,000 - $10,000; Lockheed Martin Corp., Aerospace, Stock, Fair Market Value $10,000 - $100,000; McKesson Corp., Healthcare, Stock, Fair Market Value $2,000 - $10,000; Microsoft Corp., Technology, Stock, Fair Market Value $100,000 - 1,000,000; Mondelez International Inc., Food, Stock, Fair Market Value $10,000 - $100,000; Morgan Stanley, Investment Banking, Stock, Fair Market Value $2,000 - $10,000; NASDAQ OMX Group Inc., Stock Exchange, Stock, Fair Market Value $2,000 - $10,000; Newmont Corp., Gold Mining, Stock, Fair Market Value $10,000 - $100,000; Nextera Energy Inc., Energy, Stock, Fair Market Value $10,000 - $100,000; Northrop Grumman Corp., Aerospace and Defense, Stock, Fair Market Value $2,000 - $10,000; NXP Semiconductors, Semiconductors, Stock, Fair Market Value $2,000 - $10,000 ; Oracle Corp., Computer Software, Stock, Fair Market Value $2,000 - $10,000; Partners Group, Private Equity, Shares, Fair Market Value $100,000 - $1,000,000; Pepsicon Inc., Beverages, Stock, Fair Market Value $10,000 - $100,000; Philip Morris International, Inc., Tobacco, Stock, Fair Market Value $2,000 - $10,000; Phillips 66, Energy, Stock, Fair Market Value $10,000 - $100,000; PNC Financial Services Group, Financial Services, Stock, Fair Market Value $2,000 - $10,000; PPL Corp.. Natural Gas Distribution, Stock, Fair Market Value $2,000 - $10,000; Prologis Inc., Real Estate Investment, Stock, Fair Market Value $2,000 - $10,000 (Bought 5/14/2025); Pulte Group, Home Construction, Stock, Fair Market Value $2,000 - $10,000; Qualcomm Inc., Semiconductors, Stock, Fair Market Value $2,000 - $10,000; Regeneron Pharmaceuticals, Pharmaceuticals, Stock, Fair Market Value $2,000 - $10,000; RPM International, Building Materials, Stock, Fair Market Value $10,000 - $100,000; Salesforce Inc., Cloud-Based Software, Stock, Fair Market Value $2,000 - $10,000; Sanofi ADR, American Depository Receipts, Stock, Fair Market Value $2,000 - $10,000; Schwab, Charles Corp., Brokerage, Banking, and Financial, Stock, Fair Market Value $2,000 - $10,000; Southwest Airlines Co., Airlines, Stock, Fair Market Value $2,000 - $10,000 (Purchased 8/7/24); SPDR US Financial Sector, Sector Fund, Shares, Fair Market Value $10,000 - $100,000; Target Corp., Retail, Stock, Fair Market Value $10,000 - $100,000; Tesxas Instruments, Semiconductors, Stock, Fair Market Value $2,000 - $10,000; Thermo Fisher Scientific, Biotechnology, Stock, Fair Market Value $2,000 - $10,000; T-Mobile U.S., Inc., Cellular Telephone Service, Stock, Fair Market Value $2,000 - $10,000; United Health Group, Healthcare, Stock, Fair Market Value $2,000 - $10,000 (Purchased 8/12/24); United Rentals Inc., Heavy Equipment Rentals, Stock, Fair Market Value $2,000 - $10,000; Valero Energy, Energy, Stock, Fair Market Value $10,000 - $100,000; Vaneck Gold Miners ETF, Gold Sector Fund, Stock, Fair Market Value $10,000 - $100,000; Vodaphone Group, Telecommunications, Stock, Fair Market Value $10,000 - $100,000; Walmart, Inc., Retail, Stock, Fair Market Value $2,000 - $10,000; Waste Management Inc., Waste Nanagement, Stock, Fair Market Value $10,000 - $100,000; Workday Inc., System Software, Stock, Fair Market Value $2,000 - $10,000; American Tower REIT Inc., Real Estate Investment, Stock, Fair Market Value $2,000 - $10,000 (Bought 10/7/2025); Blackrock Inc., Investment Management, Stock, Fair Market Value $2,000 - $10,000 (Bought 4/8/2025); Corteva Inc., Chemicals, Stock, Fair Market Value $2,000 - $10,000 (Bought 4/8/2025); Danaher Corp., Manufacturing, Stock, Fair Market Value $2,000 - $10,000 (Bought 4/3/2025); Ebay Inc., Online Retail, Stock, Fair Market Value $2,000 - $10,000 (Sold 8/11/2025); Ferrari NV, Automobile, Stock, Fair Market Value $2,000 - $10,000 (Bought 8/1/2025); Hologic Inc., Health Technology, Stock, Fair Market Value $2,000 - $10,000 (Bought 4/3/2025); Lululemon Athletica, Clothing, Stock, Fair Market Value $2,000 - $10,000 (Bought 8/4/2025); Meta Platforms, Technology, Stock, Fair Market Value $2,000 - $10,000 (Bought 11/10/2025); NRG Energy Inc., Energy, Stock, Fair Market Value $2,000 - $10,000 (Sold 5/29/2025); Seagate Tech Holdings, Data Storage, Stock, Fair Market Value $2,000 - $10,000 (Bought 3/27/2025); Taiwan Semiconductor Manufacturing, Semiconductors, Stock, Fair Market Value $2,000 - $10,000 (Bought 7/24/2025) (Pharmaceutical) · $10,001–$100,000 · Stock

Kenward Corp. Corporate stockholder · from the PDF

Commercial Real Estate · 2249 Indianpath Drive, Westlake, OH 44145 · Director, Secretary

Value $10,001–$100,000 · gross income $10,001–$100,000

Holds: Real Property Ownership - 37600 North Industrial Parkway, Willoughby, OH 44094, FMV $10,000 - $100,000 (37600 North Industrial Parkway, Willoughby, OH 44094) · $10,001–$100,000 · Stock

Schedule C · Income and business positions 1

Source	Income
Kenward Corp Real Estate · Director, Secretary · 2249 Indianpath Drive, Westlake, OH 44145	no income (position only) Rental Income: No income received. Stockholder.

Where the portal and the PDF differ

The FPPC's structured data and our reading of the PDF disagree on these. The page shows the portal's version; the PDF is the filed original.

Where	Portal	PDF
Businesses & trusts · interest.names	["Abbvie Inc., Pharmaceuticals, Stock, Fair Market Value $10,000 - $100,000","Adobe, Inc., Computer Software, Stock, Fair Market Value $2,000 - $10,000","Alphabet Inc., Technology, Stock, Fair Market Value $10,000 - $100,000","Amazon.com Inc., Technology, Stock, Fair Market Value $10,000 - $100,000","American International Group, Finance and Insurance, Stock, FMV $2,000 - $10,000 ","Analog Devices Inc., Semiconductors, Stock, Fair Market Value $2,000 - $10,000","Anheuser-Busch Inbev., Beverages, Stock, Fair Market Value $2,000 - $10,000","Apollo Global Management, Asset Management, Stock, Fair Market Value $2,000 - $10,000","Apple Inc., Technology, Stock, Fair Market Value $2,000 - $10,000","Astrazenica, Biopharmaceuticals, Stock, Fair Market Value $2,000 - $10,000","AT&T, Telecommunications, Stock, Fair Market Value $10,000 - $100,000","BJS Wholesale Club Holdings, Retail, Stock, Fair Market Value $2,000 - $10,000","Blackstone Private Equity, Private Equity, Shares, Fair Market Value $10,000 - $100,000","Blue Owl Private Credit, Private Credit, Shares Fair Market Value $10,000 - $100,000","British American Tobacco Co., Tobacco, Stock, Fair Market Value $10,000 - $100,000","Capital One Financial, Financial, Stock, Fair Market Value $2,000 - $10,000 (Purchased 8/7/24)","Cheniere Energy, Energy, Stock, Fair Market Value $2,000 - $10,000","Chevron Corp. Energy, Stock, Fair Market Value $10,000 - $100,000","Cisco Systems, Technology, Stock, Fair Market Value $2,000 - $10,000 (Bought 3/27/2025)","Citygroup Inc., Financial, Stock, Fair Market Value $2,000 - $10,000","Coca-Cola, Beverages, Stock, Fair Market Value $2,000 - $10,000","Conoco Phillips, Energy, Stock, Fair Market Value $2,000 - $10,000","Crown Castle Inc., Telecommunications, Stock, Fair Market Value $2,000 - $10,000","CVS Health Corp., Drugstore, Stock, Fair Market Value $10,000 - $100,000","Disney (Walt) Co., Entertainment, Stock, Fair Market Value $2,000 - $10,000","Elevance Health Inc., Health Care, Stock, Fair Market Value $2,000 - $10,000","Eli Lilly & Co., Pharmaceuticals, Stock, Fair Market Value $10,000 - $100,000","Exxon Mobile Corp., Energy, Stock, Fair Market Value $10,000 - $100,000","Fedex Corp., Package Delivery, Stock, Fair Market Value $2,000 - $10,000","Freeport-McMoran Inc., Metals, Stock, Fair Market Value $2,000 - $10,000","Gaming and Leisure Properties Inc., Real Estate Investment, Stock, FMV $2,000 - $10,000 ","General Motors Co., Automobiles, Stock, Fair Market Value $2,000 - $10,000","Gilead Sciences, Inc., Biopharmaceuticals, Stock, Fair Market Value $10,000 - $100,000","Goldman Sachs Group, Inc., Investment Banking, Stock, Fair Market Value $2,000 - $10,000","Hanover Insurance Group, Inc., Insurance, Stock, Fair Market Value $10,000 - $100,000","Health Care Select SPDR, Sector Fund, Shares, Fair Market Value $10,000 - $100,000","Hilton Worldwide, Hotels, Stock, Fair Market Value $2,000 - $10,000","IBM Corp., Technology, Stock, Fair Market Value $10,000 - $100,000","Ingersoll Rand, Inc., Compressor Manufacturing, Stock, Fair Market Value $2,000 - $10,000","Johnson & Johnson, Medical Devices and Pharmaceuticals, Stock, FMV $10,000 - $100,000","Johnson Controls International, Building Technology, Stock, Fair Market Value $2,000 - $10,000 ","Kinder Morgan Inc., Energy Infrastructure, Stock, Fair Market Value $10,000 - $100,000","KKR & Co., Investment Company, Stock, Fair Market Value $2,000 - $10,000","KLA Corp., Semiconductor Manufacturing, Stock, Fair Market Value $2,000 - $10,000","Lennar Corp., Home Construction, Stock, Fair Market Value $2,000 - $10,000","Liberty Media Corp., Media, Stock, Fair Market Value $2,000 - $10,000","Lockheed Martin Corp., Aerospace, Stock, Fair Market Value $10,000 - $100,000","McKesson Corp., Healthcare, Stock, Fair Market Value $2,000 - $10,000","Microsoft Corp., Technology, Stock, Fair Market Value $100,000 - 1,000,000","Mondelez International Inc., Food, Stock, Fair Market Value $10,000 - $100,000","Morgan Stanley, Investment Banking, Stock, Fair Market Value $2,000 - $10,000","NASDAQ OMX Group Inc., Stock Exchange, Stock, Fair Market Value $2,000 - $10,000","Newmont Corp., Gold Mining, Stock, Fair Market Value $10,000 - $100,000","Nextera Energy Inc., Energy, Stock, Fair Market Value $10,000 - $100,000","Northrop Grumman Corp., Aerospace and Defense, Stock, Fair Market Value $2,000 - $10,000","NXP Semiconductors, Semiconductors, Stock, Fair Market Value $2,000 - $10,000 ","Oracle Corp., Computer Software, Stock, Fair Market Value $2,000 - $10,000","Partners Group, Private Equity, Shares, Fair Market Value $100,000 - $1,000,000","Pepsicon Inc., Beverages, Stock, Fair Market Value $10,000 - $100,000","Philip Morris International, Inc., Tobacco, Stock, Fair Market Value $2,000 - $10,000","Phillips 66, Energy, Stock, Fair Market Value $10,000 - $100,000","PNC Financial Services Group, Financial Services, Stock, Fair Market Value $2,000 - $10,000","PPL Corp.. Natural Gas Distribution, Stock, Fair Market Value $2,000 - $10,000","Prologis Inc., Real Estate Investment, Stock, Fair Market Value $2,000 - $10,000 (Bought 5/14/2025)","Pulte Group, Home Construction, Stock, Fair Market Value $2,000 - $10,000","Qualcomm Inc., Semiconductors, Stock, Fair Market Value $2,000 - $10,000","Regeneron Pharmaceuticals, Pharmaceuticals, Stock, Fair Market Value $2,000 - $10,000","RPM International, Building Materials, Stock, Fair Market Value $10,000 - $100,000","Salesforce Inc., Cloud-Based Software, Stock, Fair Market Value $2,000 - $10,000","Sanofi ADR, American Depository Receipts, Stock, Fair Market Value $2,000 - $10,000","Schwab, Charles Corp., Brokerage, Banking, and Financial, Stock, Fair Market Value $2,000 - $10,000","Southwest Airlines Co., Airlines, Stock, Fair Market Value $2,000 - $10,000 (Purchased 8/7/24)","SPDR US Financial Sector, Sector Fund, Shares, Fair Market Value $10,000 - $100,000","Target Corp., Retail, Stock, Fair Market Value $10,000 - $100,000","Tesxas Instruments, Semiconductors, Stock, Fair Market Value $2,000 - $10,000","Thermo Fisher Scientific, Biotechnology, Stock, Fair Market Value $2,000 - $10,000","T-Mobile U.S., Inc., Cellular Telephone Service, Stock, Fair Market Value $2,000 - $10,000","United Health Group, Healthcare, Stock, Fair Market Value $2,000 - $10,000 (Purchased 8/12/24)","United Rentals Inc., Heavy Equipment Rentals, Stock, Fair Market Value $2,000 - $10,000","Valero Energy, Energy, Stock, Fair Market Value $10,000 - $100,000","Vaneck Gold Miners ETF, Gold Sector Fund, Stock, Fair Market Value $10,000 - $100,000","Vodaphone Group, Telecommunications, Stock, Fair Market Value $10,000 - $100,000","Walmart, Inc., Retail, Stock, Fair Market Value $2,000 - $10,000","Waste Management Inc., Waste Nanagement, Stock, Fair Market Value $10,000 - $100,000","Workday Inc., System Software, Stock, Fair Market Value $2,000 - $10,000","American Tower REIT Inc., Real Estate Investment, Stock, Fair Market Value $2,000 - $10,000 (Bought 10/7/2025)","Blackrock Inc., Investment Management, Stock, Fair Market Value $2,000 - $10,000 (Bought 4/8/2025)","Corteva Inc., Chemicals, Stock, Fair Market Value $2,000 - $10,000 (Bought 4/8/2025)","Danaher Corp., Manufacturing, Stock, Fair Market Value $2,000 - $10,000 (Bought 4/3/2025)","Ebay Inc., Online Retail, Stock, Fair Market Value $2,000 - $10,000 (Sold 8/11/2025)","Ferrari NV, Automobile, Stock, Fair Market Value $2,000 - $10,000 (Bought 8/1/2025)","Hologic Inc., Health Technology, Stock, Fair Market Value $2,000 - $10,000 (Bought 4/3/2025)","Lululemon Athletica, Clothing, Stock, Fair Market Value $2,000 - $10,000 (Bought 8/4/2025)","Meta Platforms, Technology, Stock, Fair Market Value $2,000 - $10,000 (Bought 11/10/2025)","NRG Energy Inc., Energy, Stock, Fair Market Value $2,000 - $10,000 (Sold 5/29/2025)","Seagate Tech Holdings, Data Storage, Stock, Fair Market Value $2,000 - $10,000 (Bought 3/27/2025)","Taiwan Semiconductor Manufacturing, Semiconductors, Stock, Fair Market Value $2,000 - $10,000 (Bought 7/24/2025)"]	["Abbvie Inc., Pharmaceuticals, Stock, Fair Market Value $10,000 - $100,000","Adobe, Inc., Computer Software, Stock, Fair Market Value $2,000 - $10,000","Alphabet Inc., Technology, Stock, Fair Market Value $10,000 - $100,000","Amazon.com Inc., Technology, Stock, Fair Market Value $10,000 - $100,000","American International Group, Finance and Insurance, Stock, FMV $2,000 - $10,000","Analog Devices Inc., Semiconductors, Stock, Fair Market Value $2,000 - $10,000","Anheuser-Busch Inbev., Beverages, Stock, Fair Market Value $2,000 - $10,000","Apollo Global Management, Asset Management, Stock, Fair Market Value $2,000 - $10,000","Apple Inc., Technology, Stock, Fair Market Value $2,000 - $10,000","Astrazenica, Biopharmaceuticals, Stock, Fair Market Value $2,000 - $10,000","AT&T, Telecommunications, Stock, Fair Market Value $10,000 - $100,000","BJS Wholesale Club Holdings, Retail, Stock, Fair Market Value $2,000 - $10,000","Blackstone Private Equity, Private Equity, Shares, Fair Market Value $10,000 - $100,000","Blue Owl Private Credit, Private Credit, Shares Fair Market Value $10,000 - $100,000","British American Tobacco Co., Tobacco, Stock, Fair Market Value $10,000 - $100,000","Capital One Financial, Financial, Stock, Fair Market Value $2,000 - $10,000 (Purchased 8/7/24)","Cheniere Energy, Energy, Stock, Fair Market Value $2,000 - $10,000","Chevron Corp. Energy, Stock, Fair Market Value $10,000 - $100,000","Cisco Systems, Technology, Stock, Fair Market Value $2,000 - $10,000 (Bought 3/27/2025)","Citygroup Inc., Financial, Stock, Fair Market Value $2,000 - $10,000","Coca-Cola, Beverages, Stock, Fair Market Value $2,000 - $10,000","Conoco Phillips, Energy, Stock, Fair Market Value $2,000 - $10,000","Crown Castle Inc., Telecommunications, Stock, Fair Market Value $2,000 - $10,000","CVS Health Corp., Drugstore, Stock, Fair Market Value $10,000 - $100,000","Disney (Walt) Co., Entertainment, Stock, Fair Market Value $2,000 - $10,000","Elevance Health Inc., Health Care, Stock, Fair Market Value $2,000 - $10,000","Eli Lilly & Co., Pharmaceuticals, Stock, Fair Market Value $10,000 - $100,000","Exxon Mobile Corp., Energy, Stock, Fair Market Value $10,000 - $100,000","Fedex Corp., Package Delivery, Stock, Fair Market Value $2,000 - $10,000","Freeport-McMoran Inc., Metals, Stock, Fair Market Value $2,000 - $10,000","Gaming and Leisure Properties Inc., Real Estate Investment, Stock, FMV $2,000 - $10,000","General Motors Co., Automobiles, Stock, Fair Market Value $2,000 - $10,000","Gilead Sciences, Inc., Biopharmaceuticals, Stock, Fair Market Value $10,000 - $100,000","Goldman Sachs Group, Inc., Investment Banking, Stock, Fair Market Value $2,000 - $10,000","Hanover Insurance Group, Inc., Insurance, Stock, Fair Market Value $10,000 - $100,000","Health Care Select SPDR, Sector Fund, Shares, Fair Market Value $10,000 - $100,000","Hilton Worldwide, Hotels, Stock, Fair Market Value $2,000 - $10,000","IBM Corp., Technology, Stock, Fair Market Value $10,000 - $100,000","Ingersoll Rand, Inc., Compressor Manufacturing, Stock, Fair Market Value $2,000 - $10,000","Johnson & Johnson, Medical Devices and Pharmaceuticals, Stock, FMV $10,000 - $100,000","Johnson Controls International, Building Technology, Stock, Fair Market Value $2,000 - $10,000","Kinder Morgan Inc., Energy Infrastructure, Stock, Fair Market Value $10,000 - $100,000","KKR & Co., Investment Company, Stock, Fair Market Value $2,000 - $10,000","KLA Corp., Semiconductor Manufacturing, Stock, Fair Market Value $2,000 - $10,000","Lennar Corp., Home Construction, Stock, Fair Market Value $2,000 - $10,000","Liberty Media Corp., Media, Stock, Fair Market Value $2,000 - $10,000","Lockheed Martin Corp., Aerospace, Stock, Fair Market Value $10,000 - $100,000","McKesson Corp., Healthcare, Stock, Fair Market Value $2,000 - $10,000","Microsoft Corp., Technology, Stock, Fair Market Value $100,000 - 1,000,000","Mondelez International Inc., Food, Stock, Fair Market Value $10,000 - $100,000","Morgan Stanley, Investment Banking, Stock, Fair Market Value $2,000 - $10,000","NASDAQ OMX Group Inc., Stock Exchange, Stock, Fair Market Value $2,000 - $10,000","Newmont Corp., Gold Mining, Stock, Fair Market Value $10,000 - $100,000","Nextera Energy Inc., Energy, Stock, Fair Market Value $10,000 - $100,000","Northrop Grumman Corp., Aerospace and Defense, Stock, Fair Market Value $2,000 - $10,000","NXP Semiconductors, Semiconductors, Stock, Fair Market Value $2,000 - $10,000","Oracle Corp., Computer Software, Stock, Fair Market Value $2,000 - $10,000","Partners Group, Private Equity, Shares, Fair Market Value $100,000 - $1,000,000","Pepsicon Inc., Beverages, Stock, Fair Market Value $10,000 - $100,000","Philip Morris International, Inc., Tobacco, Stock, Fair Market Value $2,000 - $10,000","Phillips 66, Energy, Stock, Fair Market Value $10,000 - $100,000","PNC Financial Services Group, Financial Services, Stock, Fair Market Value $2,000 - $10,000","PPL Corp.. Natural Gas Distribution, Stock, Fair Market Value $2,000 - $10,000","Prologis Inc., Real Estate Investment, Stock, Fair Market Value $2,000 - $10,000 (Bought 5/14/2025)","Pulte Group, Home Construction, Stock, Fair Market Value $2,000 - $10,000","Qualcomm Inc., Semiconductors, Stock, Fair Market Value $2,000 - $10,000","Regeneron Pharmaceuticals, Pharmaceuticals, Stock, Fair Market Value $2,000 - $10,000","RPM International, Building Materials, Stock, Fair Market Value $10,000 - $100,000","Salesforce Inc., Cloud-Based Software, Stock, Fair Market Value $2,000 - $10,000","Sanofi ADR, American Depository Receipts, Stock, Fair Market Value $2,000 - $10,000","Schwab, Charles Corp., Brokerage, Banking, and Financial, Stock, Fair Market Value $2,000 - $10,000","Southwest Airlines Co., Airlines, Stock, Fair Market Value $2,000 - $10,000 (Purchased 8/7/24)","SPDR US Financial Sector, Sector Fund, Shares, Fair Market Value $10,000 - $100,000","Target Corp., Retail, Stock, Fair Market Value $10,000 - $100,000","Tesxas Instruments, Semiconductors, Stock, Fair Market Value $2,000 - $10,000","Thermo Fisher Scientific, Biotechnology, Stock, Fair Market Value $2,000 - $10,000","T-Mobile U.S., Inc., Cellular Telephone Service, Stock, Fair Market Value $2,000 - $10,000","United Health Group, Healthcare, Stock, Fair Market Value $2,000 - $10,000 (Purchased 8/12/24)","United Rentals Inc., Heavy Equipment Rentals, Stock, Fair Market Value $2,000 - $10,000","Valero Energy, Energy, Stock, Fair Market Value $10,000 - $100,000","Vaneck Gold Miners ETF, Gold Sector Fund, Stock, Fair Market Value $10,000 - $100,000","Vodaphone Group, Telecommunications, Stock, Fair Market Value $10,000 - $100,000","Walmart, Inc., Retail, Stock, Fair Market Value $2,000 - $10,000","Waste Management Inc., Waste Nanagement, Stock, Fair Market Value $10,000 - $100,000","Workday Inc., System Software, Stock, Fair Market Value $2,000 - $10,000","American Tower REIT Inc., Real Estate Investment, Stock, Fair Market Value $2,000 - $10,000 (Bought 10/7/2025) Blackrock Inc., Investment Management, Stock, Fair Market Value $2,000 - $10,000 (Bought 4/8/2025)","Corteva Inc., Chemicals, Stock, Fair Market Value $2,000 - $10,000 (Bought 4/8/2025)","Danaher Corp., Manufacturing, Stock, Fair Market Value $2,000 - $10,000 (Bought 4/3/2025)","Ebay Inc., Online Retail, Stock, Fair Market Value $2,000 - $10,000 (Sold 8/11/2025)","Ferrari NV, Automobile, Stock, Fair Market Value $2,000 - $10,000 (Bought 8/1/2025)","Hologic Inc., Health Technology, Stock, Fair Market Value $2,000 - $10,000 (Bought 4/3/2025)","Lululemon Athletica, Clothing, Stock, Fair Market Value $2,000 - $10,000 (Bought 8/4/2025)","Meta Platforms, Technology, Stock, Fair Market Value $2,000 - $10,000 (Bought 11/10/2025)","NRG Energy Inc., Energy, Stock, Fair Market Value $2,000 - $10,000 (Sold 5/29/2025)","Seagate Tech Holdings, Data Storage, Stock, Fair Market Value $2,000 - $10,000 (Bought 3/27/2025)","Taiwan Semiconductor Manufacturing, Semiconductors, Stock, Fair Market Value $2,000 - $10,000 (Bought 7/24/2025)"]