TriCert Investment Counsel Inc.
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the Dow Jones Industrial Average as of 2026-07-31, active share 74.4%; sector active share 31.0% against the combined 13F book's sector weights.
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
88 tracked positions · as of Jun 30, 2026Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 26.6% | $285,614,717 |
| Financial Services | 20.0% | $214,371,597 |
| Healthcare | 12.9% | $138,125,614 |
| Industrials | 9.6% | $102,728,611 |
| Communication Services | 6.3% | $67,992,246 |
| Technology | 6.1% | $65,160,206 |
| Consumer Defensive | 6.0% | $64,414,104 |
| Basic Materials | 3.8% | $40,412,469 |
| Consumer Cyclical | 3.5% | $37,497,207 |
| Utilities | 2.7% | $29,180,077 |
| Energy | 2.6% | $28,403,113 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
First | 446,333 | $85,035,363 | 7.92% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 194,235 | $49,329,862 | 4.59% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 94,873 | $47,473,500 | 4.42% | |
| MSFT |
Microsoft Corp
Technology
|
First | 112,490 | $41,961,019 | 3.91% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
First | 50,940 | $37,512,216 | 3.49% | |
| NVS |
Novartis AG
Healthcare
|
First | 226,301 | $35,465,892 | 3.30% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 78,496 | $28,052,115 | 2.61% | |
| V |
Visa Inc.
Financial Services
|
First | 79,475 | $27,267,077 | 2.54% | |
| ETN |
Eaton Corp plc
Industrials
|
First | 63,568 | $27,087,596 | 2.52% | |
| IQLT |
iShares MSCI Intl Quality Factor ETF
|
First | 519,816 | $25,756,882 | 2.40% | |
| RXI |
iShares Global Consumer Discretionary ETF
|
First | 126,545 | $24,418,123 | 2.27% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
First | 339,367 | $24,179,898 | 2.25% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
First | 23,661 | $23,930,025 | 2.23% | |
| DE |
Deere & Co
Industrials
|
First | 35,680 | $22,632,894 | 2.11% | |
| CGW |
Invesco Ltd.
Financial Services
|
First | 344,081 | $22,616,444 | 2.11% | |
| VZ |
Verizon Communications Inc
Communication Services
|
First | 507,048 | $21,468,412 | 2.00% | |
| MS |
Morgan Stanley
Financial Services
|
First | 101,020 | $21,117,220 | 1.97% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 64,298 | $21,046,664 | 1.96% | |
| AMGN |
Amgen Inc
Healthcare
|
First | 57,233 | $20,725,213 | 1.93% | |
| BHP |
BHP Group Ltd
Basic Materials
|
First | 234,828 | $19,563,520 | 1.82% | |
| VOO |
VANGUARD 500 INDEX FUND
|
First | 28,271 | $19,416,805 | 1.81% | |
| GD |
General Dynamics Corp
Industrials
|
First | 49,103 | $17,394,246 | 1.62% | |
| AAPL |
Apple Inc.
Technology
|
First | 58,366 | $16,888,785 | 1.57% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 140,157 | $15,874,181 | 1.48% | |
| UNP |
Union Pacific Corp
Industrials
|
First | 55,741 | $15,161,552 | 1.41% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
First | 35,997 | $14,961,433 | 1.39% | |
| UL |
Unilever PLC
Consumer Defensive
|
First | 244,804 | $14,717,616 | 1.37% | |
| SCHY |
Schwab International Dividend Equity ETF
|
First | 463,465 | $14,705,744 | 1.37% | |
| SHEL |
Shell plc
Energy
|
First | 188,220 | $14,594,578 | 1.36% | |
| RSG |
Republic Services, Inc.
Industrials
|
First | 66,763 | $14,225,860 | 1.32% | |
| QQQM |
Invesco Ltd.
Financial Services
|
First | 45,115 | $13,668,491 | 1.27% | |
| ING |
Ing Groep NV
Financial Services
|
First | 421,319 | $13,220,990 | 1.23% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
First | 215,348 | $12,854,122 | 1.20% | |
| BAC |
Bank Of America Corp
Financial Services
|
First | 214,792 | $12,238,848 | 1.14% | |
| DEO |
Diageo PLC
Consumer Defensive
|
First | 152,169 | $12,231,344 | 1.14% | |
| EXI |
iShares Global Industrials ETF
|
First | 60,961 | $12,222,680 | 1.14% | |
| MLM |
Martin Marietta Materials Inc
Basic Materials
|
First | 20,613 | $11,887,517 | 1.11% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
First | 31,906 | $11,252,608 | 1.05% | |
| IVV |
iShares Core S&P 500 ETF
|
First | 14,775 | $11,064,849 | 1.03% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 19,639 | $11,062,452 | 1.03% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
First | 72,031 | $10,562,625 | 0.98% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
First | 101,185 | $10,340,095 | 0.96% | |
| CVX |
Chevron Corp
Energy
|
First | 51,226 | $8,491,221 | 0.79% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
First | 28,177 | $8,260,932 | 0.77% | |
| TM |
Toyota Motor Corp
Consumer Cyclical
|
First | 47,622 | $8,020,497 | 0.75% | |
| DUK |
Duke Energy CORP
Utilities
|
First | 60,705 | $7,684,038 | 0.72% | |
| MDT |
Medtronic plc
Healthcare
|
First | 93,570 | $7,319,981 | 0.68% | |
| KVUE |
Kenvue Inc.
Consumer Defensive
|
First | 378,093 | $7,225,357 | 0.67% | |
| PPL |
PPL Corp
Utilities
|
First | 186,674 | $6,785,599 | 0.63% | |
| MET |
Metlife Inc
Financial Services
|
First | 70,160 | $5,936,237 | 0.55% |
Showing the top 50 of 88 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.