This week, five of the portfolio holdings ranked in the Top Ten.
| Ticker | Account Value |
| ADP | 5,139.27 |
| CMCSA | 4,094.16 |
| HTO | 4,343.55 |
| PEP | 4,086.97 |
| PPG | 4,038.54 |
The lowest amount belongs to PPG. We will acquire 3 shares of PPG on Monday morning. Below, is the purchase history and average cost calculation.
The market is finally settling down after the mid-term election cycle. Wednesday was a massive thrust up, Thursday was an extraordinary reversal and today was directionless. Thursday was a surprise to me, and it should not have been.
…In a brief correspondence with Sure Dividend about the departure of KVUE from the list of Dividend Kings, I was informed that the CEO of a company thought to have a 26-year dividend increase streak announced a remarkable 63-year streak in the firm’s 2025 annual report. This can happen in the world of over-the-counter (OTC) stocks, where dividend histories are often less transparent and corporate achievements can remain hidden in plain sight.
Hidden in plain sight may be the perfect way to describe this Pennsylvania financial institution. Founded in 1889, it has accomplished something increasingly rare in modern banking: remaining independent while passing through six generations of the same founding family. From a small-town bank with humble beginnings, it evolved into a successful regional franchise, blending steady growth with a commitment to the communities and traditions that have defined it for well over a century.
All hail Somerset Trust Holding Co!
…On 2023-12-06, I announced the coronation of Kenvue Inc. [KVUE], a business spun off from Dividend King Johnson & Johnson [JNJ]. KVUE inherited JNJ’s dividend streak and was crowned accordingly. Yet less than three years later, and without committing the usual crime of breaking its dividend growth record (abdication), the young monarch has fallen. Kimberly-Clark Corp. [KMB], a Dividend King in its own right, has absorbed the kingdom, ending KVUE’s brief reign as a standalone sovereign.
This week, five of the portfolio holdings ranked in the Top Ten.
| Ticker | Account Value |
| ADP | 4,986.10 |
| CMCSA | 3,889.20 |
| HTO | 4,067.03 |
| PEP | 3,705.17 |
| PPG | 3,944.16 |
The lowest amount belongs to PEP. We will acquire 2 shares of PEP on Monday morning. See the post from 2026-10-25 for a more in-depth look at PEP. Below, is the purchase history and average cost calculation.
This week, five of the portfolio holdings ranked in the Top Ten.
| Ticker | Account Value |
| ADP | 5,170.72 |
| CMCSA | 3,830.40 |
| HTO | 4,064.10 |
| PEP | 3,394.00 |
| PPG | 3,650.13 |
The lowest amount belongs to PEP. We will acquire 2 shares of PEP on Monday morning. Below, is the purchase history and average cost calculation.
Along with the usual $250+ weekly contribution, we have $280.16 in uninvested cash available to deploy.
This week, six of the portfolio holdings ranked in the Top Ten.
| Ticker | Account Value |
| ADP | 4,911.30 |
| CMCSA | 3,131.70 |
| HTO | 3,980.61 |
| PEP | 3,287.25 |
| PPG | 3,543.87 |
| SCL | 4,218.04 |
The lowest amount belongs to CMCSA. We will purchase 25 shares of CMCSA on Monday. See the post from 2026-09-19 for a more in-depth look at CMCSA. Below, is the purchase history and average cost calculation.
This is the second (and final) of two scheduled ‘off’ weeks—an intentional pause to restore our $250+ weekly pace after opening a position in ENB.
This week, six of the portfolio holdings ranked in the Top Ten.
| Ticker | Account Value |
| ADP | 4,604.96 |
| CMCSA | 2,954.38 |
| HTO | 4,035.12 |
| PEP | 3,149.25 |
| PPG | 3,430.68 |
| SCL | 4,150.04 |
The lowest amount belongs to CMCSA. Nothing would preclude us from adding to the CMCSA position if it weren’t an ‘off’ week.
This is the first of two scheduled ‘off’ weeks—an intentional pause to restore our $250+ weekly pace after opening a position in ENB.
This week, five of the portfolio holdings ranked in the Top Ten.
| Ticker | Account Value |
| ADP | 4,380.56 |
| CMCSA | 3,084.51 |
| HTO | 4,148.97 |
| PEP | 3,147.25 |
| PPG | 3,469.95 |
The lowest amount belongs to CMCSA. Nothing would preclude us from adding to the CMCSA position if it weren’t an ‘off’ week.
Ordinarily, I would tell you a story here – one rooted in the truth, telling of a humble beginning and amazing growth, leaving out just enough detail to keep you guessing just a little bit in the event you didn’t recognize the ticker symbol in the title and your eyes hadn’t yet drifted to the bottom of the page. But this company has documentaries about its history and success. This company literally changed the world. And now they’ve announced fifty consecutive years of dividend increases.
There’s a good chance it was your first job and a good chance it will be your last meal.
All hail McDonald’s Corp!
…