0001845262-22-000001.txt : 20220209 0001845262-22-000001.hdr.sgml : 20220209 20220208175714 ACCESSION NUMBER: 0001845262-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220209 DATE AS OF CHANGE: 20220208 EFFECTIVENESS DATE: 20220209 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Connolly Sarah T. CENTRAL INDEX KEY: 0001845262 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20635 FILM NUMBER: 22603109 MAIL ADDRESS: STREET 1: C/O NIXON PEABODY LLP, EXCHANGE PLACE STREET 2: 53 STATE STREET CITY: BOSTON STATE: MA ZIP: 02109-2835 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001845262 XXXXXXXX 12-31-2021 12-31-2021 Connolly Sarah T.
C/O NIXON PEABODY LLP, EXCHANGE PLACE 53 STATE STREET BOSTON MA 02109-2835
13F HOLDINGS REPORT 028-20635 N
Dennis Kushmerek Trust Operations Senior Specialist 617-345-6136 Dennis Kushmerek Boston MA 02-08-2022 0 96 179089 false
INFORMATION TABLE 2 13F20211231STC.xml STC 4Q 2021 AT&T Inc Com 00206R102 269 10955 SH SOLE 0 10955 0 0 Abbott Laboratories Com 002824100 2597 18450 SH SOLE 0 18450 0 0 AbbVie Inc Com 00287Y109 899 6640 SH SOLE 0 6640 0 0 Adobe Inc Com 00724F101 2616 4613 SH SOLE 0 3351 0 1262 Air Products & Chemicals Inc Com 009158106 745 2450 SH SOLE 0 1450 0 1000 Alphabet Inc Cl C Com 02079K107 3299 1140 SH SOLE 0 759 0 381 Alphabet Inc Cl A Com 02079K305 4128 1425 SH SOLE 0 1000 0 425 Amazon.com Inc Com 023135106 5385 1615 SH SOLE 0 1010 0 605 American Electric Power Co Inc Com 025537101 514 5780 SH SOLE 0 5780 0 0 American Express Co Com 025816109 1207 7375 SH SOLE 0 7375 0 0 American Tower Corp Com 03027X100 1630 5572 SH SOLE 0 4347 0 1225 Amgen Inc Com 031162100 333 1480 SH SOLE 0 1480 0 0 Analog Devices Inc Com 032654105 826 4698 SH SOLE 0 4698 0 0 Apple Inc Com 037833100 9885 55666 SH SOLE 0 36506 0 19160 Atmos Energy Corp Com 049560105 269 2565 SH SOLE 0 2565 0 0 Automatic Data Processing Inc Com 053015103 1684 6830 SH SOLE 0 6830 0 0 Bank of America Corp Com 060505104 2685 60350 SH SOLE 0 40175 0 20175 Baxter International Inc Com 071813109 515 6000 SH SOLE 0 6000 0 0 Berkshire Hathaway Inc Cl B Com 084670702 552 1845 SH SOLE 0 1095 0 750 Blackrock Inc Com 09247X101 1898 2073 SH SOLE 0 1317 0 756 Booking Holdings Inc Com 09857L108 2560 1067 SH SOLE 0 689 0 378 Bristol-Myers Squibb Co Com 110122108 382 6125 SH SOLE 0 6125 0 0 CVS Health Corporation Com 126650100 2101 20368 SH SOLE 0 13298 0 7070 Canadian Pacific Railway Ltd Com 13645T100 252 3500 SH SOLE 0 3500 0 0 Cisco Systems Inc Com 17275R102 207 3273 SH SOLE 0 3273 0 0 Coca-Cola Co Com 191216100 3833 64731 SH SOLE 0 52611 0 12120 Comcast Corp New Cl A Com 20030N101 1918 38117 SH SOLE 0 26992 0 11125 Costco Wholesale Corp Com 22160K105 245 431 SH SOLE 0 431 0 0 Danaher Corp Com 235851102 3262 9916 SH SOLE 0 6586 0 3330 Deere & Co Com 244199105 1604 4678 SH SOLE 0 3163 0 1515 Walt Disney Co (The) Com 254687106 2530 16333 SH SOLE 0 11788 0 4545 Emerson Electric Co Com 291011104 449 4834 SH SOLE 0 4834 0 0 Enbridge Inc Com 29250N105 239 6111 SH SOLE 0 6111 0 0 Exxon Mobil Corp Com 30231G102 1156 18900 SH SOLE 0 18900 0 0 Meta Platforms Inc Com 30303M102 3552 10561 SH SOLE 0 7531 0 3030 Factset Research Systems Inc Com 303075105 685 1410 SH SOLE 0 1410 0 0 F-star Therapeutics Inc Com 30315R107 266 53001 SH SOLE 0 53001 0 0 General Dynamics Corp Com 369550108 1013 4857 SH SOLE 0 4832 0 25 General Electric Co Com 369604301 300 3180 SH SOLE 0 3180 0 0 Genuine Parts Co Com 372460105 531 3785 SH SOLE 0 3785 0 0 HP Inc Com 40434L105 480 12750 SH SOLE 0 12750 0 0 Hershey Company Com 427866108 290 1500 SH SOLE 0 1500 0 0 Hewlett Packard Enterprise Co Com 42824C109 201 12750 SH SOLE 0 12750 0 0 Home Depot Inc Com 437076102 215 519 SH SOLE 0 519 0 0 Hubbell Inc Com 443510607 1359 6524 SH SOLE 0 4254 0 2270 Illinois Tool Works Inc Com 452308109 1129 4575 SH SOLE 0 1575 0 3000 Intel Corp Com 458140100 2148 41712 SH SOLE 0 31612 0 10100 Intercontinental Exchange Inc Com 45866F104 2476 18103 SH SOLE 0 12048 0 6055 Intuit Inc Com 461202103 1219 1895 SH SOLE 0 1895 0 0 iShares MSCI EAFE ETF Com 464287465 1075 13666 SH SOLE 0 13666 0 0 iShares Core S&P Mid-Cap ETF Com 464287507 367 1295 SH SOLE 0 1295 0 0 iShares Russell 2000 ETF Com 464287655 480 2159 SH SOLE 0 2159 0 0 iShares Core S&P Small Cap ETF Com 464287804 1428 12467 SH SOLE 0 4967 0 7500 JPMorgan Chase & Co Com 46625H100 3625 22894 SH SOLE 0 15824 0 7070 Johnson & Johnson Com 478160104 3026 17690 SH SOLE 0 17690 0 0 Kimberly-Clark Corp Com 494368103 1215 8500 SH SOLE 0 8500 0 0 Estee Lauder Companies Inc Cl A Com 518439104 2466 6662 SH SOLE 0 4292 0 2370 Lowe's Cos Inc Com 548661107 2926 11319 SH SOLE 0 7784 0 3535 MSCI Inc Com 55354G100 282 460 SH SOLE 0 460 0 0 Mastercard Inc Cl A Com 57636Q104 2988 8316 SH SOLE 0 5791 0 2525 McDonald's Corp Com 580135101 1261 4705 SH SOLE 0 4705 0 0 Merck & Co Inc Com 58933Y105 1239 16160 SH SOLE 0 16160 0 0 Microsoft Corporation Com 594918104 11284 33552 SH SOLE 0 24477 0 9075 NextEra Energy Inc Com 65339F101 3345 35825 SH SOLE 0 35745 0 80 Nike Inc Cl B Com 654106103 1204 7221 SH SOLE 0 4721 0 2500 Norfolk Southern Corp Com 655844108 813 2730 SH SOLE 0 2730 0 0 Novartis AG Sponsored ADR Com 66987V109 2146 24537 SH SOLE 0 16962 0 7575 NVIDIA Corp Com 67066G104 3722 12654 SH SOLE 0 8620 0 4034 Oracle Corp Com 68389X105 312 3575 SH SOLE 0 3575 0 0 Palo Alto Networks Inc Com 697435105 1872 3363 SH SOLE 0 2203 0 1160 Paychex Inc Com 704326107 926 6786 SH SOLE 0 6786 0 0 Paycom Software Inc Com 70432V102 484 1165 SH SOLE 0 1165 0 0 PayPal Holdings Inc Com 70450Y103 1310 6947 SH SOLE 0 4922 0 2025 PepsiCo Inc Com 713448108 5075 29214 SH SOLE 0 24814 0 4400 Pfizer Inc Com 717081103 222 3764 SH SOLE 0 3764 0 0 Procter & Gamble Co Com 742718109 5014 30652 SH SOLE 0 25197 0 5455 Qualcomm Inc Com 747525103 802 4385 SH SOLE 0 4385 0 0 Rockwell Automation Inc Com 773903109 2603 7462 SH SOLE 0 4692 0 2770 Roper Technologies Inc Com 776696106 2150 4372 SH SOLE 0 2857 0 1515 SPDR S&P MidCap 400 ETF Com 78467Y107 4753 9182 SH SOLE 0 2182 0 7000 Salesforce.Com Inc Com 79466L302 3278 12898 SH SOLE 0 8858 0 4040 Southern Company Com 842587107 343 5000 SH SOLE 0 5000 0 0 Stryker Corp Com 863667101 3758 14052 SH SOLE 0 10017 0 4035 Sysco Corp Com 871829107 1094 13930 SH SOLE 0 13930 0 0 TJX Companies Inc Com 872540109 2886 38020 SH SOLE 0 25920 0 12100 Thermo Fisher Scientific Inc Com 883556102 7510 11256 SH SOLE 0 9388 0 1868 3M Co Com 88579Y101 1531 8620 SH SOLE 0 8620 0 0 Travelers Companies Inc Com 89417E109 1592 10175 SH SOLE 0 6640 0 3535 US Bancorp Com 902973304 1268 22581 SH SOLE 0 14991 0 7590 Unilever PLC Sponsored ADR New Com 904767704 427 7945 SH SOLE 0 7945 0 0 Union Pacific Corp Com 907818108 373 1480 SH SOLE 0 1480 0 0 Veeva Systems Inc Cl A Com 922475108 227 890 SH SOLE 0 890 0 0 Waste Management Inc Com 94106L109 2758 16527 SH SOLE 0 11232 0 5295 Accenture PLC Cl A Com G1151C101 723 1745 SH SOLE 0 1745 0 0 Linde PLC Com G5494J103 537 1550 SH SOLE 0 1550 0 0 Medtronic PLC Com G5960L103 1831 17701 SH SOLE 0 11141 0 6560