Q1 2020 Holdings
Filed 2020-05-01 | 66 holdings | $2.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Paypal Holdings, Inc(PYPL) | COM | 70450Y103 | $48.1K | 501,997 | 1.7% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $48.6K | 24,939 | 1.7% |
| Ross Stores Inc(ROST) | COM | 778296103 | $49.3K | 566,776 | 1.7% |
| Fidelity National Information(FIS) | COM | 31620M106 | $53.2K | 437,747 | 1.9% |
| Mondelez International(MDLZ) | COM | 609207105 | $57.9K | 1,155,205 | 2.0% |
| Thermo Fisher Scientific(TMO) | COM | 883556102 | $59.8K | 210,723 | 2.1% |
| Salesforce.com Inc(CRM) | COM | 79466L302 | $60.8K | 422,038 | 2.1% |
| Abbott Laboratories(ABT) | COM | 002824100 | $61.4K | 777,626 | 2.1% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $62.3K | 249,978 | 2.2% |
| Visa Inc-Class A Shares(V) | COM | 92826C839 | $67.4K | 418,444 | 2.3% |
| Facebook Inc(META) | COM | 30303M102 | $68.0K | 407,608 | 2.4% |
| Apple Inc(AAPL) | COM | 037833100 | $71.3K | 280,371 | 2.5% |
| Alphabet Inc CL A(GOOGL) | COM | 02079K305 | $76.0K | 65,445 | 2.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $91.8K | 582,110 | 3.2% |
| Akamai Technologies(AKAM) | COM | 00971T101 | $646.0K | 7,061 | 22.5% |
| Centene Corp.(CNC) | COM | 15135B101 | $723.0K | 12,169 | 25.2% |