Q3 2020 Holdings
Filed 2020-11-06 | 72 holdings | $2.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Monster Beverage COR(MNST) | COM | 61174X109 | $44.3K | 552,058 | 1.6% |
| AIR Prods and Chems in(APD) | COM | 009158106 | $44.5K | 149,545 | 1.6% |
| Activision Blizzard(ATVIEUR) | COM | 00507V109 | $45.3K | 560,133 | 1.6% |
| Starbucks Corp(SBUX) | COM | 855244109 | $47.6K | 553,616 | 1.7% |
| Fidelity Natl Inform(FIS) | COM | 31620M106 | $48.9K | 331,899 | 1.8% |
| Amphenol Corp New(APH) | CL A | 032095101 | $49.0K | 452,301 | 1.8% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $49.6K | 251,893 | 1.8% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $50.0K | 870,090 | 1.8% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $55.8K | 474,207 | 2.0% |
| Unitedhealth Group I(UNH) | COM | 91324P102 | $59.0K | 189,323 | 2.1% |
| Lowes COS Inc(LOW) | COM | 548661107 | $60.2K | 362,809 | 2.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $61.2K | 19,444 | 2.2% |
| Apple Inc(AAPL) | COM | 037833100 | $63.7K | 549,674 | 2.3% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $63.8K | 253,765 | 2.3% |
| Abbott Labs(ABT) | COM | 002824100 | $64.7K | 594,495 | 2.3% |
| Visa Inc(V) | COM CL A | 92826C839 | $65.9K | 329,642 | 2.4% |
| Thermo Fisher Scient(TMO) | COM | 883556102 | $70.9K | 160,682 | 2.6% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $74.6K | 50,919 | 2.7% |
| Facebook Inc(META) | CL A | 30303M102 | $80.9K | 308,976 | 2.9% |
| Microsoft Corp(MSFT) | COM | 594918104 | $87.0K | 413,699 | 3.2% |
| Centene Corp del(CNC) | COM | 15135B101 | $543.0K | 9,323 | 19.7% |
| Akamai Technologies(AKAM) | COM | 00971T101 | $571.0K | 5,166 | 20.7% |