Q3 2019 Holdings
Filed 2019-10-28 | 156 holdings | $11.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Appfolio Inc(APPF) | COM CL A | 03783C100 | $281.0K | 2,950 | 2.5% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $547.0K | 1,900 | 4.8% |
| Cummins Inc(CMI) | COM | 231021106 | $673.0K | 4,140 | 5.9% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $1.7M | 12,150 | 14.8% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $2.2M | 28,466 | 18.8% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $5.8M | 118,294 | 51.1% |