Q3 2023 Holdings
Filed 2023-10-17 | 54 holdings | $352.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Broadcom Inc(AVGO) | COM | 11135F101 | $18.3M | 22,079 | 5.2% |
| Autozone Inc(AZO) | COM | 053332102 | $20.5M | 8,070 | 5.8% |
| Emcor Group Inc(EME) | COM | 29084Q100 | $23.0M | 109,178 | 6.5% |