Q2 2020 Holdings
Filed 2020-07-16 | 97 holdings | $42.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apple Inc(AAPL) | COM | 037833100 | $20.1K | 55,068 | 0.0% |
| O'reilly Automotive Inc(ORLY) | COM | 67103H107 | $20.3K | 48,176 | 0.0% |
| Ebay Inc(EBAY) | COM | 278642103 | $21.1K | 401,945 | 0.0% |
| Cintas Corp(CTAS) | COM | 172908105 | $22.3K | 83,715 | 0.1% |
| Intel Corporation(INTC) | COM | 458140100 | $22.8K | 380,725 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $44.3K | 217,838 | 0.1% |
| Boeing Company (the)(BA) | COM | 097023105 | $1.7M | 9,288 | 4.0% |
| Cummins Inc(CMI) | COM | 231021106 | $1.9M | 10,863 | 4.4% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $4.9M | 104,048 | 11.4% |
| Conocophillips(COP) | COM | 20825C104 | $13.8M | 328,459 | 32.5% |
| Costco Wholesale Corporation(COST) | COM | 22160K105 | $19.8M | 65,449 | 46.8% |