Q2 2020 Holdings
Filed 2020-07-22 | 312 holdings | $73.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cummins Inc(CMI) | COM | 231021106 | $5.2M | 30,290 | 7.2% |
| Carrier Global Corp(CARR) | COM | 14448C104 | $5.6M | 251,935 | 7.6% |
| Conocophillips(COP) | COM | 20825C104 | $7.1M | 168,534 | 9.7% |
| Costco Wholesale Corp(COST) | COM | 22160K105 | $13.2M | 43,619 | 18.1% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $16.0M | 342,402 | 21.8% |