Q3 2020 Holdings
Filed 2020-10-29 | 260 holdings | $112.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Corteva Inc(CTVA) | COM | 22052L104 | $3.5M | 121,832 | 3.1% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $3.6M | 10,274 | 3.2% |
| Align Technology Inc(ALGN) | COM | 016255101 | $4.5M | 13,828 | 4.0% |
| Boston Scientific Co(BSX) | COM | 101137107 | $7.5M | 195,295 | 6.6% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $7.6M | 86,983 | 6.8% |
| Burlington Stores in(BURL) | COM | 122017106 | $7.9M | 38,215 | 7.0% |
| Conocophillips(COP) | COM | 20825C104 | $8.2M | 249,928 | 7.3% |
| Boeing Co(BA) | COM | 097023105 | $12.7M | 76,944 | 11.3% |
| Constellation Brands(STZ) | CL A | 21036P108 | $22.8M | 120,119 | 20.2% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $26.0M | 661,168 | 23.1% |