Q2 2019 Holdings
Filed 2019-08-05 | 211 holdings | $11.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Chart Industries Inc(GTLS) | COM | 16115Q308 | $397.0K | 5,165 | 3.5% |
| Align Technology(ALGN) | COM | 016255101 | $542.0K | 1,978 | 4.8% |
| Cummins Inc(CMI) | COM | 231021106 | $609.0K | 3,555 | 5.3% |
| Crown Castle International Cor(CCI) | COM | 22822V101 | $624.0K | 4,790 | 5.5% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $652.0K | 8,971 | 5.7% |
| Alibaba Group Holdings(BABA) | COM | 01609W102 | $683.0K | 4,030 | 6.0% |
| Costco Co.(COST) | COM | 22160K105 | $794.0K | 3,005 | 7.0% |
| Constellation Brands(STZ) | COM | 21036P108 | $925.0K | 4,698 | 8.1% |
| Darden Restaurants Inc.(DRI) | COM | 237194105 | $1.2M | 9,885 | 10.5% |
| Cisco Systems(CSCO) | COM | 17275R102 | $1.8M | 33,588 | 16.1% |
| Adobe Inc(ADBE) | COM | 00724F101 | $2.1M | 6,967 | 18.0% |