Q3 2020 Holdings
Filed 2020-10-26 | 257 holdings | $35.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $1.2M | 7,272 | 3.4% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $2.1M | 5,980 | 6.0% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $2.2M | 7,353 | 6.1% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $5.0M | 126,053 | 14.0% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $6.2M | 32,585 | 17.4% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $6.4M | 166,959 | 17.9% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $6.4M | 10,322 | 18.1% |