Q3 2020 Holdings
Filed 2020-11-13 | 213 holdings | $14.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cadence Design Systems, Inc.(CDNS) | COM | 127387108 | $482.0K | 4,515 | 3.2% |
| Darden Restaurants Inc.(DRI) | COM | 237194105 | $500.0K | 4,960 | 3.4% |
| Align Technology(ALGN) | COM | 016255101 | $651.0K | 1,988 | 4.4% |
| Advanced Micro Devices(AMD) | COM | 007903107 | $749.0K | 9,150 | 5.0% |
| Cummins Inc(CMI) | COM | 231021106 | $751.0K | 3,555 | 5.0% |
| Crown Castle International Cor(CCI) | COM | 22822V101 | $785.0K | 4,715 | 5.3% |
| Boeing Company(BA) | COM | 097023105 | $959.0K | 5,805 | 6.4% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $1.0M | 11,757 | 6.9% |
| Costco Co.(COST) | COM | 22160K105 | $1.1M | 3,005 | 7.2% |
| Cisco Systems(CSCO) | COM | 17275R102 | $1.1M | 29,148 | 7.7% |
| Alibaba Group Holdings(BABA) | COM | 01609W102 | $1.2M | 3,970 | 7.8% |
| Constellation Brands(STZ) | COM | 21036P108 | $1.2M | 6,358 | 8.1% |
| Adobe Inc(ADBE) | COM | 00724F101 | $2.5M | 5,002 | 16.5% |