Q4 2021 Holdings
Filed 2022-02-04 | 107 holdings | $19.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| BioMarin Pharmaceutical(BMRN) | COM | 09061G101 | $1.1M | 12,237 | 5.7% |
| AMN Healthcare Services(AMN) | COM | 001744101 | $1.6M | 12,789 | 8.2% |
| Cummins(CMI) | COM | 231021106 | $1.9M | 8,527 | 9.7% |
| Cisco Systems(CSCO) | COM | 17275R102 | $2.0M | 31,816 | 10.5% |
| Crown Castle International(CCI) | COM | 22822V101 | $2.2M | 10,700 | 11.7% |
| Abbvie(ABBV) | COM | 00287Y109 | $2.8M | 20,529 | 14.5% |
| Adobe Systems(ADBE) | COM | 00724F101 | $6.9M | 12,230 | 36.3% |