Q1 2023 Holdings
Filed 2023-04-18 | 157 holdings | $889.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Stryker Corporation(SYK) | COM | 863667101 | $26.1M | 91,295 | 2.9% |
| Spdr SER TR(SPSB) | PORTFOLIO SHORT | 78464A474 | $28.0M | 946,614 | 3.2% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $30.3M | 47,263 | 3.4% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $32.2M | 68,214 | 3.6% |
| Oreilly Automotive Inc(ORLY) | COM | 67103H107 | $34.6M | 40,708 | 3.9% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $43.2M | 738,475 | 4.9% |
| Microsoft Corp(MSFT) | COM | 594918104 | $44.4M | 154,130 | 5.0% |