Q2 2020 Holdings
Filed 2020-08-11 | 107 holdings | $7.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Conocophillips(COP) | COM | 20825C104 | $239.0K | 5,687 | 3.1% |
| Boeing Co(BA) | COM | 097023105 | $240.0K | 1,311 | 3.1% |
| Cummins Inc(CMI) | COM | 231021106 | $598.0K | 3,452 | 7.7% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $740.0K | 15,868 | 9.6% |
| Align Technology Inc(ALGN) | COM | 016255101 | $1.7M | 6,184 | 22.0% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $1.8M | 17,994 | 22.9% |
| Autodesk Inc(ADSK) | COM | 052769106 | $2.0M | 8,314 | 25.8% |