Q2 2020 Holdings
Filed 2020-08-11 | 117 holdings | $10.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Roper Technologies Inc(ROP) | COM | 776696106 | $3.3K | 8,583 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $4.0K | 11,025 | 0.0% |
| Spdr Gold TR(GLD) | GOLD SHS | 78463V107 | $4.3K | 25,677 | 0.0% |
| Proshares TR(UPRO) | ULTRPRO S&P500 | 74347X864 | $4.8K | 108,869 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $5.0K | 1,827 | 0.0% |
| Direxion SHS ETF TR | 20YR TRES BULL | 25459W540 | $6.7K | 165,328 | 0.1% |
| Ishares TR(SHY) | 1 3 YR TREAS BD | 464287457 | $12.4K | 143,300 | 0.1% |
| Adobe Inc(ADBE) | COM | 00724F101 | $302.0K | 694 | 2.9% |
| Autonation Inc(AN) | COM | 05329W102 | $541.0K | 14,401 | 5.1% |
| Autodesk Inc(ADSK) | COM | 052769106 | $608.0K | 2,542 | 5.8% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $718.0K | 1,407 | 6.8% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $818.0K | 8,520 | 7.7% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $829.0K | 4,952 | 7.9% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $1.3M | 13,166 | 12.2% |
| Adaptive Biotechnologies COR(ADPT) | COM | 00650F109 | $1.4M | 27,973 | 12.8% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $1.4M | 4,624 | 13.3% |
| Carmax Inc(KMX) | COM | 143130102 | $2.6M | 28,656 | 24.3% |