Q2 2020 Holdings
Filed 2020-08-12 | 458 holdings | $19.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $800.0K | 4,779 | 4.1% |
| Boeing Co(BA) | COM | 097023105 | $902.0K | 4,923 | 4.7% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $1.1M | 2,116 | 5.6% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $1.2M | 3,977 | 6.2% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $2.1M | 9,941 | 11.1% |
| Adobe Inc(ADBE) | COM | 00724F101 | $2.2M | 5,022 | 11.3% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $2.4M | 24,557 | 12.5% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $2.5M | 52,653 | 12.7% |