Q2 2020 Holdings
Filed 2020-08-12 | 68 holdings | $14.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Netflix Inc(NFLX) | COM | 64110L106 | $2.4K | 5,370 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $2.7K | 10,666 | 0.0% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $2.7K | 8,613 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $2.7K | 11,566 | 0.0% |
| Target Corp(TGT) | COM | 87612E106 | $2.9K | 23,793 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $3.2K | 16,619 | 0.0% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $3.3K | 13,533 | 0.0% |
| Zoom Video Communications in(ZM) | CL A | 98980L101 | $3.8K | 14,818 | 0.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $3.8K | 3,964 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $3.9K | 1,417 | 0.0% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $1.0M | 22,140 | 7.2% |
| Chewy Inc(CHWY) | CL A | 16679L109 | $1.2M | 26,479 | 8.3% |
| Adobe Inc(ADBE) | COM | 00724F101 | $1.4M | 3,141 | 9.6% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $1.6M | 9,344 | 11.5% |
| Chegg Inc(CHGG) | COM | 163092109 | $1.7M | 24,974 | 11.8% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $2.0M | 6,459 | 13.7% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $2.5M | 25,652 | 17.7% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $2.8M | 52,794 | 19.5% |