Q2 2020 Holdings
Filed 2020-08-13 | 670 holdings | $43.4M | 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 | $629.0K | 3,764 | 1.4% |
| ARK ETF TR(ARKG) | GENOMIC REV ETF | 00214Q302 | $690.0K | 13,232 | 1.6% |
| Carrier Global Corporation(CARR) | COM | 14448C104 | $805.0K | 36,593 | 1.9% |
| Corteva Inc(CTVA) | COM | 22052L104 | $936.0K | 35,022 | 2.2% |
| Clean Energy Fuels Corp(CLNE) | COM | 184499101 | $1.0M | 460,000 | 2.3% |
| Culp Inc(CULP) | COM | 230215105 | $1.1M | 129,483 | 2.6% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $1.2M | 33,032 | 2.7% |
| Adobe Inc(ADBE) | COM | 00724F101 | $1.2M | 2,838 | 2.8% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $1.3M | 5,851 | 2.9% |
| Consolidated Edison Inc(ED) | COM | 209115104 | $1.3M | 18,270 | 3.0% |
| Centene Corp del(CNC) | COM | 15135B101 | $1.5M | 23,914 | 3.5% |
| Conocophillips(COP) | COM | 20825C104 | $1.6M | 37,316 | 3.6% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $1.6M | 29,688 | 3.6% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $1.6M | 5,301 | 3.7% |
| ARK ETF TR(ARKK) | INNOVATION ETF | 00214Q104 | $2.4M | 34,228 | 5.6% |
| Corning Inc(GLW) | COM | 219350105 | $2.7M | 104,131 | 6.2% |
| Boeing Co(BA) | COM | 097023105 | $3.7M | 19,997 | 8.4% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $4.6M | 26,637 | 10.7% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $5.0M | 51,286 | 11.6% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $5.8M | 124,497 | 13.3% |