Q1 2022 Holdings
Filed 2022-04-14 | 207 holdings | $22.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Barrick Gold Corp(ABX) | COM | 067901108 | $438.0K | 17,839 | 1.9% |
| American Homes 4 Rent(AMH) | CL A | 02665T306 | $606.0K | 15,135 | 2.7% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $1.4M | 7,382 | 6.0% |
| Carmax Inc(KMX) | COM | 143130102 | $2.1M | 21,406 | 9.0% |
| Carrier Global Corporation(CARR) | COM | 14448C104 | $2.2M | 47,315 | 9.5% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $3.6M | 65,067 | 15.9% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $10.3M | 63,678 | 45.2% |