Q1 2022 Holdings
Filed 2022-04-22 | 106 holdings | $14.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cleveland-Cliffs Inc New(CLF) | COM | 185899101 | $249.0K | 7,725 | 1.8% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $360.0K | 2,223 | 2.6% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $1.8M | 3,171 | 12.9% |
| Boeing Co(BA) | COM | 097023105 | $2.7M | 13,915 | 18.9% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $4.4M | 39,946 | 31.0% |
| AXT Inc(AXTI) | COM | 00246W103 | $4.4M | 625,300 | 31.1% |