Q4 2021 Holdings
Filed 2022-04-29 | 56 holdings | $6.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $29.1K | 73,000 | 0.5% |
| Cracker Barrel Old Ctry Stor(CBRL) | COM | 22410J106 | $675.0K | 5,200 | 11.1% |
| D R Horton Inc(DHI) | COM | 23331A109 | $1.2M | 10,800 | 19.5% |
| Cummins Inc(CMI) | COM | 231021106 | $1.2M | 5,400 | 19.6% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $1.4M | 22,426 | 23.2% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $1.5M | 11,000 | 24.8% |