Q1 2023 Holdings
Filed 2023-05-09 | 107 holdings | $155.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Applied Matls Inc(AMAT) | COM | 038222105 | $4.9M | 39,910 | 3.1% |
| LAM Research Corp(LRCXEUR) | COM | 512807108 | $5.0M | 9,475 | 3.2% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $5.3M | 9,229 | 3.4% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $5.6M | 11,838 | 3.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $6.5M | 22,546 | 4.2% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $7.4M | 97,610 | 4.8% |
| Apple Inc(AAPL) | COM | 037833100 | $8.9M | 53,918 | 5.7% |