Q1 2022 Holdings
Filed 2023-11-13 | 56 holdings | $131.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Hubbell Inc(HUBB) | COM | 443510607 | $5.2M | 28,450 | 4.0% |
| Blackstone Inc(BX) | COM | 09260D107 | $5.2M | 41,212 | 4.0% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $6.0M | 55,015 | 4.6% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $7.3M | 16,480 | 5.5% |
| Union PAC Corp(UNP) | COM | 907818108 | $10.3M | 37,680 | 7.8% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $11.7M | 42,720 | 8.9% |