Q1 2024 Holdings
Filed 2024-05-10 | 104 holdings | $1.8B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Fiserv Inc(FISV) | COM | 337738108 | $75.5M | 472,659 | 4.2% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $84.0M | 63,348 | 4.6% |
| Progressive Corp(PGR) | COM | 743315103 | $84.2M | 407,316 | 4.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $85.3M | 202,765 | 4.7% |