Q2 2019 Holdings
Filed 2019-07-19 | 104 holdings | $5.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Consolidated Edison Inc(ED) | COM | 209115104 | $249.0K | 2,840 | 4.4% |
| Constellation Brands Inc(STZ) | COM | 21036P108 | $286.0K | 1,450 | 5.0% |
| Alarm.com Holdings Inc(ALRM) | COM | 011642105 | $1.2M | 22,105 | 20.7% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $3.6M | 65,273 | 62.6% |