Q1 2023 Holdings
Filed 2023-05-02 | 106 holdings | $28.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Darden Restaurants Inc(DRI) | COM | 237194105 | $723.0K | 4,660 | 2.5% |
| Topgolf Callaway Brans Corp(CALY) | COM | 131193104 | $2.7M | 123,105 | 9.2% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $3.3M | 31,630 | 11.3% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $4.3M | 81,733 | 14.8% |
| Boeing Co(BA) | COM | 097023105 | $6.1M | 28,906 | 21.3% |
| Advanced Micro Devices(AMD) | COM | 007903107 | $9.8M | 99,740 | 33.8% |