Q2 2023 Holdings
Filed 2023-07-31 | 106 holdings | $32.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Darden Restaurants Inc(DRI) | COM | 237194105 | $779.0K | 4,660 | 2.4% |
| Topgolf Callaway Brans Corp(CALY) | COM | 131193104 | $2.4M | 123,105 | 7.6% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $4.2M | 81,746 | 13.2% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $5.1M | 38,815 | 15.8% |
| Boeing Co(BA) | COM | 097023105 | $6.1M | 28,906 | 19.1% |
| Advanced Micro Devices(AMD) | COM | 007903107 | $11.4M | 99,740 | 35.5% |