Q2 2020 Holdings
Filed 2020-07-06 | 114 holdings | $5.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| American Express Co(AXP) | Common Stock | 025816109 | $908 | 9,534 | 0.0% |
| Allstate Corp(ALL) | Common Stock | 020002101 | $918 | 9,461 | 0.0% |
| JPMorgan Chase & Co(JPM) | Common Stock | 46625H100 | $927 | 9,858 | 0.0% |
| CSX Corp(CSX) | Common Stock | 126408103 | $967 | 13,859 | 0.0% |
| IAC rActiveCorp(IACIEUR) | Common Stock | 44919P508 | $968 | 2,994 | 0.0% |
| Mastercard Inc(MA) | Common Stock | 57636Q104 | $995 | 3,367 | 0.0% |
| TJX Companies Inc(TJX) | Common Stock | 872540109 | $1.0K | 20,022 | 0.0% |
| Verizon Communications Inc(VZ) | Common Stock | 92343V104 | $1.0K | 18,516 | 0.0% |
| Becton Dickinson and Co(BDX) | Common Stock | 075887109 | $1.1K | 4,466 | 0.0% |
| Home Depot Inc(HD) | Common Stock | 437076102 | $1.1K | 4,312 | 0.0% |
| iShares Russell 1000 Index Fund(IWB) | Exchange Traded Fund | 464287622 | $1.1K | 6,491 | 0.0% |
| Church & Dwight Co Inc(CHD) | Common Stock | 171340102 | $1.2K | 15,107 | 0.0% |
| Union Pacific Corp(UNP) | Common Stock | 907818108 | $1.2K | 7,323 | 0.0% |
| Abbott Laboratories(ABT) | Common Stock | 002824100 | $1.2K | 13,657 | 0.0% |
| Johnson & Johnson(JNJ) | Common Stock | 478160104 | $1.3K | 9,304 | 0.0% |
| Alphabet Inc(GOOGL) | Common Stock | 02079K305 | $1.3K | 932 | 0.0% |
| UnitedHealth Group Inc(UNH) | Common Stock | 91324P102 | $1.4K | 4,665 | 0.0% |
| PepsiCo Inc(PEP) | Common Stock | 713448108 | $1.4K | 10,520 | 0.0% |
| Visa Inc(V) | Common Stock | 92826C839 | $1.8K | 9,574 | 0.0% |
| Apple Inc(AAPL) | Common Stock | 037833100 | $2.1K | 5,775 | 0.0% |
| Microsoft Corp(MSFT) | Common Stock | 594918104 | $3.1K | 15,221 | 0.1% |
| Autodesk Inc(ADSK) | Common Stock | 052769106 | $619.0K | 2,621 | 12.0% |
| Akamai Technologies Inc(AKAM) | Common Stock | 00971T101 | $755.0K | 7,124 | 14.6% |
| Cummins Inc(CMI) | Common Stock | 231021106 | $860.0K | 4,962 | 16.6% |
| Cadence Design Systems Inc(CDNS) | Common Stock | 127387108 | $1.0M | 10,976 | 20.1% |
| Adobe Inc(ADBE) | Common Stock | 00724F101 | $1.8M | 4,236 | 35.7% |