Q1 2020 Holdings
Filed 2020-05-13 | 204 holdings | $6.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ceco Environmental Corp(CECO) | COM | 125141101 | $554.0K | 118,620 | 8.7% |
| AXT Inc(AXTI) | COM | 00246W103 | $837.0K | 260,761 | 13.1% |
| Boeing Co COM(BA) | COM | 097023105 | $1.0M | 6,725 | 15.7% |
| Cisco SYS Inc COM(CSCO) | COM | 17275R102 | $1.5M | 37,075 | 22.9% |