Q2 2022 Holdings
Filed 2022-08-15 | 6 holdings | $1.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Microsoft Corp(MSFT) | COM | 594918104 | $245.4K | 955,354 | 20.7% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $239.3K | 109,417 | 20.2% |
| Otis Worldwide Corp(OTIS) | COM | 68902V107 | $219.1K | 3,100,912 | 18.5% |
| Salesforce Inc(CRM) | COM | 79466L302 | $194.1K | 1,176,365 | 16.4% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $157.3K | 293,159 | 13.3% |
| Woodward Inc(WWD) | COM | 980745103 | $128.1K | 1,384,717 | 10.8% |