Q4 2022 Holdings
Filed 2023-02-16 | 56 holdings | $13.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $319.0K | 1,375 | 2.4% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $357.0K | 7,500 | 2.7% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $375.0K | 4,460 | 2.9% |
| Corteva Inc(CTVA) | COM | 22052L104 | $432.0K | 7,356 | 3.3% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $558.0K | 3,450 | 4.3% |
| Cummins Inc(CMI) | COM | 231021106 | $10.8M | 44,374 | 82.5% |