Q1 2023 Holdings
Filed 2023-04-14 | 60 holdings | $13.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Keysight Technologies Inc(KEYS) | COM | 49338L103 | $17.1K | 106,136 | 0.1% |
| Deere & Co(DE) | COM | 244199105 | $21.9K | 53,018 | 0.2% |
| Copart Inc(CPRT) | COM | 217204106 | $28.4K | 377,211 | 0.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $214.0K | 2,060 | 1.6% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $311.0K | 1,375 | 2.4% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $392.0K | 7,500 | 3.0% |
| Corteva Inc(CTVA) | COM | 22052L104 | $450.0K | 7,456 | 3.4% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $463.0K | 4,480 | 3.5% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $518.0K | 3,250 | 3.9% |
| Cummins Inc(CMI) | COM | 231021106 | $10.5M | 44,114 | 80.2% |