Q1 2021 Holdings
Filed 2021-05-17 | 13 holdings | $272.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $51.2K | 917,400 | 18.8% |
| Square Inc(XYZ) | CL A | 852234103 | $34.1K | 150,109 | 12.5% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $29.2K | 144,881 | 10.7% |
| Deere & Co(DE) | COM | 244199105 | $28.6K | 76,336 | 10.5% |
| General Mtrs Co(GM) | COM | 37045V100 | $21.1K | 367,500 | 7.8% |
| Aptiv PLC(APTV) | SHS | G6095L109 | $20.8K | 150,794 | 7.6% |
| Bunge Limited(BG) | COM | G16962105 | $18.3K | 230,494 | 6.7% |
| Microsoft Corp(MSFT) | COM | 594918104 | $16.8K | 71,177 | 6.2% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $14.3K | 188,604 | 5.2% |
| Dexcom Inc(DXCM) | COM | 252131107 | $11.6K | 32,200 | 4.2% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $10.5K | 9,454 | 3.8% |
| Zendesk Inc | COM | 98936J101 | $8.9K | 67,034 | 3.3% |
| Penumbra Inc(PEN) | COM | 70975L107 | $7.1K | 26,400 | 2.6% |