Q3 2022 Holdings
Filed 2022-10-24 | 156 holdings | $12.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Darden Restaurants Inc(DRI) | COM | 237194105 | $568.0K | 4,500 | 4.7% |
| Cummins Inc(CMI) | COM | 231021106 | $612.0K | 3,007 | 5.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $660.0K | 6,900 | 5.4% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $875.0K | 21,887 | 7.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $2.1M | 18,252 | 17.0% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $4.3M | 31,725 | 35.1% |