Q1 2022 Holdings
Filed 2022-05-02 | 62 holdings | $23.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Intel Corp(INTC) | cs | 458140100 | $10.5K | 211,349 | 0.0% |
| Procter And Gamble Co(PG) | cs | 742718109 | $10.5K | 68,753 | 0.0% |
| Cognex Corp(CGNX) | cs | 192422103 | $10.6K | 137,050 | 0.0% |
| Accenture PLC Ireland Class A(ACN) | cs | G1151C101 | $11.5K | 34,000 | 0.0% |
| Johnson & Johnson(JNJ) | cs | 478160104 | $12.8K | 72,461 | 0.1% |
| O'Reilly Automotive Inc(ORLY) | cs | 67103H107 | $12.9K | 18,880 | 0.1% |
| Apple Inc(AAPL) | cs | 037833100 | $13.9K | 79,846 | 0.1% |
| Visa Inc Cl A(V) | cs | 92826C839 | $15.3K | 68,808 | 0.1% |
| Tractor Supply Co(TSCO) | cs | 892356106 | $16.7K | 71,759 | 0.1% |
| Crown Castle Intl Corp(CCI) | re | 22822V101 | $5.3M | 28,576 | 22.8% |
| Advanced Micro Devices Inc(AMD) | cs | 007903107 | $5.5M | 50,369 | 23.8% |
| Costco Wholesale Corp(COST) | cs | 22160K105 | $12.2M | 21,125 | 52.5% |