Q2 2022 Holdings
Filed 2022-07-06 | 71 holdings | $44.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Holding Ltd(BABA) | COM | 01609W102 | $12.4M | 109,322 | 28.1% |
| Corteva Inc(CTVA) | COM | 22052L104 | $12.4M | 229,528 | 28.1% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $8.1M | 76,693 | 18.4% |
| Allegheny Technologies Inc(ATI) | COM | 01741R102 | $7.4M | 324,245 | 16.6% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $3.0M | 19,388 | 6.7% |
| Consolidated Edison Inc(ED) | COM | 209115104 | $352.0K | 3,701 | 0.8% |
| DTE Energy Co(DTE) | COM | 233331107 | $267.0K | 2,110 | 0.6% |
| Apple Inc(AAPL) | COM | 037833100 | $21.0K | 153,663 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $18.8K | 73,275 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $18.0K | 210,392 | 0.0% |
| Chevron Corp(CVX) | COM | 166764100 | $15.4K | 106,420 | 0.0% |
| Alphabet Inc(GOOGL) | COM | 02079K305 | $14.3K | 6,529 | 0.0% |
| EQT Corp(EQT) | COM | 26884L109 | $13.7K | 398,869 | 0.0% |
| APA Corp (US)(APA) | COM | 03743Q108 | $13.1K | 375,873 | 0.0% |
| CF Industries Holdings Inc(CF) | COM | 125269100 | $11.1K | 129,687 | 0.0% |
| Mosaic Co(MOS) | COM | 61945C103 | $10.7K | 225,707 | 0.0% |
| Range Resources Corp(RRC) | COM | 75281A109 | $10.2K | 413,758 | 0.0% |
| Agnico Eagle Mines Ltd(AEM) | COM | 008474108 | $10.2K | 222,107 | 0.0% |
| Williams Companies Inc(WMB) | COM | 969457100 | $10.0K | 320,716 | 0.0% |
| Pilgrims Pride Corp(PPC) | COM | 72147K108 | $9.2K | 295,750 | 0.0% |
| Teck Resources Ltd(TECK) | COM | 878742204 | $8.6K | 280,808 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $8.5K | 137,008 | 0.0% |
| FMC Corp(FMC) | COM | 302491303 | $8.2K | 76,171 | 0.0% |
| International Flavors & Fragrances Inc(IFF) | COM | 459506101 | $7.8K | 65,595 | 0.0% |
| BHP Group Ltd(BHP) | COM | 088606108 | $7.5K | 133,378 | 0.0% |
| Bunge Ltd(BG) | COM | G16962105 | $7.2K | 78,915 | 0.0% |
| Peabody Energy Corp(BTU) | COM | 704551100 | $6.6K | 308,545 | 0.0% |
| Altria Group Inc(MO) | COM | 02209S103 | $6.4K | 152,213 | 0.0% |
| Archer-Daniels-Midland Co(ADM) | COM | 039483102 | $6.3K | 81,582 | 0.0% |
| Kraft Heinz Co(KHC) | COM | 500754106 | $5.9K | 154,822 | 0.0% |
| Sibanye Stillwater Ltd(SBSW) | COM | 82575P107 | $5.6K | 565,217 | 0.0% |
| Berkshire Hathaway Inc(BRK/B) | COM | 084670702 | $5.4K | 19,728 | 0.0% |
| UnitedHealth Group Inc(UNH) | COM | 91324P102 | $5.1K | 10,000 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $5.0K | 27,947 | 0.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $3.9K | 5,856 | 0.0% |
| Procter & Gamble Co(PG) | COM | 742718109 | $3.8K | 26,198 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $3.7K | 72,531 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $3.5K | 31,334 | 0.0% |
| Visa Inc(V) | COM | 92826C839 | $3.3K | 16,995 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $3.2K | 61,173 | 0.0% |
| Eli Lilly and Co(LLY) | COM | 532457108 | $2.9K | 8,960 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $2.9K | 10,477 | 0.0% |
| Coca-Cola Co(KO) | COM | 191216100 | $2.8K | 44,384 | 0.0% |
| Mastercard Inc(MA) | COM | 57636Q104 | $2.7K | 8,677 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $2.6K | 28,751 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $2.6K | 123,595 | 0.0% |
| PepsiCo Inc(PEP) | COM | 713448108 | $2.6K | 15,492 | 0.0% |
| Bank of America Corp(BAC) | COM | 060505104 | $2.4K | 77,679 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $1.9K | 12,331 | 0.0% |
| Kinder Morgan Inc(KMI) | COM | 49456B101 | $1.9K | 110,866 | 0.0% |