Q2 2020 Holdings
Filed 2020-07-13 | 650 holdings | $1.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mcdonalds Corp(MCD) | COM | 580135101 | $1.0K | 5,492 | 0.1% |
| NXP Semiconductors NV(NXPI) | COM | N6596X109 | $1.0K | 10,153 | 0.1% |
| Johnson Johnson(JNJ) | COM | 478160104 | $1.0K | 7,006 | 0.1% |
| CME Group Inc(CME) | COM | 12572Q105 | $1.1K | 5,972 | 0.1% |
| ELI Lilly Co(LLY) | COM | 532457108 | $1.1K | 6,915 | 0.1% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $1.1K | 15,157 | 0.1% |
| Berkshire Hathaway Inc CL B(BRK/B) | CL B NEW | 084670702 | $1.1K | 6,162 | 0.1% |
| Dexcom Inc(DXCM) | COM | 252131107 | $1.5K | 3,912 | 0.1% |
| Intel Corp(INTC) | COM | 458140100 | $1.5K | 24,293 | 0.1% |
| Netflix COM Inc(NFLX) | COM | 64110L106 | $1.6K | 3,764 | 0.1% |
| Walmart Inc(WMT) | COM | 931142103 | $1.8K | 14,509 | 0.2% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $1.8K | 29,964 | 0.2% |
| Newmont Corporation(NEM) | COM | 651639106 | $2.1K | 36,110 | 0.2% |
| Spdr S P 500 ETF(SPY) | TR UNIT | 78462F103 | $2.7K | 8,790 | 0.2% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $8.0K | 95 | 0.7% |
| Adobe Inc(ADBE) | COM | 00724F101 | $18.0K | 41 | 1.6% |
| Conocophillips(COP) | COM | 20825C104 | $23.1K | 2,086 | 2.0% |
| DXC Technology Co(DXC) | COM | 23355L106 | $25.1K | 8,015 | 2.2% |
| Carmax Inc(KMX) | COM | 143130102 | $27.0K | 302 | 2.4% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $28.0K | 159 | 2.4% |
| Centene Corp(CNC) | COM | 15135B101 | $46.5K | 8,116 | 4.1% |
| Autodesk Inc(ADSK) | COM | 052769106 | $47.0K | 197 | 4.1% |
| Biogen, Inc(BIIB) | COM | 09062X103 | $52.4K | 4,961 | 4.6% |
| Costco Whsl Corp(COST) | COM | 22160K105 | $54.2K | 3,960 | 4.7% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $57.1K | 21,791 | 5.0% |
| Charter Communications Inc New(CHTR) | CL A | 16119P108 | $79.0K | 154 | 6.9% |
| D R Horton Inc(DHI) | COM | 23331A109 | $103.0K | 1,870 | 9.0% |
| Alibaba Group Holding LTD A D R(BABA) | SPONSORED ADS | 01609W102 | $164.0K | 763 | 14.3% |
| Autozone Inc(AZO) | COM | 053332102 | $342.0K | 304 | 29.9% |