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JJJ Advisors Inc.

Q1 2022 Holdings

Filed 2022-05-05 | 1024 holdings | $16.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Telephone & Data SYS Inc(TDS)COM NEW879433829$73490.0%
Wisdomtree TR(NTSX)US EFFICIENT COR97717Y790$71690.0%
WEC Energy Group Inc(WEC)COM92939U106$7690.0%
Cameco Corp(CCJ)COM13321L108$72490.0%
Select Sector Spdr TR(XLV)SBI HEALTHCARE81369Y209$7480.0%
Diamondback Energy Inc(FANG)COM25278X109$7490.0%
Dollar GEN Corp New(DG)COM256677105$7330.0%
Dupont de Nemours Inc(DD)COM26614N102$81090.0%
Manulife Finl Corp(MFC)COM56501R106$83810.0%
Murphy USA Inc(MUSA)COM626755102$8420.0%
Costar Group Inc(CSGP)COM22160N109$81170.0%
Premier Inc(PINC)CL A74051N102$82130.0%
Quidel CorpCOM74838J101$8690.0%
First Hawaiian Inc(FHB)COM32051X108$82860.0%
Vontier Corporation(VNT)COM928881101$83250.0%
Take-Two Interactive Softwar(TTWO)COM874054109$8490.0%
Sherwin Williams Co(SHW)COM824348106$8330.0%
Toro Co(TTC)COM891092108$8950.0%
Sysco Corp(SYY)COM871829107$81030.0%
Simon Ppty Group Inc New(SPG)COM828806109$8630.0%
America Movil SAB de CV(AMXN)SPON ADR L SHS02364W105$83780.0%
Caci Intl Inc(CACI)CL A127190304$8270.0%
Strategic ED Inc(STRA)COM86272C103$81260.0%
Ampio Pharmaceuticals IncCOM03209T109$816,7190.0%
Atmos Energy Corp(ATO)COM049560105$8690.0%
Concentrix Corp(CNXC)COM20602D101$9520.0%
Twitter Inc(TWTRUSD)COM90184L102$92360.0%
Vanguard BD Index FDS(VUSB)VANGUARD ULTRA92203C303$91810.0%
Selective INS Group Inc(SIGI)COM816300107$91020.0%
Ciena Corp(CIEN)COM NEW171779309$91540.0%
Teradata Corp del(TDC)COM88076W103$91810.0%
Teradyne Inc(TER)COM880770102$9730.0%
ENI S P A(E)SPONSORED ADR26874R108$93170.0%
Ollies Bargain Outlet Hldgs(OLLI)COM681116109$92120.0%
F N B Corp(FNB)COM302520101$96900.0%
Exelixis Inc(EXEL)COM30161Q104$93810.0%
Rockwell Automation Inc(ROK)COM773903109$9320.0%
M & T BK Corp(MTB)COM55261F104$9510.0%
Fidelity National Financial(FNF)FNF GROUP COM31620R303$91830.0%
Palo Alto Networks Inc(PANW)COM697435105$9140.0%
Penske Automotive GRP Inc(PAG)COM70959W103$9950.0%
Hunt J B Trans Svcs Inc(JBHT)COM445658107$10500.0%
Northrop Grumman Corp(NOC)COM666807102$10220.0%
Ishares TR(QUAL)MSCI USA QLT FCT46432F339$10760.0%
HSBC Hldgs PLC(HBC2)SPON ADR NEW404280406$103060.0%
Pool Corp(POOL)COM73278L105$10240.0%
Freeport-Mcmoran Inc(FCX)CL B35671D857$102090.0%
Fortinet Inc(FTNT)COM34959E109$10290.0%
Enphase Energy Inc(ENPH)COM29355A107$10500.0%
Darling Ingredients Inc(DAR)COM237266101$101270.0%
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