Q2 2023 Holdings
Filed 2023-07-21 | 9 holdings | $478.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apollo Global Mgmt LLC | CL A SHS | 037612306 | $95.2K | 1,239,097 | 19.9% |
| Teck Resources Class B(TECK) | COM | 878742204 | $86.1K | 2,045,124 | 18.0% |
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $67.9K | 643,338 | 14.2% |
| Bank Amer Corp(BAC) | COM | 060505104 | $64.1K | 2,234,968 | 13.4% |
| Freeport-Mcmoran Inc(FCX) | CL B | 35671D857 | $47.0K | 1,175,788 | 9.8% |
| Wells Fargo & Co New(WFC) | COM | 949746101 | $46.3K | 1,084,162 | 9.7% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $39.1K | 269,155 | 8.2% |
| Truist Financial Corp(TFC) | COM | 89832Q109 | $20.2K | 665,781 | 4.2% |
| Schwab (Charles) Corp(SCHW) | COM | 808513105 | $12.5K | 219,871 | 2.6% |