Q4 2020 Holdings
Filed 2021-02-09 | 62 holdings | $7.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Holdings Ltd(BABA) | COM | 01609W102 | $5.2M | 22,521 | 69.4% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $2.1M | 19,981 | 27.8% |
| Apple Computer(AAPL) | COM | 037833100 | $29.5K | 222,505 | 0.4% |
| Amazon Com Inc.(AMZN) | COM | 023135106 | $21.0K | 6,450 | 0.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $15.8K | 71,142 | 0.2% |
| Alphabet Inc Cl C(GOOG) | COM | 02079K107 | $10.3K | 5,905 | 0.1% |
| Visa Inc(V) | COM | 92826C839 | $9.5K | 43,222 | 0.1% |
| Facebook(META) | COM | 30303M102 | $9.0K | 32,997 | 0.1% |
| Tesla Motors Inc(TSLA) | COM | 88160R101 | $8.9K | 12,630 | 0.1% |
| Paypal Holdings Inc(PYPL) | COM | 70450Y103 | $8.6K | 36,587 | 0.1% |
| Schwab U.S. Large Cap ETF(SCHX) | ETF | 808524201 | $5.5K | 60,058 | 0.1% |
| Grainger W W Inc(GWW) | COM | 384802104 | $4.9K | 11,897 | 0.1% |
| Servicenow, Inc(NOW) | COM | 81762P102 | $4.4K | 7,935 | 0.1% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $4.2K | 19,626 | 0.1% |
| Coca Cola Co.(KO) | COM | 191216100 | $4.2K | 75,966 | 0.1% |
| Fiserv Inc(FISV) | COM | 337738108 | $4.1K | 35,959 | 0.1% |
| Alphabet Inc Cl A(GOOGL) | COM | 02079K305 | $3.8K | 2,188 | 0.1% |
| Southwest Airlines(LUV) | COM | 844741108 | $3.6K | 77,519 | 0.0% |
| J.P. Morgan Chase & Co.(JPM) | COM | 46625H100 | $3.4K | 27,065 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $3.4K | 21,759 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $3.4K | 9,643 | 0.0% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $3.4K | 9,515 | 0.0% |
| Procter & Gamble(PG) | COM | 742718109 | $3.3K | 23,673 | 0.0% |
| SAP SE(SAP) | COM | 803054204 | $3.3K | 25,080 | 0.0% |
| Merck & Co.(MRK) | COM | 58933Y105 | $3.2K | 39,082 | 0.0% |
| TJX Cos Inc New(TJX) | COM | 872540109 | $2.8K | 41,423 | 0.0% |
| Equinix, Inc(EQIX) | COM | 29444U700 | $2.8K | 3,907 | 0.0% |
| Union Pacific Corp(UNP) | COM | 907818108 | $2.8K | 13,334 | 0.0% |
| FIS(FIS) | COM | 31620M106 | $2.7K | 19,272 | 0.0% |
| Home Depot Inc.(HD) | COM | 437076102 | $2.7K | 10,010 | 0.0% |
| Spdr S&P 500 ETF(SPY) | ETF | 78462F103 | $2.4K | 6,434 | 0.0% |
| Chubb Ltd F(CB) | COM | H1467J104 | $2.2K | 14,532 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $2.0K | 5,662 | 0.0% |
| Fastenal Company(FAST) | COM | 311900104 | $2.0K | 40,032 | 0.0% |
| Schwab US Small Cap ETF(SCHA) | ETF | 808524607 | $1.8K | 20,135 | 0.0% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $1.6K | 9,586 | 0.0% |
| The Scotts Miracle-Gro Company(SMG) | COM | 810186106 | $1.6K | 7,906 | 0.0% |
| L3 Harris Technologies Inc(LHX) | COM | 502431109 | $1.2K | 6,600 | 0.0% |
| Skyworks Solutions Inc(SWKS) | COM | 83088M102 | $1.1K | 7,319 | 0.0% |
| Varian Medical Systems Inc(VAREUR) | COM | 92220P105 | $1.1K | 6,277 | 0.0% |
| Expeditors Int'l WA(EXPD) | COM | 302130109 | $1.0K | 10,995 | 0.0% |
| Ecolab Inc.(ECL) | COM | 278865100 | $1.0K | 4,680 | 0.0% |
| Valmont Inds Inc(VMI) | COM | 920253101 | $909 | 5,199 | 0.0% |
| United Therapeutics(UTHR) | COM | 91307C102 | $909 | 5,987 | 0.0% |
| IShares Core S&P 500 ETF(IVV) | ETF | 464287200 | $893 | 2,380 | 0.0% |
| IShares Tr Russell 2000 ETF(IWM) | ETF | 464287655 | $883 | 4,505 | 0.0% |
| Ishares Russell Top 200 ETF(IWL) | ETF | 464289446 | $854 | 9,460 | 0.0% |
| Knight Swift Transportation(KNX) | COM | 499049104 | $777 | 18,580 | 0.0% |
| F5 Networks, Inc(FFIV) | COM | 315616102 | $772 | 4,388 | 0.0% |
| Spdr S&P Midcap 400 ETF(MDY) | ETF | 78467Y107 | $723 | 1,722 | 0.0% |