Q1 2021 Holdings
Filed 2021-05-10 | 67 holdings | $7.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Holdings Ltd(BABA) | COM | 01609W102 | $5.1M | 22,408 | 69.3% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $2.0M | 19,877 | 27.6% |
| Apple Computer(AAPL) | COM | 037833100 | $27.1K | 221,865 | 0.4% |
| Amazon Com Inc.(AMZN) | COM | 023135106 | $19.8K | 6,403 | 0.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $16.5K | 69,922 | 0.2% |
| Alphabet Inc Cl C(GOOG) | COM | 02079K107 | $12.0K | 5,817 | 0.2% |
| Facebook(META) | COM | 30303M102 | $9.5K | 32,283 | 0.1% |
| Visa Inc(V) | COM | 92826C839 | $9.1K | 43,024 | 0.1% |
| Paypal Holdings Inc(PYPL) | COM | 70450Y103 | $8.8K | 36,141 | 0.1% |
| Tesla Motors Inc(TSLA) | COM | 88160R101 | $8.3K | 12,403 | 0.1% |
| Schwab U.S. Large Cap ETF(SCHX) | ETF | 808524201 | $5.8K | 60,058 | 0.1% |
| Southwest Airlines(LUV) | COM | 844741108 | $5.0K | 82,508 | 0.1% |
| Grainger W W Inc(GWW) | COM | 384802104 | $4.6K | 11,594 | 0.1% |
| Alphabet Inc Cl A(GOOGL) | COM | 02079K305 | $4.5K | 2,176 | 0.1% |
| Fiserv Inc(FISV) | COM | 337738108 | $4.2K | 35,574 | 0.1% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $4.2K | 19,311 | 0.1% |
| Coca Cola Co.(KO) | COM | 191216100 | $4.0K | 75,202 | 0.1% |
| J.P. Morgan Chase & Co.(JPM) | COM | 46625H100 | $4.0K | 25,997 | 0.1% |
| Servicenow, Inc(NOW) | COM | 81762P102 | $3.9K | 7,828 | 0.1% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $3.6K | 9,639 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $3.6K | 21,686 | 0.0% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $3.4K | 9,318 | 0.0% |
| SAP SE(SAP) | COM | 803054204 | $3.2K | 26,430 | 0.0% |
| Home Depot Inc.(HD) | COM | 437076102 | $3.1K | 10,256 | 0.0% |
| Procter & Gamble(PG) | COM | 742718109 | $3.1K | 22,953 | 0.0% |
| Merck & Co.(MRK) | COM | 58933Y105 | $3.0K | 38,845 | 0.0% |
| Union Pacific Corp(UNP) | COM | 907818108 | $2.9K | 13,296 | 0.0% |
| TJX Cos Inc New(TJX) | COM | 872540109 | $2.7K | 41,554 | 0.0% |
| FIS(FIS) | COM | 31620M106 | $2.7K | 19,188 | 0.0% |
| Equinix, Inc(EQIX) | COM | 29444U700 | $2.6K | 3,879 | 0.0% |
| Spdr S&P 500 ETF(SPY) | ETF | 78462F103 | $2.5K | 6,371 | 0.0% |
| Chubb Ltd F(CB) | COM | H1467J104 | $2.3K | 14,433 | 0.0% |
| Schwab US Small Cap ETF(SCHA) | ETF | 808524607 | $2.0K | 20,135 | 0.0% |
| Fastenal Company(FAST) | COM | 311900104 | $2.0K | 39,786 | 0.0% |
| The Scotts Miracle-Gro Company(SMG) | COM | 810186106 | $1.9K | 7,955 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $1.8K | 5,698 | 0.0% |
| L3 Harris Technologies Inc(LHX) | COM | 502431109 | $1.4K | 6,739 | 0.0% |
| Skyworks Solutions Inc(SWKS) | COM | 83088M102 | $1.3K | 7,293 | 0.0% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $1.3K | 9,542 | 0.0% |
| Valmont Inds Inc(VMI) | COM | 920253101 | $1.2K | 5,196 | 0.0% |
| Expeditors Int'l WA(EXPD) | COM | 302130109 | $1.2K | 10,942 | 0.0% |
| Ishares Russell Top 200 ETF(IWL) | ETF | 464289446 | $1.0K | 10,643 | 0.0% |
| Varian Medical Systems Inc(VAREUR) | COM | 92220P105 | $1.0K | 5,698 | 0.0% |
| Ecolab Inc.(ECL) | COM | 278865100 | $1.0K | 4,680 | 0.0% |
| United Therapeutics(UTHR) | COM | 91307C102 | $998 | 5,965 | 0.0% |
| IShares Tr Russell 2000 ETF(IWM) | ETF | 464287655 | $995 | 4,505 | 0.0% |
| IShares Core S&P 500 ETF(IVV) | ETF | 464287200 | $947 | 2,380 | 0.0% |
| Schwab U.S. Mid Cap ETF(SCHM) | ETF | 808524508 | $928 | 12,471 | 0.0% |
| F5 Networks, Inc(FFIV) | COM | 315616102 | $911 | 4,369 | 0.0% |
| Knight Swift Transportation(KNX) | COM | 499049104 | $888 | 18,461 | 0.0% |