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Carmichael Hill & Associates, Inc.

Q2 2022 Holdings

Filed 2022-08-05 | 847 holdings | $7.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Verrica Pharmaceuticals IncCOM92511W108$0210.0%
Vector Group LTD(VGREUR)COM92240M108$0450.0%
Toll Brothers Inc(TOL)COM889478103$090.0%
SEA LTD(SE)SPONSORD ADS81141R100$040.0%
Viridian Therapeutics Inc(VRDN)COM92790C104$0400.0%
Virnetx Hldg CorpCOM92823T108$03000.0%
Smith A O Corp(AOS)COM831865209$060.0%
Unity Software Inc(U)COM91332U101$040.0%
AMC Entmt Hldgs IncCL A COM00165C104$0100.0%
Advansix Inc(ASIX)COM00773T101$0130.0%
Appian Corp(APPN)CL A03782L101$0100.0%
Firsthand Technology Value F(SVVC)COM33766Y100$0250.0%
New York MTG TR Inc(NYMTEUR)COM PAR $.02649604501$0180.0%
Penn Natl Gaming Inc(PENN)COM707569109$0150.0%
Canopy Growth CorpCOM138035100$01250.0%
Flexshares TR(GUNR)MORNSTAR UPSTR33939L407$010.0%
Dlocal LTD(DLO)CLASS A COMG29018101$0100.0%
Micro Focus Intl PLC(MFGPUSD)SPON ADR NEW594837403$040.0%
Embecta Corp(EMBC)COMMON STOCK29082K105$0170.0%
Douglas Elliman Inc(DOUG)COM25961D105$0220.0%
Frequency Therapeutics IncCOM35803L108$02570.0%
DXC Technology Co(DXC)COM23355L106$030.0%
Contrafect Corp(CFRXUSD)COM NEW212326300$01000.0%
Zimvie Inc(ZIMV)COM98888T107$0200.0%
Broadridge Finl Solutions in(BR)COM11133T103$000.0%
Coca-Cola Europacific Partne(KO)SHSG25839104$020.0%
Eaton Vance LTD Duration Inc(XEVVX)COM27828H105$0190.0%
Mustang BIO IncCOM62818Q104$05000.0%
Gilead Sciences Inc(GILD)COM375558103$050.0%
Kura Oncology Inc(KURA)COM50127T109$0200.0%
Intuit(INTU)COM461202103$010.0%
Novavax Inc(NVAX)COM NEW670002401$070.0%
Match Group Inc New(MTCH)COM57667L107$070.0%
Consensus Cloud Solutions in(CCSI)COM20848V105$090.0%
EXP World Hldgs Inc(EXPI)COM30212W100$0410.0%
Humanigen IncCOM NEW444863203$0300.0%
Fastly Inc(FSLY)CL A31188V100$060.0%
Block H & R Inc(HRB)COM093671105$0100.0%
Blink Charging Co(BLNK)COM09354A100$060.0%
Ginkgo Bioworks Holdings Inc(DNA4EUR)CL A SHS37611X100$01200.0%
Harley Davidson Inc(HOG)COM412822108$0130.0%
Best BUY Inc(BBY)COM086516101$000.0%
Cincinnati Finl Corp(CINF)COM172062101$010.0%
Palo Alto Networks Inc(PANW)COM697435105$010.0%
Ingersoll Rand Inc(IR)COM45687V106$1170.0%
Dollar Tree Inc(DLTR)COM256746108$180.0%
ETF Managers TRETFMG ALTR HRVST26924G508$12000.0%
Millerknoll Inc(MLKN)COM600544100$1350.0%
New Residential Invt Corp(RITM)COM NEW64828T201$11000.0%
AIR Prods & Chems Inc(APD)COM009158106$160.0%
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