Q1 2022 Holdings
Filed 2022-05-05 | 68 holdings | $15.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Coca Cola Co(KO) | COM | 191216100 | $51.4K | 828,897 | 0.3% |
| Intuit(INTU) | COM | 461202103 | $58.0K | 120,581 | 0.4% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $61.4K | 203,421 | 0.4% |
| Amphenol Corp New(APH) | CL A | 032095101 | $63.2K | 838,436 | 0.4% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $64.7K | 157,621 | 0.4% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $70.9K | 679,744 | 0.5% |
| Union PAC Corp(UNP) | COM | 907818108 | $77.2K | 282,551 | 0.5% |
| Visa Inc(V) | COM CL A | 92826C839 | $81.8K | 368,045 | 0.5% |
| Linde PLC(LIN) | SHS | G5494J103 | $82.0K | 256,725 | 0.5% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $85.7K | 167,995 | 0.6% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $88.7K | 150,046 | 0.6% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $99.3K | 728,522 | 0.7% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $102.2K | 36,592 | 0.7% |
| Microsoft Corp(MSFT) | COM | 594918104 | $113.6K | 368,644 | 0.8% |
| Avantor Inc(AVTR) | COM | 05352A100 | $203.0K | 6,000 | 1.3% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $315.0K | 1,940 | 2.1% |
| Autodesk Inc(ADSK) | COM | 052769106 | $13.2M | 61,436 | 87.3% |