Q1 2020 Holdings
Filed 2020-05-14 | 30 holdings | $6.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boeing Co(BA) | COM | 097023105 | $3.1M | 20,945 | 46.6% |
| Crown Hldgs Inc(CCK) | COM | 228368106 | $2.9M | 50,332 | 43.6% |
| Carrier Global Corporation(CARR) | COM | 14448C104 | $512.0K | 29,708 | 7.6% |
| United Rentals Inc(URI) | COM | 911363109 | $9.5K | 92,274 | 0.1% |
| General Mtrs Co(GM) | COM | 37045V100 | $8.8K | 424,296 | 0.1% |
| Ecolab Inc(ECL) | COM | 278865100 | $8.5K | 54,703 | 0.1% |
| International Flavors&fragra(IFF) | COM | 459506101 | $8.4K | 81,900 | 0.1% |
| Carlisle COS Inc(CSL) | COM | 142339100 | $8.3K | 66,389 | 0.1% |
| Sherwin Williams Co(SHW) | COM | 824348106 | $7.7K | 16,786 | 0.1% |
| Home Deopt Inc(HD) | COM | 437076102 | $7.7K | 40,987 | 0.1% |
| Cooper Tire & Rubr Co(CTB) | COM | 216831107 | $6.4K | 394,602 | 0.1% |
| L3harris Technologies Inc(LHX) | COM | 502431109 | $5.3K | 29,578 | 0.1% |
| Meritor Inc(MTOR) | COM | 59001K100 | $5.0K | 374,196 | 0.1% |
| Westrock Co(WRKUSD) | COM | 96145D105 | $4.8K | 171,169 | 0.1% |
| Lear Corp(LEA) | COM NEW | 521865204 | $4.8K | 58,828 | 0.1% |
| Toro Co(TTC) | COM | 891092108 | $4.5K | 68,459 | 0.1% |
| Otis Worldwide Corp(OTIS) | COM | 68902V107 | $4.4K | 88,409 | 0.1% |
| Ingersoll Rand Inc(IR) | COM | 45687V106 | $4.3K | 173,068 | 0.1% |
| Fastenal Co(FAST) | COM | 311900104 | $4.3K | 137,173 | 0.1% |
| Caterpillar Inc del(CAT) | COM | 149123101 | $4.2K | 36,457 | 0.1% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $4.0K | 20,134 | 0.1% |
| Southwest Airls Co(LUV) | COM | 844741108 | $3.9K | 108,827 | 0.1% |
| Albemarle Corp(ALB) | COM | 012653101 | $3.8K | 68,280 | 0.1% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $3.7K | 38,893 | 0.1% |
| Kimberly Clark Corp(KMB) | COM | 494368103 | $3.5K | 27,275 | 0.1% |
| Trane Technologies PLC(TT) | SHS | G8994E103 | $3.5K | 41,888 | 0.1% |
| Parker Hannifin Corp(PH) | COM | 701094104 | $3.3K | 25,617 | 0.0% |
| Daqo New Energy Corp(DQ) | SPNSRD ADR NEW | 23703Q203 | $2.7K | 47,017 | 0.0% |
| Smith A O Corp(AOS) | COM | 831865209 | $2.6K | 69,599 | 0.0% |
| Timken Co(TKR) | COM | 887389104 | $2.3K | 70,668 | 0.0% |