Q3 2020 Holdings
Filed 2020-11-04 | 106 holdings | $10.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $382.0K | 9,708 | 3.6% |
| Centene Corp del(CNC) | COM | 15135B101 | $811.0K | 13,908 | 7.6% |
| Carmax Inc(KMX) | COM | 143130102 | $1.3M | 14,368 | 12.3% |
| Adobe Systems Incorporated(ADBE) | COM | 00724F101 | $1.6M | 3,318 | 15.2% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $1.8M | 4,964 | 16.5% |
| Cummins Inc(CMI) | COM | 231021106 | $3.6M | 16,900 | 33.3% |