Q1 2020 Holdings
Filed 2020-05-13 | 204 holdings | $2.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Centene Corp(CNC) | COM | 15135B101 | $334.0K | 5,611 | 14.4% |
| Boeing Co(BA) | COM | 097023105 | $377.0K | 2,528 | 16.2% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $412.0K | 1,446 | 17.7% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $543.0K | 13,830 | 23.3% |