Q3 2024 Holdings
Filed 2024-11-14 | 6 holdings | $2.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Quanta Scvs Inc(PWR) | COM | 74762E102 | $1.6B | 5,498,565 | 68.6% |
| Dycom Inds Inc(DY) | COM | 267475101 | $713.2M | 3,618,492 | 29.8% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $27.5M | 600,000 | 1.2% |
| International Business Machs(IBM) | COM | 459200101 | $8.8M | 40,000 | 0.4% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $741.6K | 3,980 | 0.0% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $548.2K | 6,485 | 0.0% |