Q4 2021 Holdings
Filed 2022-01-28 | 12 holdings | $105.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| United Parcel Service Inc(UPS) | COM | 911312106 | $15.8K | 73,800 | 15.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $15.0K | 87,879 | 14.2% |
| Electronic Arts Inc(EA) | COM | 285512109 | $12.6K | 95,590 | 11.9% |
| Visa Inc(V) | COM | 92826C839 | $11.0K | 50,984 | 10.5% |
| Vontier Corporation(VNT) | COM | 928881101 | $10.0K | 325,749 | 9.5% |
| Laboratory Corp Amer Hldgs | COM | 50540R409 | $9.7K | 30,734 | 9.1% |
| Dropbox Inc(DBX) | COM | 26210C104 | $9.0K | 365,304 | 8.5% |
| Alphabet Inc(GOOG) | COM | 02079K107 | $8.1K | 2,782 | 7.6% |
| Discovery Inc(DISCKUSD) | COM | 25470F302 | $7.0K | 303,863 | 6.6% |
| Mastercard Incorporated(MA) | COM | 57636Q104 | $6.3K | 17,540 | 6.0% |
| Berkshire Hathaway Inc del(BRK/B) | COM | 084670702 | $609 | 2,038 | 0.6% |
| Spdr SER TR(BIL) | COM | 78468R663 | $485 | 5,306 | 0.5% |