Q2 2022 Holdings
Filed 2022-07-11 | 112 holdings | $3.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $1.7K | 21,774 | 0.1% |
| Ishares TR(SHV) | SHORT TREAS BD | 464288679 | $1.7K | 15,871 | 0.1% |
| Illumina Inc(ILMN) | COM | 452327109 | $1.9K | 10,468 | 0.1% |
| Pricesmart Inc(PSMT) | COM | 741511109 | $2.1K | 30,000 | 0.1% |
| Lennar Corp(LEN) | CL A | 526057104 | $5.3K | 74,501 | 0.2% |
| Palantir Technologies Inc(PLTR) | CL A | 69608A108 | $6.0K | 664,976 | 0.2% |
| Home Depot Inc(HD) | COM | 437076102 | $24.7K | 89,983 | 0.8% |
| Autozone Inc(AZO) | COM | 053332102 | $232.0K | 108 | 7.7% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $566.0K | 3,696 | 18.8% |
| Boeing Co(BA) | COM | 097023105 | $575.0K | 4,208 | 19.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $729.0K | 6,860 | 24.2% |
| Crown Hldgs Inc(CCK) | COM | 228368106 | $808.0K | 8,762 | 26.8% |