Q1 2023 Holdings
Filed 2023-05-09 | 55 holdings | $126.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Lowe's Companies Inc COM(LOW) | COMM | 548661107 | $4.8M | 24,007 | 3.8% |
| Moodys Corp COM(MCO) | COMM | 615369105 | $5.0M | 16,194 | 3.9% |
| Marathon Petroleum Corp COM(MPC) | COMM | 56585A102 | $5.1M | 37,515 | 4.0% |
| Adobe Inc COM(ADBE) | COMM | 00724F101 | $8.6M | 22,342 | 6.8% |
| Nvidia Corp COM(NVDA) | COMM | 67066G104 | $32.0M | 115,328 | 25.2% |