Q3 2024 Holdings
Filed 2025-05-08 | 57 holdings | $170.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Danaher Corporation(DHR) | COM | 235851102 | $7.9M | 28,250 | 4.6% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $8.2M | 14,035 | 4.8% |
| Avantor Inc(AVTR) | COM | 05352A100 | $11.0M | 425,000 | 6.4% |
| ICU MED Inc(ICUI) | COM | 44930G107 | $15.0M | 82,500 | 8.8% |