Style
GrowthTurnover
—Orientation
—| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Apple Inc(AAPL) | 26,163 | $8.7M | 5.16% |
| 2 | Crowdstrike Hldgs Inc(CRWD) | 26,319 | $7.0M | 4.13% |
| 3 | Palo Alto Networks Inc(PANW) | 15,193 | $6.0M | 3.58% |
| 4 | Bank of NY Mellon Corp(BK) | 39,702 | $5.7M | 3.40% |
| 5 | Fortinet Inc(FTNT) | 31,350 | $5.6M | 3.32% |
| 6 | Targa RES Corp(TRGP) | 20,086 | $5.4M | 3.22% |
| 7 | ELI Lilly & Co(LLY) | 4,644 | $5.4M | 3.19% |
| 8 | Unitedhealth Group Inc(UNH) | 14,327 | $5.3M | 3.12% |
| 9 | LAM Research Corp(LRCX) | 15,974 | $5.2M | 3.11% |
| 10 | F5 Inc(FFIV) | 11,758 | $5.2M | 3.10% |
Latest filing, equity positions only