CIK 1534691
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2020-Q2. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).
Computing…
Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.
| Industry group | Weight | Names |
|---|---|---|
| Unclassified | 86.22% | 85 |
| Specialty Retail | 2.32% | 17 |
| Technology Hardware & Equipment | 1.90% | 15 |
| Semiconductors & Semiconductor Equipment | 1.56% | 14 |
| Commercial Services & Supplies | 1.52% | 17 |
| Software | 0.93% | 15 |
| Software & IT Services | 0.78% | 9 |
| Pharmaceuticals & Biotechnology | 0.44% | 13 |
| Banks | 0.43% | 20 |
| Insurance | 0.42% | 15 |
| Oil, Gas & Consumable Fuels | 0.39% | 9 |
| Transportation Infrastructure | 0.33% | 4 |
| Media & Entertainment | 0.26% | 7 |
| Machinery | 0.24% | 12 |
| Health Care Equipment & Supplies | 0.24% | 16 |
| Aerospace & Defense | 0.23% | 10 |
| Equity Real Estate Investment Trusts (REITs) | 0.20% | 25 |
| Utilities | 0.19% | 26 |
| Chemicals | 0.19% | 15 |
| Beverages | 0.18% | 3 |
| Leisure Products | 0.17% | 2 |
| Automobiles & Components | 0.17% | 3 |
| Diversified Telecommunication Services | 0.10% | 4 |
| Electrical Equipment & Components | 0.08% | 2 |
| Health Care Providers & Services | 0.08% | 4 |
| Household Durables | 0.07% | 3 |
| Communications Equipment | 0.06% | 3 |
| Life Sciences Tools & Services | 0.05% | 8 |
| Marine | 0.04% | 3 |
| Hotels, Restaurants & Leisure | 0.04% | 8 |
| Capital Markets | 0.02% | 10 |
| Entertainment | 0.02% | 2 |
| Distributors | 0.02% | 7 |
| Road & Rail | 0.02% | 7 |
| Food Products | 0.01% | 7 |
| Food & Staples Retailing | 0.01% | 2 |
| Diversified Consumer Services | 0.01% | 1 |
| Textiles, Apparel & Luxury Goods | 0.01% | 5 |
| Metals & Mining | 0.01% | 3 |
| Construction & Engineering | 0.01% | 2 |
| Paper & Forest Products | 0.01% | 3 |
| Airlines | 0.01% | 2 |
| Tobacco | 0.00% | 2 |
| Professional Services | 0.00% | 1 |
| Media & Publishing | 0.00% | 2 |
| Real Estate Management & Development | 0.00% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | BRK.B | BERKSHIRE HATHAWAY INC | Financials | 10.81% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | Unclassified | 10.53% |
| 3 | VNQ | VANGUARD INDEX FDS | Unclassified | 7.17% |
| 4 | IVV | ISHARES TR | Unclassified | 7.15% |
| 5 | IJR | ISHARES TR | Unclassified | 6.29% |
| 6 | SCHV | SCHWAB STRATEGIC TR | Unclassified | 6.21% |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | Unclassified | 6.12% |
| 8 | EEM | ISHARES TR | Unclassified | 5.81% |
| 9 | VB | VANGUARD INDEX FDS | Unclassified | 3.97% |
| 10 | EFA | ISHARES TR | Unclassified | 3.52% |
360/444 names classified · sector 24.6% of weight · industry 13.8% · mkt cap 23.5%; unclassified names shown, never dropped.
Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 24.6% of the book is sector-classified (unclassified names shown, never dropped).
Only 11% of book weight classified — the grid is NOT representative of the whole book.
Classified: 11.2% of book weight (341/403 names) · unclassified 88.8%: BRK.B, SPY, VNQ, IVV, IJR, SCHV, VIG, EEM, VB, EFA +52 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.
No contribution data for this period.
| # | Security | Shares | Value | Weight | Δ QoQ |
|---|---|---|---|---|---|
| 1 | BRK.BBERKSHIRE HATHAWAY INC DEL | 181,312 | $39M | 10.8% | TRIM −19% |
| 2 | SPYSTATE STR SPDR S&P 500 ETF T | 112,277 | $38M | 10.5% | TRIM −6% |
| 3 | VNQVANGUARD INDEX FDS | 324,235 | $26M | 7.2% | HOLD |
| 4 | IVVISHARES TR | 75,997 | $26M | 7.2% | ADD 13% |
| 5 | IJRISHARES TR | 319,746 | $22M | 6.3% | TRIM −6% |
| 6 | SCHVSCHWAB STRATEGIC TR | 424,930 | $22M | 6.2% | ADD 3% |
| 7 | VIGVANGUARD SPECIALIZED FUNDS | 169,852 | $22M | 6.1% | HOLD |
| 8 | EEMISHARES TR | 470,533 | $21M | 5.8% | HOLD |
| 9 | VBVANGUARD INDEX FDS | 92,212 | $14M | 4.0% | HOLD |
| 10 | EFAISHARES TR | 197,492 | $13M | 3.5% | HOLD |
| 11 | VEAVANGUARD TAX-MANAGED FDS | 245,413 | $10M | 2.8% | HOLD |
| 12 | SCZISHARES TR | 132,433 | $8M | 2.2% | TRIM −22% |
| 13 | VWOVANGUARD INTL EQUITY INDEX F | 174,463 | $8M | 2.1% | TRIM −5% |
| 14 | AAPLAPPLE INC | 56,029 | $6M | 1.8% | ADD 439% |
| 15 | AMZNAMAZON COM INC | 2,027 | $6M | 1.8% | ADD 19% |
| 16 | VOVANGUARD INDEX FDS | 31,814 | $6M | 1.6% | HOLD |
| 17 | OEFISHARES TR | 34,027 | $5M | 1.5% | HOLD |
| 18 | QQQINVESCO QQQ TR | 17,921 | $5M | 1.4% | HOLD |
| 19 | IHDGWisdomTree International Hdgd Div Gr ETF | 126,146 | $5M | 1.3% | ADD 7% |
| 20 | SLABSILICON LABORATORIES INC | 44,850 | $4M | 1.2% | HOLD |
| 21 | IWMISHARES TR | 22,246 | $3M | 0.9% | TRIM −9% |
| 22 | GDXVANECK ETF TRUST GOLD MINERS ETF | 83,866 | $3M | 0.9% | HOLD |
| 23 | BABAALIBABA GROUP HLDG LTD | 10,772 | $3M | 0.9% | HOLD |
| 24 | VOOVANGUARD INDEX FDS | 10,233 | $3M | 0.9% | HOLD |
| 25 | PRFINVESCO EXCHANGE TRADED FD T | 26,794 | $3M | 0.9% | HOLD |
| 26 | MSFTMICROSOFT CORP | 8,299 | $2M | 0.5% | ADD 516% |
| 27 | IJHISHARES TR | 8,530 | $2M | 0.4% | TRIM −25% |
| 28 | METAMETA PLATFORMS INC | 4,614 | $1M | 0.3% | ADD 103% |
| 29 | IEMGISHARES INC | 20,634 | $1M | 0.3% | HOLD |
| 30 | DGDOLLAR GEN CORP | 4,763 | $998,000 | 0.3% | TRIM −17% |
| 31 | UNHUNITEDHEALTH GROUP INC | 2,925 | $912,000 | 0.3% | HOLD |
| 32 | JPMJPMORGAN CHASE & CO | 9,336 | $899,000 | 0.3% | ADD 35% |
| 33 | XOMEXXON MOBIL CORP | 22,672 | $778,000 | 0.2% | HOLD |
| 34 | GOOGALPHABET INC | 508 | $747,000 | 0.2% | HOLD |
| 35 | SCHDSCHWAB STRATEGIC TR | 13,364 | $739,000 | 0.2% | HOLD |
| 36 | ARKKARK ETF TR | 7,971 | $733,000 | 0.2% | NEW |
| 37 | HONHONEYWELL INTL INC | 4,448 | $732,000 | 0.2% | TRIM −4% |
| 38 | ACNACCENTURE PLC IRELAND | 2,778 | $628,000 | 0.2% | HOLD |
| 39 | EXPDEXPEDITORS INTL WASH INC | 6,930 | $627,000 | 0.2% | HOLD |
| 40 | PEPPEPSICO INC | 4,504 | $624,000 | 0.2% | TRIM −6% |
| 41 | PTONPELOTON INTERACTIVE INC | 6,270 | $622,000 | 0.2% | TRIM −4% |
| 42 | TJXTJX COS INC NEW | 10,797 | $601,000 | 0.2% | TRIM −17% |
| 43 | PCARPACCAR INC | 6,925 | $591,000 | 0.2% | TRIM −16% |
| 44 | MASMASCO CORP | 9,899 | $546,000 | 0.2% | TRIM −55% |
| 45 | DDOGDATADOG INC | 5,315 | $543,000 | 0.2% | HOLD |
| 46 | MRKMERCK & CO INC | 6,460 | $536,000 | 0.2% | ADD 54% |
| 47 | ACWIISHARES TR | 6,036 | $482,000 | 0.1% | HOLD |
| 48 | OLD MKT CAP CORP | 60,000 | $436,000 | 0.1% | HOLD |
| 49 | UNILEVER PLC | 6,882 | $424,000 | 0.1% | TRIM −56% |
| 50 | EXPEEXPEDIA GROUP INC | 4,571 | $419,000 | 0.1% | ADD 8% |
| 51 | IWBISHARES TR | 2,190 | $410,000 | 0.1% | HOLD |
| 52 | UBERUBER TECHNOLOGIES INC | 11,134 | $406,000 | 0.1% | HOLD |
| 53 | NVDANVIDIA CORPORATION | 718 | $389,000 | 0.1% | ADD 1841% |
| 54 | PINSPINTEREST INC | 9,176 | $381,000 | 0.1% | HOLD |
| 55 | GPORGULFPORT ENERGY CORP | 713,500 | $376,000 | 0.1% | ADD 14% |
| 56 | GOOGLALPHABET INC | 250 | $366,000 | 0.1% | ADD 303% |
| 57 | PGRPROGRESSIVE CORP | 3,863 | $366,000 | 0.1% | TRIM −41% |
| 58 | ADBEADOBE INC | 719 | $353,000 | 0.1% | ADD 361% |
| 59 | MAMASTERCARD INCORPORATED | 1,015 | $343,000 | 0.1% | ADD 1681% |
| 60 | VTVANGUARD INTL EQUITY INDEX F | 3,985 | $321,000 | 0.1% | HOLD |
| 61 | VVISA INC | 1,576 | $315,000 | 0.1% | ADD 729% |
| 62 | PYPLPAYPAL HLDGS INC | 1,581 | $312,000 | 0.1% | ADD 497% |
| 63 | PFEPFIZER INC | 8,244 | $303,000 | 0.1% | ADD 388% |
| 64 | TMETENCENT MUSIC ENTMT GROUP | 20,381 | $301,000 | 0.1% | HOLD |
| 65 | CRMSALESFORCE INC | 1,142 | $287,000 | 0.1% | ADD 5338% |
| 66 | PPGPPG INDS INC | 2,314 | $282,000 | 0.1% | TRIM −57% |
| 67 | CMCSACOMCAST CORP NEW | 6,034 | $279,000 | 0.1% | TRIM −70% |
| 68 | EMREMERSON ELEC CO | 4,150 | $272,000 | 0.1% | HOLD |
| 69 | JNJJOHNSON & JOHNSON | 1,757 | $262,000 | 0.1% | ADD 38% |
| 70 | DGXQUEST DIAGNOSTICS INC | 2,238 | $256,000 | 0.1% | TRIM −76% |
| 71 | NFLXNETFLIX INC | 510 | $255,000 | 0.1% | ADD 900% |
| 72 | SONYSONY GROUP CORP | 3,204 | $246,000 | 0.1% | TRIM −72% |
| 73 | AVGOBROADCOM INC | 662 | $241,000 | 0.1% | ADD 461% |
| 74 | VZVERIZON COMMUNICATIONS INC | 3,832 | $228,000 | 0.1% | ADD 234% |
| 75 | VTVVANGUARD INDEX FDS | 2,100 | $219,000 | 0.1% | TRIM −19% |
| 76 | CLCOLGATE PALMOLIVE CO | 2,765 | $213,000 | 0.1% | HOLD |
| 77 | MDTMEDTRONIC PLC | 1,885 | $196,000 | 0.1% | ADD 548% |
| 78 | AMGNAMGEN INC | 759 | $193,000 | 0.1% | ADD 442% |
| 79 | ETNEATON CORP PLC | 1,890 | $193,000 | 0.1% | TRIM −74% |
| 80 | INTCINTEL CORP | 3,650 | $189,000 | 0.1% | ADD 692% |
| 81 | QCOMQUALCOMM INC | 1,549 | $182,000 | 0.1% | ADD 961% |
| 82 | USMVISHARES TR | 2,575 | $164,000 | 0.0% | HOLD |
| 83 | ISRGINTUITIVE SURGICAL INC | 228 | $162,000 | 0.0% | ADD 470% |
| 84 | AMDADVANCED MICRO DEVICES INC | 1,856 | $152,000 | 0.0% | ADD 1373% |
| 85 | NOWSERVICENOW INC | 314 | $152,000 | 0.0% | ADD 10367% |
| 86 | PHGKONINKLIJKE PHILIPS N V | 3,122 | $147,000 | 0.0% | TRIM −80% |
| 87 | BKNGBOOKING HOLDINGS INC | 84 | $144,000 | 0.0% | TRIM −84% |
| 88 | PBTPERMIAN BASIN RTY TR | 56,820 | $141,000 | 0.0% | HOLD |
| 89 | ABBVABBVIE INC | 1,541 | $135,000 | 0.0% | ADD 1575% |
| 90 | DLTRDOLLAR TREE INC | 1,390 | $127,000 | 0.0% | TRIM −84% |
| 91 | MDYSPDR S&P MIDCAP 400 ETF TR | 374 | $127,000 | 0.0% | HOLD |
| 92 | REMISHARES TR | 4,704 | $121,000 | 0.0% | NEW |
| 93 | EGPEASTGROUP PPTYS INC | 900 | $116,000 | 0.0% | TRIM −32% |
| 94 | IBMINTERNATIONAL BUSINESS MACHS | 888 | $108,000 | 0.0% | HOLD |
| 95 | SNNSMITH & NEPHEW PLC | 2,739 | $107,000 | 0.0% | TRIM −81% |
| 96 | WFCWELLS FARGO CO NEW | 4,549 | $107,000 | 0.0% | ADD 2% |
| 97 | ADSKAUTODESK INC | 460 | $106,000 | 0.0% | NEW |
| 98 | TWITTER INC | 2,359 | $105,000 | 0.0% | ADD 5798% |
| 99 | DUKDUKE ENERGY CORP NEW | 1,156 | $102,000 | 0.0% | NEW |
| 100 | BACBANK AMERICA CORP | 3,947 | $95,000 | 0.0% | HOLD |
| 101 | NNINELNET INC | 1,500 | $90,000 | 0.0% | NEW |
| 102 | IQVIQVIA HLDGS INC | 549 | $87,000 | 0.0% | NEW |
| 103 | ALGNALIGN TECHNOLOGY INC | 262 | $86,000 | 0.0% | NEW |
| 104 | MUMICRON TECHNOLOGY INC | 1,838 | $86,000 | 0.0% | NEW |
| 105 | WMBWILLIAMS COS INC | 4,392 | $86,000 | 0.0% | NEW |
| 106 | SLBSCHLUMBERGER LTD | 5,437 | $85,000 | 0.0% | TRIM −69% |
| 107 | DISCOVER FINL SVCS | 1,414 | $82,000 | 0.0% | ADD 1604% |
| 108 | PPLPPL CORP | 3,011 | $82,000 | 0.0% | ADD 2234% |
| 109 | WELLWELLTOWER INC | 1,493 | $82,000 | 0.0% | ADD 2665% |
| 110 | FEFIRSTENERGY CORP | 2,685 | $77,000 | 0.0% | ADD 1832% |
| 111 | OREALTY INCOME CORP | 1,270 | $77,000 | 0.0% | NEW |
| 112 | VTRVENTAS INC | 1,846 | $77,000 | 0.0% | ADD 3196% |
| 113 | AESAES Corp. | 4,216 | $76,000 | 0.0% | ADD 2008% |
| 114 | SPGSIMON PPTY GROUP INC NEW | 1,177 | $76,000 | 0.0% | ADD 7256% |
| 115 | PSXPHILLIPS 66 | 1,439 | $75,000 | 0.0% | NEW |
| 116 | DOCHEALTHPEAK PROPERTIES INC | 2,708 | $74,000 | 0.0% | ADD 2812% |
| 117 | VIACOMCBS INC | 2,631 | $74,000 | 0.0% | ADD 4011% |
| 118 | LANDMARK INFRASTRUCTURE PARTNERS | 7,837 | $71,000 | 0.0% | HOLD |
| 119 | LUMNLUMEN TECHNOLOGIES INC | 6,922 | $70,000 | 0.0% | ADD 2271% |
| 120 | PRUPRUDENTIAL FINL INC | 1,051 | $67,000 | 0.0% | ADD 721% |
| 121 | RCLROYAL CARIBBEAN GROUP | 1,025 | $66,000 | 0.0% | NEW |
| 122 | CFGCITIZENS FINL GROUP INC | 2,576 | $65,000 | 0.0% | NEW |
| 123 | CONCHO RES INC | 1,483 | $65,000 | 0.0% | NEW |
| 124 | SYFSYNCHRONY FINANCIAL | 2,481 | $65,000 | 0.0% | NEW |
| 125 | CHTRCHARTER COMMUNICATIONS INC | 103 | $64,000 | 0.0% | HOLD |
| 126 | CBCHUBB LIMITED | 525 | $61,000 | 0.0% | TRIM −92% |
| 127 | FISFIDELITY NATL INFORMATION SV | 409 | $60,000 | 0.0% | NEW |
| 128 | CCLCARNIVAL CORP | 3,906 | $59,000 | 0.0% | NEW |
| 129 | DISDISNEY WALT CO | 473 | $59,000 | 0.0% | ADD 90% |
| 130 | DXCDXC TECHNOLOGY CO | 3,193 | $57,000 | 0.0% | NEW |
| 131 | TMOTHERMO FISHER SCIENTIFIC INC | 128 | $57,000 | 0.0% | ADD 29% |
| 132 | LNTALLIANT ENERGY CORP | 1,044 | $54,000 | 0.0% | HOLD |
| 133 | GLAXOSMITHKLINE PLC | 1,418 | $53,000 | 0.0% | ADD 7% |
| 134 | MCHPMICROCHIP TECHNOLOGY INC. | 514 | $53,000 | 0.0% | ADD 852% |
| 135 | MPCMARATHON PETE CORP | 1,750 | $51,000 | 0.0% | TRIM −2% |
| 136 | WMTWALMART INC | 345 | $48,000 | 0.0% | ADD 90% |
| 137 | INTUINTUIT | 142 | $46,000 | 0.0% | ADD 38% |
| 138 | LYBLYONDELLBASELL INDUSTRIES N | 659 | $46,000 | 0.0% | ADD 601% |
| 139 | AVALARA INC | 355 | $45,000 | 0.0% | HOLD |
| 140 | KMIKINDER MORGAN INC DEL | 3,571 | $44,000 | 0.0% | ADD 497% |
| 141 | DTEDTE ENERGY CO | 374 | $43,000 | 0.0% | ADD 1033% |
| 142 | LOWLOWES COS INC | 259 | $43,000 | 0.0% | HOLD |
| 143 | BKRBAKER HUGHES COMPANY | 3,087 | $41,000 | 0.0% | NEW |
| 144 | BSXBOSTON SCIENTIFIC CORP | 1,084 | $41,000 | 0.0% | ADD 553% |
| 145 | TAT&T INC | 1,380 | $39,000 | 0.0% | TRIM −18% |
| 146 | DOWDOW HLDGS INC | 836 | $39,000 | 0.0% | NEW |
| 147 | YELPYELP INC | 1,950 | $39,000 | 0.0% | ADD 67% |
| 148 | GPNGLOBAL PMTS INC | 202 | $36,000 | 0.0% | NEW |
| 149 | ORCLORACLE CORP | 587 | $35,000 | 0.0% | ADD 153% |
| 150 | HDHOME DEPOT INC | 124 | $34,000 | 0.0% | HOLD |
| 151 | ILMNILLUMINA INC | 109 | $34,000 | 0.0% | ADD 627% |
| 152 | ABTABBOTT LABS | 306 | $33,000 | 0.0% | ADD 64% |
| 153 | CCITIGROUP INC | 750 | $32,000 | 0.0% | ADD 4% |
| 154 | GILDGILEAD SCIENCES INC | 514 | $32,000 | 0.0% | ADD 215% |
| 155 | RTXRTX CORPORATION | 550 | $32,000 | 0.0% | ADD 68% |
| 156 | HPQHP INC | 1,608 | $31,000 | 0.0% | ADD 1286% |
| 157 | HOLLYFRONTIER CORP | 1,590 | $31,000 | 0.0% | NEW |
| 158 | SBUXSTARBUCKS CORP | 361 | $31,000 | 0.0% | ADD 237% |
| 159 | TMUST-MOBILE US INC | 268 | $31,000 | 0.0% | HOLD |
| 160 | TXNTEXAS INSTRS INC | 218 | $31,000 | 0.0% | ADD 98% |
| 161 | UNPUNION PAC CORP | 157 | $31,000 | 0.0% | TRIM −16% |
| 162 | DHRDANAHER CORP DEL | 137 | $30,000 | 0.0% | ADD 76% |
| 163 | KEYKEYCORP | 2,507 | $30,000 | 0.0% | ADD 306% |
| 164 | MSIMOTOROLA SOLUTIONS INC | 193 | $30,000 | 0.0% | ADD 1508% |
| 165 | MGMMGM RESORTS INTERNATIONAL | 1,347 | $29,000 | 0.0% | NEW |
| 166 | LLYELI LILLY & CO | 182 | $27,000 | 0.0% | ADD 75% |
| 167 | MCDMCDONALDS CORP | 122 | $27,000 | 0.0% | ADD 100% |
| 168 | FEDERAL REALTY INVS TR | 357 | $26,000 | 0.0% | ADD 2450% |
| 169 | KRKROGER CO | 763 | $26,000 | 0.0% | HOLD |
| 170 | KOCOCA COLA CO | 500 | $25,000 | 0.0% | HOLD |
| 171 | GISGENERAL MILLS INC | 402 | $25,000 | 0.0% | HOLD |
| 172 | NCLHNORWEGIAN CRUISE LINE HLDGS | 1,490 | $25,000 | 0.0% | NEW |
| 173 | APDAIR PRODS & CHEMS INC | 79 | $24,000 | 0.0% | TRIM −10% |
| 174 | AXPAMERICAN EXPRESS CO | 243 | $24,000 | 0.0% | ADD 90% |
| 175 | CTASCINTAS CORP | 71 | $24,000 | 0.0% | HOLD |
| 176 | DEDEERE & CO | 108 | $24,000 | 0.0% | HOLD |
| 177 | DDOMINION ENERGY INC | 299 | $24,000 | 0.0% | ADD 99% |
| 178 | FRCBFIRST REP BK SAN FRANCISCO C | 211 | $23,000 | 0.0% | HOLD |
| 179 | MSMORGAN STANLEY | 474 | $23,000 | 0.0% | ADD 99% |
| 180 | PGPROCTER AND GAMBLE CO | 167 | $23,000 | 0.0% | ADD 21% |
| 181 | RSGREPUBLIC SVCS INC | 244 | $23,000 | 0.0% | HOLD |
| 182 | AMTAMERICAN TOWER CORP | 91 | $22,000 | 0.0% | ADD 107% |
| 183 | FITBFIFTH THIRD BANCORP | 1,048 | $22,000 | 0.0% | NEW |
| 184 | COFCAPITAL ONE FINL CORP | 290 | $21,000 | 0.0% | ADD 132% |
| 185 | PLDPROLOGIS INC. | 206 | $21,000 | 0.0% | ADD 126% |
| 186 | SWKSSKYWORKS SOLUTIONS INC | 145 | $21,000 | 0.0% | ADD 159% |
| 187 | SYKSTRYKER CORPORATION | 102 | $21,000 | 0.0% | ADD 168% |
| 188 | CCICROWN CASTLE INC | 123 | $20,000 | 0.0% | ADD 141% |
| 189 | PHMPULTE GROUP INC | 436 | $20,000 | 0.0% | HOLD |
| 190 | VRTXVERTEX PHARMACEUTICALS INC | 73 | $20,000 | 0.0% | ADD 152% |
| 191 | LRCXLAM RESEARCH | 57 | $19,000 | 0.0% | HOLD |
| 192 | SYYSYSCO CORP | 311 | $19,000 | 0.0% | ADD 36% |
| 193 | WSOWATSCO INC | 82 | $19,000 | 0.0% | HOLD |
| 194 | BDXBECTON DICKINSON & CO | 79 | $18,000 | 0.0% | ADD 193% |
| 195 | EWEDWARDS LIFESCIENCES CORP | 220 | $18,000 | 0.0% | TRIM −24% |
| 196 | EQIXEQUINIX INC | 24 | $18,000 | 0.0% | ADD 167% |
| 197 | EVRGEVERGY INC | 346 | $18,000 | 0.0% | NEW |
| 198 | FCXFREEPORT MCMORAN INC | 1,137 | $18,000 | 0.0% | ADD 269% |
| 199 | VTIVANGUARD INDEX FDS | 104 | $18,000 | 0.0% | HOLD |
| 200 | ACTIVISION BLIZZARD INC | 216 | $17,000 | 0.0% | ADD 204% |
Where this firm's principals came from and which firms its alumni went on to found.
