Portfolio

Current Portfolio:

Live Updating Portfolio

January 2023 Portfolio

Target Portfolio:

Our Top Performers:

• Amazon Inc.
• Apple Inc.
• Activision Blizzard Inc.
• American Waterworks Co. Inc.
• Cisco Systems Inc.
• Dollar Tree Inc.
• Gilead Sciences Inc.
• Goldman Sachs Inc.
• Home Depot Inc.
• JP Morgan Chase & Co.
• United Healthcare Group Inc.
• Union Pacific Corp.

 

Past Portfolios:

August 2023 Portfolio

July 2020 Positions (PDF)

August 2019 Positions (PDF)

May 2019 Positions

December 2018 Positions

October 2018 Positions

April 2018 Positions

February 2018 Positions

November 2017 Positions

December 2016 Positions

August 2016 Positions

August 2015 Positions