Portfolio

July 2020 Positions (PDF)

 

Our Top Performers:

  • Amazon Inc. 
  • Apple Inc.
  • Activision Blizzard Inc. 
  • Microsoft Corp.
  • United Healthcare Group Inc. 
  • The Home Depot Inc. 
  • Gilead Sciences Inc. 
  • Union Pacific Corp. 
  • Dollar Tree Inc. 
  • JP Morgan Chase & Co.
  • American Water Works Company Inc. 
  • Lululemon Athletica Inc. 

 

Past Portfolios:

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

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