Stocks Owned At One Point
54 POSITIONS ON RECORD
ADSK Autodesk, Inc. SOLD
MSFT Microsoft Corporation SOLD
PYPL PayPal Holdings, Inc. SOLD
ONON On Holding AG SOLD
LLY Eli Lilly and Company SOLD
NFLX Netflix, Inc. SOLD
BX Blackstone Inc. SOLD
UBER Uber Technologies, Inc. SOLD
META Meta Platforms, Inc. SOLD
CMCSA Comcast Corporation SOLD (FULL)
HON Honeywell International Inc. PURCHASE
LOW Lowe's Companies, Inc. PURCHASE
TMO Thermo Fisher Scientific Inc. SOLD (FULL)
VRT Vertiv Holdings Co PURCHASE
JPM JPMorgan Chase & Co. PURCHASE
BAC Bank of America Corporation PURCHASE
KEX Kirby Corporation PURCHASE
XOM Exxon Mobil Corporation PURCHASE
PWR Quanta Services, Inc. PURCHASE
ANET Arista Networks, Inc. PURCHASE
AMD Advanced Micro Devices, Inc. PURCHASE
MRVL Marvell Technology, Inc. PURCHASE
AMAT Applied Materials, Inc. PURCHASE
NVDA NVIDIA Corporation PURCHASE
GOOGL Alphabet Inc. PURCHASE
UNH UnitedHealth Group Incorporated SOLD
VZ Verizon Communications Inc. PURCHASEEA EA Electronic Arts Inc PURCHASE
MMM 3M Company SOLD (FULL)
USB U.S. Bancorp SOLD (FULL)
ADBE Adobe Inc. SOLD (FULL)
COP ConocoPhillips SOLD (FULL)
SLB Slb N.V. SOLD (FULL)
WTRG Essential Utilities, Inc. SOLD (FULL)
WAT Waters Corporation SOLD (PARTIAL)
AMZN Amazon.com, Inc. PURCHASE
AXP American Express Company SOLD (PARTIAL)
MKC McCormick & Company, Incorporated SOLD (PARTIAL)
CB Chubb Limited SOLD (FULL)
NKE NIKE, Inc. SOLD (PARTIAL)
GILD Gilead Sciences, Inc. SOLD (PARTIAL)
PG The Procter & Gamble Company SOLD (FULL)
NVS Novartis AG SOLD (FULL)
CSCO Cisco Systems, Inc. SOLD (PARTIAL)
IBM International Business Machines Corporation SOLD (FULL)
TGT Target Corporation SOLD (FULL)
DIS The Walt Disney Company SOLD (PARTIAL)
GE GE Aerospace SOLD (FULL)
TEVA Teva Pharmaceutical Industries Limited SOLD (FULL)
KMI Kinder Morgan, Inc. SOLD (FULL)
RYN Rayonier Inc. REIT SOLD (FULL)
RYAM Rayonier Advanced Materials Inc. SOLD (FULL)
XRAY DENTSPLY SIRONA Inc. SOLD (FULL)
SRE Sempra SOLD (PARTIAL)