Stocks Owned At One Point
52 POSITIONS ON RECORD
GWW W.W. Grainger, Inc. PURCHASE
AJG Arthur J. Gallagher & Co. PURCHASE
KMX CarMax, Inc. SOLD (FULL)
TSLA Tesla, Inc. PURCHASE
CNC Centene Corp. PURCHASE
SPGI S&P Global Inc. SOLD (FULL)
ABT Abbott Laboratories SOLD (FULL)
SWK Stanley Black & Decker, Inc. SOLD (FULL)
UNH UnitedHealth Group Incorporated SOLD (PARTIAL)
COST Costco Wholesale Corporation SOLD (PARTIAL)
J Jacobs Solutions Inc. SOLD (PARTIAL)
ORLY O'Reilly Automotive, Inc. SOLD (PARTIAL)
GPN Global Payments Inc. PURCHASE
SYY Sysco Corporation SOLD (FULL)
LIN Linde plc PURCHASE
AVGO Broadcom Inc. PURCHASE
RPM RPM International Inc. SOLD (FULL)
TSCO Tractor Supply Company SOLD (PARTIAL)
ACN Accenture plc SOLD (PARTIAL)
EL The Estée Lauder Companies Inc. SOLD (PARTIAL)
TMO Thermo Fisher Scientific Inc. SOLD (PARTIAL)
INTU Intuit Inc. SOLD (PARTIAL)
GOOGL Alphabet Inc. SOLD (PARTIAL)
AAPL Apple Inc. SOLD (PARTIAL)
NFLX Netflix, Inc. SOLD (FULL)
ROP Roper Technologies, Inc. SOLD (FULL)
RTX RTX Corporation SOLD (FULL)
ECL Ecolab Inc. SOLD (FULL)
AKAM Akamai Technologies, Inc. SOLD (FULL)
FISV Fiserv, Inc. PURCHASE
MSFT Microsoft Corporation SOLD (PARTIAL)
MA Mastercard Incorporated SOLD (PARTIAL)
WM Waste Management, Inc. SOLD (PARTIAL)
HD The Home Depot, Inc. SOLD (PARTIAL)
QCOM QUALCOMM Incorporated PURCHASE
BDX Becton, Dickinson and Company SOLD (FULL)
TJX The TJX Companies, Inc. PURCHASE
SBUX Starbucks Corporation PURCHASE
CARR Carrier Global Corporation SOLD (FULL)
OTIS Otis Worldwide Corporation SOLD (FULL)
CACI CACI International Inc PURCHASE
DLTR Dollar Tree, Inc. SOLD (FULL)
DRI Darden Restaurants, Inc. SOLD (FULL)
CLX The Clorox Company SOLD (FULL)
VFC V.F. Corporation SOLD (FULL)
EXPD Expeditors International of Washington, Inc. SOLD (FULL)
NTAP NetApp, Inc. SOLD (FULL)
MMM 3M Company SOLD (FULL)
CCL Carnival Corporation & plc SOLD (FULL)
EAT Brinker International, Inc. SOLD (FULL)
CTSH Cognizant Technology Solutions Corporation SOLD (FULL)
ATR AptarGroup, Inc. SOLD (FULL)