Stocks Owned At One Point
30 POSITIONS ON RECORD
IBP Installed Building Products, Inc. PURCHASE
FITB Fifth Third Bancorp PURCHASE
AVGO Broadcom Inc. PURCHASE
AEP American Electric Power Company, Inc. PURCHASE
AMGN Amgen Inc. SOLD (FULL)
VRTX Vertex Pharmaceuticals Incorporated SOLD (FULL)
MSFT Microsoft Corporation SOLD (FULL)
PG The Procter & Gamble Company PURCHASE
GOOGL Alphabet Inc. PURCHASE
MPC Marathon Petroleum Corporation SOLD (FULL)
KR The Kroger Co. PURCHASE
CVX Chevron Corporation PURCHASE
AMZN Amazon.com, Inc. SOLD (FULL)
T AT&T Inc. PURCHASE
LRCX Lam Research Corporation SOLD (FULL)
AAPL Apple Inc. SOLD (FULL)
HD The Home Depot, Inc. PURCHASE
PH Parker-Hannifin Corporation PURCHASE
MEDP Medpace Holdings, Inc. PURCHASE
PGR The Progressive Corporation PURCHASE
V Visa Inc. PURCHASE
RPM RPM International Inc. PURCHASE
IBM International Business Machines Corporation SOLD (FULL)
PLD Prologis, Inc. SOLD (FULL)
ETN Eaton Corporation plc SOLD (FULL)
CRM Salesforce, Inc. SOLD (FULL)
LLY Eli Lilly and Company PURCHASE
JPM JPMorgan Chase & Co. PURCHASE
UNH UnitedHealth Group Incorporated SOLD (FULL)
SJM The J. M. Smucker Company SOLD (FULL)