Stocks Owned At One Point
45 POSITIONS ON RECORD
GD General Dynamics Corporation SOLD
AMT American Tower Corporation SOLD
TMO Thermo Fisher Scientific Inc. SOLD (PARTIAL)
INTC Intel Corp. SOLD (PARTIAL)
PWR Quanta Services, Inc. SOLD (PARTIAL)
MU Micron Technology, Inc. SOLD
MSFT Microsoft Corporation SOLD
BABA Alibaba Group Holding Limited SOLD
AWK American Water Works Company, Inc. SOLD
NVDA NVIDIA Corporation PURCHASE
APO Apollo Global Management, Inc. SOLD
CVS CVS Health Corp. SOLD
KD Kyndryl Holdings, Inc. SOLD
GOOGL Alphabet Inc. SOLD
WMB The Williams Companies, Inc. SOLD
IBM International Business Machines Corporation PURCHASE
OKE ONEOK, Inc. SOLD
NEE NextEra Energy, Inc. SOLD
ABBV AbbVie Inc. SOLD
NOW ServiceNow, Inc. SOLD
AMZN Amazon.com, Inc. PURCHASE
KMI Kinder Morgan, Inc. SOLD
TSLA Tesla, Inc. SOLD
HASI HA Sustainable Infrastructure Capital, Inc. SOLD (FULL)
SRE Sempra PURCHASE
BIDU Baidu, Inc. SOLD (FULL)
CRM Salesforce, Inc. SOLD (FULL)
CSX CSX Corporation SOLD (FULL)
RTX RTX Corporation SOLD (FULL)
LUV Southwest Airlines Co. SOLD (FULL)
NEO NeoGenomics, Inc. SOLD (FULL)
TWST Twist Bioscience Corporation SOLD (FULL)
CE Celanese Corporation SOLD (FULL)
AEP American Electric Power Company, Inc. SOLD (FULL)
CG The Carlyle Group Inc. SOLD (PARTIAL)
LMT Lockheed Martin Corporation PURCHASE
HII Huntington Ingalls Industries, Inc. SOLD (FULL)
PYPL PayPal Holdings, Inc. PURCHASE
T AT&T Inc. SOLD (FULL)
ARE Alexandria Real Estate Equities, Inc. PURCHASE
DEO Diageo plc SOLD (FULL)
TDG TransDigm Group Incorporated SOLD (FULL)
XOM Exxon Mobil Corporation PURCHASE
PFE Pfizer Inc. SOLD (FULL)
SU Suncor Energy Inc. PURCHASE