Stocks Owned At One Point
22 POSITIONS ON RECORD
SOLS Solstice Advanced Materials Inc. SOLD
MBGL Mobility Global Inc SOLD
HONA Honeywell Aerospace Inc EXCHANGE
MICC The Magnum Ice Cream Company N.V. SOLD (FULL)
AJG Arthur J. Gallagher & Co. SOLD (FULL)
JNJ Johnson & Johnson SOLD
ACN Accenture plc SOLD
VZ Verizon Communications Inc. SOLD
TMO Thermo Fisher Scientific Inc. SOLD
UPS United Parcel Service, Inc. SOLD (FULL)
WEX WEX Inc. SOLD (FULL)
NKE NIKE, Inc. SOLD (FULL)
RMD ResMed Inc. SOLD (FULL)
ZBRA Zebra Technologies Corporation SOLD (FULL)
HLI Houlihan Lokey, Inc. SOLD (FULL)
META Meta Platforms, Inc. PURCHASE
AVGO Broadcom Inc. PURCHASE
TGT Target Corporation SOLD (FULL)
DHI D.R. Horton, Inc. SOLD (PARTIAL)
DEO Diageo plc SOLD (FULL)
CACI CACI International Inc SOLD (FULL)
MRK Merck & Co., Inc. SOLD (PARTIAL)