Stocks Owned At One Point
101 POSITIONS ON RECORD
UNH UnitedHealth Group Incorporated PURCHASE
AZO AutoZone, Inc. SOLD
INTU Intuit Inc. SOLD
MPWR Monolithic Power Systems, Inc. PURCHASE
ADBE Adobe Inc. PURCHASE
CRS Carpenter Technology Corporation PURCHASE
AIT Applied Industrial Technologies, Inc. SOLD
MTZ MasTec, Inc. SOLD
APG APi Group Corporation PURCHASE
DELL Dell Technologies Inc. SOLD
MCK McKesson Corporation PURCHASE
FCFS FirstCash Holdings, Inc PURCHASE
C Citigroup Inc. PURCHASE
IRM Iron Mountain Incorporated SOLD
COHR Coherent, Inc. SOLD
GS The Goldman Sachs Group, Inc. SOLD
AMKR Amkor Technology, Inc. PURCHASE
LRN Stride, Inc. PURCHASE
VSEC VSE Corporation PURCHASE
IQV IQVIA Holdings Inc. PURCHASE
COF Capital One Financial Corporation PURCHASE
MSFT Microsoft Corporation PURCHASE
CAT Caterpillar Inc. PURCHASE
JPM JPMorgan Chase & Co. PURCHASE
MA Mastercard Incorporated PURCHASE
NVDA NVIDIA Corporation PURCHASE
ELV Elevance Health Inc. PURCHASE
AXP American Express Company PURCHASE
DE Deere & Company PURCHASE
KO The Coca-Cola Company PURCHASE
GOOGL Alphabet Inc. PURCHASE
LLY Eli Lilly and Company PURCHASE
CRM Salesforce, Inc. PURCHASE
ICE Intercontinental Exchange, Inc. PURCHASE
AMZN Amazon.com, Inc. PURCHASE
HLT Hilton Worldwide Holdings Inc. PURCHASE
LRCX Lam Research Corporation PURCHASE
BSX Boston Scientific Corporation PURCHASE
AAPL Apple Inc. PURCHASE
NOW ServiceNow, Inc. PURCHASE
HD The Home Depot, Inc. PURCHASE
AMAT Applied Materials, Inc. PURCHASE
META Meta Platforms, Inc. PURCHASE
COST Costco Wholesale Corporation PURCHASE
RTX RTX Corporation PURCHASE
COP ConocoPhillips PURCHASE
ISRG Intuitive Surgical, Inc. PURCHASE
CVX Chevron Corporation PURCHASE
CRDO Credo Technology Group Holding Ltd SOLD (FULL)
PRMB Primo Brands Corporation SOLD (FULL)
CSX CSX Corporation SOLD (FULL)
ZTS Zoetis Inc. SOLD (FULL)
PNR Pentair plc PURCHASE
TMUS T-Mobile US, Inc. SOLD (FULL)
CMG Chipotle Mexican Grill, Inc. SOLD (FULL)
BRK-B Berkshire Hathaway Inc. SOLD (FULL)
TXN Texas Instruments Incorporated SOLD (FULL)
ACN Accenture plc SOLD
WAB Westinghouse Air Brake Technologies Corporation SOLD
LHX L3Harris Technologies, Inc. PURCHASE
LPLA LPL Financial Holdings Inc. PURCHASE
VLO Valero Energy Corporation PURCHASE
TMO Thermo Fisher Scientific Inc. PURCHASE
DHR Danaher Corporation SOLD (FULL)
AMD Advanced Micro Devices, Inc. SOLD (FULL)
PM Philip Morris International Inc. PURCHASE
HON Honeywell International Inc. SOLD (FULL)
TJX The TJX Companies, Inc. PURCHASE
STZ Constellation Brands, Inc. SOLD (PARTIAL)
ABT Abbott Laboratories SOLD (FULL)
OLLI Ollie's Bargain Outlet Holdings, Inc. SOLD (FULL)
BMI Badger Meter, Inc. SOLD (FULL)
AXON Axon Enterprise, Inc. SOLD (FULL)
ETN Eaton Corporation plc SOLD (FULL)
ELF e.l.f. Beauty, Inc. SOLD (FULL)
FRPT Freshpet, Inc. SOLD (FULL)
SFM Sprouts Farmers Market, Inc. SOLD (FULL)
PEP PepsiCo, Inc. SOLD (FULL)
EW Edwards Lifesciences Corporation SOLD (PARTIAL)
SBUX Starbucks Corporation SOLD (PARTIAL)
NKE NIKE, Inc. SOLD (PARTIAL)
CMCSA Comcast Corporation SOLD (PARTIAL)
PH Parker-Hannifin Corporation PURCHASE
CELH Celsius Holdings, Inc. SOLD (FULL)
SHOP Shopify Inc. SOLD (FULL)
HUBB Hubbell Incorporated SOLD (FULL)
PODD Insulet Corp. SOLD (FULL)
FN Fabrinet SOLD (FULL)
CTVA Corteva, Inc. SOLD (FULL)
PYPL PayPal Holdings, Inc. SOLD (FULL)
EXLS ExlService Holdings, Inc. SOLD (FULL)
VLTO Veralto Corporation SOLD (PARTIAL)
UNP Union Pacific Corporation PURCHASE
BLK BlackRock, Inc. PURCHASE
EMR Emerson Electric Co. PURCHASE
V Visa Inc. PURCHASE
PANW Palo Alto Networks, Inc. PURCHASE
PG The Procter & Gamble Company PURCHASE
SHW The Sherwin-Williams Company PURCHASE
SPGI S&P Global Inc. PURCHASE
KLAC KLA Corporation PURCHASE