Stocks Owned At One Point
50 POSITIONS ON RECORD
SYK Stryker Corporation SOLD
GOOGL Alphabet Inc. SOLD
AMZN Amazon.com, Inc. PURCHASE
TOST Toast, Inc. PURCHASE
EQT EQT Corporation PURCHASE
ADI Analog Devices, Inc. SOLD
SPGI S&P Global Inc. SOLD
MKL Markel Corporation SOLD
JNJ Johnson & Johnson SOLD
GIL Gildan Activewear Inc. SOLD
WPM Wheaton Precious Metals Corp. PURCHASE
MSFT Microsoft Corporation SOLD
CHKP Check Point Software Technologies Ltd. SOLD
BDX Becton, Dickinson and Company SOLD
AMCR Amcor plc PURCHASE
TTWO Take-Two Interactive Software, Inc. SOLD
NVT nVent Electric plc SOLD
FCNCA First Citizens BancShares, Inc. SOLD
TXN Texas Instruments Incorporated PURCHASE
LIN Linde plc PURCHASE
PEP PepsiCo, Inc. SOLD
CB Chubb Limited SOLD
WAT Waters Corporation SOLD
ABT Abbott Laboratories PURCHASE
GM General Motors Company SOLD
LLYVK Liberty Live Group EXCHANGE
FISV Fiserv, Inc. SOLD (FULL)
ICE Intercontinental Exchange, Inc. PURCHASE
ORCL Oracle Corporation SOLD
FNV Franco-Nevada Corporation PURCHASE
DHR Danaher Corporation PURCHASE
BEN Franklin Resources, Inc. SOLD
CP Canadian Pacific Kansas City Ltd. PURCHASE
ADBE Adobe Inc. SOLD
LBRDA Liberty Broadband Corporation EXCHANGE
PLD Prologis, Inc. PURCHASE
WCC WESCO International, Inc. SOLD
AON Aon plc PURCHASE
CCK Crown Holdings, Inc. SOLD
TMO Thermo Fisher Scientific Inc. PURCHASE
FTV Fortive Corporation SOLD (FULL)
ILMN Illumina, Inc. PURCHASE
MDLZ Mondelez International, Inc. PURCHASE
GOOG Alphabet Inc. SOLD (FULL)
LBTYK Liberty Global plc EXCHANGE
NKE NIKE, Inc. SOLD (PARTIAL)
SIRI Sirius XM Holdings Inc. EXCHANGE
BATRK Atlanta Braves Holdings, Inc. EXCHANGE
GPN Global Payments Inc. SOLD (FULL)
FIS Fidelity National Information Services, Inc. PURCHASE