Stocks Owned At One Point
84 POSITIONS ON RECORD
META Meta Platforms, Inc. SOLD
CDNS Cadence Design Systems, Inc. SOLD
MCO Moody's Corporation SOLD
GEV GE Vernova Inc. SOLD
CTSH Cognizant Technology Solutions Corporation SOLD
LIN Linde plc SOLD
APO Apollo Global Management, Inc. SOLD
CVS CVS Health Corp. SOLD
COF Capital One Financial Corporation SOLD
GE GE Aerospace SOLD
CME CME Group Inc. SOLD
MELI MercadoLibre, Inc. SOLD
LRCX Lam Research Corporation SOLD
HLT Hilton Worldwide Holdings Inc. SOLD
CCK Crown Holdings, Inc. SOLD
BA The Boeing Company SOLD
FDX FedEx Corporation SOLD
APP AppLovin Corporation SOLD
BKNG Booking Holdings Inc. SOLD
DEO Diageo plc SOLD
HEI HEICO Corporation SOLD
LEN Lennar Corporation SOLD
KLAC KLA Corporation SOLD
CSX CSX Corporation SOLD
MRVL Marvell Technology, Inc. SOLD
COST Costco Wholesale Corporation SOLD
AZN AstraZeneca PLC SOLD
CSCO Cisco Systems, Inc. SOLD
AZO AutoZone, Inc. SOLD
GILD Gilead Sciences, Inc. SOLD
APH Amphenol Corporation SOLD
LHX L3Harris Technologies, Inc. SOLD
AJG Arthur J. Gallagher & Co. SOLD
AAPL Apple Inc. SOLD
ARES Ares Management Corporation SOLD
BSX Boston Scientific Corporation SOLD
ELAN Elanco Animal Health Incorporated SOLD
GEN Gen Digital Inc. SOLD
CLS Celestica Inc. SOLD
XOM Exxon Mobil Corporation SOLD
DOX Amdocs Limited SOLD
KDP Keurig Dr Pepper Inc. SOLD
CNQ Canadian Natural Resources Limited SOLD
HLN Haleon plc SOLD
CMCSA Comcast Corporation SOLD
HRB H&R Block, Inc. SOLD
MU Micron Technology, Inc. SOLD
CHRW C.H. Robinson Worldwide, Inc. SOLD
LULU Lululemon Athletica Inc. SOLD
ETN Eaton Corporation plc SOLD
GOOGL Alphabet Inc. SOLD
ES Eversource Energy SOLD
MTB M&T Bank Corporation SOLD
BAC Bank of America Corporation SOLD
MA Mastercard Incorporated SOLD
LOW Lowe's Companies, Inc. SOLD
CRH CRH plc SOLD
MRK Merck & Co., Inc. SOLD
SCHW The Charles Schwab Corporation SOLD
LLY Eli Lilly and Company SOLD
LMT Lockheed Martin Corporation SOLD
EMR Emerson Electric Co. SOLD
FERG Ferguson plc SOLD
DE Deere & Company SOLD
ANET Arista Networks, Inc. SOLD
CTAS Cintas Corporation SOLD
KO The Coca-Cola Company SOLD
MSFT Microsoft Corporation SOLD
KVUE Kenvue Inc. SOLD
MLM Martin Marietta Materials, Inc. SOLD
AMZN Amazon.com, Inc. SOLD
BRO Brown & Brown, Inc. SOLD
KKR KKR & Co. Inc. SOLD
MDLZ Mondelez International, Inc. SOLD
MCK McKesson Corporation SOLD
BLK BlackRock, Inc. SOLD
COP ConocoPhillips SOLD
MAR Marriott International, Inc. SOLD
CCI Crown Castle Inc. SOLD
JNJ Johnson & Johnson SOLD
KR The Kroger Co. SOLD
AVGO Broadcom Inc. SOLD
GDDY GoDaddy Inc. PURCHASE
LPLA LPL Financial Holdings Inc. SOLD