Stocks Owned At One Point
76 POSITIONS ON RECORD
COF Capital One Financial Corporation PURCHASE
HCA HCA Healthcare, Inc. PURCHASE
NOC Northrop Grumman Corporation PURCHASE
SPG Simon Property Group, Inc. PURCHASE
JPM JPMorgan Chase & Co. PURCHASE
CPB Campbell Soup Company SOLD
OTIS Otis Worldwide Corporation PURCHASE
TMUS T-Mobile US, Inc. PURCHASE
CB Chubb Limited PURCHASE
GOOGL Alphabet Inc. PURCHASE
CMCSA Comcast Corporation SOLD
PEP PepsiCo, Inc. SOLD
MSFT Microsoft Corporation SOLD
BAC Bank of America Corporation PURCHASE
BJ BJ's Wholesale Club Holdings, Inc. SOLD (FULL)
GS The Goldman Sachs Group, Inc. PURCHASE
KO The Coca-Cola Company PURCHASE
WFC Wells Fargo & Company PURCHASE
GM General Motors Company PURCHASE
ACN Accenture plc PURCHASE
ARMK Aramark PURCHASE
LRCX Lam Research Corporation SOLD (FULL)
KLAC KLA Corporation PURCHASE
CSGP CoStar Group, Inc. PURCHASE
ABNB Airbnb, Inc. SOLD (FULL)
AMZN Amazon.com, Inc. PURCHASE
AMTM Amentum Holdings, Inc. SOLD (FULL)
QCOM QUALCOMM Incorporated PURCHASE
LOW Lowe's Companies, Inc. SOLD
ELV Elevance Health Inc. SOLD
VZ Verizon Communications Inc. SOLD
META Meta Platforms, Inc. SOLD
BDX Becton, Dickinson and Company SOLD
UNP Union Pacific Corporation SOLD
NXPI NXP Semiconductors N.V. SOLD
CAT Caterpillar Inc. SOLD
C Citigroup Inc. SOLD
AZO AutoZone, Inc. SOLD (PARTIAL)
CVS CVS Health Corp. SOLD (FULL)
J Jacobs Solutions Inc. SOLD (PARTIAL)
BA The Boeing Company SOLD (FULL)
URI United Rentals, Inc. SOLD (PARTIAL)
TDG TransDigm Group Incorporated PURCHASE
PANW Palo Alto Networks, Inc. PURCHASE
T AT&T Inc. SOLD
ISRG Intuitive Surgical, Inc. PURCHASEEA EA Electronic Arts Inc. SOLD (FULL)
LIN Linde plc PURCHASE
MCK McKesson Corporation PURCHASE
PNC The PNC Financial Services Group, Inc. PURCHASE
VEEV Veeva Systems Inc. PURCHASE
BKNG Booking Holdings Inc. SOLD (FULL)
BAX Baxter International Inc. SOLD (FULL)
ADBE Adobe Inc. SOLD (FULL)
NOW ServiceNow, Inc. PURCHASE
MS Morgan Stanley PURCHASE
ORCL Oracle Corporation SOLD (FULL)
TJX The TJX Companies, Inc. PURCHASE
ROST Ross Stores, Inc. SOLD (FULL)
NFLX Netflix, Inc. SOLD (FULL)
AMH American Homes 4 Rent PURCHASE
VRTX Vertex Pharmaceuticals Incorporated PURCHASE
CCI Crown Castle Inc. SOLD (FULL)
MDT Medtronic plc SOLD (FULL)
FISV Fiserv, Inc. SOLD (FULL)
VRSN VeriSign, Inc. SOLD (FULL)
SU Suncor Energy Inc. SOLD (FULL)
PG The Procter & Gamble Company PURCHASE
CVX Chevron Corporation SOLD (FULL)
INTU Intuit Inc. PURCHASE
CDW CDW Corporation PURCHASE
MA Mastercard Incorporated PURCHASE
ICE Intercontinental Exchange, Inc. PURCHASE
MRK Merck & Co., Inc. PURCHASE
UNH UnitedHealth Group Incorporated PURCHASE
CACI CACI International Inc PURCHASE