+36
New
36
Positions
| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | Chipotle Mexican Grill Inc | CMG | Apr 2024 | 1,419 | $4.5M | 3.97% | EC |
| 2 | Tyson Foods Inc | TSN | Apr 2024 | 70,143 | $4.3M | 3.76% | EC |
| 3 | McDonald's Corp | MCD | Apr 2024 | 15,540 | $4.2M | 3.75% | EC |
| 4 | Apple Inc | AAPL | Apr 2024 | 24,427 | $4.2M | 3.68% | EC |
| 5 | Capital One Financial Corp | COF | Apr 2024 | 28,775 | $4.1M | 3.65% | EC |
| 6 | Cigna Group/The | CI | Apr 2024 | 11,370 | $4.1M | 3.59% | EC |
| 7 | Cencora Inc | COR | Apr 2024 | 16,938 | $4.0M | 3.58% | EC |
| 8 | AT&T Inc | T | Apr 2024 | 238,283 | $4.0M | 3.56% | EC |
| 9 | Sysco Corp | SYY | Apr 2024 | 53,727 | $4.0M | 3.53% | EC |
| 10 | TJX Cos Inc/The | TJX | Apr 2024 | 42,428 | $4.0M | 3.53% | EC |
| 11 | Nasdaq Inc | NDAQ | Apr 2024 | 66,666 | $4.0M | 3.53% | EC |
| 12 | AbbVie Inc | ABBV | Apr 2024 | 24,352 | $4.0M | 3.50% | EC |
| 13 | Paychex Inc | PAYX | Apr 2024 | 33,240 | $3.9M | 3.49% | EC |
| 14 | Regeneron Pharmaceuticals Inc | REGN | Apr 2024 | 4,398 | $3.9M | 3.47% | EC |
| 15 | A O Smith Corp | AOS | Apr 2024 | 47,139 | $3.9M | 3.45% | EC |
| 16 | Mastercard Inc | MA | Apr 2024 | 8,640 | $3.9M | 3.45% | EC |
| 17 | Emerson Electric Co | EMR | Apr 2024 | 35,697 | $3.8M | 3.40% | EC |
| 18 | CSX Corp | CSX | Apr 2024 | 114,303 | $3.8M | 3.36% | EC |
| 19 | Travelers Cos Inc/The | TRV | Apr 2024 | 17,825 | $3.8M | 3.35% | EC |
| 20 | Microsoft Corp | MSFT | Apr 2024 | 9,699 | $3.8M | 3.34% | EC |
| 21 | Walt Disney Co/The | DIS | Apr 2024 | 33,666 | $3.7M | 3.31% | EC |
| 22 | W R Berkley Corp | WRB | Apr 2024 | 47,543 | $3.7M | 3.24% | EC |
| 23 | Cognizant Technology Solutions | CTSH | Apr 2024 | 55,651 | $3.7M | 3.23% | EC |
| 24 | Starbucks Corp | SBUX | Apr 2024 | 40,118 | $3.6M | 3.14% | EC |
| 25 | Laboratory Corp of America Hol | LH | Apr 2024 | 16,292 | $3.3M | 2.90% | EC |
| 26 | Hilton Worldwide Holdings Inc | HLT | Apr 2024 | 15,266 | $3.0M | 2.66% | EC |
| 27 | Accenture PLC | ACN | Apr 2024 | 9,275 | $2.8M | 2.47% | EC |
| 28 | NIKE Inc | NKE | Apr 2024 | 24,002 | $2.2M | 1.96% | EC |
| 29 | Sherwin-Williams Co/The | SHW | Apr 2024 | 5,720 | $1.7M | 1.52% | EC |
| 30 | Newmont Corp | NEM | Apr 2024 | 31,148 | $1.3M | 1.12% | EC |
| 31 | Cintas Corp | CTAS | Apr 2024 | 1,866 | $1.2M | 1.09% | EC |
| 32 | Home Depot Inc/The | HD | Apr 2024 | 3,507 | $1.2M | 1.04% | EC |
| 33 | First American Government Obli | FGXXX | Apr 2024 | 491,228 | $491K | 0.43% | STIV |
| 34 | Citigroup Inc | C | Apr 2024 | 5,745 | $352K | 0.31% | EC |
| 35 | Bank of New York Mellon Corp/T | BK | Apr 2024 | 6,162 | $348K | 0.31% | EC |
| 36 | Advanced Micro Devices Inc | AMD | Apr 2024 | 2,058 | $326K | 0.29% | EC |