- Subscribe
- Premium
- C-Suite
- Insiders
- M&A
- Gurus
- Spinoffs
- Buybacks
- More
| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| IQV | IQVIA HLDGS INC | 5.15% | 32,704 | $5,577,340 | 7,196 | 28.21% | $170.54 | 13F |
| SHC | SOTERA HEALTH CO | 3.73% | 281,531 | $4,037,155 | 252,588 | 872.71% | $14.34 | 13F |
| MSFT | MICROSOFT CORP | 3.18% | 9,310 | $3,446,283 | 4,378 | 88.77% | $370.17 | 13F |
| V | VISA INC | 1.41% | 4,576 | $1,527,006 | 1,606 | 54.07% | $333.7 | 13F |
| VIG | VANGUARD SPECIALIZED FUNDS | 1.26% | 6,337 | $1,362,880 | 1,250 | 24.57% | $215.07 | 13F |
| HD | HOME DEPOT INC | 0.65% | 2,137 | $702,838 | 255 | 13.55% | $328.89 | 13F |
| SHEL | SHELL PLC | 0.58% | 6,740 | $626,820 | 2,000 | 42.19% | $93 | 13F |