CIK: 0001629984
Total reported value
$29.0M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HCA | Hca Healthcare INC | Stock-Healthcare | 15.02% | — | — | |
| 2 | GOOG | Alphabet A | Stock-Comm Services | 14.53% | — | — | |
| 3 | CDW | Cdw Corp/de | Stock-Tech | 14.29% | — | — | |
| 4 | AVGO | Broadcom Inc. | Stock-Tech | 13.93% | — | — | |
| 5 | ZTS | Zoetis INC | Stock-Healthcare | 9.27% | — | — | |
| 6 | MCK | Mckesson CORP | Stock-Healthcare | 7.64% | — | — | |
| 7 | WDC | Western Digital CORP | Stock-Tech | 7.18% | — | — | |
| 8 | ARMK | Aramark | Stock-Industrials | 5.63% | — | — | |
| 9 | COR | Cencora INC | Stock-Healthcare | 5.59% | — | — | |
| 10 | DG | Dollar General CORP | Stock-Consumer Staples | 3.99% | — | — | |
| 11 | LPLA | Lpl Financial Holdings INC | Stock-Financials | 2.91% | — | — |