Top holdings
#Stock% of portfolioThis quarter
1KDPKeurig Dr Pepper Inc4.0%No change
2GOOGLAlphabet Inc3.9%Reduced -12%
3ABNBAirbnb Inc3.6%Reduced -2%
4CRMSalesforce Inc3.4%Added +8%
5IQVIqvia Holdings Inc3.1%No change
6COFCapital One Financial Corp3.1%Added +11%
7SCHWSchwab (Charles) Corp3.0%Added +11%
8ICEIntercontinental Exchange In3.0%Added +10%
9TRGPTarga Resources Corp2.8%Reduced -9%
10FCNCAFirst Citizens Bcshs2.5%Reduced -3%
9 of these holdings are also in the Super Master top 50.
The remaining holdings and the full Super Master list are for members.
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