Cunning Capital Partners as of June 30, 2021
Portfolio Holdings for Cunning Capital Partners
Cunning Capital Partners holds 41 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Metropcs Communications (TMUS) | 6.3 | $12M | 84k | 144.83 | |
| Square Cl A (SQ) | 4.8 | $9.2M | 38k | 243.81 | |
| NVIDIA Corporation (NVDA) | 4.1 | $7.9M | 9.8k | 800.06 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.0 | $7.6M | 3.1k | 2506.23 | |
| Facebook Cl A (META) | 4.0 | $7.6M | 22k | 347.69 | |
| Edwards Lifesciences (EW) | 3.6 | $7.0M | 68k | 103.57 | |
| Amazon (AMZN) | 3.6 | $6.8M | 2.0k | 3440.20 | |
| Epam Systems (EPAM) | 3.4 | $6.6M | 13k | 510.99 | |
| Msci (MSCI) | 3.3 | $6.3M | 12k | 533.11 | |
| Microsoft Corporation (MSFT) | 3.3 | $6.3M | 23k | 270.89 | |
| Iqvia Holdings (IQV) | 3.2 | $6.1M | 25k | 242.32 | |
| UnitedHealth (UNH) | 3.1 | $6.0M | 15k | 400.47 | |
| Progressive Corporation (PGR) | 2.9 | $5.6M | 57k | 98.22 | |
| Apple (AAPL) | 2.9 | $5.6M | 41k | 136.95 | |
| Hca Holdings (HCA) | 2.9 | $5.6M | 27k | 206.73 | |
| Sherwin-Williams Company (SHW) | 2.9 | $5.5M | 20k | 272.44 | |
| Invesco Mortgage Capital | 2.9 | $5.5M | 205k | 26.73 | |
| Nasdaq Omx (NDAQ) | 2.9 | $5.5M | 31k | 175.79 | |
| Zebra Technologies Corp-cl A Cl A (ZBRA) | 2.8 | $5.5M | 10k | 529.51 | |
| Materials Select Sector Spdr Sbi Materials (XLB) | 2.8 | $5.3M | 65k | 82.31 | |
| Lowe's Companies (LOW) | 2.7 | $5.1M | 26k | 193.98 | |
| Bank of America Corporation (BAC) | 2.6 | $4.9M | 120k | 41.23 | |
| Chevron Corporation (CVX) | 2.6 | $4.9M | 47k | 104.75 | |
| Shopify Cl A (SHOP) | 1.8 | $3.4M | 2.3k | 1460.87 | |
| Sea Ltd - Sponsord Ads (SE) | 1.7 | $3.2M | 12k | 274.60 | |
| Draftkings Com Cl A | 1.6 | $3.1M | 59k | 52.17 | |
| Intuitive Surgical Com New (ISRG) | 1.6 | $3.1M | 3.3k | 919.76 | |
| Tesla | 1.6 | $3.1M | 4.5k | 679.73 | |
| Paypal Holdings (PYPL) | 1.6 | $3.0M | 10k | 291.51 | |
| MercadoLibre (MELI) | 1.5 | $3.0M | 1.9k | 1557.89 | |
| Align Technology (ALGN) | 1.5 | $2.8M | 4.6k | 610.93 | |
| Carrier Global Corporation (CARR) | 1.2 | $2.3M | 47k | 48.59 | |
| Honeywell International (HON) | 1.0 | $2.0M | 9.1k | 219.31 | |
| Jacobs Engineering | 1.0 | $2.0M | 15k | 133.40 | |
| Union Pacific Corporation (UNP) | 1.0 | $2.0M | 8.9k | 219.93 | |
| United Parcel Service CL B (UPS) | 1.0 | $2.0M | 9.4k | 207.98 | |
| Deere & Company (DE) | 1.0 | $1.9M | 5.3k | 352.63 | |
| Roblox Corp Cl A (RBLX) | 1.0 | $1.8M | 20k | 90.00 | |
| Northrop Grumman Corporation (NOC) | 0.9 | $1.7M | 4.8k | 363.43 | |
| Lockheed Martin Corporation (LMT) | 0.8 | $1.6M | 4.3k | 378.35 | |
| Boeing Company (BA) | 0.8 | $1.5M | 6.3k | 239.52 |
