Cunning Capital Partners
Latest statistics and disclosures from Cunning Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, KLAC, CLS, APP, GOOG, and represent 30.22% of Cunning Capital Partners's stock portfolio.
- Added to shares of these 1 stock: PFF.
- Cunning Capital Partners was a net buyer of stock by $30k.
- Cunning Capital Partners has $197M in assets under management (AUM), dropping by -9.06%.
- Central Index Key (CIK): 0001571075
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Portfolio Holdings for Cunning Capital Partners
Cunning Capital Partners holds 56 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.8 | $17M | 100k | 174.40 |
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| Kla Corp Com New (KLAC) | 5.9 | $12M | 7.9k | 1472.36 |
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| Celestica (CLS) | 5.7 | $11M | 40k | 281.67 |
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| Applovin Corp Com Cl A (APP) | 5.7 | $11M | 28k | 398.01 |
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| Alphabet Cap Stk Cl C (GOOG) | 4.1 | $8.0M | 28k | 286.87 |
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| Morgan Stanley Com New (MS) | 3.8 | $7.5M | 46k | 164.58 |
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| Broadcom (AVGO) | 3.8 | $7.5M | 24k | 309.51 |
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| Tapestry (TPR) | 3.6 | $7.1M | 50k | 141.10 |
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| Meta Platforms Inc-class A Cl A (META) | 3.5 | $6.9M | 12k | 572.12 |
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| Advanced Micro Devices (AMD) | 2.9 | $5.6M | 28k | 203.42 |
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| International Business Machines (IBM) | 2.8 | $5.5M | 23k | 242.38 |
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| Quanta Services (PWR) | 2.5 | $4.9M | 8.8k | 549.04 |
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| Williams-Sonoma (WSM) | 2.2 | $4.4M | 24k | 182.33 |
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| Cardinal Health (CAH) | 2.0 | $4.0M | 19k | 211.29 |
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| Nrg Energy Com New (NRG) | 2.0 | $3.9M | 27k | 146.14 |
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| Netflix (NFLX) | 2.0 | $3.8M | 40k | 96.15 |
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| United Rentals (URI) | 1.6 | $3.2M | 4.4k | 728.47 |
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| Dell Technologies CL C (DELL) | 1.6 | $3.1M | 19k | 164.11 |
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| Wells Fargo & Company (WFC) | 1.6 | $3.1M | 39k | 79.60 |
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| Constellation Energy (CEG) | 1.5 | $3.0M | 11k | 279.23 |
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| American Express Company (AXP) | 1.5 | $3.0M | 10k | 302.44 |
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| Amazon (AMZN) | 1.5 | $3.0M | 14k | 208.24 |
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| Hca Holdings (HCA) | 1.4 | $2.7M | 5.8k | 473.25 |
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| McKesson Corporation (MCK) | 1.4 | $2.7M | 3.1k | 865.48 |
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| AutoNation (AN) | 1.3 | $2.5M | 13k | 195.27 |
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| Palantir Technologies Cl A (PLTR) | 1.3 | $2.5M | 17k | 146.29 |
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| Jabil Circuit (JBL) | 1.3 | $2.5M | 9.3k | 265.59 |
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| Simon Property (SPG) | 1.3 | $2.5M | 13k | 186.52 |
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| Hartford Financial Services (HIG) | 1.2 | $2.4M | 18k | 135.21 |
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| Oracle Corp Cin (ORCL) | 1.2 | $2.3M | 16k | 147.09 |
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| Universal Health Services CL B (UHS) | 1.1 | $2.2M | 13k | 178.96 |
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| Metropcs Communications (TMUS) | 1.1 | $2.2M | 11k | 210.01 |
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| Apple (AAPL) | 1.1 | $2.2M | 8.6k | 253.82 |
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| Chevron Corporation (CVX) | 1.1 | $2.2M | 10k | 206.90 |
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| Eli Lilly & Co. (LLY) | 1.1 | $2.2M | 2.3k | 919.73 |
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| Chubb (CB) | 1.0 | $2.0M | 6.2k | 325.89 |
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| Progressive Corporation (PGR) | 0.9 | $1.8M | 9.3k | 198.26 |
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| Microsoft Corporation (MSFT) | 0.9 | $1.8M | 4.9k | 370.22 |
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| Carrier Global Corporation (CARR) | 0.9 | $1.8M | 32k | 56.31 |
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| Servicenow | 0.9 | $1.8M | 17k | 104.55 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.8 | $1.6M | 4.2k | 390.48 |
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| Corpay Com Shs (CPAY) | 0.8 | $1.6M | 5.4k | 290.98 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.8 | $1.5M | 29k | 50.97 |
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| Sap Se Spon Adr (SAP) | 0.7 | $1.4M | 8.4k | 171.17 |
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| Veeva Sys Cl A Com (VEEV) | 0.7 | $1.3M | 7.7k | 175.60 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.7 | $1.3M | 16k | 82.78 |
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| Cigna Corp (CI) | 0.6 | $1.2M | 4.6k | 266.85 |
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| H&R Block (HRB) | 0.6 | $1.2M | 37k | 31.75 |
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| Builders FirstSource (BLDR) | 0.6 | $1.2M | 14k | 82.32 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.6 | $1.1M | 17k | 69.28 |
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| Axon Enterprise (AXON) | 0.6 | $1.1M | 2.6k | 424.82 |
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| Reddit Cl A (RDDT) | 0.5 | $1.0M | 7.6k | 134.70 |
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| Hims & Hers Health Com Cl A (HIMS) | 0.4 | $710k | 34k | 20.76 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $394k | +8% | 13k | 30.31 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $305k | 3.9k | 79.22 |
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| Ishares Tr Short Treas Bd (SHV) | 0.1 | $276k | 2.5k | 110.40 |
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Past Filings by Cunning Capital Partners
SEC 13F filings are viewable for Cunning Capital Partners going back to 2019
- Cunning Capital Partners 2026 Q1 filed May 13, 2026
- Cunning Capital Partners 2025 Q4 filed Feb. 11, 2026
- Cunning Capital Partners 2025 Q3 filed Nov. 13, 2025
- Cunning Capital Partners 2025 Q2 filed Aug. 18, 2025
- Cunning Capital Partners 2025 Q1 filed May 14, 2025
- Cunning Capital Partners 2024 Q4 filed Feb. 13, 2025
- Cunning Capital Partners 2024 Q3 filed Nov. 12, 2024
- Cunning Capital Partners 2024 Q1 filed May 13, 2024
- Cunning Capital Partners 2023 Q3 filed Nov. 14, 2023
- Cunning Capital Partners 2023 Q2 filed Aug. 14, 2023
- Cunning Capital Partners 2023 Q1 filed May 15, 2023
- Cunning Capital Partners 2022 Q4 filed Feb. 10, 2023
- Cunning Capital Partners 2022 Q3 filed Nov. 14, 2022
- Cunning Capital Partners 2022 Q2 filed Aug. 12, 2022
- Cunning Capital Partners 2022 Q1 filed May 9, 2022
- Cunning Capital Partners 2021 Q4 filed Feb. 15, 2022