Altrafin as of Sept. 30, 2022
Portfolio Holdings for Altrafin
Altrafin holds 73 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.0 | $15M | 64k | 232.90 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.4 | $12M | 129k | 95.65 | |
| JPMorgan Chase & Co. (JPM) | 4.4 | $7.3M | 70k | 104.50 | |
| CVS Caremark Corporation (CVS) | 3.7 | $6.2M | 65k | 95.37 | |
| Apple (AAPL) | 3.4 | $5.6M | 41k | 138.20 | |
| Honeywell International (HON) | 3.3 | $5.6M | 34k | 166.97 | |
| Starbucks Corporation (SBUX) | 3.0 | $5.0M | 60k | 84.26 | |
| Intercontinental Exchange (ICE) | 3.0 | $4.9M | 55k | 90.35 | |
| Crowdstrike Hldgs Cl A (CRWD) | 2.9 | $4.8M | 29k | 164.81 | |
| Amazon (AMZN) | 2.7 | $4.5M | 40k | 113.00 | |
| Bank of America Corporation (BAC) | 2.7 | $4.4M | 147k | 30.20 | |
| Fortinet (FTNT) | 2.6 | $4.3M | 89k | 49.13 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.6 | $4.3M | 63k | 68.56 | |
| Franco-Nevada Corporation (FNV) | 2.5 | $4.1M | 35k | 119.48 | |
| Lam Research Corporation | 2.5 | $4.1M | 11k | 366.00 | |
| Walt Disney Company (DIS) | 2.4 | $4.1M | 43k | 94.33 | |
| Nextera Energy (NEE) | 2.3 | $3.8M | 48k | 78.41 | |
| NVIDIA Corporation (NVDA) | 2.2 | $3.6M | 30k | 121.39 | |
| Wells Fargo & Company (WFC) | 2.1 | $3.5M | 88k | 40.22 | |
| Adobe Systems Incorporated (ADBE) | 2.0 | $3.3M | 12k | 275.20 | |
| Novo-nordisk A S Adr (NVO) | 2.0 | $3.3M | 33k | 99.63 | |
| Newmont Mining Corporation (NEM) | 1.8 | $3.0M | 70k | 42.03 | |
| Mastercard Incorporated Cl A (MA) | 1.5 | $2.5M | 8.9k | 284.34 | |
| MercadoLibre (MELI) | 1.5 | $2.5M | 3.1k | 827.78 | |
| Meta Platforms Cl A (META) | 1.4 | $2.4M | 18k | 135.68 | |
| FedEx Corporation (FDX) | 1.3 | $2.2M | 15k | 148.47 | |
| Morgan Stanley Com New (MS) | 1.3 | $2.2M | 28k | 79.01 | |
| 3M Company (MMM) | 1.2 | $2.1M | 19k | 110.50 | |
| Barrick Gold Corp | 1.2 | $2.0M | 129k | 15.50 | |
| Costco Wholesale Corporation (COST) | 1.2 | $2.0M | 4.2k | 472.27 | |
| Fiserv (FI) | 1.1 | $1.8M | 19k | 93.57 | |
| Stanley Black & Decker (SWK) | 1.0 | $1.7M | 23k | 75.21 | |
| Veeva Sys Cl A Com (VEEV) | 1.0 | $1.6M | 10k | 164.88 | |
| Solaredge Technologies (SEDG) | 0.9 | $1.5M | 6.4k | 231.46 | |
| UnitedHealth (UNH) | 0.9 | $1.4M | 2.8k | 505.04 | |
| Citigroup Com New (C) | 0.8 | $1.3M | 32k | 41.67 | |
| Paypal Holdings (PYPL) | 0.7 | $1.1M | 13k | 86.07 | |
| Thermo Fisher Scientific (TMO) | 0.7 | $1.1M | 2.2k | 507.19 | |
| Block Cl A (XYZ) | 0.7 | $1.1M | 20k | 54.99 | |
| Stoneco Com Cl A (STNE) | 0.6 | $1.1M | 110k | 9.53 | |
| Annaly Capital Management In Com New (NLY) | 0.6 | $1.0M | 60k | 17.16 | |
| Marvell Technology (MRVL) | 0.6 | $926k | 22k | 42.91 | |
| Teladoc (TDOC) | 0.5 | $843k | 33k | 25.35 | |
| Agnc Invt Corp Com reit (AGNC) | 0.5 | $842k | 100k | 8.42 | |
| Uipath Cl A (PATH) | 0.5 | $812k | 64k | 12.61 | |
| Activision Blizzard | 0.5 | $803k | 11k | 74.34 | |
| Bristol Myers Squibb (BMY) | 0.5 | $796k | 11k | 71.09 | |
| Pfizer (PFE) | 0.5 | $762k | 17k | 43.76 | |
| Danaher Corporation (DHR) | 0.4 | $749k | 2.9k | 258.29 | |
| Stem | 0.4 | $737k | 55k | 13.34 | |
| Becton, Dickinson and (BDX) | 0.4 | $726k | 3.3k | 222.83 | |
| Sea Sponsord Ads (SE) | 0.4 | $673k | 12k | 56.05 | |
| Agnico (AEM) | 0.4 | $634k | 15k | 42.23 | |
| Constellation Brands Cl A (STZ) | 0.4 | $632k | 2.8k | 229.68 | |
| American Tower Reit (AMT) | 0.4 | $615k | 2.9k | 214.70 | |
| Jd.com Spon Adr Cl A (JD) | 0.3 | $579k | 12k | 50.30 | |
| The Trade Desk Com Cl A (TTD) | 0.3 | $546k | 9.1k | 59.75 | |
| Paramount Global Class B Com (PARA) | 0.3 | $523k | 28k | 19.04 | |
| Solar Cap (SLRC) | 0.3 | $464k | 38k | 12.32 | |
| Anglogold Ashanti Sponsored Adr | 0.3 | $456k | 33k | 13.82 | |
| Comcast Corp Cl A (CMCSA) | 0.2 | $403k | 14k | 29.33 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.2 | $370k | 32k | 11.50 | |
| Pan American Silver Corp Can (PAAS) | 0.2 | $363k | 23k | 15.88 | |
| Lauder Estee Cos Cl A (EL) | 0.2 | $362k | 1.7k | 215.90 | |
| Baidu Spon Adr Rep A (BIDU) | 0.2 | $358k | 3.1k | 117.49 | |
| Wejo Group Common Shares (WEJOF) | 0.2 | $305k | 280k | 1.09 | |
| Mp Materials Corp Com Cl A (MP) | 0.2 | $300k | 11k | 27.30 | |
| Sibanye Stillwater Sponsored Adr (SBSW) | 0.2 | $298k | 32k | 9.32 | |
| Rocket Lab Usa | 0.2 | $289k | 71k | 4.07 | |
| Unity Software (U) | 0.2 | $288k | 9.0k | 31.86 | |
| Jumia Technologies Sponsored Ads (JMIA) | 0.1 | $249k | 43k | 5.81 | |
| Digital Turbine Com New (APPS) | 0.1 | $195k | 14k | 14.41 | |
| Farfetch Ord Sh Cl A (FTCHQ) | 0.1 | $159k | 21k | 7.45 |