Applied Research Investments as of Sept. 30, 2022
Portfolio Holdings for Applied Research Investments
Applied Research Investments holds 12 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 |
|---|---|---|---|---|---|
| Check Point Software Tech Lt Ord (CHKP) | 21.1 | $1.0M | 9.3k | 112.05 | |
| Sony Group Corporation Sponsored Adr (SONY) | 17.1 | $848k | 13k | 64.08 | |
| Cyberark Software SHS (CYBR) | 15.6 | $771k | 5.1k | 149.85 | |
| Waste Connections (WCN) | 6.9 | $340k | 2.5k | 135.08 | |
| Microsoft Corporation (MSFT) | 5.7 | $284k | 1.2k | 232.79 | |
| UnitedHealth (UNH) | 5.7 | $280k | 554.00 | 505.42 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.5 | $275k | 2.9k | 95.72 | |
| Johnson & Johnson (JNJ) | 5.0 | $250k | 1.5k | 163.29 | |
| Apple (AAPL) | 4.5 | $223k | 1.6k | 138.42 | |
| Amazon (AMZN) | 4.3 | $213k | 1.9k | 112.88 | |
| Thermo Fisher Scientific (TMO) | 4.3 | $212k | 418.00 | 507.18 | |
| Motorola Solutions Com New (MSI) | 4.3 | $212k | 947.00 | 223.86 |
