Cunning Capital Partners as of Sept. 30, 2021
Portfolio Holdings for Cunning Capital Partners
Cunning Capital Partners holds 40 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Metropcs Communications (TMUS) | 5.7 | $11M | 84k | 127.76 | |
| Square Cl A (SQ) | 4.8 | $9.1M | 38k | 239.83 | |
| NVIDIA Corporation (NVDA) | 4.3 | $8.2M | 39k | 207.15 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.3 | $8.1M | 3.1k | 2665.25 | |
| Edwards Lifesciences (EW) | 4.0 | $7.6M | 68k | 113.21 | |
| Facebook Cl A (META) | 3.9 | $7.4M | 22k | 339.37 | |
| Epam Systems (EPAM) | 3.9 | $7.3M | 13k | 570.49 | |
| Msci (MSCI) | 3.8 | $7.2M | 12k | 608.32 | |
| Microsoft Corporation (MSFT) | 3.5 | $6.6M | 23k | 281.93 | |
| Amazon (AMZN) | 3.4 | $6.5M | 2.0k | 3284.92 | |
| Hca Holdings (HCA) | 3.4 | $6.5M | 27k | 242.72 | |
| Iqvia Holdings (IQV) | 3.2 | $6.1M | 25k | 239.55 | |
| Nasdaq Omx (NDAQ) | 3.2 | $6.0M | 31k | 193.01 | |
| UnitedHealth (UNH) | 3.1 | $5.9M | 15k | 390.73 | |
| Apple (AAPL) | 3.0 | $5.7M | 41k | 141.51 | |
| Sherwin-Williams Company (SHW) | 3.0 | $5.7M | 20k | 279.74 | |
| Lowe's Companies (LOW) | 2.8 | $5.3M | 26k | 202.86 | |
| Zebra Technologies Corp-cl A Cl A (ZBRA) | 2.8 | $5.3M | 10k | 515.44 | |
| Progressive Corporation (PGR) | 2.7 | $5.2M | 57k | 90.39 | |
| Blackstone Group Inc Com Cl A (BX) | 2.7 | $5.2M | 44k | 116.34 | |
| Materials Select Sector Spdr Sbi Materials (XLB) | 2.7 | $5.1M | 65k | 79.12 | |
| Bank of America Corporation (BAC) | 2.7 | $5.1M | 120k | 42.45 | |
| Chevron Corporation (CVX) | 2.5 | $4.7M | 47k | 101.46 | |
| Tesla | 1.8 | $3.5M | 4.5k | 775.50 | |
| Intuitive Surgical Com New (ISRG) | 1.7 | $3.3M | 3.3k | 994.01 | |
| MercadoLibre (MELI) | 1.7 | $3.2M | 1.9k | 1679.47 | |
| Shopify Cl A (SHOP) | 1.7 | $3.1M | 2.3k | 1355.82 | |
| Align Technology (ALGN) | 1.6 | $3.0M | 4.6k | 665.36 | |
| Draftkings Com Cl A | 1.5 | $2.8M | 59k | 48.16 | |
| Paypal Holdings (PYPL) | 1.4 | $2.7M | 10k | 260.20 | |
| Carrier Global Corporation (CARR) | 1.3 | $2.4M | 47k | 51.75 | |
| Jacobs Engineering | 1.0 | $2.0M | 15k | 132.53 | |
| Honeywell International (HON) | 1.0 | $1.9M | 9.1k | 212.24 | |
| Deere & Company (DE) | 0.9 | $1.8M | 5.3k | 335.15 | |
| Union Pacific Corporation (UNP) | 0.9 | $1.7M | 8.9k | 195.97 | |
| Northrop Grumman Corporation (NOC) | 0.9 | $1.7M | 4.8k | 360.08 | |
| United Parcel Service CL B (UPS) | 0.9 | $1.7M | 9.4k | 182.13 | |
| Roblox Corp Cl A (RBLX) | 0.8 | $1.5M | 20k | 75.54 | |
| Lockheed Martin Corporation (LMT) | 0.8 | $1.5M | 4.3k | 345.18 | |
| Boeing Company (BA) | 0.7 | $1.4M | 6.3k | 219.92 |
