Cunning Capital Partners as of Dec. 31, 2021
Portfolio Holdings for Cunning Capital Partners
Cunning Capital Partners holds 30 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 4.8 | $8.8M | 3.1k | 2893.44 | |
| NVIDIA Corporation (NVDA) | 4.7 | $8.6M | 39k | 219.42 | |
| Epam Systems (EPAM) | 4.7 | $8.6M | 13k | 668.43 | |
| Microsoft Corporation (MSFT) | 4.3 | $7.8M | 23k | 336.33 | |
| UnitedHealth (UNH) | 4.1 | $7.5M | 15k | 502.13 | |
| Facebook Cl A (META) | 4.0 | $7.4M | 22k | 336.35 | |
| Msci (MSCI) | 4.0 | $7.3M | 12k | 612.69 | |
| Apple (AAPL) | 3.9 | $7.2M | 41k | 177.57 | |
| Sherwin-Williams Company (SHW) | 3.9 | $7.1M | 20k | 352.18 | |
| Iqvia Holdings (IQV) | 3.9 | $7.1M | 25k | 282.15 | |
| Hca Holdings (HCA) | 3.8 | $6.9M | 27k | 256.93 | |
| Lowe's Companies (LOW) | 3.7 | $6.8M | 26k | 258.49 | |
| Amazon (AMZN) | 3.6 | $6.6M | 2.0k | 3334.17 | |
| Nasdaq Omx (NDAQ) | 3.6 | $6.5M | 31k | 210.00 | |
| Quanta Services (PWR) | 3.5 | $6.5M | 57k | 114.66 | |
| Carrier Global Corporation (CARR) | 3.5 | $6.4M | 118k | 54.24 | |
| Edwards Lifesciences (EW) | 3.3 | $6.2M | 4.5k | 1367.56 | |
| Zebra Technologies Corp-cl A Cl A (ZBRA) | 3.3 | $6.1M | 10k | 595.24 | |
| Deere & Company (DE) | 3.3 | $6.1M | 18k | 342.89 | |
| Progressive Corporation (PGR) | 3.2 | $5.9M | 57k | 102.64 | |
| Materials Select Sector Spdr Sbi Materials (XLB) | 3.2 | $5.8M | 65k | 90.60 | |
| Blackstone Group Inc Com Cl A (BX) | 3.1 | $5.7M | 44k | 129.39 | |
| Chevron Corporation (CVX) | 3.0 | $5.5M | 47k | 117.36 | |
| Bank of America Corporation (BAC) | 2.9 | $5.3M | 120k | 44.49 | |
| Tesla | 2.6 | $4.7M | 4.5k | 1056.79 | |
| Align Technology (ALGN) | 2.2 | $4.0M | 6.1k | 657.12 | |
| Intuitive Surgical Com New (ISRG) | 2.0 | $3.6M | 10k | 359.28 | |
| Shopify Cl A (SHOP) | 1.7 | $3.2M | 2.3k | 1377.43 | |
| The Trade Desk Com Cl A (TTD) | 1.2 | $2.2M | 24k | 91.62 | |
| Roblox Corp Cl A (RBLX) | 1.1 | $2.1M | 20k | 103.14 |
