Cunning Capital Partners as of March 31, 2022
Portfolio Holdings for Cunning Capital Partners
Cunning Capital Partners holds 33 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Chevron Corporation (CVX) | 6.6 | $9.5M | 59k | 162.84 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.9 | $8.5M | 3.1k | 2793.11 | |
| Quanta Services (PWR) | 5.8 | $8.4M | 64k | 131.61 | |
| Deere & Company (DE) | 5.3 | $7.7M | 19k | 415.47 | |
| UnitedHealth (UNH) | 5.3 | $7.7M | 15k | 510.00 | |
| Microsoft Corporation (MSFT) | 4.9 | $7.2M | 23k | 308.31 | |
| Apple (AAPL) | 4.9 | $7.1M | 41k | 174.61 | |
| Verizon Communications (VZ) | 4.8 | $7.0M | 137k | 50.94 | |
| Amazon (AMZN) | 4.7 | $6.8M | 2.1k | 3259.76 | |
| Hca Holdings (HCA) | 4.6 | $6.7M | 27k | 250.60 | |
| Mosaic (MOS) | 4.6 | $6.7M | 101k | 66.50 | |
| Progressive Corporation (PGR) | 4.5 | $6.5M | 57k | 114.00 | |
| Iqvia Holdings (IQV) | 4.2 | $6.1M | 26k | 231.22 | |
| Lockheed Martin Corporation (LMT) | 4.1 | $6.0M | 14k | 441.41 | |
| Mattel (MAT) | 4.0 | $5.8M | 261k | 22.21 | |
| Bank of America Corporation (BAC) | 3.9 | $5.7M | 137k | 41.22 | |
| Lowe's Companies (LOW) | 3.7 | $5.3M | 26k | 202.17 | |
| Hp (HPQ) | 2.1 | $3.1M | 84k | 36.29 | |
| Cisco Systems (CSCO) | 2.1 | $3.0M | 54k | 55.76 | |
| MetLife (MET) | 1.1 | $1.7M | 24k | 70.30 | |
| Merck & Co (MRK) | 1.1 | $1.6M | 19k | 82.04 | |
| Kimco Realty Corporation (KIM) | 1.1 | $1.5M | 62k | 24.70 | |
| Tapestry (TPR) | 1.0 | $1.5M | 41k | 37.14 | |
| Wells Fargo & Company (WFC) | 1.0 | $1.5M | 31k | 48.45 | |
| Fox Corp Cl A Com (FOXA) | 1.0 | $1.5M | 38k | 39.45 | |
| Qualcomm (QCOM) | 1.0 | $1.5M | 9.7k | 152.78 | |
| Fifth Third Ban (FITB) | 1.0 | $1.5M | 34k | 43.03 | |
| Carrier Global Corporation (CARR) | 1.0 | $1.5M | 32k | 45.86 | |
| Nrg Energy Com New (NRG) | 1.0 | $1.5M | 38k | 38.37 | |
| Nxp Semiconductors N V (NXPI) | 1.0 | $1.4M | 7.8k | 185.00 | |
| Arrow Electronics (ARW) | 1.0 | $1.4M | 12k | 118.66 | |
| Williams-Sonoma (WSM) | 1.0 | $1.4M | 9.6k | 145.00 | |
| AutoNation (AN) | 0.9 | $1.3M | 13k | 99.61 |
