Cunning Capital Partners

Cunning Capital Partners as of June 30, 2022

Portfolio Holdings for Cunning Capital Partners

Cunning Capital Partners holds 68 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
UnitedHealth (UNH) 4.6 $6.0M 12k 513.60
Verizon Communications (VZ) 4.0 $5.2M 102k 50.75
Progressive Corporation (PGR) 3.2 $4.1M 35k 116.26
International Business Machines (IBM) 2.5 $3.2M 23k 141.20
Microsoft Corporation (MSFT) 2.4 $3.1M 12k 256.87
Alphabet Cap Stk Cl C (GOOG) 2.4 $3.1M 1.4k 2187.41
CVS Caremark Corporation (CVS) 2.3 $3.0M 33k 92.66
Cisco Systems (CSCO) 2.3 $3.0M 71k 42.65
Quanta Services (PWR) 2.3 $3.0M 24k 125.34
Lockheed Martin Corporation (LMT) 2.3 $2.9M 6.8k 429.89
Apple (AAPL) 2.2 $2.9M 21k 136.71
Deere & Company (DE) 2.2 $2.9M 9.7k 299.43
Bank of America Corporation (BAC) 2.2 $2.9M 93k 31.13
Lowe's Companies (LOW) 2.2 $2.8M 16k 174.66
Hp (HPQ) 2.1 $2.8M 84k 32.78
MetLife (MET) 2.1 $2.7M 43k 62.79
Hca Holdings (HCA) 2.0 $2.6M 16k 168.06
Iridium Communications (IRDM) 1.3 $1.7M 46k 37.57
H&R Block (HRB) 1.3 $1.7M 47k 35.32
Iqvia Holdings (IQV) 1.2 $1.6M 7.4k 217.03
Huntington Ingalls Industries Cin (HII) 1.2 $1.6M 7.3k 217.87
Whirlpool Corporation (WHR) 1.2 $1.6M 10k 154.85
Oracle Corp Cin (ORCL) 1.2 $1.6M 23k 69.86
Kla Corp Com New (KLAC) 1.2 $1.6M 4.9k 318.98
Meta Platforms Inc-class A Cl A (META) 1.2 $1.5M 9.6k 161.27
Tapestry (TPR) 1.2 $1.5M 51k 30.52
Amazon (AMZN) 1.2 $1.5M 15k 106.18
Cigna Corp (CI) 1.2 $1.5M 5.9k 263.59
At&t (T) 1.2 $1.5M 73k 20.96
Chevron Corporation (CVX) 1.2 $1.5M 11k 144.74
Wells Fargo & Company (WFC) 1.2 $1.5M 39k 39.17
Qualcomm (QCOM) 1.2 $1.5M 12k 127.76
Morgan Stanley Com New (MS) 1.2 $1.5M 20k 76.04
Mattel (MAT) 1.2 $1.5M 68k 22.33
Toll Brothers (TOL) 1.2 $1.5M 33k 44.61
Fox Corp Cl A Com (FOXA) 1.2 $1.5M 46k 32.16
DaVita (DVA) 1.1 $1.5M 19k 79.95
Charter Communications Inc-a Cl A (CHTR) 1.1 $1.5M 3.2k 468.45
Dow (DOW) 1.1 $1.5M 29k 51.60
Visa Inc-class A Shares Com Cl A (V) 1.1 $1.5M 7.5k 196.94
Simon Property (SPG) 1.1 $1.5M 16k 94.89
Merck & Co (MRK) 1.1 $1.5M 16k 91.19
Nrg Energy Com New (NRG) 1.1 $1.5M 38k 38.16
Nxp Semiconductors N V (NXPI) 1.1 $1.4M 9.7k 148.08
NVIDIA Corporation (NVDA) 1.1 $1.4M 9.5k 151.63
AutoNation (AN) 1.1 $1.4M 13k 111.75
Cummins (CMI) 1.1 $1.4M 7.4k 193.53
Micron Technology (MU) 1.1 $1.4M 26k 55.27
Westrock (WRK) 1.1 $1.4M 35k 39.83
Fifth Third Ban (FITB) 1.1 $1.4M 42k 33.59
Cardinal Health (CAH) 1.1 $1.4M 27k 52.28
Seagate Technology Hldngs Pl Ord Shs (STX) 1.1 $1.4M 20k 71.46
American Express Company (AXP) 1.1 $1.4M 10k 138.63
Fiserv (FI) 1.1 $1.4M 16k 88.99
Advanced Micro Devices Inc Note 2.125% 9/0 bond 1.1 $1.4M 18k 76.46
Arrow Electronics (ARW) 1.0 $1.3M 12k 112.10
Williams-Sonoma (WSM) 1.0 $1.3M 12k 110.92
Interpublic Group of Companies (IPG) 1.0 $1.3M 48k 27.54
Pioneer Natural Resources 1.0 $1.3M 5.9k 223.05
Caterpillar (CAT) 1.0 $1.3M 7.3k 178.83
Halliburton Company (HAL) 1.0 $1.3M 42k 31.36
Best Buy (BBY) 1.0 $1.3M 20k 65.20
Zebra Technologies Corp-cl A Cl A (ZBRA) 1.0 $1.3M 4.4k 294.02
Phillips 66 (PSX) 1.0 $1.3M 16k 81.96
United Rentals (URI) 1.0 $1.3M 5.3k 242.83
Nucor Corporation (NUE) 0.9 $1.2M 12k 104.47
Cabot Oil & Gas Corporation (CTRA) 0.9 $1.2M 48k 25.80
Carrier Global Corporation (CARR) 0.9 $1.1M 32k 35.67