Cunning Capital Partners

Cunning Capital Partners as of Sept. 30, 2022

Portfolio Holdings for Cunning Capital Partners

Cunning Capital Partners holds 68 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
UnitedHealth (UNH) 4.7 $5.9M 12k 505.08
Progressive Corporation (PGR) 3.2 $4.1M 35k 116.21
Verizon Communications (VZ) 3.1 $3.9M 102k 37.97
Deere & Company (DE) 2.6 $3.2M 9.7k 333.92
CVS Caremark Corporation (CVS) 2.5 $3.1M 33k 95.36
Quanta Services (PWR) 2.4 $3.0M 24k 127.40
Lowe's Companies (LOW) 2.4 $3.0M 16k 187.83
Apple (AAPL) 2.3 $2.9M 21k 138.22
Hca Holdings (HCA) 2.3 $2.9M 16k 183.81
Cisco Systems (CSCO) 2.2 $2.8M 71k 40.01
Bank of America Corporation (BAC) 2.2 $2.8M 93k 30.20
Microsoft Corporation (MSFT) 2.2 $2.8M 12k 232.90
Hp (HPQ) 2.2 $2.7M 110k 24.92
International Business Machines (IBM) 2.2 $2.7M 23k 118.82
Alphabet Cap Stk Cl C (GOOG) 2.1 $2.7M 28k 96.14
Lockheed Martin Corporation (LMT) 2.1 $2.6M 6.8k 386.23
MetLife (MET) 2.1 $2.6M 43k 60.79
Iridium Communications (IRDM) 1.6 $2.0M 46k 44.37
Pioneer Natural Resources 1.6 $2.0M 9.1k 216.55
Cardinal Health (CAH) 1.4 $1.8M 27k 66.68
Amazon (AMZN) 1.3 $1.6M 15k 112.99
Huntington Ingalls Industries Cin (HII) 1.3 $1.6M 7.3k 221.56
Cigna Corp (CI) 1.3 $1.6M 5.9k 277.44
H&R Block (HRB) 1.3 $1.6M 38k 42.53
Phillips 66 (PSX) 1.3 $1.6M 20k 80.71
Morgan Stanley Com New (MS) 1.2 $1.6M 20k 79.01
Wells Fargo & Company (WFC) 1.2 $1.6M 39k 40.23
DaVita (DVA) 1.2 $1.5M 19k 82.75
Cummins (CMI) 1.2 $1.5M 7.4k 203.51
Chevron Corporation (CVX) 1.2 $1.5M 11k 143.69
Kla Corp Com New (KLAC) 1.2 $1.5M 4.9k 302.65
Zebra Technologies Corp-cl A Cl A (ZBRA) 1.2 $1.5M 5.6k 261.93
Fiserv (FI) 1.2 $1.5M 16k 93.55
Nrg Energy Com New (NRG) 1.2 $1.5M 38k 38.26
NVIDIA Corporation (NVDA) 1.1 $1.4M 12k 121.40
Tapestry (TPR) 1.1 $1.4M 51k 28.43
Nxp Semiconductors N V (NXPI) 1.1 $1.4M 9.7k 147.46
United Rentals (URI) 1.1 $1.4M 5.3k 270.19
Fox Corp Cl A Com (FOXA) 1.1 $1.4M 46k 30.69
Williams-Sonoma (WSM) 1.1 $1.4M 12k 117.83
Toll Brothers (TOL) 1.1 $1.4M 33k 42.01
Westrock (WRK) 1.1 $1.4M 45k 30.89
Simon Property (SPG) 1.1 $1.4M 16k 89.75
Merck & Co (MRK) 1.1 $1.4M 16k 86.11
Oracle Corp Cin (ORCL) 1.1 $1.4M 23k 61.09
Whirlpool Corporation (WHR) 1.1 $1.4M 10k 134.78
Arrow Electronics (ARW) 1.1 $1.4M 15k 92.18
American Express Company (AXP) 1.1 $1.4M 10k 134.96
Seagate Technology Hldngs Pl Ord Shs (STX) 1.1 $1.3M 25k 53.23
Iqvia Holdings (IQV) 1.1 $1.3M 7.4k 181.08
Qualcomm (QCOM) 1.1 $1.3M 12k 112.97
Visa Inc-class A Shares Com Cl A (V) 1.1 $1.3M 7.5k 177.67
Fifth Third Ban (FITB) 1.1 $1.3M 42k 31.96
AutoNation (AN) 1.0 $1.3M 13k 101.87
Meta Platforms Inc-class A Cl A (META) 1.0 $1.3M 9.6k 135.70
Micron Technology (MU) 1.0 $1.3M 26k 50.12
Halliburton Company (HAL) 1.0 $1.3M 52k 24.63
Mattel (MAT) 1.0 $1.3M 68k 18.94
Best Buy (BBY) 1.0 $1.3M 20k 63.35
Dow (DOW) 1.0 $1.3M 29k 43.94
Nucor Corporation (NUE) 1.0 $1.3M 12k 107.02
Cabot Oil & Gas Corporation (CTRA) 1.0 $1.2M 48k 26.11
Interpublic Group of Companies (IPG) 1.0 $1.2M 48k 25.61
Charter Communications Inc-a Cl A (CHTR) 1.0 $1.2M 4.0k 303.27
Caterpillar (CAT) 1.0 $1.2M 7.3k 164.07
Advanced Micro Devices Inc Note 2.125% 9/0 bond 0.9 $1.1M 18k 63.36
Carrier Global Corporation (CARR) 0.9 $1.1M 32k 35.57
At&t (T) 0.9 $1.1M 73k 15.34