Cunning Capital Partners

Cunning Capital Partners as of Dec. 31, 2022

Portfolio Holdings for Cunning Capital Partners

Cunning Capital Partners holds 75 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Progressive Corporation (PGR) 3.2 $4.6M 35k 129.71
Deere & Company (DE) 2.9 $4.2M 9.7k 428.81
Verizon Communications (VZ) 2.9 $4.0M 102k 39.40
Hca Holdings (HCA) 2.7 $3.8M 16k 239.97
International Business Machines (IBM) 2.3 $3.2M 23k 140.89
Lowe's Companies (LOW) 2.3 $3.2M 16k 199.25
MetLife (MET) 2.2 $3.1M 43k 72.36
Lockheed Martin Corporation (LMT) 2.2 $3.1M 6.3k 486.51
Bank of America Corporation (BAC) 2.2 $3.1M 93k 33.12
UnitedHealth (UNH) 2.2 $3.1M 5.8k 530.10
Kla Corp Com New (KLAC) 2.1 $3.0M 8.0k 376.98
Quanta Services (PWR) 2.1 $3.0M 21k 142.50
Hp (HPQ) 2.1 $3.0M 110k 26.87
CVS Caremark Corporation (CVS) 2.0 $2.8M 30k 93.20
Advanced Micro Devices Inc Note 2.125% 9/0 bond 1.9 $2.7M 42k 64.78
Alphabet Cap Stk Cl C (GOOG) 1.8 $2.5M 28k 88.73
Pioneer Natural Resources 1.5 $2.1M 9.1k 228.38
Phillips 66 (PSX) 1.5 $2.1M 20k 104.10
Halliburton Company (HAL) 1.5 $2.1M 52k 39.35
Tapestry (TPR) 1.4 $1.9M 51k 38.08
Chevron Corporation (CVX) 1.3 $1.9M 11k 179.51
Simon Property (SPG) 1.3 $1.8M 16k 117.51
Universal Health Services CL B (UHS) 1.3 $1.8M 13k 140.87
Caterpillar (CAT) 1.2 $1.8M 7.3k 239.62
Huntington Ingalls Industries Cin (HII) 1.2 $1.7M 7.3k 230.70
Morgan Stanley Com New (MS) 1.2 $1.7M 20k 85.00
Charter Communications Inc-a Cl A (CHTR) 1.2 $1.7M 5.0k 339.19
Toll Brothers (TOL) 1.2 $1.7M 33k 49.93
Broadcom (AVGO) 1.2 $1.6M 2.9k 559.18
Best Buy (BBY) 1.1 $1.6M 20k 80.20
Interpublic Group of Companies (IPG) 1.1 $1.6M 48k 33.30
Juniper Networks (JNPR) 1.1 $1.6M 50k 31.97
Mattel (MAT) 1.1 $1.6M 90k 17.84
Westrock (WRK) 1.1 $1.6M 45k 35.16
Wells Fargo & Company (WFC) 1.1 $1.6M 39k 41.29
Duke Energy Corp Com New (DUK) 1.1 $1.6M 15k 103.01
Fiserv (FI) 1.1 $1.6M 16k 101.06
United Rentals (URI) 1.1 $1.6M 4.4k 355.38
Oracle Corp Cin (ORCL) 1.1 $1.6M 19k 81.77
Cisco Systems (CSCO) 1.1 $1.6M 33k 47.64
Comcast Corp Cl A (CMCSA) 1.1 $1.6M 45k 34.96
Arrow Electronics (ARW) 1.1 $1.6M 15k 104.58
Nucor Corporation (NUE) 1.1 $1.5M 12k 131.80
Cigna Corp (CI) 1.1 $1.5M 4.7k 331.26
Iqvia Holdings (IQV) 1.1 $1.5M 7.4k 204.86
McKesson Corporation (MCK) 1.1 $1.5M 4.0k 375.19
Cabot Oil & Gas Corporation (CTRA) 1.1 $1.5M 61k 24.56
Fidelity National Information Services (FIS) 1.1 $1.5M 22k 67.87
Cummins (CMI) 1.1 $1.5M 6.2k 242.23
Microsoft Corporation (MSFT) 1.1 $1.5M 6.2k 239.84
American Express Company (AXP) 1.1 $1.5M 10k 147.77
Anthem (ELV) 1.0 $1.5M 2.9k 512.85
Cardinal Health (CAH) 1.0 $1.5M 19k 76.85
Meta Platforms Inc-class A Cl A (META) 1.0 $1.5M 12k 120.36
Dow (DOW) 1.0 $1.4M 29k 50.38
FleetCor Technologies 1.0 $1.4M 7.9k 183.73
Whirlpool Corporation (WHR) 1.0 $1.4M 10k 141.47
Nortonlifelock (GEN) 1.0 $1.4M 67k 21.43
Amgen (AMGN) 1.0 $1.4M 5.5k 262.69
Fox Corp Cl A Com (FOXA) 1.0 $1.4M 46k 30.37
Dxc Technology (DXC) 1.0 $1.4M 52k 26.51
Williams-Sonoma (WSM) 1.0 $1.4M 12k 114.92
AutoNation (AN) 1.0 $1.4M 13k 107.32
Apple (AAPL) 1.0 $1.4M 11k 129.94
NVIDIA Corporation (NVDA) 1.0 $1.4M 9.4k 146.09
Fifth Third Ban (FITB) 1.0 $1.4M 42k 32.80
H&R Block (HRB) 1.0 $1.4M 38k 36.51
At&t (T) 1.0 $1.3M 73k 18.41
Seagate Technology Hldngs Pl Ord Shs (STX) 0.9 $1.3M 25k 52.60
Carrier Global Corporation (CARR) 0.9 $1.3M 32k 41.26
Host Hotels & Resorts 0.9 $1.3M 82k 16.05
Qualcomm (QCOM) 0.9 $1.3M 12k 109.93
Amazon (AMZN) 0.9 $1.2M 15k 84.00
Vanguard Short Term Etf Corp Bd Shrt Trm Corp Bd (VCSH) 0.2 $342k 4.6k 75.16
Ishares Etf Floating Rate Bond Fltg Rate Nt Etf (FLOT) 0.2 $340k 6.8k 50.37