Cunning Capital Partners

Cunning Capital Partners as of Sept. 30, 2024

Portfolio Holdings for Cunning Capital Partners

Cunning Capital Partners holds 77 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 6.3 $12M 100k 121.44
Meta Platforms Inc-class A Cl A (META) 3.6 $6.9M 12k 572.41
Kla Corp Com New (KLAC) 3.2 $6.2M 8.0k 774.47
Morgan Stanley Com New (MS) 3.2 $6.1M 59k 104.23
International Business Machines (IBM) 2.7 $5.1M 23k 221.07
Applovin Corp Com Cl A (APP) 2.6 $4.9M 38k 130.54
Alphabet Cap Stk Cl C (GOOG) 2.4 $4.7M 28k 167.20
Advanced Micro Devices (AMD) 2.4 $4.6M 28k 164.06
Hca Holdings (HCA) 2.2 $4.3M 11k 406.46
Broadcom (AVGO) 2.2 $4.2M 24k 172.50
Williams-Sonoma (WSM) 1.9 $3.7M 24k 154.92
United Rentals (URI) 1.9 $3.6M 4.4k 809.74
UnitedHealth (UNH) 1.8 $3.4M 5.8k 584.60
Servicenow 1.6 $3.1M 3.4k 894.31
Universal Health Services CL B (UHS) 1.5 $2.9M 13k 229.05
Netflix (NFLX) 1.5 $2.9M 4.0k 709.20
Constellation Energy (CEG) 1.5 $2.8M 11k 260.00
Seagate Technology Hldngs Pl Ord Shs (STX) 1.4 $2.8M 25k 109.51
American Express Company (AXP) 1.4 $2.7M 10k 271.20
Builders FirstSource (BLDR) 1.4 $2.7M 14k 193.88
Amazon (AMZN) 1.4 $2.7M 15k 186.33
Celcuity (CELC) 1.4 $2.7M 53k 51.12
Oracle Corp Cin (ORCL) 1.4 $2.7M 16k 170.38
Quanta Services (PWR) 1.4 $2.7M 8.9k 298.20
Carrier Global Corporation (CARR) 1.3 $2.6M 32k 80.48
Nrg Energy Com New (NRG) 1.3 $2.4M 27k 91.10
H&R Block (HRB) 1.2 $2.4M 38k 63.55
Progressive Corporation (PGR) 1.2 $2.4M 9.4k 253.71
Tapestry (TPR) 1.2 $2.4M 51k 46.98
AutoNation (AN) 1.2 $2.3M 13k 178.91
Simon Property (SPG) 1.2 $2.2M 13k 169.02
Lowe's Companies (LOW) 1.2 $2.2M 8.1k 270.88
Metropcs Communications (TMUS) 1.2 $2.2M 11k 206.37
Wells Fargo & Company (WFC) 1.1 $2.2M 39k 56.50
Cardinal Health (CAH) 1.1 $2.1M 19k 110.50
Microsoft Corporation (MSFT) 1.1 $2.1M 4.9k 430.27
Hartford Financial Services (HIG) 1.1 $2.1M 18k 117.58
Eli Lilly & Co. (LLY) 1.1 $2.1M 2.4k 885.77
Best Buy (BBY) 1.1 $2.1M 20k 103.30
Apple (AAPL) 1.1 $2.0M 8.7k 233.03
Juniper Networks (JNPR) 1.0 $2.0M 50k 38.98
Huntington Ingalls Industries Cin (HII) 1.0 $1.9M 7.3k 264.39
Sap Se Spon Adr (SAP) 1.0 $1.9M 8.5k 229.10
State Street Corporation (STT) 1.0 $1.9M 22k 88.46
Lockheed Martin Corporation (LMT) 1.0 $1.9M 3.3k 584.64
Kimco Realty Corporation (KIM) 0.9 $1.8M 78k 23.22
Chubb (CB) 0.9 $1.8M 6.3k 288.43
Marvell Technology (MRVL) 0.9 $1.8M 25k 72.11
Duke Energy Corp Com New (DUK) 0.9 $1.8M 15k 115.32
Nucor Corporation (NUE) 0.9 $1.8M 12k 150.36
Amgen (AMGN) 0.9 $1.8M 5.5k 322.27
Iqvia Holdings (IQV) 0.9 $1.8M 7.4k 237.03
Target Corporation (TGT) 0.9 $1.7M 11k 155.88
Corpay Com Shs (CPAY) 0.9 $1.7M 5.4k 312.71
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.9 $1.7M 33k 51.03
Gartner (IT) 0.9 $1.6M 3.2k 506.65
Marathon Oil Corporation (MRO) 0.8 $1.6M 61k 26.63
Veeva Sys Cl A Com (VEEV) 0.8 $1.6M 7.7k 209.85
Cigna Corp (CI) 0.8 $1.6M 4.7k 346.47
SYSCO Corporation (SYY) 0.8 $1.6M 21k 78.05
McKesson Corporation (MCK) 0.8 $1.6M 3.2k 494.45
Chevron Corporation (CVX) 0.8 $1.5M 11k 147.31
Draftkings Com Cl A (DKNG) 0.8 $1.5M 39k 39.19
Comcast Corp Cl A (CMCSA) 0.8 $1.5M 36k 41.77
Anthem (ELV) 0.8 $1.5M 2.9k 520.14
Zscaler Incorporated (ZS) 0.8 $1.5M 8.6k 170.97
Cabot Oil & Gas Corporation (CTRA) 0.8 $1.5M 61k 23.94
Host Hotels & Resorts 0.7 $1.4M 82k 17.60
salesforce (CRM) 0.7 $1.4M 5.2k 273.79
Jabil Circuit (JBL) 0.6 $1.2M 9.8k 119.79
Ishares Tr Short Treas Bd (SHV) 0.5 $990k 9.0k 110.61
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.5 $888k 11k 83.77
PNC Financial Services (PNC) 0.4 $791k 4.3k 184.81
Us Bancorp Del Com New (USB) 0.4 $749k 16k 45.73
Truist Financial Corp equities (TFC) 0.4 $748k 18k 42.74
Super Micro Computer (SMCI) 0.3 $641k 1.5k 416.23
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $477k 6.0k 79.50