Cunning Capital Partners as of Dec. 31, 2024
Portfolio Holdings for Cunning Capital Partners
Cunning Capital Partners holds 54 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.1 | $13M | 100k | 134.29 | |
| Applovin Corp Com Cl A (APP) | 6.5 | $11M | 34k | 323.83 | |
| Morgan Stanley Com New (MS) | 4.4 | $7.4M | 59k | 125.72 | |
| Meta Platforms Inc-class A Cl A (META) | 4.2 | $7.1M | 12k | 585.54 | |
| Broadcom (AVGO) | 3.4 | $5.6M | 24k | 231.82 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.2 | $5.3M | 28k | 190.45 | |
| International Business Machines (IBM) | 3.0 | $5.1M | 23k | 219.85 | |
| Kla Corp Com New (KLAC) | 3.0 | $5.0M | 8.0k | 630.06 | |
| Celcuity (CELC) | 2.9 | $4.8M | 53k | 92.31 | |
| Williams-Sonoma (WSM) | 2.7 | $4.4M | 24k | 185.17 | |
| Servicenow | 2.2 | $3.6M | 3.4k | 1060.15 | |
| Netflix (NFLX) | 2.1 | $3.6M | 4.0k | 891.29 | |
| Advanced Micro Devices (AMD) | 2.0 | $3.4M | 28k | 120.78 | |
| Tapestry (TPR) | 2.0 | $3.3M | 51k | 65.32 | |
| Amazon (AMZN) | 1.9 | $3.2M | 15k | 219.38 | |
| Hca Holdings (HCA) | 1.9 | $3.2M | 11k | 300.19 | |
| United Rentals (URI) | 1.9 | $3.1M | 4.4k | 704.42 | |
| American Express Company (AXP) | 1.8 | $3.0M | 10k | 296.82 | |
| UnitedHealth (UNH) | 1.8 | $2.9M | 5.8k | 505.88 | |
| Quanta Services (PWR) | 1.7 | $2.8M | 8.9k | 316.09 | |
| Marvell Technology (MRVL) | 1.6 | $2.7M | 25k | 110.46 | |
| Wells Fargo & Company (WFC) | 1.6 | $2.7M | 39k | 70.25 | |
| Oracle Corp Cin (ORCL) | 1.6 | $2.6M | 16k | 166.67 | |
| Constellation Energy (CEG) | 1.5 | $2.5M | 11k | 223.74 | |
| Nrg Energy Com New (NRG) | 1.4 | $2.4M | 27k | 90.24 | |
| Metropcs Communications (TMUS) | 1.4 | $2.4M | 11k | 220.71 | |
| Simon Property (SPG) | 1.4 | $2.3M | 13k | 172.18 | |
| Cardinal Health (CAH) | 1.4 | $2.3M | 19k | 118.29 | |
| Universal Health Services CL B (UHS) | 1.4 | $2.3M | 13k | 179.44 | |
| Progressive Corporation (PGR) | 1.3 | $2.2M | 9.4k | 239.62 | |
| AutoNation (AN) | 1.3 | $2.2M | 13k | 169.81 | |
| Apple (AAPL) | 1.3 | $2.2M | 8.7k | 250.40 | |
| Carrier Global Corporation (CARR) | 1.3 | $2.2M | 32k | 68.25 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 1.3 | $2.1M | 41k | 50.88 | |
| Sap Se Spon Adr (SAP) | 1.2 | $2.1M | 8.5k | 246.24 | |
| Microsoft Corporation (MSFT) | 1.2 | $2.1M | 4.9k | 421.47 | |
| Lowe's Companies (LOW) | 1.2 | $2.0M | 8.1k | 246.81 | |
| Builders FirstSource (BLDR) | 1.2 | $2.0M | 14k | 142.92 | |
| H&R Block (HRB) | 1.2 | $2.0M | 38k | 52.83 | |
| Hartford Financial Services (HIG) | 1.2 | $1.9M | 18k | 109.38 | |
| Corpay Com Shs (CPAY) | 1.1 | $1.8M | 5.4k | 338.49 | |
| Eli Lilly & Co. (LLY) | 1.1 | $1.8M | 2.4k | 771.97 | |
| McKesson Corporation (MCK) | 1.1 | $1.8M | 3.2k | 569.89 | |
| Chubb (CB) | 1.0 | $1.7M | 6.3k | 276.30 | |
| salesforce (CRM) | 1.0 | $1.7M | 5.2k | 334.37 | |
| Veeva Sys Cl A Com (VEEV) | 1.0 | $1.6M | 7.7k | 210.24 | |
| Gartner (IT) | 0.9 | $1.6M | 3.2k | 484.39 | |
| Chevron Corporation (CVX) | 0.9 | $1.5M | 11k | 144.83 | |
| Draftkings Com Cl A (DKNG) | 0.9 | $1.4M | 39k | 37.20 | |
| Jabil Circuit (JBL) | 0.8 | $1.4M | 9.8k | 143.90 | |
| Cigna Corp (CI) | 0.8 | $1.3M | 4.7k | 276.23 | |
| Ishares Tr Short Treas Bd (SHV) | 0.7 | $1.2M | 11k | 110.13 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.6 | $1.1M | 13k | 80.30 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $546k | 7.0k | 78.00 |
