Cunning Capital Partners as of June 30, 2026
Portfolio Holdings for Cunning Capital Partners
Cunning Capital Partners holds 55 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kla Corp Com New (KLAC) | 9.6 | $24M | 79k | 301.71 | |
| NVIDIA Corporation (NVDA) | 8.0 | $20M | 100k | 200.09 | |
| Advanced Micro Devices (AMD) | 6.5 | $16M | 28k | 580.90 | |
| Celestica (CLS) | 5.9 | $15M | 40k | 364.80 | |
| Applovin Corp Com Cl A (APP) | 5.8 | $14M | 28k | 515.25 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.0 | $9.8M | 28k | 353.35 | |
| Morgan Stanley Com New (MS) | 3.9 | $9.6M | 46k | 209.04 | |
| Broadcom (AVGO) | 3.7 | $9.1M | 24k | 377.75 | |
| Dell Technologies CL C (DELL) | 3.3 | $8.1M | 19k | 431.47 | |
| Tapestry (TPR) | 3.0 | $7.4M | 50k | 146.38 | |
| Meta Platforms Inc-class A Cl A (META) | 2.7 | $6.8M | 12k | 563.31 | |
| International Business Machines (IBM) | 2.6 | $6.4M | 23k | 281.21 | |
| Quanta Services (PWR) | 2.6 | $6.4M | 8.8k | 719.99 | |
| Williams-Sonoma (WSM) | 2.2 | $5.6M | 24k | 233.08 | |
| United Rentals (URI) | 2.0 | $5.0M | 4.4k | 1132.80 | |
| Cardinal Health (CAH) | 1.8 | $4.5M | 19k | 237.56 | |
| Nrg Energy Com New (NRG) | 1.6 | $3.9M | 27k | 146.06 | |
| Jabil Circuit (JBL) | 1.4 | $3.6M | 9.3k | 385.44 | |
| Amazon (AMZN) | 1.4 | $3.4M | 14k | 238.37 | |
| American Express Company (AXP) | 1.4 | $3.4M | 10k | 338.29 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.3 | $3.2M | 4.2k | 763.10 | |
| Wells Fargo & Company (WFC) | 1.3 | $3.2M | 39k | 82.64 | |
| Simon Property (SPG) | 1.2 | $2.9M | 13k | 223.67 | |
| Netflix (NFLX) | 1.2 | $2.9M | 40k | 71.40 | |
| Eli Lilly & Co. (LLY) | 1.1 | $2.8M | 2.3k | 1199.40 | |
| Constellation Energy (CEG) | 1.1 | $2.7M | 11k | 248.37 | |
| Apple (AAPL) | 1.0 | $2.5M | 8.6k | 289.35 | |
| AutoNation (AN) | 1.0 | $2.4M | 13k | 185.80 | |
| McKesson Corporation (MCK) | 1.0 | $2.4M | 3.1k | 755.50 | |
| Hartford Financial Services (HIG) | 0.9 | $2.3M | 18k | 132.50 | |
| Carrier Global Corporation (CARR) | 0.9 | $2.3M | 32k | 73.36 | |
| Oracle Corp Cin (ORCL) | 0.9 | $2.3M | 16k | 146.58 | |
| Hca Holdings (HCA) | 0.9 | $2.3M | 5.8k | 389.96 | |
| Chubb (CB) | 0.9 | $2.1M | 6.2k | 340.66 | |
| Progressive Corporation (PGR) | 0.8 | $2.0M | 9.3k | 218.45 | |
| Palantir Technologies Cl A (PLTR) | 0.8 | $2.0M | 17k | 116.65 | |
| Universal Health Services CL B (UHS) | 0.8 | $1.9M | 13k | 148.71 | |
| Microsoft Corporation (MSFT) | 0.7 | $1.8M | 4.9k | 373.10 | |
| Corpay Com Shs (CPAY) | 0.7 | $1.8M | 5.4k | 333.21 | |
| Metropcs Communications (TMUS) | 0.7 | $1.8M | 11k | 167.69 | |
| Chevron Corporation (CVX) | 0.7 | $1.7M | 10k | 165.79 | |
| Servicenow | 0.7 | $1.7M | 17k | 99.27 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.7 | $1.7M | 17k | 100.30 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.6 | $1.5M | 29k | 51.03 | |
| Axon Enterprise (AXON) | 0.6 | $1.5M | 2.6k | 560.72 | |
| H&R Block (HRB) | 0.6 | $1.4M | 37k | 38.09 | |
| Veeva Sys Cl A Com (VEEV) | 0.5 | $1.4M | 7.7k | 177.42 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.5 | $1.3M | 16k | 82.65 | |
| Reddit Cl A (RDDT) | 0.5 | $1.3M | 7.6k | 173.64 | |
| Sap Se Spon Adr (SAP) | 0.5 | $1.3M | 8.4k | 154.16 | |
| Cigna Corp (CI) | 0.5 | $1.3M | 4.6k | 275.68 | |
| Builders FirstSource (BLDR) | 0.5 | $1.3M | 14k | 89.48 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $564k | 19k | 30.49 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $304k | 3.9k | 78.96 | |
| Ishares Tr Short Treas Bd (SHV) | 0.1 | $254k | 2.3k | 110.43 |
