Noble Path Asset Management as of Sept. 30, 2022
Portfolio Holdings for Noble Path Asset Management
Noble Path Asset Management holds 21 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 |
|---|---|---|---|---|---|
| Amazon (AMZN) | 9.3 | $7.9M | 70k | 112.99 | |
| TransDigm Group Incorporated (TDG) | 9.1 | $7.7M | 15k | 524.85 | |
| Willis Towers Watson SHS (WTW) | 7.8 | $6.6M | 33k | 200.94 | |
| Visa Com Cl A (V) | 7.1 | $6.0M | 34k | 177.65 | |
| Wabtec Corporation (WAB) | 6.3 | $5.4M | 66k | 81.35 | |
| Epam Systems (EPAM) | 6.3 | $5.3M | 15k | 362.18 | |
| Fiserv (FI) | 5.1 | $4.3M | 46k | 93.58 | |
| Servicenow (NOW) | 4.9 | $4.2M | 11k | 377.65 | |
| S&p Global (SPGI) | 4.8 | $4.1M | 13k | 305.37 | |
| Kkr & Co (KKR) | 4.5 | $3.8M | 89k | 43.00 | |
| Zurn Water Solutions Corp Zws (ZWS) | 4.4 | $3.8M | 153k | 24.50 | |
| Procore Technologies (PCOR) | 4.3 | $3.7M | 74k | 49.49 | |
| Deere & Company (DE) | 3.9 | $3.3M | 10k | 333.90 | |
| Union Pacific Corporation (UNP) | 3.5 | $3.0M | 15k | 194.85 | |
| CSX Corporation (CSX) | 3.4 | $2.9M | 108k | 26.64 | |
| Bill Com Holdings Ord (BILL) | 3.3 | $2.8M | 21k | 132.39 | |
| Lowe's Companies (LOW) | 3.1 | $2.6M | 14k | 187.80 | |
| Signature Bank (SBNY) | 2.9 | $2.5M | 16k | 151.01 | |
| Tradeweb Mkts Cl A (TW) | 2.9 | $2.5M | 44k | 56.41 | |
| Charter Communications Inc N Cl A (CHTR) | 1.7 | $1.5M | 4.9k | 303.30 | |
| Perimeter Solutions Sa Common Stock (PRM) | 1.2 | $1.0M | 130k | 8.01 |
