Noble Path Asset Management as of Dec. 31, 2022
Portfolio Holdings for Noble Path Asset Management
Noble Path Asset Management holds 19 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 |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 10.0 | $8.2M | 13k | 629.65 | |
| Visa Com Cl A (V) | 8.2 | $6.7M | 33k | 207.76 | |
| Willis Towers Watson SHS (WTW) | 8.1 | $6.6M | 27k | 244.58 | |
| S&p Global (SPGI) | 7.3 | $6.0M | 18k | 334.94 | |
| Wabtec Corporation (WAB) | 6.5 | $5.3M | 53k | 99.81 | |
| Epam Systems (EPAM) | 5.8 | $4.7M | 14k | 327.74 | |
| Amazon (AMZN) | 5.7 | $4.7M | 56k | 84.00 | |
| Servicenow (NOW) | 5.6 | $4.6M | 12k | 388.27 | |
| Tradeweb Mkts Cl A (TW) | 5.1 | $4.2M | 65k | 64.93 | |
| Fiserv (FI) | 4.8 | $3.9M | 39k | 101.07 | |
| Union Pacific Corporation (UNP) | 4.6 | $3.8M | 18k | 207.07 | |
| CSX Corporation (CSX) | 4.6 | $3.8M | 122k | 30.98 | |
| Deere & Company (DE) | 4.6 | $3.7M | 8.7k | 428.76 | |
| Kkr & Co (KKR) | 4.1 | $3.4M | 73k | 46.42 | |
| Procore Technologies (PCOR) | 4.1 | $3.3M | 71k | 47.18 | |
| Lowe's Companies (LOW) | 3.3 | $2.7M | 14k | 199.24 | |
| Cbre Group Cl A (CBRE) | 3.1 | $2.5M | 33k | 76.96 | |
| Bill Com Holdings Ord (BILL) | 3.0 | $2.5M | 23k | 108.96 | |
| Charter Communications Inc N Cl A (CHTR) | 1.6 | $1.3M | 3.9k | 339.10 |
