Ticker Společnost Procento portfolia Poslední obchod Počet akcií Nakoupeno za cenu Velikost pozice Momentální cena akcie Návratnost 52 týdení minimum 52 týdení maximum
CP Canadian Pacific Railway 11.65 Prodej 12.00% 22,489,266 $66.72 $1,500,484,000 $79.21 18.72% $65.04 $83.72
CNI Canadian Natl Railway Co. 9.37 Prodej 5.50% 11,172,896 $107.99 $1,206,561,000 $123.31 14.19% $103.35 $135.27
MSFT Microsoft Corp. 8.74 Prodej 10.37% 4,830,871 $232.90 $1,125,110,000 $240.19 3.13% $212.83 $313.66
GOOG Alphabet Inc. CL C 7.71 Prodej 12.99% 10,331,491 $96.15 $993,373,000 $99.26 3.23% $83.45 $152.10
SCHW Charles Schwab Corp. 6.50 Prodej 7.23% 11,652,564 $71.87 $837,470,000 $77.03 7.18% $58.83 $94.91
V Visa Inc. 5.09 Prodej 11.33% 3,687,681 $177.65 $655,117,000 $224.31 26.27% $173.81 $233.54
FCNCA First Citizens Bancshares 4.79 Prodej 8.46% 773,574 $797.43 $616,871,000 $796.59 -0.11% $597.10 $884.55
MA Mastercard Inc. 4.77 Prodej 10.11% 2,161,091 $284.34 $614,485,000 $376.28 32.33% $276.42 $397.47
UNH United Health Group Inc. 4.51 Prodej 23.23% 1,149,499 $505.04 $580,543,000 $486.72 -3.63% $440.10 $556.38
ADI Analog Devices 4.34 Prodej 10.00% 4,009,625 $139.34 $558,701,000 $165.12 18.50% $132.89 $179.95
AMAT Applied Materials 3.73 Nákup 19.49% 5,863,402 $81.93 $480,389,000 $109.66 33.85% $70.95 $144.09
CVE Cenovus Energy Inc. 3.49 Nákup 59.43% 29,233,630 $15.37 $449,321,000 $19.04 23.88% $12.78 $24.51
CSX CSX Corp. 3.34 Prodej 27.50% 16,138,538 $26.64 $429,931,000 $32.01 20.16% $25.72 $38.27
TECK Teck Resources 2.83 Nákup 16.32% 11,983,140 $30.41 $364,407,000 $42.26 38.97% $24.59 $45.55
BKNG Booking Holdings Inc. 2.67 Nákup 91.68% 209,311 $1643.21 $343,942,000 $2344.33 42.67% $1616.85 $2715.66
DHI D.R. Horton 2.46 Prodej 38.19% 4,708,096 $67.35 $317,090,000 $94.48 40.28% $58.90 $97.32
AMZN Amazon.com Inc. 2.45 Nová pozice 2,787,947 $113.00 $315,038,000 $97.21 -13.97% $81.43 $170.83
LIN Linde plc 2.29 Prodej 14.21% 1,094,168 $269.59 $294,977,000 $328.62 21.90% $261.56 $347.60
LPLA LPL Financial Holdings Inc. 2.06 Nákup 9.29% 1,214,524 $218.48 $265,349,000 $224.25 2.64% $139.97 $271.31
TSM Taiwan Semiconductor S.A. 1.84 Prodej 27.40% 3,460,517 $68.56 $237,253,000 $91.03 32.77% $59.09 $125.94
KKR KKR & Co. L.P. 1.59 Prodej 30.97% 4,763,059 $43.00 $204,812,000 $53.18 23.67% $41.53 $57.55
BXMT Blackstone Mortgage Trust Inc. 0.42 Prodej 10.11% 2,331,170 $23.34 $54,410,000 $23.50 0.69% $20.87 $30.11

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