Fund HoldingsTEALWOOD ASSET MANAGEMENT INC

Total Portfolio Value
$228.4K
Total Bought
$59.3K
Total Sold
$13.8K
Net Transaction
+$45.5K
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
UNITEDHEALTH GROUP INC(UNH)04,968+4,968031.27%+3
US BANCORP DEL(USB)060,598+60,598031.21%+3
TEXAS INSTRS INC(TXN)011,860+11,860021.07%+2
STATE STR CORP(STT)027,515+27,515021.07%+2
UNION PAC CORP(UNP)09,726+9,726021.05%+2
UNITED PARCEL SERVICE INC(UPS)016,427+16,427020.98%+2
RTX CORPORATION(RTX)016,229+16,229020.86%+2
SHERWIN WILLIAMS CO(SHW)04,955+4,955020.83%+2
S&P GLOBAL INC(SPGI)03,553+3,553020.80%+2
SALESFORCE INC(CRM)06,676+6,676020.80%+2
REGENERON PHARMACEUTICALS(REGN)01,736+1,736020.80%+2
QUALCOMM INC(QCOM)09,949+9,949020.74%+2
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)010,975+10,975020.74%+2
ROSS STORES INC(ROST)011,207+11,207020.74%+2
VERTEX PHARMACEUTICALS INC(VRTX)03,613+3,613020.74%+2
SCHWAB CHARLES CORP(SCHW)025,746+25,746020.73%+2
VISA INC(V)05,987+5,987020.72%+2
THERMO FISHER SCIENTIFIC INC(TMO)02,521+2,521020.68%+2
WELLS FARGO CO NEW(WFC)023,964+23,964010.59%+1
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)03,624+3,624010.59%+1
STARBUCKS CORP(SBUX)013,563+13,563010.58%+1
RINGCENTRAL INC(RNG)000010.56%+1
PURE CYCLE CORP0117,600+117,600010.55%+1
SYSCO CORP(SYY)016,035+16,035010.55%+1
TERADYNE INC(TER)09,349+9,349010.55%+1
TERADATA CORP DEL(TDC)040,284+40,284010.53%+1
VERRA MOBILITY CORP043,638+43,638010.53%+1
LANTHEUS HLDGS INC(LNTH)010,768+10,768010.52%+1
SILICON MOTION TECHNOLOGY CO(SIMO)018,622+18,622010.50%+1
SBA COMMUNICATIONS CORP NEW(SBAC)04,659+4,659010.49%+1
TELEFLEX INCORPORATED(TFX)04,339+4,339010.47%+1
LOCKHEED MARTIN CORP(LMT)5,7945,692-102331.46%+1
ALLISON TRANSMISSION HLDGS I(ALSN)31,28630,880-406231.30%+1
TARGET CORP(TGT)03,575+3,575010.24%+1
BLACKSTONE INC(BX)18,98418,670-314231.25%+1
WALMART INC(WMT)05,754+5,754000.20%0
META PLATFORMS INC(META)8,1327,971-161452.00%0
FORTINET INC(FTNT)25,22825,530+302220.87%0
MUELLER INDS INC(MLI)25,93625,764-172120.84%0
BLOCK H & R INC47,37546,734-641331.30%0
ABBVIE INC(ABBV)16,68616,483-203331.43%0
CUMMINS INC(CMI)8,9328,792-140231.25%0
MCDONALDS CORP(MCD)8,0767,972-104221.06%0
HOME DEPOT INC(HD)6,2806,218-62231.10%0
COMMVAULT SYS INC(CVLT)11,39411,324-70120.76%0
SOLVENTUM CORP(SOLV)04,601+4,601000.14%0
AUTOMATIC DATA PROCESSING IN9,5129,360-152231.13%0
GRAINGER W W INC(GWW)2,1652,173+8220.99%0
BERKSHIRE HATHAWAY INC DEL5,4295,455+26231.10%0
ROCKWELL AUTOMATION INC(ROK)01,120+1,120000.13%0
MASCO CORP(MAS)17,86617,774-92110.65%0
BLACKROCK INC(BLK)1,6841,709+25120.71%0
INTERCONTINENTAL EXCHANGE IN(ICE)11,23511,379+144220.80%0
BOX INC(BOX)47,78247,459-323120.68%0
F5 INC(FFIV)6,0366,012-24110.58%0
APPLE INC(AAPL)10,84110,883+42231.11%0
COOPER COS INC(COO)11,01910,956-63110.53%0
NASDAQ INC(NDAQ)18,78918,752-37110.60%0
JOHNSON & JOHNSON(JNJ)15,62015,535-85231.10%0
CISCO SYS INC(CSCO)46,95046,293-657221.08%0
CITIZENS FINL GROUP INC(CFG)42,69943,059+360220.77%0
VANECK ETF TRUST
MRNGSTR WDE MOAT
02,343+2,343000.10%0
GEN DIGITAL INC(GEN)103,806102,675-1,131331.23%0
PATHWARD FINANCIAL INC(CASH)24,09324,028-65120.69%0
MEDTRONIC PLC(MDT)21,52321,280-243220.84%0
CACI INTL INC(CACI)3,2593,212-47120.71%0
MOLINA HEALTHCARE INC(MOH)4,5314,537+6120.68%0
BROADCOM INC(AVGO)2,49524,476+21,981441.85%0
KEYSIGHT TECHNOLOGIES INC(KEYS)8,6258,766+141110.61%0
KINSALE CAP GROUP INC(KNSL)2,6902,685-5110.55%0
MONDELEZ INTL INC(MDLZ)22,11822,444+326120.72%0
HALOZYME THERAPEUTICS INC(HALO)44,30144,119-182231.11%0
EXELIXIS INC(EXEL)59,08358,708-375120.67%0
CORPAY INC(CPAY)4,1874,167-20110.57%0
NOVARTIS AG(NVS)24,22023,918-302331.20%0
GENPACT LIMITED
SHS
24,41724,319-98110.42%0
GARMIN LTD(GRMN)15,54915,330-219331.18%0
ARMSTRONG WORLD INDS INC NEW(AWI)9,2379,216-21110.53%0
ABBOTT LABS12,10512,337+232110.62%0
BERKLEY W R CORP27,37340,457+13,084221.00%0
IRIDIUM COMMUNICATIONS INC(IRDM)41,52440,972-552110.55%0
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
28,78128,422-359331.36%0
APOLLO GLOBAL MGMT INC(APO)21,09721,052-45231.15%0
HOLOGIC INC15,79816,094+296110.57%0
GODADDY INC(GDDY)8,2108,189-21110.56%0
MARSH & MCLENNAN COS INC(MRSH)9,6099,679+70220.95%0
DIGITAL RLTY TR INC(DLR)16,92016,645-275331.18%0
AUTOZONE INC(AZO)537542+5220.75%0
BOOKING HOLDINGS INC(BKNG)357362+5120.67%0
BIOMARIN PHARMACEUTICAL INC(BMRN)12,14715,650+3,503110.48%0
AT&T INC(T)34,33334,123-210110.33%0
ON SEMICONDUCTOR CORP(ON)16,79217,155+363110.55%0
INTUITIVE MACHINES INC(LUNR)20,00020,0000000.07%0
INTERNATIONAL BUSINESS MACHS(IBM)2,1252,068-57000.20%0
MONSTER BEVERAGE CORP NEW(MNST)28,07528,570+495110.65%0
SUNOPTA INC
COM
012,500+12,500000.04%0
AMGEN INC(AMGN)5,2395,309+70220.75%0
ELECTRONIC ARTS INC(EA)9,4049,600+196110.60%0
GLOBUS MED INC(GMED)19,01319,066+53110.60%0
ADVANCED MICRO DEVICES INC(AMD)12,52912,726+197220.91%0
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