The Portfolio

Top 10 Holdings (July 2022)

AMERISOURCEBERGEN CORPORATION (ABC)    8.19%
ESTEE LAUDER COMPANIES INC (EL)    7.96%
VISA (V)    7.17%
NVIDIA CORPORATION (NVDA)    7.11%
UNITEDHEALTH GROUP INC (UNH)    5.90%
DISNEY WALT CO (DIS)    5.90%
VANGUARD 500 INDEX ADMIRAL (VFIAX)    5.20%
L3HARRIS TECHNOLOGIES INC (LHX)    4.16%
AMAZON.COM INC (AMZN)    3.54%
MERCK &CO. INC (MRK)    2.16%