Cunning Capital Partners, Lp Top Holdings and 13F Report (2025) About Cunning Capital Partners, LpInvestment ActivityCunning Capital Partners, Lp has $191.95 thousand in total holdings as of June 30, 2025.Cunning Capital Partners, Lp owns shares of 55 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 1.33% of the portfolio was purchased this quarter.About 2.11% of the portfolio was sold this quarter.This quarter, Cunning Capital Partners, Lp has purchased 54 new stocks and bought additional shares in 0 stocks.Cunning Capital Partners, Lp sold shares of 3 stocks and completely divested from 1 stock this quarter.Largest Holdings NVIDIA $15,717APPLOVIN CORP $11,727Meta Platforms $8,884Morgan Stanley $8,246CELESTICA INC $8,143 Largest New Holdings this Quarter 24703L202 - Dell Technologies $2,299 Holding464288687 - iShares Preferred and Income Securities ETF $245 Holding Largest Purchases this Quarter Dell Technologies 18,750 shares (about $2.30K)iShares Preferred and Income Securities ETF 8,000 shares (about $245.00) Largest Sales this Quarter iShares Short Treasury Bond ETF 4,000 shares (about $441.60)iShares Floating Rate Bond ETF 7,000 shares (about $357.16)Vanguard Short-Term Corporate Bond ETF 3,150 shares (about $250.36) Sector Allocation Over TimeMap of 500 Largest Holdings ofCunning Capital Partners, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$15,7170.0%99,4788.2%Computer and TechnologyAPPLOVIN CORP$11,7270.0%33,4976.1%COM CL AMETAMeta Platforms$8,8840.0%12,0364.6%Computer and TechnologyMSMorgan Stanley$8,2460.0%58,5414.3%FinanceCELESTICA INC$8,1430.0%52,1654.2%COMKLACKLA$7,0810.0%7,9053.7%Computer and TechnologyIBMInternational Business Machines$6,7340.0%22,8443.5%Computer and TechnologyAVGOBroadcom$6,6570.0%24,1513.5%Computer and TechnologyNFLXNetflix$5,3530.0%3,9972.8%Consumer DiscretionaryGOOGAlphabet$4,9310.0%27,8002.6%Computer and TechnologyTPRTapestry$4,4130.0%50,2612.3%Retail/WholesaleNRGNRG Energy$4,2770.0%26,6322.2%UtilitiesHCAHCA Healthcare$4,0110.0%10,4702.1%MedicalAMDAdvanced Micro Devices$3,9380.0%27,7502.1%Computer and TechnologyWSMWilliams-Sonoma$3,8980.0%23,8632.0%Retail/WholesaleCEGConstellation Energy$3,5140.0%10,8871.8%EnergySERVICENOW INC$3,5010.0%3,4051.8%COMORCLOracle$3,3980.0%15,5411.8%Computer and TechnologyPWRQuanta Services$3,3420.0%8,8391.7%ConstructionURIUnited Rentals$3,3070.0%4,3901.7%ConstructionCAHCardinal Health$3,1970.0%19,0311.7%MedicalAXPAmerican Express$3,1940.0%10,0121.7%FinanceAMZNAmazon.com$3,1680.0%14,4401.7%Retail/WholesaleWFCWells Fargo & Company$3,0810.0%38,4541.6%FinanceSAPSAP$2,5570.0%8,4071.3%Computer and TechnologyANAutoNation$2,5380.0%12,7771.3%Retail/WholesaleTMUST-Mobile US$2,5280.0%10,6091.3%Computer and TechnologyPGRProgressive$2,4850.0%9,3111.3%FinanceMSFTMicrosoft$2,4180.0%4,8621.3%Computer and TechnologyPALANTIR TECHNOLOGIES$2,3170.0%17,0001.2%CL ACARRCarrier Global$2,3140.0%31,6131.2%ConstructionMCKMcKesson$2,2990.0%3,1371.2%MedicalDELLDell Technologies$2,299$2,299 ▲New Holding18,7501.2%Computer and TechnologyUHSUniversal Health Services$2,2690.0%12,5281.2%MedicalHIGThe Hartford Insurance Group$2,2450.0%17,6981.2%FinanceVEEVVeeva Systems$2,2090.0%7,6711.2%MedicalFLOTiShares Floating Rate Bond ETF$2,194$357 ▼-14.0%43,0001.1%ETFCRWDCrowdStrike$2,1390.0%4,2001.1%Computer and TechnologySPGSimon Property Group$2,1200.0%13,1891.1%FinanceHRBH&R Block$2,0510.0%37,3601.1%Consumer DiscretionaryMRVLMarvell Technology$1,9120.0%24,7081.0%Computer and TechnologyLLYEli Lilly and Company$1,8260.0%2,3421.0%MedicalCBChubb$1,8050.0%6,2290.9%FinanceLOWLowe's Companies$1,7960.0%8,0930.9%Retail/WholesaleCORPAY INC$1,7910.0%5,3990.9%COM SHSAAPLApple$1,7730.0%8,6400.9%Computer and TechnologyBLDRBuilders FirstSource$1,6300.0%13,9700.8%Retail/WholesaleCICigna Group$1,5350.0%4,6430.8%MedicalCVXChevron$1,4940.0%10,4350.8%EnergyCRMSalesforce$1,3960.0%5,1210.7%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$1,3430.0%16,2000.7%ETFITGartner$1,3000.0%3,2170.7%Business ServicesSHViShares Short Treasury Bond ETF$1,104$442 ▼-28.6%10,0000.6%ETFVCSHVanguard Short-Term Corporate Bond ETF$306$250 ▼-45.0%3,8500.2%ETFPFFiShares Preferred and Income Securities ETF$245$245 ▲New Holding8,0000.1%ETFUNHUnitedHealth Group$0$3,010 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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