Cunning Capital Partners, Lp Top Holdings and 13F Report (2025) About Cunning Capital Partners, LpInvestment ActivityCunning Capital Partners, Lp has $156.89 thousand in total holdings as of March 31, 2025.Cunning Capital Partners, Lp owns shares of 54 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 5.44% of the portfolio was purchased this quarter.About 5.74% of the portfolio was sold this quarter.This quarter, Cunning Capital Partners, Lp has purchased 54 new stocks and bought additional shares in 3 stocks.Cunning Capital Partners, Lp sold shares of 48 stocks and completely divested from 3 stocks this quarter.Largest Holdings NVIDIA $10,781APPLOVIN CORP $8,876Meta Platforms $6,937Morgan Stanley $6,830International Business Machines $5,680 Largest New Holdings this Quarter 15101Q207 - CELESTICA INC $4,111 Holding22788C105 - CrowdStrike $1,481 Holding69608A108 - PALANTIR TECHNOLOGIES $1,435 Holding Largest Purchases this Quarter CELESTICA INC 52,165 shares (about $4.11K)CrowdStrike 4,200 shares (about $1.48K)PALANTIR TECHNOLOGIES 17,000 shares (about $1.44K)Vanguard Intermediate-Term Corporate Bond ETF 9,200 shares (about $752.47)iShares Floating Rate Bond ETF 9,000 shares (about $459.54) Largest Sales this Quarter Vanguard Short-Term Corporate Bond ETF 6,200 shares (about $489.80)NVIDIA 572 shares (about $61.99)APPLOVIN CORP 193 shares (about $51.14)Meta Platforms 69 shares (about $39.77)Morgan Stanley 337 shares (about $39.32) 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$10,781$62 ▼-0.6%99,4786.9%Computer and TechnologyAPPLOVIN CORP$8,876$51 ▼-0.6%33,4975.7%COM CL AMETAMeta Platforms$6,937$40 ▼-0.6%12,0364.4%Computer and TechnologyMSMorgan Stanley$6,830$39 ▼-0.6%58,5414.4%FinanceIBMInternational Business Machines$5,680$33 ▼-0.6%22,8443.6%Computer and TechnologyKLACKLA$5,374$31 ▼-0.6%7,9053.4%Computer and TechnologyGOOGAlphabet$4,343$25 ▼-0.6%27,8002.8%Computer and TechnologyCELESTICA INC$4,111$4,111 ▲New Holding52,1652.6%COMAVGOBroadcom$4,044$23 ▼-0.6%24,1512.6%Computer and TechnologyWSMWilliams-Sonoma$3,773$22 ▼-0.6%23,8632.4%Retail/WholesaleNFLXNetflix$3,727$21 ▼-0.6%3,9972.4%Consumer DiscretionaryHCAHCA Healthcare$3,618$21 ▼-0.6%10,4702.3%MedicalTPRTapestry$3,539$20 ▼-0.6%50,2612.3%Retail/WholesaleUNHUnitedHealth Group$3,010$17 ▼-0.6%5,7471.9%MedicalAMDAdvanced Micro Devices$2,851$16 ▼-0.6%27,7501.8%Computer and TechnologyTMUST-Mobile US$2,830$16 ▼-0.6%10,6091.8%Computer and TechnologyWFCWells Fargo & Company$2,761$16 ▼-0.6%38,4541.8%FinanceURIUnited Rentals$2,751$16 ▼-0.6%4,3901.8%ConstructionAMZNAmazon.com$2,747$16 ▼-0.6%14,4401.8%Retail/WholesaleSERVICENOW INC$2,711$16 ▼-0.6%3,4051.7%COMAXPAmerican Express$2,694$16 ▼-0.6%10,0121.7%FinancePGRProgressive$2,635$15 ▼-0.6%9,3111.7%FinanceCAHCardinal Health$2,622$15 ▼-0.6%19,0311.7%MedicalFLOTiShares Floating Rate Bond ETF$2,553$460 ▲22.0%50,0001.6%ETFNRGNRG Energy$2,542$15 ▼-0.6%26,6321.6%UtilitiesUHSUniversal Health Services$2,354$14 ▼-0.6%12,5281.5%MedicalSAPSAP$2,257$13 ▼-0.6%8,4071.4%Computer and TechnologyPWRQuanta Services$2,247$13 ▼-0.6%8,8391.4%ConstructionCEGConstellation Energy$2,195$13 ▼-0.6%10,8871.4%EnergyHIGThe Hartford Financial Services Group$2,190$13 ▼-0.6%17,6981.4%FinanceSPGSimon Property Group$2,190$13 ▼-0.6%13,1891.4%FinanceORCLOracle$2,173$12 ▼-0.6%15,5411.4%Computer and TechnologyMCKMcKesson$2,111$12 ▼-0.6%3,1371.3%MedicalANAutoNation$2,069$12 ▼-0.6%12,7771.3%Retail/WholesaleHRBH&R Block$2,051$12 ▼-0.6%37,3601.3%Consumer DiscretionaryCARRCarrier Global$2,004$12 ▼-0.6%31,6131.3%Computer and TechnologyLLYEli Lilly and Company$1,934$11 ▼-0.6%2,3421.2%MedicalAAPLApple$1,919$11 ▼-0.6%8,6401.2%Computer and TechnologyLOWLowe's Companies$1,888$11 ▼-0.6%8,0931.2%Retail/WholesaleCORPAY INC$1,883$11 ▼-0.6%5,3991.2%COM SHSCBChubb$1,881$11 ▼-0.6%6,2291.2%FinanceMSFTMicrosoft$1,825$11 ▼-0.6%4,8621.2%Computer and TechnologyVEEVVeeva Systems$1,777$10 ▼-0.6%7,6711.1%MedicalCVXChevron$1,746$10 ▼-0.6%10,4351.1%EnergyBLDRBuilders FirstSource$1,745$10 ▼-0.6%13,9701.1%Retail/WholesaleSHViShares Short Treasury Bond ETF$1,546$304 ▲24.4%14,0001.0%ETFCIThe Cigna Group$1,528$9 ▼-0.6%4,6431.0%MedicalMRVLMarvell Technology$1,521$9 ▼-0.6%24,7081.0%Computer and TechnologyCRWDCrowdStrike$1,481$1,481 ▲New Holding4,2000.9%Computer and TechnologyPALANTIR TECHNOLOGIES$1,435$1,435 ▲New Holding17,0000.9%CL ACRMSalesforce$1,374$8 ▼-0.6%5,1210.9%Computer and TechnologyITGartner$1,350$8 ▼-0.6%3,2170.9%Business ServicesVCITVanguard Intermediate-Term Corporate Bond ETF$1,325$752 ▲131.4%16,2000.8%ETFVCSHVanguard Short-Term Corporate Bond ETF$553$490 ▼-47.0%7,0000.4%ETFCELCCelcuity$0$4,843 ▼-100.0%00.0%MedicalDKNGDraftKings$0$1,442 ▼-100.0%00.0%Consumer DiscretionaryJBLJabil$0$1,403 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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