Cunning Capital Partners, Lp Top Holdings and 13F Report (2026) About Cunning Capital Partners, LpInvestment ActivityCunning Capital Partners, Lp has $247.76 thousand in total holdings as of June 30, 2026.Cunning Capital Partners, Lp owns shares of 55 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 8.73% of the portfolio was purchased this quarter.About 0.30% of the portfolio was sold this quarter.This quarter, Cunning Capital Partners, Lp has purchased 56 new stocks and bought additional shares in 2 stocks.Cunning Capital Partners, Lp sold shares of 1 stock and completely divested from 1 stock this quarter.Largest Holdings KLA $23,850NVIDIA $19,905Advanced Micro Devices $16,120CELESTICA INC $14,609APPLOVIN CORP $14,446 Largest Purchases this Quarter KLA 71,145 shares (about $21.47K)iShares Preferred and Income Securities ETF 5,500 shares (about $167.68) Largest Sales this Quarter ISHARES TR 200 shares (about $22.09) 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 PortfolioSectorKLACKLA$23,850$21,465 ▲900.0%79,0509.6%TechnologyNVDANVIDIA$19,9050.0%99,4788.0%TechnologyAMDAdvanced Micro Devices$16,1200.0%27,7506.5%TechnologyCELESTICA INC$14,6090.0%40,0475.9%COMAPPLOVIN CORP$14,4460.0%28,0375.8%COM CL AGOOGAlphabet$9,8230.0%27,8004.0%Communication ServicesMSMorgan Stanley$9,5730.0%45,7963.9%FinanceAVGOBroadcom$9,1230.0%24,1513.7%TechnologyDELLDell Technologies$8,0900.0%18,7503.3%TechnologyTPRTapestry$7,3570.0%50,2613.0%Consumer DiscretionaryMETAMeta Platforms$6,7800.0%12,0362.7%Communication ServicesIBMInternational Business Machines$6,4240.0%22,8442.6%TechnologyPWRQuanta Services$6,3640.0%8,8392.6%IndustrialsWSMWilliams-Sonoma$5,5620.0%23,8632.2%Consumer DiscretionaryURIUnited Rentals$4,9730.0%4,3902.0%IndustrialsCAHCardinal Health$4,5210.0%19,0311.8%HealthcareNRGNRG Energy$3,8900.0%26,6321.6%UtilitiesJBLJabil$3,5730.0%9,2701.4%TechnologyAMZNAmazon.com$3,4420.0%14,4401.4%Consumer DiscretionaryAXPAmerican Express$3,3870.0%10,0121.4%FinanceCRWDCrowdStrike$3,2050.0%4,2001.3%TechnologyWFCWells Fargo & Company$3,1780.0%38,4541.3%FinanceSPGSimon Property Group$2,9500.0%13,1891.2%Real EstateNFLXNetflix$2,8540.0%39,9701.2%Communication ServicesLLYEli Lilly and Company$2,8090.0%2,3421.1%HealthcareCEGConstellation Energy$2,7040.0%10,8871.1%UtilitiesAAPLApple$2,5000.0%8,6401.0%TechnologyANAutoNation$2,3740.0%12,7771.0%Consumer DiscretionaryMCKMcKesson$2,3700.0%3,1371.0%HealthcareHIGThe Hartford Insurance Group$2,3450.0%17,6980.9%FinanceCARRCarrier Global$2,3190.0%31,6130.9%IndustrialsORCLOracle$2,2780.0%15,5410.9%TechnologyHCAHCA Healthcare$2,2520.0%5,7750.9%HealthcareCBChubb$2,1220.0%6,2290.9%FinancePGRProgressive$2,0340.0%9,3110.8%FinancePALANTIR TECHNOLOGIES$1,9830.0%17,0000.8%CL AUHSUniversal Health Services$1,8630.0%12,5280.8%HealthcareMSFTMicrosoft$1,8140.0%4,8620.7%TechnologyCORPAY INC$1,7990.0%5,3990.7%COM SHSTMUST-Mobile US$1,7790.0%10,6090.7%Communication ServicesCVXChevron$1,7300.0%10,4350.7%EnergySERVICENOW INC$1,6900.0%17,0250.7%COMHOODRobinhood Markets$1,6650.0%16,6000.7%FinanceFLOTiShares Floating Rate Bond ETF$1,4800.0%29,0000.6%ETFAXONAxon Enterprise$1,4730.0%2,6270.6%IndustrialsHRBH&R Block$1,4230.0%37,3600.6%Consumer DiscretionaryVEEVVeeva Systems$1,3610.0%7,6710.5%HealthcareVCITVanguard Intermediate-Term Corporate Bond ETF$1,3390.0%16,2000.5%ETFREDDIT INC$1,3110.0%7,5500.5%CL ASAPSAP$1,2960.0%8,4070.5%TechnologyCICigna Group$1,2800.0%4,6430.5%HealthcareBLDRBuilders FirstSource$1,2500.0%13,9700.5%IndustrialsPFFiShares Preferred and Income Securities ETF$564$168 ▲42.3%18,5000.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$3040.0%3,8500.1%ETFISHARES TR$254$22 ▼-8.0%2,3000.1%SHORT TREAS BDHIMSHims & Hers Health$0$710 ▼-100.0%00.0%HealthcareShowing largest 100 holdings. 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