COOKSON PEIRCE & CO INC Q1 2023 Filing

Filed May 3, 2023

Portfolio Value

$1.6T

Holdings

205

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (205 positions)

#StockSharesValue% PortfolioType
101
PWRQUANTA SVCS INC
484,531$80K0.00%
102
KLACKLA-TENCOR CORP
139,850$55K0.00%
103
MRKMERCK N CO INC NEW
486,879$51K0.00%
104
TMUST-MOBILE US INC
321,813$46K0.00%
105
ONON SEMICONDUCTOR CORP
541,646$44K0.00%
106
VRTXVERTEX PHARMACEUTICALS INC
138,572$43K0.00%
107
APHAMPHENOL CORP NEW
480,797$39K0.00%
108
STMSTMICROELECTRONICS N V
721,411$38K0.00%
109
LWLAMB WESTON HLDGS INC
360,120$37K0.00%
110
BLDRBUILDERS FIRSTSOURCE INC
416,261$36K0.00%
111
RTXRAYTHEON TECHNOLOGIES CORP COM
361,165$35K0.00%
112
CTVACORTEVA INC
580,557$35K0.00%
113
HSYHERSHEY FOODS CORP
137,771$35K0.00%
114
ABGAMERISOURCEBERGEN CORP
211,574$33K0.00%
115
TRVTRAVELERS COMPANIES INC
187,073$32K0.00%
116
DKSDICKS SPORTING GOODS INC
217,939$30K0.00%
117
FLEXFLEX LTD ORD
1,159,090$26K0.00%
118
KRKROGER CO
522,549$25K0.00%
119
DECKDECKERS OUTDOOR CORP
55,853$25K0.00%
120
BWABORG WARNER INC
508,320$24K0.00%
121
OKEONEOK INC
383,522$24K0.00%
122
IRMIRON MTN INC NEW
415,858$22K0.00%
123
T7DTRANSDIGM GROUP INC
30,684$22K0.00%
124
APOApollo Global Management Inc C
363,050$22K0.00%
125
TXRHTEXAS ROADHOUSE INC
201,520$21K0.00%
126
CLVTRIP COM GROUP LTD ADS
577,434$21K0.00%
127
WMBWILLIAMS COMPANIES INC
690,851$20K0.00%
128
SJMSMUCKER J M CO
130,099$20K0.00%
129
ALBALBEMARLE CORP
86,378$19K0.00%
130
BAHBOOZ ALLEN HAMILTON HLDG COR
194,993$18K0.00%
131
COPCONOCOPHILLIPS
173,548$17K0.00%
132
LPLALPL FINL HLDGS INC
88,370$17K0.00%
133
ELVELEVANCE HEALTH INC COM
39,042$17K0.00%
134
ADIANALOG DEVICES INC
89,238$17K0.00%
135
HWMHOWMET AEROSPACE INC COM
418,221$17K0.00%
136
ACGLARCH CAP GROUP LTD
248,060$16K0.00%
137
HBC2HSBC HLDGS PLC
466,263$15K0.00%
138
JBLJABIL INC
175,884$15K0.00%
139
CICIGNA CORP NEW COM
58,984$15K0.00%
140
VICIVICI PPTYS INC
445,296$14K0.00%
141
UNHUNITEDHEALTH GROUP INC
31,321$14K0.00%
142
AXPAMERICAN EXPRESS CO
86,583$14K0.00%
143
LSCCLATTICE SEMICONDUCTOR CORP
152,000$14K0.00%
144
DRIDARDEN RESTAURANTS INC
94,316$14K0.00%
145
MDLZMONDELEZ INTL INC
189,524$13K0.00%
146
FSLRFIRST SOLAR INC
62,616$13K0.00%
147
BKNGBOOKING HLDGS INC COM
4,563$12K0.00%
148
FEFIRSTENERGY CORP
292,165$11K0.00%
149
AGCOAGCO CORP
84,232$11K0.00%
150
K6BKBR INC
197,419$10K0.00%
151
PFGCPERFORMANCE FOOD GROUP CO
171,987$10K0.00%
152
SKAASKECHERS U S A INC
224,679$10K0.00%
153
STLASTELLANTIS N.V SHS
596,362$10K0.00%
154
EXPEAGLE MATERIALS INC
62,917$9K0.00%
155
BSCSINVESCO EXCH TRD SLF IDX FD IN
439,129$8K0.00%
156
BSCOINVESCO EXCH TRD SLF IDX FD BU
433,784$8K0.00%
157
BMYBRISTOL MYERS SQUIBB CO
122,604$8K0.00%
158
BSCVINVESCO EXCH TRD SLF IDX FD BU
541,765$8K0.00%
159
BSCQINVESCO EXCH TRD SLF IDX FD BU
468,755$8K0.00%
160
APDAIR PRODS AND CHEMS INC
29,513$8K0.00%
161
BSCRINVESCO EXCH TRD SLF IDX FD BU
458,791$8K0.00%
162
BSCTINVESCO EXCH TRD SLF IDX FD BU
483,938$8K0.00%
163
BSCWINVESCO EXCHNG TRAD SLF INDE B
429,530$8K0.00%
164
BSCPINVESCO EXCH TRD SLF IDX FD BU
441,315$8K0.00%
165
BSCUINVESCO EXCH TRD SLF IDX FD IN
536,984$8K0.00%
166
MSIMOTOROLA INC
25,754$7K0.00%
167
HUMHUMANA INC
16,100$7K0.00%
168
INGING GROUP N V
669,061$7K0.00%
169
NVDANVIDIA CORP
15,301$4K0.00%
170
FCXFREEPORT-MCMORAN COPPER AND GO
50,036$2K0.00%
171
AIC3 AI INC CL A
77,756$2K0.00%
172
MSFTMICROSOFT CORP
9,959$2K0.00%
173
TKRTIMKEN CO
25,661$2K0.00%
174
VTVVANGUARD INDEX TR VALUE VIPERS
14,848$2K0.00%
175
SPHDINVESCO EXCHNG TRADED FD TR II
68,542$2K0.00%
176
MOATVANECK VECTORS ETF TR MORNINGS
39,374$2K0.00%
177
AVGOBROADCOM INC COM
2,657$1K0.00%
178
GENIGENIUS SPORTS LIMITED
232,229$1K0.00%
179
WYNNWYNN RESORTS LTD
10,411$1K0.00%
180
FUODOLBY LABORATORIES INC
17,883$1K0.00%
181
MGMMGM MIRAGE
44,141$1K0.00%
182
SBUXSTARBUCKS CORP
10,629$1K0.00%
183
FTNTFORTINET INC
27,096$1K0.00%
184
TTCTORO CO
10,922$1K0.00%
185
PNRPENTAIR PLC
19,960$1K0.00%
186
TDWTIDEWATER INC NEW
29,652$1K0.00%
187
ASMLASML HOLDING N V N Y REGISTRY
2,309$1K0.00%
188
OKTAOKTA INC
17,809$1K0.00%
189
PGRPROGRESSIVE CORP OHIO
7,455$1K0.00%
190
FOURSHIFT4 PMTS INC CL A
17,963$1K0.00%
191
IPARINTER PARFUMS INC
10,319$1K0.00%
192
CVXCHEVRONTEXACO CORP
6,411$1K0.00%
193
COSTCOSTCO WHSL CORP
2,458$1K0.00%
194
BLMNBLOOMIN BRANDS INC
47,518$1K0.00%
195
BSXBOSTON SCIENTIFIC CORP
34,223$1K0.00%
196
FOXFFOX FACTORY HLDG CORP
10,888$1K0.00%
197
XOMEXXON MOBIL CORP
11,556$1K0.00%
198
SNOWSNOWFLAKE INC CL A
8,383$1K0.00%
199
SESEA LTD
12,783$1K0.00%
200
FWONALIBERTY MEDIA CORP DELAWARE CO
23,459$1K0.00%
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