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| Name: |
R.P. Boggs & Co. Wealth Mangement |
| City: |
LAKE WYLIE |
| State: |
SC |
| Zip: |
29710 |
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data |
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| Holdings
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8 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
REGN |
Regeneron Pharmaceuticals Inc |
2 |
- |
$982.29 |
$14,219,000 |
16,189 |
9.99% |
1,062,000 |
202 |
0.015 |
Biotechnology |
|
|
CDRE |
Cadre Holdings, Inc. |
4 |
- |
$30.45 |
$9,283,000 |
282,251 |
6.52% |
1,794,000 |
1,224 |
0.821 |
N/A |
|
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CTOS |
Custom Truck One Source Ord... |
5 |
- |
$4.83 |
$8,144,000 |
1,317,821 |
5.72% |
1,980,000 |
323,618 |
0.534 |
N/A |
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HEI.A |
Heico Corp Class A |
6 |
- |
$172.54 |
$7,709,000 |
54,118 |
5.42% |
740,000 |
186 |
0.067 |
Aerospace/Defense Pro... |
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TYL |
Tyler Technologies Inc |
12 |
- |
$489.14 |
$6,746,000 |
16,135 |
4.74% |
524,000 |
22 |
0.04 |
Information Technolog... |
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DHR |
Danaher Corp |
14 |
- |
$265.80 |
$6,265,000 |
27,082 |
4.4% |
-420,000 |
137 |
0.004 |
General Building Mate... |
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ROP |
Roper Industries Inc |
15 |
- |
$541.89 |
$6,220,000 |
11,409 |
4.37% |
704,000 |
19 |
0.011 |
Diversified Machinery |
|
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EXPO |
Exponent Inc |
16 |
- |
$95.18 |
$5,942,000 |
67,494 |
4.18% |
169,000 |
52 |
0.131 |
Management Services |
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