Haven’t tweeted in a while, if you are an active manager you should have been buying a lot over the past month. 

2025 positions:

$UPS @ 124
$PEP  @ 143
$LYB @ 73 
$NKE  @ 71 
$JNJ  @ 143
$DVN @ 33
$UNH @ 500
$AMAT @ 165
$KHC @ 29

Ended 2024 with a total return of 61.4%
#UPS #PEP #LYB #NKE #JNJ #DVN #UNH #AMAT #KHC