Instuitional Investor - Stanley Capital Management, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vertiv Holdings Co	VRT	577,000	$27,713,310	6.83%
2.	Meta Platforms Inc.	META	63,700	$22,547,252	5.55%
3.	Mckesson Corp	MCK	41,200	$19,074,776	4.7%
4.	Applied Materials Inc	AMAT	117,300	$19,010,811	4.68%
5.	Elevance Health Inc.	ELV	37,100	$17,494,876	4.31%