CVS HEALTH CORPORATION

Future Fuel Corporation

Alphabet Inc. Class C Capital Stock

IAC Inc. Common Stock

LKQ Corporation

Mitek Systems, Inc.

Grupo Aeroportuario del Centro Norte S.A.B. de C.V

OppFi Inc.

Bank OZK

PayPal Holdings, Inc. Common Stock

Sprouts Farmers Market, Inc.

Spotify Technology S.A.

SuRo Capital Corp. Common Stock

Viemed Healthcare, Inc. Common Shares

Warner Bros. Discovery, Inc. Series A Common Stock

World Wrestling Entertainment

Monthly Newsletter 07/07:

Holdings: $VMD $LKQ $IAC $SPOT $GOOG $SFM $PYPL $OZK $WWE $CVS $FF $WBD $OPFI $MITK $OMAB $SSSS

Topics: Quote, Portfolio Update, Portfolio Discussion, Comments From Me, GIVEAWAY(s), Sunday Scaries Stock Talk pod, Much More Books, & Monthly Munchies.

[https://from100kto1m.substack.com/p/07072022-portfolio-update-monthly](https://from100kto1m.substack.com/p/07072022-portfolio-update-monthly)


![](https://cdn.commonstock.com/9cf141c54d812fb0e47b4845850b6528f97b1b4a1c22705c860caa6265c6c8ae-1200x600.png)

From the last update, I can see that your allocations of $SPOT and $PYPL have come down from 8% to 4%.

Joey Hirendernath

Topics: Quote, Portfolio Update, Portfolio Discussion, Comments From Me, GIVEAWAY(s), Sunday Scaries Stock Talk pod, Much More Books, & Monthly Munchies.

https://from100kto1m.substack.com/p/07072022-portfolio-update-monthly

07.07.2022 Portfolio Update (Monthly Edition)

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