Elkfork Partners LLC Buys Westinghouse Air Brake Technologies Corp, Delta Air Lines Inc, Fortive Corp, Sells Celgene Corp, Linde PLC, Cognizant Technology Solutions Corp

• New Purchases: HRS, MIDD, BBN1, FTDR, CTVA, MIC, ENTG, DBI, RES, COLM, CFX, 1BA, 1BA, SNY, BPMC, BLMN, TAK, ARGX, AMTD, ACGL, ALC, SGMO, PVAC, TW, TWST, MLNX, WLH, LOVE, 471A, HRTX, GWRE, GRUB, ETSY, DBD, CRWD, BOOT, BWXT, ARD, ANGI, VER, AMCR,
• Added Positions: MSFT, WAB, DAL, FTV, LYB, CMCSA, AMZN, APD, CSGP, C, GOOG, JNJ, VZ, CRM, SPLK, LOW, CME, GOOGL, ABT, ILMN, AXP, XOM, HST, IBM, MA, MDLZ, PSA, COG, D, HSY, MMP, NEE, NUE, AES, CL, IR, LDOS, QRTEA, LUV, T, BSX, CAT, CTXS, COST, IVZ, MDT, STLD, FOX, WU, ATH, CAH, CCI, GILD, HPE, IBKR, KMB, LH, NEM, QRVO, RGA, AGCO, AEE, AWI, ATO, AZO, EQH, CBRE, CFG, DG, UFS, ETR, BEN, GPN, HRL, ICE, KHC, LAZ, LOGM, MMC, MDU, MTD, NVDA, PNW, QCOM, ROP, ROST, SHW, SPG, SPR, STAA, SYF, SYY, TRV, WM, ADSK, BHGE, BLK, CE, TPR, COHR, CCK, ECL, EVR, FDC, HRB, HAL, WELL, HUBS, MAS, MHK, MPWR, NBIX, NYCB, ODFL, PACW, PH, PEG, ROK, RCL, SITC, TDY, TSCO, UBNT, VTR, VMC, WEC, ATVI, AYI, AL, AYX, AAL, AEP, ARWR, AVB, AGR, BAX, BGCP, BKI, CACI, CBOE, CRL, SCHW, CMS, CMA, CXO, ED, OFC, DVN, FANG, DISH, EBAY, EMR, DAVA, EQR, ESS, EEFT, EXR, FFIN, GM, GPC, HCP, HCSG, HQY, HPT, HII, INSM, ITT, JAZZ, JCI, LULU, MGA, MAA, MOH, NWSA, OKTA, OI, PCAR, PTEN, PNC, PRU, RJF, O, RBC, REG, RS, RNR, SAP, SNDR, SWCH, TGT, TMUS, TRU, TRIP, FOXA, TWLO, UDR, VSS, VEEV, VNO, WRI, WCG, WDC, WTM, ABMD, ACOR, ADNT, AEIS, ACM, AEGN, AER, AVAV, A, AEM, AMAG, AMRN, AXL, ANET, ASND, AZN, AAWW, AVY, ACLS, BBT, BCE, BGNE, BEAT, BB, BDN, BGG, CAE, CSL, CRZO, CVCO, CVE, CENX, CEVA, CF, GIB, CHRW, CHKP, CNHI, CGNX, COHU, CONN, COUP, CR, CYBR, DLPH, DO, DIOD, DLTR, DPZ, EBS, ENB, ECA, EVRG, EXEL, EXPE, EXPD, EXTR, FLEX, FORM, FTS, FOSL, FNV, GIL, GNL, OPI, GBX, HDS, HBAN, ICHR, INFO, IIVI, IMO, SYNH, INCY, IIPR, NSP, INXN, IPGP, ICL, JBHT, KEY, KGC, KRA, KLIC, LEG, LEN, JEF, LHCG, LDL, MTB, MAC, MEOH, MEI, MCHP, MDB, MYGN, NCR, NEWR, NWL, NWS, NI, NDSN, JWN, ES, NUAN, NTR, OIS, PPBI, HEAR, PATK, PCTY, PBA, PEI, PVTL, PS, PINC, PBH, PSTG, QGEN, RMBS, RYAM, RMAX, RETA, RF, RCI, STX, SJR, SLP, SPTN, SPPI, SPWH, SFM, STMP, SYNA, SNX, TRHC, TLRD, TECK, TFX, TU, TRP, TRMB, TRUP, TTMI, TRQ, TYL, UBS, UCTT, UNT, BHC, VVV, VNDA, VB, VECO, VRSK, VRTV, VET, VICR, VSH, VSTO, VC, VCRA, WAT, WVE, WW, WIX,
• Reduced Positions: CELG, LIN, CTSH, INTC, FTNT, COP, NKE, ETN, PYPL, ADBE, BIIB, RHI, L, MAR, ORLY, CCL, CNX, EXC, CI, NTAP, OGE, VMW, PGR, PHM, PG, AMG, ALL, IAC, CNC, HSIC, ITW, LM, MET, PBF, VOYA, AFL, ALLY, DKS, HUN, KNX, OC, MU, SHOP, VRSN, AGN, COF, CNP, CSCO, GNTX, LKQ, MUR, OXY, RTN, REGN, SO, TJX, TSS, BA, EHC, HLF, KMI, MKSI, NBL, NSC, PPC, PLD, QEP, UNP, AAP, BLL, CHD, DISCA, EXAS, GRMN, KEYS, KSS, MSI, TDG, USB, AKAM, BKNG, BWA, CAG, CVS, FL, FCX, JBLU, LPLA, MASI, MKC, MYL, SC, THS, ULTA, VRTX, AGNC, AON, AGO, BL, CERN, XEC, CNK, CACC, CSX, DE, EPAM, FLR, F, FBHS, HCA, CVET, INGR, NRG, PKG, PANW, DGX, SRC, SRCL, SYMC, TDOC, TDS, UGI, ABBV, XLRN, AGIO, ALLE, DOX, ACC, AN, BDX, BAH, BHF, CDW, CTL, CTAS, CIT, CNA, CBSH, COMM, XRAY, DFS, EMN, EQIX, STAY, FDS, FICO, FTAI, HPQ, IDXX, KIM, M, MAT, MSM, MSCI, NKTR, NUS, PK, PAYX, PNR, PXD, PPL, PFG, PFPT, PB, PWR, RYN, ROL, SLGN, SPB, SQ, STWD, DATA, TD, TWO, TSN, VAR, VIRT, VST, AMD, ALNY, ATUS, AIG, ASML, AZPN, ATRA, TEAM, TECH, CABO, CDNS, KMX, CBS, CDAY, CINF, COTY, DELL, DLR, DOCU, EFX, ELS, ESPR, FLS, FMC, FNB, GIS, GBT, GRTS, HP, HES, ICUI, INGN, IART, IFF, JKHY, KURA, MLM, MRVL, MXIM, NTNX, PAYC, PEGA, PUMP, RL, RLGY, RP, SLB, SSTI, SBNY, SWK, STT, SNPS, SNV, TCF, GL, TWTR, UMPQ, UAA, UA, CMPR, W, WBS, WLTW, WNS,
• Sold Out: BURL, NRZ, BX, SFLY, HXL, GPOR, CRAY, D9W, PE, DPLO, ASMB, HPP, LIFE, PODD, MDGL, HF, MTCH, AABA, CUBE, PBI, MFA, LLL, KIRK, HEI, CNSL, BMRN, BIDU, ALV, ARRY, ARNA,

For the details of Elkfork Partners LLC's stock buys and sells, go to https://www.gurufocus.com/guru/elkfork+partners+llc/current-portfolio/portfolioportfolio

1. Microsoft Corp (MSFT) - 1,869,966 shares, 6.12% of the total portfolio. Shares added by 8.11%
2. Amazon.com Inc (AMZN) - 68,432 shares, 3.17% of the total portfolio. Shares added by 6.59%
3. Alphabet Inc (GOOGL) - 116,788 shares, 3.09% of the total portfolio. Shares added by 3.22%
4. Johnson & Johnson (JNJ) - 795,116 shares, 2.71% of the total portfolio. Shares added by 6.27%
5. Visa Inc (V) - 512,260 shares, 2.17% of the total portfolio. Shares added by 0.79%

Elkfork Partners LLC initiated holding in L3Harris Technologies Inc. The purchase prices were between $141.53 and $176.42, with an estimated average price of $159.66. The stock is now traded at around $186.90. The impact to a portfolio due to this purchase was 0.14%. The holding were 31,108 shares as of .

Elkfork Partners LLC initiated holding in The Middleby Corp. The purchase prices were between $130.1 and $139.18, with an estimated average price of $134.53. The stock is now traded at around $112.31. The impact to a portfolio due to this purchase was 0.04%. The holding were 11,764 shares as of .

Elkfork Partners LLC initiated holding in Blackstone Group Inc. The purchase prices were between $30.25 and $39.93, with an estimated average price of $35.31. The stock is now traded at around $41.81. The impact to a portfolio due to this purchase was 0.03%. The holding were 27,336 shares as of .

Elkfork Partners LLC initiated holding in Corteva Inc. The purchase prices were between $24.81 and $29.57, with an estimated average price of $27.28. The stock is now traded at around $29.70. The impact to a portfolio due to this purchase was 0.02%. The holding were 29,008 shares as of .

Elkfork Partners LLC initiated holding in Frontdoor Inc. The purchase prices were between $33.54 and $43.55, with an estimated average price of $38.38. The stock is now traded at around $50.44. The impact to a portfolio due to this purchase was 0.02%. The holding were 16,192 shares as of .

Elkfork Partners LLC initiated holding in Macquarie Infrastructure Corp. The purchase prices were between $39.59 and $42.7, with an estimated average price of $40.99. The stock is now traded at around $38.04. The impact to a portfolio due to this purchase was 0.01%. The holding were 13,332 shares as of .

Elkfork Partners LLC added to a holding in Westinghouse Air Brake Technologies Corp by 5563.51%. The purchase prices were between $62.38 and $77.93, with an estimated average price of $70.92. The stock is now traded at around $66.72. The impact to a portfolio due to this purchase was 0.4%. The holding were 234,696 shares as of .

Elkfork Partners LLC added to a holding in Delta Air Lines Inc by 116.81%. The purchase prices were between $51.5 and $58.43, with an estimated average price of $56.04. The stock is now traded at around $58.84. The impact to a portfolio due to this purchase was 0.37%. The holding were 500,446 shares as of .

Elkfork Partners LLC added to a holding in Fortive Corp by 43.12%. The purchase prices were between $75.76 and $89.06, with an estimated average price of $82.37. The stock is now traded at around $70.03. The impact to a portfolio due to this purchase was 0.33%. The holding were 551,650 shares as of .

Elkfork Partners LLC added to a holding in LyondellBasell Industries NV by 257.48%. The purchase prices were between $74.25 and $92.29, with an estimated average price of $85.31. The stock is now traded at around $75.59. The impact to a portfolio due to this purchase was 0.23%. The holding were 149,820 shares as of .

Elkfork Partners LLC added to a holding in Comcast Corp by 63.26%. The purchase prices were between $40.02 and $43.68, with an estimated average price of $42.2. The stock is now traded at around $42.46. The impact to a portfolio due to this purchase was 0.21%. The holding were 529,298 shares as of .

Elkfork Partners LLC added to a holding in CoStar Group Inc by 134.72%. The purchase prices were between $474.37 and $560.54, with an estimated average price of $510.66. The stock is now traded at around $626.50. The impact to a portfolio due to this purchase was 0.18%. The holding were 23,660 shares as of .

Elkfork Partners LLC sold out a holding in Burlington Stores Inc. The sale prices were between $146 and $176.66, with an estimated average price of $163.33.

Elkfork Partners LLC sold out a holding in New Residential Investment Corp. The sale prices were between $15.13 and $17.17, with an estimated average price of $16.31.

Elkfork Partners LLC sold out a holding in Blackstone Group Inc. The sale prices were between $34.45 and $45.04, with an estimated average price of $39.87.

Elkfork Partners LLC sold out a holding in Shutterfly Inc. The sale prices were between $38.29 and $50.72, with an estimated average price of $45.65.

Elkfork Partners LLC sold out a holding in Gulfport Energy Corp. The sale prices were between $4.67 and $8, with an estimated average price of $6.38.

Elkfork Partners LLC sold out a holding in Designer Brands Inc. The sale prices were between $15.59 and $20.47, with an estimated average price of $18.11.