Cottonwood Capital Advisors, LLC New Holdings in Q4 2024

Cottonwood Capital Advisors, LLC

Stock	Shares change	Price Range	Shares Held
AMAT Applied Materials Inc Technology	1.67K New	$161.44 - $213.89 $270K - $357K	1.67K $271K
URI United Rentals, Inc. Industrials	355 New	$704.44 - $880.32 $250K - $313K	355 $250K
KD Kyndryl Holdings, Inc. Technology	7.19K New	$22.43 - $35.79 $161K - $257K	7.19K $248K
GSHD Goosehead Insurance, Inc. Financial Services	2.32K New	$87.63 - $129.69 $203K - $301K	2.32K $248K
CL Colgate Palmolive CO Consumer Defensive	2.64K New	$90.22 - $102.31 $238K - $270K	2.64K $239K
TJX Tjx Companies Inc Consumer Cyclical	1.88K New	$112.15 - $127.2 $211K - $239K	1.88K $227K
SHW Sherwin Williams CO Basic Materials	669 New	$338.75 - $399.71 $227K - $267K	669 $227K
SPGI S&P Global Inc. Financial Services	444 New	$480.36 - $529.17 $213K - $235K	444 $221K
EPAC Enerpac Tool Group Corp Industrials	5.36K New	$41.09 - $51.57 $220K - $276K	5.36K $220K
NCNO N Cino, Inc. Technology	6.49K New	$30.14 - $42.64 $195K - $277K	6.49K $217K
CSX Csx Corp Industrials	6.54K New	$31.58 - $36.88 $207K - $241K	6.54K $211K
FISV Fiserv Inc Technology	1.64K New	N/A	1.64K $205K
WEC Wec Energy Group, Inc. Utilities	2.14K New	$92.94 - $101.82 $199K - $217K	2.14K $200K
ING Ing Groep Nv Financial Services	10.8K New	$15.1 - $17.73 $163K - $191K	10.8K $168K
TBK Triumph Bancorp, Inc. Financial Services	2.36K New	N/A	2.36K $151K
HLLY Holley Inc. Consumer Cyclical	10.6K New	$2.59 - $3.02 $27.4K - $31.9K	10.6K $31K
Arista Networks Inc	3.36K New	N/A	3.36K $0

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