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The 13F report shows that Cercano Management LLC built long positions in nuclear power stocks Constellation Energy, Invesco QQQ Trust Series 1, GE Vernova, Aon Plc., and JP Morgan in the second quarter.
Increased holdings in QXO Inc., Eli Lilly, Amazon, O’Reilly Automotive, and Bank of America.
Exited positions in TransDigm, Marsh McLennan, Progressive, Kroger, and Nike.
Reduced holdings in Health Care Select Sector SPDR Fund, Mr Cooper, SPDR S&P 500 ETF Trust, Visa, and Google's parent company Alphabet.
Major assets include Microsoft, XPO, Union Pacific, QXO, and Invesco S&P 500 Equal Weight ETF
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