 Founded by the late William Ruane, investment firm Ruane Cunniff Trades, Portfolio has revealed its portfolio for the second quarter of this year. Top trades include reductions in the firms Arista Networks Inc. ANET , Financial and Jacobs Engineering Group Inc. J , Financial positions, additions to its Anthem Inc. ANTM , Financial and Micron Technology Inc. MU , Financial holdings and selling out of all Mastercard Inc. MA , Financial shares. 