Q4 2017 Holdings
Filed 2018-02-01 | 608 holdings | $199.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Align Tech Inc(ALGN) | COM | 016255101 | $3.7M | 16,800 | 1.9% |
| Adobe Systems Inc(ADBE) | COM | 00724F101 | $4.7M | 26,802 | 2.4% |
| D R Horton Inc(DHI) | COM | 23331A109 | $5.1M | 100,309 | 2.6% |
| Dana Inc(DAN) | COM | 235825205 | $8.9M | 278,711 | 4.5% |
| Constellation Brands(STZ) | CL A | 21036P108 | $12.0M | 52,386 | 6.0% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $15.2M | 81,426 | 7.6% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $38.6M | 399,012 | 19.3% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $86.8M | 2,267,186 | 43.5% |