Q4 2018 Holdings
Filed 2019-02-14 | 129 holdings | $18.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba GRP Hldg(BABA) | SPONSORED ADS | 01609W102 | $6.5M | 47,611 | 34.8% |
| Boston Scientific Co(BSX) | COM | 101137107 | $4.0M | 113,869 | 21.4% |
| Adobe Inc COM(ADBE) | COM | 00724F101 | $3.5M | 15,575 | 18.8% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $3.0M | 32,845 | 16.1% |
| Conocophillips(COP) | COM | 20825C104 | $1.4M | 22,946 | 7.6% |
| Hdfc Bank LTD(HDB) | ADR REPS 3 SHS | 40415F101 | $12.1K | 116,336 | 0.1% |
| Edwards Lifesciences(EW) | COM | 28176E108 | $11.2K | 72,811 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $9.7K | 95,216 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $9.3K | 58,818 | 0.0% |
| A O Smith(AOS) | COM | 831865209 | $8.3K | 194,547 | 0.0% |
| Thermo Fisher Scntfc(TMO) | COM | 883556102 | $8.1K | 36,016 | 0.0% |
| Progressive Corp Ohio(PGR) | COM | 743315103 | $7.1K | 118,098 | 0.0% |
| Monolithic Power SYS(MPWR) | COM | 609839105 | $6.7K | 57,679 | 0.0% |
| Lamb Weston Hldgs Inc(LW) | COM | 513272104 | $6.5K | 87,783 | 0.0% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $6.2K | 232,318 | 0.0% |
| Zebra Technologies Corp(ZBRA) | CL A | 989207105 | $6.1K | 38,161 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $5.5K | 31,806 | 0.0% |
| Simon Property Group(SPG) | COM | 828806109 | $5.1K | 30,468 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $5.1K | 26,780 | 0.0% |
| Keysight Technologies(KEYS) | COM | 49338L103 | $5.0K | 81,322 | 0.0% |
| Fiserv Inc(FISV) | COM | 337738108 | $4.7K | 63,510 | 0.0% |
| Diamondback Energy(FANG) | COM | 25278X109 | $4.5K | 48,552 | 0.0% |
| Berkshire Hathaway Inc(BRK/B) | CL B NEW | 084670702 | $4.5K | 21,980 | 0.0% |
| Church & Dwight Inc(CHD) | COM | 171340102 | $4.2K | 64,080 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $4.0K | 58,721 | 0.0% |
| Credicorp LTD(BAP) | COM | G2519Y108 | $3.9K | 17,817 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $3.8K | 45,336 | 0.0% |
| Unitedhealth GRP Inc(UNH) | COM | 91324P102 | $3.7K | 15,026 | 0.0% |
| Cnooc LTD(CEO) | SPONSORED ADR | 126132109 | $3.7K | 24,192 | 0.0% |
| Ternium SA(TX) | SPON ADR | 880890108 | $3.5K | 130,631 | 0.0% |
| Ishares Inc(EWZ) | MSCI BRAZIL ETF | 464286400 | $3.2K | 83,042 | 0.0% |
| Citizens Finl Group(CFG) | COM | 174610105 | $3.2K | 106,143 | 0.0% |
| Pepsico Incorporated(PEP) | COM | 713448108 | $2.8K | 24,925 | 0.0% |
| Caterpillar Inc(CAT) | COM | 149123101 | $2.7K | 21,627 | 0.0% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $2.7K | 31,742 | 0.0% |
| Procter & Gamble(PG) | COM | 742718109 | $2.6K | 28,212 | 0.0% |
| 3M Company(MMM) | COM | 88579Y101 | $2.6K | 13,452 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $2.5K | 1,672 | 0.0% |
| Charles Schwab Corp(SCHW) | COM | 808513105 | $2.5K | 59,856 | 0.0% |
| Chevron Corporation(CVX) | COM | 166764100 | $2.3K | 20,798 | 0.0% |
| Union Pacific Corp(UNP) | COM | 907818108 | $2.2K | 15,976 | 0.0% |
| Centene Corp del(CNC) | COM | 15135B101 | $2.2K | 19,126 | 0.0% |
| Novo-Nordisk A(NVO) | ADR | 670100205 | $2.1K | 46,230 | 0.0% |
| Kimberly-Clark(KMB) | COM | 494368103 | $2.1K | 18,296 | 0.0% |
| Sony Corp(SONY) | SPONSORED ADR | 835699307 | $1.9K | 39,687 | 0.0% |
| ELI Lilly & Company(LLY) | COM | 532457108 | $1.8K | 15,571 | 0.0% |
| Ametek Inc New(AME) | COM | 031100100 | $1.7K | 24,848 | 0.0% |
| Abbott Laboratories(ABT) | COM | 002824100 | $1.6K | 22,744 | 0.0% |
| Snap on Inc(SNA) | COM | 833034101 | $1.6K | 10,723 | 0.0% |
| Dowdupont Inc | COM | 26078J100 | $1.5K | 27,853 | 0.0% |