Q1 2019 Holdings
Filed 2019-05-10 | 110 holdings | $16.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| O Reilly Automotive Inc New COM(ORLY) | Stock | 67103H107 | $13.3K | 34,287 | 0.1% |
| Novocure LTD ORD SHS(NVCR) | Stock | G6674U108 | $16.5K | 342,455 | 0.1% |
| Apple Inc COM(AAPL) | Stock | 037833100 | $18.6K | 98,164 | 0.1% |
| Berkshire Hathaway Inc del CL A(BRK/A) | Stock | 084670108 | $78.6K | 261 | 0.5% |
| Cummins Inc COM(CMI) | Stock | 231021106 | $241.0K | 1,528 | 1.5% |
| Abbvie Inc COM(ABBV) | Stock | 00287Y109 | $760.0K | 9,430 | 4.6% |
| Cisco SYS Inc COM(CSCO) | Stock | 17275R102 | $1.8M | 32,995 | 10.8% |
| Costco Whsl Corp New COM(COST) | Stock | 22160K105 | $2.8M | 11,525 | 17.0% |
| Advanced Micro Devices Inc COM(AMD) | Stock | 007903107 | $4.5M | 176,482 | 27.4% |
| Alibaba Group Hldg LTD Sponsored ADS(BABA) | ADR | 01609W102 | $6.0M | 32,979 | 36.6% |