Q2 2013 Holdings
Filed 2013-08-14 | 161 holdings | $348.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cummins Inc(CMI) | COM | 231021106 | $109.4M | 1,008,267 | 31.4% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $128.3M | 1,160,263 | 36.9% |