Q3 2014 Holdings
Filed 2014-11-14 | 104 holdings | $309.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Johnson & Johnson(JNJ) | COM | 478160104 | $279.8K | 2,625,836 | 0.1% |
| Cbiz Inc.(CBZ) | COM | 124805102 | $36.8M | 4,674,652 | 11.9% |
| American Homes 4 Rent Real Estate Investment Trust(AMH) | COM | 02665T306 | $64.0M | 3,789,250 | 20.7% |
| Cisco Systems Inc.(CSCO) | COM | 17275R102 | $200.4M | 7,979,807 | 64.8% |