Q4 2014 Holdings
Filed 2015-02-12 | 62 holdings | $111.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| VF Corp(VFC) | COM | 918204108 | $32.1K | 428,250 | 0.0% |
| United Technologies(UTXZ) | COM | 913017109 | $34.6K | 301,080 | 0.0% |
| Visa(V) | COM | 92826C839 | $35.3K | 134,625 | 0.0% |
| Fiserv(FISV) | COM | 337738108 | $35.9K | 505,588 | 0.0% |
| Apple(AAPL) | COM | 037833100 | $35.9K | 325,344 | 0.0% |
| Danaher(DHR) | COM | 235851102 | $36.3K | 422,998 | 0.0% |
| Baxter International(BAX) | COM | 071813109 | $42.8K | 584,087 | 0.0% |
| Cisco Systems(CSCO) | COM | 17275R102 | $13.2M | 474,585 | 11.8% |
| Adobe Systems(ADBE) | COM | 00724F101 | $17.9M | 246,286 | 16.1% |
| Cummins(CMI) | COM | 231021106 | $25.2M | 174,883 | 22.6% |
| Akamai Technologies(AKAM) | COM | 00971T101 | $26.6M | 421,725 | 23.8% |
| BioMarin Pharmaceuticals(BMRN) | COM | 09061G101 | $27.5M | 304,560 | 24.7% |