Q4 2014 Holdings
Filed 2015-02-17 | 154 holdings | $438.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cummins Inc(CMI) | COM | 231021106 | $103.5M | 718,101 | 23.6% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $142.1M | 1,002,153 | 32.4% |