Q4 2014 Holdings
Filed 2015-01-23 | 74 holdings | $2.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Conocophillips(COP) | COM | 20825C104 | $507.0K | 7,348 | 20.7% |
| Corning(GLW) | COM | 219350105 | $495.0K | 21,590 | 20.2% |
| Cisco Systems(CSCO) | COM | 17275R102 | $317.0K | 11,400 | 12.9% |
| Berkshire Hathaway(BRK/B) | COM | 084670702 | $309.5K | 2,061,297 | 12.6% |
| Berkshire Hathaway(BRK/B)Call | COM | 084670702 | $230.9K | 1,538,000 | 9.4% |
| Wells Fargo(WFC) | COM | 949746101 | $97.8K | 1,784,478 | 4.0% |
| IBM(IBM) | COM | 459200101 | $61.6K | 384,133 | 2.5% |
| Verizon(VZ) | COM | 92343V104 | $50.6K | 1,081,524 | 2.1% |
| Aflac(AFL) | COM | 001055102 | $43.5K | 712,266 | 1.8% |
| Wal-Mart(WMT) | COM | 931142103 | $40.2K | 468,235 | 1.6% |
| Qualcomm(QCOM) | COM | 747525103 | $38.9K | 523,142 | 1.6% |
| Oracle Systems(ORCL) | COM | 68389X105 | $32.7K | 726,786 | 1.3% |
| DirecTV | COM | 25490A309 | $30.0K | 345,968 | 1.2% |
| Ingredion(INGR) | COM | 457187102 | $23.9K | 281,557 | 1.0% |
| American Express(AXP) | COM | 025816109 | $22.8K | 245,414 | 0.9% |
| Accenture(ACN) | COM | G1151C101 | $20.5K | 230,004 | 0.8% |
| McDonald's(MCD) | COM | 580135101 | $20.5K | 218,694 | 0.8% |
| Markel(MKL) | COM | 570535104 | $16.9K | 24,708 | 0.7% |
| Suncor(SU) | COM | 867224107 | $16.7K | 524,142 | 0.7% |
| Abbott Labs(ABT) | COM | 002824100 | $15.1K | 334,802 | 0.6% |
| Berkshire Hathaway(BRK/A) | COM | 084670108 | $12.0K | 53 | 0.5% |
| Leucadia National | COM | 527288104 | $11.6K | 516,858 | 0.5% |
| US Bancorp(USB) | COM | 902973304 | $8.6K | 191,112 | 0.4% |
| Fiserv(FISV) | COM | 337738108 | $5.3K | 75,076 | 0.2% |
| IBM(IBM)Call | COM | 459200101 | $5.1K | 31,900 | 0.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $3.8K | 36,809 | 0.2% |
| Apple(AAPL) | COM | 037833100 | $2.2K | 19,729 | 0.1% |
| Medtronic | COM | 585055106 | $1.4K | 19,943 | 0.1% |
| Microsoft(MSFT) | COM | 594918104 | $1.2K | 25,603 | 0.0% |
| Ensco | COM | G3157S106 | $736 | 24,590 | 0.0% |
| Express Scripts | COM | 30219G108 | $631 | 7,450 | 0.0% |
| Rock Tenn | COM | 772739207 | $610 | 10,000 | 0.0% |
| Synaptics(SYNA) | COM | 87157D109 | $609 | 8,850 | 0.0% |
| UnitedHealth(UNH) | COM | 91324P102 | $546 | 5,400 | 0.0% |
| Capital One Fin'l(COF) | COM | 14040H105 | $480 | 5,812 | 0.0% |
| Halliburton(HAL) | COM | 406216101 | $431 | 10,951 | 0.0% |
| AT&T(T) | COM | 00206R102 | $417 | 12,417 | 0.0% |
| Chevron(CVX) | COM | 166764100 | $391 | 3,485 | 0.0% |
| C S X(CSX) | COM | 126408103 | $338 | 9,331 | 0.0% |
| Philip Morris Intl(PM) | COM | 718172109 | $327 | 4,012 | 0.0% |
| Fastenal(FAST) | COM | 311900104 | $321 | 6,750 | 0.0% |
| Travelers Companies(TRV) | COM | 89417E109 | $316 | 2,983 | 0.0% |
| Procter & Gamble(PG) | COM | 742718109 | $310 | 3,399 | 0.0% |
| Proshares Short S&P 500 | COM | 74347R503 | $294 | 13,500 | 0.0% |
| Coca-Cola(KO) | COM | 191216100 | $292 | 6,926 | 0.0% |
| Occidental Petroleum(OXY) | COM | 674599105 | $287 | 3,557 | 0.0% |
| Methode Electronics(MEI) | COM | 591520200 | $281 | 7,700 | 0.0% |
| National Oilwell Varco(NOVEUR) | COM | 637071101 | $279 | 4,260 | 0.0% |
| Bank of America(BAC) | COM | 060505104 | $265 | 14,792 | 0.0% |
| Boeing Co(BA) | COM | 097023105 | $247 | 1,897 | 0.0% |