Q2 2019 Holdings
Filed 2019-08-01 | 261 holdings | $9.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $5.3K | 24,665 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $5.7K | 28,603 | 0.1% |
| Corning Inc(GLW) | COM | 219350105 | $237.0K | 7,132 | 2.5% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $257.0K | 1,972 | 2.7% |
| Conocophillips(COP) | COM | 20825C104 | $417.0K | 6,830 | 4.4% |
| Baozun Inc(BZUN) | SPONSORED ADR | 06684L103 | $482.0K | 9,660 | 5.0% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $562.0K | 2,126 | 5.9% |
| Adobe Inc(ADBE) | COM | 00724F101 | $682.0K | 2,316 | 7.1% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $1.1M | 6,657 | 11.8% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $2.7M | 36,837 | 28.0% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $2.9M | 52,847 | 30.3% |