Q1 2015 Holdings
Filed 2015-05-14 | 62 holdings | $10.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $3.9K | 32,726 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $3.9K | 34,531 | 0.0% |
| BlackRock Inc(BLKCHF) | COM | 09247X101 | $4.0K | 10,877 | 0.0% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $4.1K | 54,277 | 0.0% |
| Trinet Group Inc(TNET) | COM | 896288107 | $4.1K | 117,223 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $5.4K | 25 | 0.1% |
| Marsh & Mclennan COS Inc(MRSH) | COM | 571748102 | $5.6K | 100,000 | 0.1% |
| Sherwin Williams Co(SHW) | COM | 824348106 | $5.9K | 20,648 | 0.1% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $394.0K | 3,394 | 3.9% |
| Conocophillips(COP) | COM | 20825C104 | $3.0M | 47,805 | 29.5% |
| Cummins Inc(CMI) | COM | 231021106 | $3.2M | 23,057 | 31.7% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $3.4M | 58,002 | 33.7% |