Q3 2013 Holdings
Filed 2013-11-05 | 24 holdings | $1.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apple Inc(AAPL) | COM | 037833100 | $154.1K | 323,333 | 8.5% |
| Ebay Inc(EBAY) | COM | 278642103 | $140.9K | 2,525,561 | 7.8% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $136.0K | 2,018,845 | 7.5% |
| Time Warner Inc | COM NEW | 887317303 | $127.2K | 1,932,709 | 7.0% |
| Coca Cola Co(COKE) | COM | 191098102 | $89.3K | 2,358,425 | 4.9% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $89.2K | 927,247 | 4.9% |
| Google Inc | CL A | 38259P508 | $86.4K | 98,644 | 4.8% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $78.7K | 1,220,561 | 4.3% |
| Scripps Networks Interact Inc | CL A COM | 811065101 | $77.6K | 993,608 | 4.3% |
| Coach Inc | COM | 189754904 | $77.4K | 1,419,925 | 4.3% |
| Petsmart Inc | COM | 716768106 | $73.7K | 966,215 | 4.1% |
| Diageo PLC Sponsored ADR New(DGED) | COM | 25243Q205 | $72.1K | 567,080 | 4.0% |
| Williams Sonoma Inc(WSM) | COM | 969904101 | $68.9K | 1,225,732 | 3.8% |
| Marriott Intl Inc(MAR) | CL A | 571903202 | $63.2K | 1,502,687 | 3.5% |
| Kellogg Co(KEL) | COM | 487836108 | $60.9K | 1,036,617 | 3.4% |
| Ralph Lauren Corp(RL) | CL A | 751212101 | $60.9K | 369,450 | 3.4% |
| Macys Inc(M) | COM | 55616P104 | $57.1K | 1,320,375 | 3.1% |
| Cheesecake Factory Inc(CAKE) | COM | 163072101 | $53.7K | 1,220,983 | 3.0% |
| Directv | COM | 25490A309 | $52.6K | 879,975 | 2.9% |
| BlackRock Inc(BLKCHF) | COM | 09247X101 | $44.4K | 163,951 | 2.4% |
| Domino's Pizza, Inc.(DPZ) | COM | 25754A201 | $41.0K | 603,041 | 2.3% |
| Dicks Sporting Goods Inc(DKS) | COM | 253393102 | $40.6K | 759,915 | 2.2% |
| AB Inbev(BUD) | SPONSORED ADR | 03524A108 | $40.3K | 406,249 | 2.2% |
| Nike Inc(NKE) | CL B | 654106103 | $29.5K | 406,646 | 1.6% |