Q4 2013 Holdings
Filed 2014-02-14 | 152 holdings | $102.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Costco Whsl Corp(COST) | COM NEW | 22160K105 | $22.8M | 191,600 | 22.2% |
| Cummins Inc(CMI) | COM | 231021106 | $26.2M | 185,573 | 25.4% |