Q1 2015 Holdings
Filed 2015-08-14 | 19 holdings | $183.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Moodys Corp(MCO) | COM | 615369105 | $10.3K | 98,944 | 5.6% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $10.1K | 85,122 | 5.5% |
| Macys Inc(M) | COM | 55616P104 | $10.0K | 153,726 | 5.4% |
| TJX COS Inc New(TJX) | COM | 872540109 | $9.9K | 145,677 | 5.4% |
| Fastenal Co(FAST) | COM | 311900104 | $9.8K | 237,525 | 5.4% |
| Amphenol Corp New(APH) | CL A | 032095101 | $9.8K | 165,817 | 5.3% |
| Ingersoll-Rand PLC(IR) | SHS | G47791101 | $9.8K | 143,492 | 5.3% |
| Equifax Inc(EFX) | COM | 294429105 | $9.8K | 104,907 | 5.3% |
| CVS Health Corp(CVS) | COM | 126650100 | $9.7K | 93,707 | 5.3% |
| Lincoln Natl Corp IND(LNC) | COM | 534187109 | $9.6K | 167,928 | 5.3% |
| Ross Stores Inc(ROST) | COM | 778296103 | $9.6K | 92,168 | 5.2% |
| Boeing Co(BA) | COM | 097023105 | $9.5K | 63,542 | 5.2% |
| AON PLC(AON) | SHS CL A | G0408V102 | $9.5K | 99,164 | 5.2% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $9.5K | 90,728 | 5.2% |
| Southwest Airls Co(LUV) | COM | 844741108 | $9.5K | 213,655 | 5.2% |
| Home Depot Inc(HD) | COM | 437076102 | $9.5K | 83,197 | 5.2% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $9.4K | 108,673 | 5.1% |
| Scripps Networks Interact in | CL A COM | 811065101 | $9.2K | 133,791 | 5.0% |
| Union PAC Corp(UNP) | COM | 907818108 | $9.1K | 84,384 | 4.9% |