Q4 2017 Holdings
Filed 2018-02-06 | 63 holdings | $2.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Laboratory Corp of America Holdings | COM | 50540R409 | $49.1K | 307,591 | 1.8% |
| CVS Caremark Corp(CVS) | COM | 126650100 | $52.2K | 718,928 | 1.9% |
| Cognizant Technology Solutions Corp(CTSH) | COM | 192446102 | $56.3K | 792,127 | 2.1% |
| Mastercard Inc(MA) | COM | 57636Q104 | $59.1K | 389,030 | 2.2% |
| Berkshire Hathaway Inc Cl B(BRK/B) | CL B NEW | 084670702 | $64.7K | 325,543 | 2.4% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $74.7K | 393,362 | 2.8% |
| Comcast Corp COM Usd0.01 CL A(CMCSA) | COM | 20030N101 | $77.9K | 1,942,769 | 2.9% |
| Microsoft Corp(MSFT) | COM | 594918104 | $85.8K | 1,002,947 | 3.2% |
| UnitedHealth Group Inc(UNH) | COM | 91324P102 | $90.7K | 410,833 | 3.3% |
| CarMax Inc(KMX) | COM | 143130102 | $96.0K | 1,500 | 3.5% |
| Costco Wholesale Corp(COST) | COM | 22160K105 | $115.0K | 620 | 4.2% |
| AbbVie Inc(ABBV) | COM | 00287Y109 | $155.0K | 1,600 | 5.7% |
| Align Technology Inc(ALGN) | COM | 016255101 | $1.6M | 7,308 | 59.9% |