Q4 2017 Holdings
Filed 2023-11-09 | 166 holdings | $157.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Coca Cola Co(KO) | COM | 191216100 | $3.2M | 69,360 | 2.0% |
| Apple Inc(AAPL) | COM | 037833100 | $3.5M | 20,577 | 2.2% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $3.5M | 82,706 | 2.3% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $3.6M | 12 | 2.3% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $3.6M | 33,987 | 2.3% |
| Blackstone Group L P(BXUSD) | COM UNIT LTD | 09253U108 | $3.6M | 113,740 | 2.3% |
| Visa Inc(V) | COM CL A | 92826C839 | $4.1M | 35,983 | 2.6% |
| Pepsico Inc(PEP) | COM | 713448108 | $4.3M | 36,108 | 2.8% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $4.5M | 84,645 | 2.9% |
| Altria Group Inc(MO) | COM | 02209S103 | $4.5M | 62,820 | 2.9% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $5.1M | 23,900 | 3.3% |
| Vanguard World FDS(VGT) | INF TECH ETF | 92204A702 | $8.3M | 50,582 | 5.3% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $9.7M | 48,795 | 6.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $11.0M | 128,522 | 7.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $11.7M | 83,513 | 7.4% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $17.8M | 66,597 | 11.3% |