Q4 2014 Holdings
Filed 2015-02-11 | 28 holdings | $42.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Altria Group Inc(MO) | COM | 02209S103 | $3.7K | 75,200 | 8.9% |
| Reynolds American Inc | COM | 761713106 | $3.6K | 56,000 | 8.6% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $3.2K | 38,800 | 7.6% |
| Archer Daniels Midland Co(ADM) | COM | 039483102 | $2.7K | 52,070 | 6.4% |
| Veeco Instrs Inc del(VECO) | COM | 922417100 | $2.6K | 73,910 | 6.1% |
| CF Inds Hldgs Inc(CF) | COM | 125269100 | $2.4K | 8,810 | 5.7% |
| Monsanto Co New | COM | 61166W101 | $2.4K | 19,720 | 5.6% |
| Potash Corp Sask Inc | COM | 73755L107 | $1.8K | 51,000 | 4.3% |
| Hormel Foods Corp(HRL) | COM | 440452100 | $1.8K | 34,260 | 4.2% |
| BRF SA(P5Y) | SPONSORED ADR | 10552T107 | $1.7K | 71,660 | 4.0% |
| Tyson Foods Inc(TSN) | CL A | 902494103 | $1.6K | 40,500 | 3.9% |
| Mosaic Co New(MOS) | COM | 61945C103 | $1.5K | 33,190 | 3.6% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $1.4K | 32,000 | 3.3% |
| Faro Technologies Inc(FARO) | COM | 311642102 | $1.3K | 20,430 | 3.0% |
| Cognex Corp(CGNX) | COM | 192422103 | $1.1K | 27,580 | 2.7% |
| Ingredion Inc(INGR) | COM | 457187102 | $1.1K | 13,000 | 2.6% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $1.1K | 29,420 | 2.5% |
| Agrium Inc | COM | 008916108 | $1.1K | 11,120 | 2.5% |
| YUM Brands Inc(YUM) | COM | 988498101 | $943 | 12,950 | 2.2% |
| Pilgrims Pride Corp New(PPC) | COM | 72147K108 | $866 | 26,400 | 2.1% |
| Kraft Foods Group Inc | COM | 50076Q106 | $865 | 13,810 | 2.1% |
| Deere & Co(DE) | COM | 244199105 | $710 | 8,030 | 1.7% |
| General MLS Inc(GIS) | COM | 370334104 | $677 | 12,700 | 1.6% |
| Sanderson Farms Inc | COM | 800013104 | $552 | 6,570 | 1.3% |
| Sensient Technologies Corp(SXT) | COM | 81725T100 | $515 | 8,530 | 1.2% |
| F M C Corp(FMC) | COM NEW | 302491303 | $405 | 7,110 | 1.0% |
| Andersons Inc(ANDE) | COM | 034164103 | $276 | 5,190 | 0.7% |
| Lindsay Corp(LNN) | COM | 535555106 | $252 | 2,940 | 0.6% |