Q3 2018 Holdings
Filed 2018-11-13 | 556 holdings | $1.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Casella Waste SYS Inc(CWST) | CL A | 147448104 | $33.0M | 1,063,178 | 2.9% |
| Axos Finl Inc(AX) | COM | 05465C100 | $47.2M | 1,371,572 | 4.1% |
| Carmax Inc(KMX) | COM | 143130102 | $68.1M | 911,528 | 6.0% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $154.0M | 1,628,049 | 13.5% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $191.2M | 4,966,575 | 16.8% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $229.9M | 978,844 | 20.2% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $276.4M | 5,681,758 | 24.3% |