Q4 2019 Holdings
Filed 2020-01-10 | 258 holdings | $214.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $2.0M | 41,832 | 0.9% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $3.2M | 36,032 | 1.5% |
| Centene Corp(CNC) | COM | 15135B101 | $3.5M | 55,372 | 1.6% |
| Alibaba Group Holding F Sponso(BABA) | COM | 01609W102 | $6.1M | 28,617 | 2.8% |
| Boeing Co(BA) | COM | 097023105 | $9.9M | 30,346 | 4.6% |
| Charter Communications Inc(CHTR) | COM | 16119P108 | $49.8M | 102,761 | 23.2% |
| Carmax Inc(KMX) | COM | 143130102 | $63.7M | 726,280 | 29.7% |
| Costco Wholesale Corp New(COST) | COM | 22160K105 | $67.2M | 228,796 | 31.4% |