Q4 2014 Holdings
Filed 2015-02-11 | 23 holdings | $182.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Visa Inc(V) | COM | 92826C839 | $16.4K | 62,666 | 9.0% |
| Berkshire Hathaway 'b'(BRK/B) | COM | 084670702 | $13.7K | 91,320 | 7.5% |
| Gilead Sciences(GILD) | COM | 375558103 | $13.1K | 139,094 | 7.2% |
| Mckesson(MCK) | COM | 58155Q103 | $13.1K | 62,935 | 7.2% |
| Check Point(CHKP) | COM | M22465104 | $12.3K | 156,005 | 6.7% |
| Accenture LTD(ACN) | COM | G1151C101 | $11.7K | 131,350 | 6.4% |
| Priceline GRP | COM | 741503403 | $10.2K | 8,955 | 5.6% |
| Microsoft(MSFT) | COM | 594918104 | $10.0K | 215,378 | 5.5% |
| Honeywell(HON) | COM | 438516106 | $10.0K | 99,875 | 5.5% |
| Nike Inc Class B(NKE) | COM | 654106103 | $10.0K | 103,600 | 5.5% |
| Ebay(EBAY) | COM | 278642103 | $9.7K | 172,735 | 5.3% |
| Franklin RES(BEN) | COM | 354613101 | $9.3K | 168,148 | 5.1% |
| Discovery Comm.(DISCKUSD) | COM | 25470F302 | $6.7K | 198,848 | 3.7% |
| Apple Inc COM(AAPL) | COM | 037833100 | $5.5K | 50,011 | 3.0% |
| Abbott Labs.(ABT) | COM | 002824100 | $4.1K | 89,975 | 2.2% |
| Middleby Corp COM(MIDD) | COM | 596278101 | $3.9K | 39,795 | 2.2% |
| Google Inc CL C | COM | 38259P706 | $3.9K | 7,434 | 2.1% |
| Grainger WW(GWW) | COM | 384802104 | $3.9K | 15,207 | 2.1% |
| Hanesbrands(HN9) | COM | 410345102 | $3.9K | 34,580 | 2.1% |
| Google Inc CL A | COM | 38259P508 | $3.7K | 7,058 | 2.1% |
| Qualcomm(QCOM) | COM | 747525103 | $3.7K | 49,615 | 2.0% |
| Walt Disney(DIS) | COM | 254687106 | $3.5K | 37,045 | 1.9% |
| Berkshire Hathaway 'a'(BRK/A) | COM | 084670108 | $226 | 1 | 0.1% |