Q1 2015 Holdings
Filed 2015-05-14 | 21 holdings | $199.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Visa Inc(V) | COM | 92826C839 | $18.3K | 279,925 | 9.2% |
| Mckesson(MCK) | COM | 58155Q103 | $15.9K | 70,145 | 7.9% |
| Gilead Sciences(GILD) | COM | 375558103 | $15.4K | 157,249 | 7.7% |
| Berkshire Hathaway 'b'(BRK/B) | COM | 084670702 | $14.6K | 101,490 | 7.3% |
| Check Point(CHKP) | COM | M22465104 | $14.1K | 172,270 | 7.1% |
| Accenture LTD(ACN) | COM | G1151C101 | $13.5K | 143,610 | 6.7% |
| Honeywell(HON) | COM | 438516106 | $11.6K | 110,965 | 5.8% |
| Priceline GRP | COM | 741503403 | $11.5K | 9,873 | 5.8% |
| Nike Inc Class B(NKE) | COM | 654106103 | $11.5K | 114,565 | 5.8% |
| Ebay(EBAY) | COM | 278642103 | $10.9K | 189,045 | 5.5% |
| Apple Inc COM(AAPL) | COM | 037833100 | $10.4K | 83,722 | 5.2% |
| Discovery Comm.(DISCKUSD) | COM | 25470F302 | $8.6K | 293,043 | 4.3% |
| Hanesbrands(HN9) | COM | 410345102 | $8.5K | 253,340 | 4.3% |
| Polaris Inds Inc(PII) | COM | 731068102 | $7.2K | 51,365 | 3.6% |
| Abbott Labs.(ABT) | COM | 002824100 | $4.9K | 104,780 | 2.4% |
| Middleby Corp(MIDD) | COM | 596278101 | $4.8K | 46,460 | 2.4% |
| Walt Disney(DIS) | COM | 254687106 | $4.7K | 45,214 | 2.4% |
| Google Inc CL C | COM | 38259P706 | $4.6K | 8,437 | 2.3% |
| Google Inc CL A | COM | 38259P508 | $4.4K | 7,922 | 2.2% |
| Grainger WW(GWW) | COM | 384802104 | $4.0K | 17,024 | 2.0% |
| Berkshire Hathaway 'a'(BRK/A) | COM | 084670108 | $217 | 1 | 0.1% |