Q2 2015 Holdings
Filed 2015-08-12 | 22 holdings | $224.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Visa Inc(V) | COM | 92826C839 | $20.4K | 304,309 | 9.1% |
| Gilead Sciences(GILD) | COM | 375558103 | $19.6K | 167,284 | 8.7% |
| Mckesson(MCK) | COM | 58155Q103 | $17.4K | 77,324 | 7.7% |
| Accenture LTD(ACN) | COM | G1151C101 | $15.2K | 157,076 | 6.8% |
| Berkshire Hathaway 'b'(BRK/B) | COM | 084670702 | $15.0K | 109,834 | 6.7% |
| Check Point(CHKP) | COM | M22465104 | $14.8K | 185,799 | 6.6% |
| Nike Inc Class B(NKE) | COM | 654106103 | $13.6K | 125,666 | 6.0% |
| Ebay(EBAY) | COM | 278642103 | $12.3K | 204,505 | 5.5% |
| Honeywell(HON) | COM | 438516106 | $12.2K | 120,012 | 5.4% |
| Priceline GRP | COM | 741503403 | $12.2K | 10,557 | 5.4% |
| Apple Inc COM(AAPL) | COM | 037833100 | $11.2K | 89,626 | 5.0% |
| Discovery Comm.(DISCKUSD) | COM | 25470F302 | $9.7K | 312,427 | 4.3% |
| Hanesbrands(HN9) | COM | 410345102 | $9.0K | 269,970 | 4.0% |
| Polaris Inds Inc(PII) | COM | 731068102 | $8.0K | 53,991 | 3.6% |
| Middleby Corp(MIDD) | COM | 596278101 | $5.4K | 48,549 | 2.4% |
| Abbott Labs.(ABT) | COM | 002824100 | $5.4K | 110,909 | 2.4% |
| Walt Disney(DIS) | COM | 254687106 | $5.2K | 45,873 | 2.3% |
| Mastercard CL A(MA) | COM | 57636Q104 | $4.8K | 51,591 | 2.1% |
| Google Inc CL C | COM | 38259P706 | $4.6K | 8,857 | 2.1% |
| Google Inc CL A | COM | 38259P508 | $4.5K | 8,316 | 2.0% |
| Grainger WW(GWW) | COM | 384802104 | $4.0K | 16,821 | 1.8% |
| 1/100th Berkshire Hathaway Inc | COM | 084990175 | $205 | 100 | 0.1% |