Q1 2014 Holdings
Filed 2014-04-23 | 44 holdings | $74.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| American International Group(AIG) | Equities | 026874784 | $9.2M | 184,608 | 12.5% |
| Berkshire Hathaway(BRK/B) | Equities | 084670702 | $5.6M | 44,411 | 7.5% |
| DirecTV | Equities | 25490A309 | $4.4M | 58,200 | 6.0% |
| Lindsay Corporation(LNN) | Equities | 535555106 | $4.1M | 46,952 | 5.6% |
| Apple Computer(AAPL) | Equities | 037833100 | $4.1M | 7,600 | 5.5% |
| JP Morgan & Co(JPM) | Equities | 46625H100 | $3.9M | 65,058 | 5.3% |
| Leucadia National Corporation | Equities | 527288104 | $3.7M | 130,839 | 5.0% |
| Goldman Sachs(GS) | Equities | 38141G104 | $3.5M | 21,483 | 4.8% |
| RenaissanceRe Holdings Ltd(RNR) | Equities | G7496G103 | $3.4M | 35,166 | 4.6% |
| UnitedHealth Group(UNH) | Equities | 91324P102 | $3.2M | 38,996 | 4.3% |
| Loews Corporation(L) | Equities | 540424108 | $2.7M | 60,942 | 3.6% |
| Intel(INTC) | Equities | 458140100 | $2.5M | 96,901 | 3.4% |
| Vodafone Group | Equities | 92857W209 | $2.3M | 61,903 | 3.1% |
| Deere & Co(DE) | Equities | 244199105 | $1.9M | 20,815 | 2.6% |
| Unilever PLC ADR | Equities | 904767704 | $1.9M | 43,934 | 2.5% |
| Philip Morris International(PM) | Equities | 718172109 | $1.7M | 20,855 | 2.3% |
| URS Corp | Equities | 903236107 | $1.7M | 35,478 | 2.3% |
| Oaktree Capital Group | Equities | 674001201 | $1.3M | 23,121 | 1.8% |
| Markel Corp(MKL) | Equities | 570535104 | $1.3M | 2,205 | 1.8% |
| Exxon Mobil Corp.(XOM) | Equities | 30231G102 | $1.1M | 10,819 | 1.4% |
| Astrazeneca PLC(AZN) | Equities | 046353108 | $1.0M | 15,616 | 1.4% |
| First Financial Bancorp(FFBC) | Equities | 320209109 | $996.4K | 55,415 | 1.3% |
| General Electric | Equities | 369604103 | $784.6K | 30,304 | 1.1% |
| Berkshire Hathaway Cl A(BRK/A) | Equities | 084670108 | $749.4K | 4 | 1.0% |
| International Business Machine(IBM) | Equities | 459200101 | $668.3K | 3,472 | 0.9% |
| AT&T(T) | Equities | 00206R102 | $608.7K | 17,356 | 0.8% |
| BB and T Corp(BBTUSD) | Equities | 054937107 | $604.8K | 15,055 | 0.8% |
| Southern Co.(SO) | Equities | 842587107 | $583.7K | 13,284 | 0.8% |
| Johnson & Johnson(JNJ) | Equities | 478160104 | $493.1K | 5,020 | 0.7% |
| AIG | Equities | 026874156 | $391.1K | 19,135 | 0.5% |
| Wells Fargo(WFC) | Equities | 949746101 | $356.3K | 7,163 | 0.5% |
| Norfolk Southern Corp(NSC) | Equities | 655844108 | $344.9K | 3,549 | 0.5% |
| Pepsico Inc(PEP) | Equities | 713448108 | $334.0K | 4,000 | 0.5% |
| VCA Antech Inc | Equities | 918194101 | $314.4K | 9,755 | 0.4% |
| Coca-Cola(KO) | Equities | 191216100 | $307.1K | 7,944 | 0.4% |
| Cincinnati FInancial Corp(CINF) | Equities | 172062101 | $272.0K | 5,589 | 0.4% |
| Home Depot(HD) | Equities | 437076102 | $265.2K | 3,352 | 0.4% |
| Microsoft(MSFT) | Equities | 594918104 | $244.9K | 5,975 | 0.3% |
| 3M Company(MMM) | Equities | 88579Y101 | $243.3K | 1,794 | 0.3% |
| ChevronTexaco(CVX) | Equities | 166764100 | $233.8K | 1,966 | 0.3% |
| BP PLC(BP) | Equities | 055622104 | $224.1K | 4,660 | 0.3% |
| Waste Management(WM) | Equities | 94106L109 | $216.7K | 5,150 | 0.3% |
| RPM International Inc(RPM) | Equities | 749685103 | $200.8K | 4,800 | 0.3% |