Q1 2019 Holdings
Filed 2019-04-05 | 339 holdings | $10.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Constellation Brands Inc(STZ) | Com | 21036P108 | $382.0K | 2,178 | 3.7% |
| Darden Restaurants Inc(DRI) | Com | 237194105 | $398.0K | 3,279 | 3.8% |
| Cummins Inc(CMI) | Com | 231021106 | $435.0K | 2,758 | 4.2% |
| Adobe Systems Inc(ADBE) | Com | 00724F101 | $465.0K | 1,745 | 4.5% |
| Abbvie Inc(ABBV) | Com | 00287Y109 | $1.5M | 18,202 | 14.2% |
| Conocophillips(COP) | Com | 20825C104 | $2.0M | 29,868 | 19.3% |
| Costco Wholesale Corp(COST) | Com | 22160K105 | $2.1M | 8,529 | 20.0% |
| Cisco Systems Inc(CSCO) | Com | 17275R102 | $2.8M | 52,242 | 27.3% |