Q4 2019 Holdings
Filed 2020-01-22 | 166 holdings | $19.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Johnson & Johnson(JNJ) | Common Stock | 478160104 | $12.6K | 86,241 | 0.1% |
| TJX Co., Inc.(New)(TJX) | Common Stock | 872540109 | $12.9K | 211,773 | 0.1% |
| Wal Mart Stores Inc.(WMT) | Common Stock | 931142103 | $13.6K | 114,213 | 0.1% |
| Berkshire Hathaway Cl. B(BRK/B) | Common Stock | 084670702 | $15.8K | 69,691 | 0.1% |
| Microsoft Corp(MSFT) | Common Stock | 594918104 | $17.0K | 107,965 | 0.1% |
| Apple Inc.(AAPL) | Common Stock | 037833100 | $25.9K | 88,229 | 0.1% |
| Cytokinetics, Inc.(CYTK) | Common Stock | 23282W605 | $186.0K | 17,500 | 1.0% |
| Cummins Inc.(CMI) | Common Stock | 231021106 | $216.0K | 1,208 | 1.1% |
| AbbVie, Inc.(ABBV) | Common Stock | 00287Y109 | $217.0K | 2,453 | 1.1% |
| Canada Goose Holdings, Inc.(GOOS) | Common Stock | 135086106 | $264.0K | 7,290 | 1.4% |
| Cirrus(CRUS) | Common Stock | 172755100 | $272.0K | 3,300 | 1.4% |
| Align Technology Inc.(ALGN) | Common Stock | 016255101 | $405.0K | 1,450 | 2.1% |
| Alibaba Group Hldgs Limited RS(BABA) | Common Stock | 01609W102 | $902.0K | 4,255 | 4.8% |
| Cisco Systems Inc.(CSCO) | Common Stock | 17275R102 | $3.5M | 73,077 | 18.5% |
| Adobe Systems(ADBE) | Common Stock | 00724F101 | $3.7M | 11,106 | 19.3% |
| Boeing Co.(BA) | Common Stock | 097023105 | $8.8M | 27,114 | 46.5% |