Q4 2014 Holdings
Filed 2015-02-12 | 20 holdings | $761.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Humana Inc(HUM) | COM | 444859102 | $90.8K | 631,885 | 11.9% |
| Microsoft(MSFT) | COM | 594918104 | $80.4K | 1,730,300 | 10.6% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $75.5K | 722,068 | 9.9% |
| J P Morgan Chase & Co.(JPM) | COM | 46625H100 | $71.6K | 1,144,246 | 9.4% |
| Sysco Corporation(SYY) | COM | 871829107 | $68.3K | 1,721,629 | 9.0% |
| Vodafone Group PlC New | SPONS ADR NEW | 92857W209 | $67.8K | 1,983,849 | 8.9% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $65.5K | 1,154,184 | 8.6% |
| Express Scripts Hldg Co | COM | 30219G108 | $61.4K | 724,636 | 8.1% |
| Wal-Mart Stores Inc(WMT) | COM | 931142103 | $54.9K | 638,733 | 7.2% |
| Resolute Forest Products(RFPUSD) | COM | 76117W109 | $43.9K | 2,490,357 | 5.8% |
| Intel Corporation(INTC) | COM | 458140100 | $39.1K | 1,076,571 | 5.1% |
| Berkshire Hathaway Inc(BRK/B) | CL B New | 084670702 | $38.6K | 257,199 | 5.1% |
| Vanguard Stock Index(VTI) | TOT STK MKT | 922908769 | $1.0K | 9,848 | 0.1% |
| Vanguard Bond Index Fund(BSV) | SHORT TRM BOND | 921937827 | $876 | 10,952 | 0.1% |
| Berkshire Hathaway Inc | COM | 084990175 | $452 | 2 | 0.1% |
| Southern Missouri Bancorp(SMBC) | COM | 843380106 | $365 | 9,619 | 0.0% |
| Proctor & Gamble(PG) | COM | 742718109 | $301 | 3,308 | 0.0% |
| Kingstone Companies Inc(KINS) | COM | 496719105 | $224 | 27,442 | 0.0% |
| J P Morgan Chase & Co. | *W EXP 10/28/2018 | 46634E114 | $83 | 4,000 | 0.0% |
| Metlife Inc(MET) | COM | 59156R108 | $7 | 137 | 0.0% |