Q1 2017 Holdings
Filed 2017-05-02 | 112 holdings | $185.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Visa Inc(V) | COM CL A | 92826C839 | $58.4K | 658,038 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $59.6K | 938,156 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $59.9K | 365,126 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $72.4K | 825,214 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $110.8K | 1,683,782 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $147.5K | 1,027,055 | 0.1% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $9.8M | 75,525 | 5.3% |
| D R Horton Inc(DHI) | COM | 23331A109 | $25.5M | 764,548 | 13.8% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $26.8M | 793,747 | 14.5% |
| Biogen Inc(BIIB) | COM | 09062X103 | $32.8M | 120,049 | 17.7% |
| Corning Inc(GLW) | COM | 219350105 | $34.8M | 1,290,213 | 18.8% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $52.2M | 483,896 | 28.2% |