Q3 2018 Holdings
Filed 2018-11-07 | 67 holdings | $4.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alphabet Inc(GOOG) | CL C | 02079K107 | $47.7K | 39,937 | 1.2% |
| Xylem Inc(XYL) | COM | 98419M100 | $52.0K | 651,130 | 1.3% |
| Cerner Corp(CERNCHF) | COM | 156782104 | $54.4K | 844,345 | 1.4% |
| CVS Caremark Corp(CVS) | COM | 126650100 | $63.1K | 801,424 | 1.6% |
| Cognizant Technology Solutions Corp(CTSH) | COM | 192446102 | $67.9K | 879,692 | 1.7% |
| Fiserv Inc(FISV) | COM | 337738108 | $69.4K | 842,695 | 1.7% |
| Laboratory Corp of America Holdings | COM | 50540R409 | $72.8K | 419,073 | 1.8% |
| Berkshire Hathaway Inc(BRK/B) | CL B NEW | 084670702 | $74.5K | 347,870 | 1.9% |
| Mastercard Inc(MA) | COM | 57636Q104 | $76.8K | 345,098 | 1.9% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $93.0K | 381,134 | 2.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $101.9K | 890,256 | 2.6% |
| UnitedHealth Group Inc(UNH) | COM | 91324P102 | $107.6K | 404,376 | 2.7% |
| CarMax Inc(KMX) | COM | 143130102 | $112.0K | 1,500 | 2.8% |
| AbbVie Inc(ABBV) | COM | 00287Y109 | $132.0K | 1,400 | 3.3% |
| Costco Wholesale Corp(COST) | COM | 22160K105 | $146.0K | 620 | 3.7% |
| Adobe Systems Inc(ADBE) | COM | 00724F101 | $163.0K | 603 | 4.1% |
| Align Technology Inc(ALGN) | COM | 016255101 | $2.5M | 6,315 | 62.3% |