Q3 2019 Holdings
Filed 2019-11-14 | 25 holdings | $152.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Texas Instruments, Inc.(TXN) | COM | 882508104 | $8.8K | 68,341 | 5.8% |
| Microsoft Corp(MSFT) | COM | 594918104 | $8.2K | 58,871 | 5.4% |
| Thermo Fisher Scientific, Inc.(TMO) | COM | 883556102 | $7.6K | 26,223 | 5.0% |
| Blackstone Group LP(BX) | COM | 09260D107 | $7.6K | 156,255 | 5.0% |
| Veeva Systems Inc.(VEEV) | COM | 922475108 | $7.3K | 47,669 | 4.8% |
| Applied Materials, Inc.(AMAT) | COM | 038222105 | $7.1K | 142,552 | 4.7% |
| Visa, Inc.(V) | COM | 92826C839 | $7.1K | 41,341 | 4.7% |
| Lam Research Corp.(LRCXEUR) | COM | 512807108 | $7.1K | 30,699 | 4.7% |
| KLA Corporation(KLAC) | COM | 482480100 | $6.8K | 42,510 | 4.5% |
| PayPal Holdings, Inc.(PYPL) | COM | 70450Y103 | $6.6K | 64,173 | 4.4% |
| Kansas City Southern | COM | 485170302 | $6.5K | 48,560 | 4.2% |
| Ecolab Inc.(ECL) | COM | 278865100 | $6.3K | 31,931 | 4.2% |
| Honeywell International, Inc.(HON) | COM | 438516106 | $6.3K | 37,039 | 4.1% |
| Dover Corporation(DOV) | COM | 260003108 | $6.2K | 62,226 | 4.1% |
| Ingersoll-Rand PLC(IR) | COM | G47791101 | $6.1K | 49,411 | 4.0% |
| Walt Disney, Co(DIS) | COM | 254687106 | $6.1K | 46,604 | 4.0% |
| Ametek, Inc.(AME) | COM | 031100100 | $5.9K | 64,123 | 3.9% |
| ServiceNow, Inc.(NOW) | COM | 81762P102 | $5.8K | 22,984 | 3.8% |
| Home Depot, Inc.(HD) | COM | 437076102 | $5.7K | 24,780 | 3.8% |
| American Express Company(AXP) | COM | 025816109 | $5.5K | 46,366 | 3.6% |
| Merck & Co., Inc.(MRK) | COM | 58933Y105 | $5.4K | 64,549 | 3.6% |
| Sea Limited(SE) | ADS | 81141R100 | $4.6K | 148,248 | 3.0% |
| Comcast Corp.(CMCSA) | COM | 20030N101 | $4.6K | 101,155 | 3.0% |
| VanEck Vectors Vietnam ETF(VNM) | ETF | 92189F817 | $1.5K | 92,243 | 1.0% |
| iShares Msci Thailand ETF(THD) | ETF | 464286624 | $1.3K | 14,453 | 0.8% |