Q2 2014 Holdings
Filed 2014-08-14 | 178 holdings | $13.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| AbbVie Inc(ABBV) | COM | 00287Y109 | $1.7M | 29,675 | 12.2% |
| D R Horton Inc(DHI) | COM | 23331A109 | $2.3M | 93,325 | 16.7% |
| Cummins Inc(CMI) | COM | 231021106 | $2.9M | 18,813 | 21.1% |
| Conoco Philips Corp(COP) | COM | 20825C104 | $5.4M | 62,980 | 39.3% |