Q2 2018 Holdings
Filed 2018-08-08 | 12 holdings | $54.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autozone Inc(AZO) | COM | 053332102 | $53.2M | 79,288 | 98.5% |
| Expeditors Intl Wash Inc(EXPD) | COM | 302130109 | $152.3K | 2,083,526 | 0.3% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $118.6K | 603,435 | 0.2% |
| Starbucks Corp(SBUX) | COM | 855244109 | $114.4K | 2,341,252 | 0.2% |
| Procter & Gamble(PG) | COM | 742718109 | $66.1K | 846,550 | 0.1% |
| Alphabet C(GOOG) | CL C | 02079K107 | $61.3K | 54,980 | 0.1% |
| Moody's Corp(MCO) | COM | 615369105 | $61.1K | 358,473 | 0.1% |
| Nike Inc(NKE) | CL B | 654106103 | $58.5K | 734,097 | 0.1% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $55.7K | 273,277 | 0.1% |
| American Express Co(AXP) | COM | 025816109 | $39.2K | 400,024 | 0.1% |
| Visa Inc-Class A Shares(V) | COM CL A | 92826C839 | $37.3K | 281,360 | 0.1% |
| Estee Lauder Companies(EL) | COM | 518439104 | $32.5K | 227,550 | 0.1% |