Q4 2019 Holdings
Filed 2020-02-12 | 11 holdings | $1.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Expeditors Intl Wash Inc(EXPD) | COM | 302130109 | $314.0K | 4,024,763 | 22.2% |
| American Express Co(AXP) | COM | 025816109 | $171.5K | 1,377,974 | 12.1% |
| Mastercard Inc(MA) | COM CL A | 57636Q104 | $124.8K | 417,910 | 8.8% |
| Moody's Corp(MCO) | COM | 615369105 | $122.8K | 517,289 | 8.7% |
| C.H. Robinson Worldwide Inc(CHRW) | COM | 12541W209 | $117.7K | 1,504,883 | 8.3% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $108.2K | 396,388 | 7.6% |
| Factset Research Systems Inc(FDS) | COM | 303075105 | $97.3K | 362,600 | 6.9% |
| Wells Fargo & Co(WFC) | COM | 949746101 | $96.5K | 1,794,350 | 6.8% |
| Estee Lauder Companies(EL) | COM | 518439104 | $96.5K | 467,250 | 6.8% |
| Visa Inc-Class A Shares(V) | COM CL A | 92826C839 | $90.1K | 479,360 | 6.4% |
| Starbucks Corp(SBUX) | COM | 855244109 | $77.8K | 885,203 | 5.5% |