Q4 2018 Holdings
Filed 2019-01-25 | 14 holdings | $1.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Microsoft Corp(MSFT) | COM | 594918104 | $114.0K | 1,122,153 | 10.6% |
| Accenture PLC Ireland(ACN) | SHS CLASS A | G1151C101 | $110.2K | 781,231 | 10.3% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $100.4K | 402,840 | 9.4% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $97.8K | 93,627 | 9.1% |
| Sherwin Williams Co(SHW) | COM | 824348106 | $96.6K | 245,609 | 9.0% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $93.3K | 1,090,330 | 8.7% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $80.5K | 473,428 | 7.5% |
| Taiwan Semiconductor Manufacturing Co LTD ADR USD(TSM) | SPONSORED ADR | 874039100 | $73.0K | 1,977,234 | 6.8% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $63.6K | 311,704 | 5.9% |
| Visa Inc(V) | COM CL A | 92826C839 | $61.3K | 464,609 | 5.7% |
| CME Group Inc(CME) | COM CL A | 12572Q105 | $60.4K | 321,275 | 5.6% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $58.4K | 309,504 | 5.4% |
| Booking Holdings Inc Common Stock USD 0.008(BKNG) | COM | 09857L108 | $42.6K | 24,742 | 4.0% |
| Moodys Corp(MCO) | COM | 615369105 | $20.7K | 147,723 | 1.9% |