Q1 2021 Holdings
Filed 2021-04-28 | 25 holdings | $108.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $9.1K | 35,619 | 8.4% |
| Lowes COS Inc(LOW) | COM | 548661107 | $8.7K | 45,482 | 8.0% |
| Anthem Inc(ELV) | COM | 036752103 | $7.4K | 20,501 | 6.8% |
| BK of America Corp(BAC) | COM | 060505104 | $6.9K | 179,481 | 6.4% |
| Facebook Inc(META) | CL A | 30303M102 | $6.4K | 21,791 | 5.9% |
| CDW Corp(CDW) | COM | 12514G108 | $6.1K | 36,767 | 5.6% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $6.1K | 2,934 | 5.6% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $6.0K | 111,705 | 5.6% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $5.0K | 32,715 | 4.6% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $3.9K | 29,523 | 3.6% |
| American Express Co(AXP) | COM | 025816109 | $3.9K | 27,285 | 3.6% |
| Oreilly Automotive Inc(ORLY) | COM | 67103H107 | $3.7K | 7,229 | 3.4% |
| CVS Health Corp(CVS) | COM | 126650100 | $3.5K | 46,609 | 3.2% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $3.4K | 9,249 | 3.2% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $3.4K | 86,822 | 3.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $3.2K | 13,542 | 3.0% |
| Carters Inc(CRI) | COM | 146229109 | $3.0K | 34,201 | 2.8% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $2.9K | 19,250 | 2.7% |
| Visa Inc(V) | COM CL A | 92826C839 | $2.8K | 13,163 | 2.6% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $2.6K | 6,901 | 2.4% |
| Huntington Ingalls Inds Inc(HII) | COM | 446413106 | $2.4K | 11,526 | 2.2% |
| Northrop Grumman Corp(NOC) | COM | 666807102 | $2.2K | 6,775 | 2.0% |
| Apple Inc(AAPL) | COM | 037833100 | $2.1K | 17,018 | 1.9% |
| Liberty Broadband Corp(LBRDA) | COM SER A | 530307107 | $2.0K | 13,652 | 1.8% |
| US Bancorp del(USB) | COM NEW | 902973304 | $1.7K | 30,376 | 1.6% |