| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VISA INC | 279,925 | 18,310,000 | 9.17% | ||
| 2 | MCKESSON CORP | 70,145 | 15,867,000 | 7.95% | ||
| 3 | GILEAD SCIENCES INC | 157,249 | 15,431,000 | 7.73% | ||
| 4 | BERKSHIRE HATHAWAY INC DEL | 101,490 | 14,647,000 | 7.33% | ||
| 5 | CHECK POINT SOFTWARE TECH LT | 172,270 | 14,121,000 | 7.07% | ||
| 6 | ACCENTURE PLC IRELAND | 143,610 | 13,455,000 | 6.74% | ||
| 7 | HONEYWELL INTL INC | 110,965 | 11,575,000 | 5.80% | ||
| 8 | NIKE INC | 114,565 | 11,494,000 | 5.76% | ||
| 9 | PRICELINE GRP INC | 9,873 | 11,494,000 | 5.76% | ||
| 10 | EBAY INC | 189,045 | 10,904,000 | 5.46% | ||
| 11 | APPLE INC | 83,722 | 10,418,000 | 5.22% | ||
| 12 | DISCOVERY COMMUNICATNS NEW | 293,043 | 8,637,000 | 4.32% | ||
| 13 | HANESBRANDS INC | 253,340 | 8,489,000 | 4.25% | ||
| 14 | POLARIS INDS INC | 51,365 | 7,248,000 | 3.63% | ||
| 15 | ABBOTT LABS | 104,780 | 4,854,000 | 2.43% | ||
| 16 | MIDDLEBY CORP | 46,460 | 4,769,000 | 2.39% | ||
| 17 | DISNEY WALT CO | 45,214 | 4,742,000 | 2.37% | ||
| 18 | GOOGLE INC | 8,437 | 4,623,000 | 2.31% | ||
| 19 | ISHARES NASDAQ BIOTECHNOLOGY ETF | 7,922 | 4,394,000 | 2.20% | ||
| 20 | GRAINGER W W INC | 17,024 | 4,014,000 | 2.01% | ||
| 21 | BERKSHIRE HATHAWAY INC DEL | 1 | 217,000 | 0.11% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001315059-15-000002, filed 2015.05.14).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
