| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VISA INC | 304,309 | 20,434,000 | 9.09% | ||
| 2 | GILEAD SCIENCES INC | 167,284 | 19,586,000 | 8.71% | ||
| 3 | MCKESSON CORP | 77,324 | 17,383,000 | 7.73% | ||
| 4 | ACCENTURE PLC IRELAND | 157,076 | 15,202,000 | 6.76% | ||
| 5 | BERKSHIRE HATHAWAY INC DEL | 109,834 | 14,950,000 | 6.65% | ||
| 6 | CHECK POINT SOFTWARE TECH LT | 185,799 | 14,780,000 | 6.57% | ||
| 7 | NIKE INC | 125,666 | 13,574,000 | 6.04% | ||
| 8 | EBAY INC | 204,505 | 12,319,000 | 5.48% | ||
| 9 | HONEYWELL INTL INC | 120,012 | 12,238,000 | 5.44% | ||
| 10 | PRICELINE GRP INC | 10,557 | 12,155,000 | 5.41% | ||
| 11 | APPLE INC | 89,626 | 11,241,000 | 5.00% | ||
| 12 | DISCOVERY COMMUNICATNS NEW | 312,427 | 9,710,000 | 4.32% | ||
| 13 | HANESBRANDS INC | 269,970 | 8,995,000 | 4.00% | ||
| 14 | POLARIS INDS INC | 53,991 | 7,997,000 | 3.56% | ||
| 15 | MIDDLEBY CORP | 48,549 | 5,449,000 | 2.42% | ||
| 16 | ABBOTT LABS | 110,909 | 5,443,000 | 2.42% | ||
| 17 | DISNEY WALT CO | 45,873 | 5,236,000 | 2.33% | ||
| 18 | MASTERCARD INCORPORATED | 51,591 | 4,823,000 | 2.15% | ||
| 19 | GOOGLE INC | 8,857 | 4,610,000 | 2.05% | ||
| 20 | ISHARES NASDAQ BIOTECHNOLOGY ETF | 8,316 | 4,491,000 | 2.00% | ||
| 21 | GRAINGER W W INC | 16,821 | 3,981,000 | 1.77% | ||
| 22 | 1/100 Berkshire Htwy Cla | 100 | 205,000 | 0.09% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001315059-15-000003, filed 2015.08.12).
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.
