| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WAL-MART STORES INC | 700,000 | 53,501,000 | 19.22% | ||
| 2 | HOME DEPOT INC | 500,000 | 39,565,000 | 14.22% | ||
| 3 | MICROSOFT CORP | 900,000 | 36,891,000 | 13.26% | ||
| 4 | GRAINGER W W INC | 125,000 | 31,583,000 | 11.35% | ||
| 5 | POTASH CORP SASK INC | 650,000 | 23,543,000 | 8.46% | ||
| 6 | DEVON ENERGY CORP NEW | 350,000 | 23,426,000 | 8.42% | ||
| 7 | BERKSHIRE HATHAWAY INC DEL | 150,000 | 18,746,000 | 6.74% | ||
| 8 | AETNA INC NEW | 200,000 | 14,994,000 | 5.39% | ||
| 9 | MCDONALDS CORP | 125,000 | 12,254,000 | 4.40% | ||
| 10 | Medtronic Inc | 150,000 | 9,231,000 | 3.32% | ||
| 11 | ACCENTURE PLC IRELAND | 100,000 | 7,972,000 | 2.86% | ||
| 12 | Walgreens | 100,000 | 6,603,000 | 2.37% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-14-000952, filed 2014.05.02).
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.