| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VISA INC | 40,000 | 2,967,000 | 30.46% | ||
| 2 | KRAFT HEINZ CO | 25,000 | 2,212,000 | 22.71% | ||
| 3 | JOHNSON & JOHNSON | 15,000 | 1,819,000 | 18.67% | ||
| 4 | APPLE INC | 15,000 | 1,434,000 | 14.72% | ||
| 5 | UNION PAC CORP | 15,000 | 1,309,000 | 13.44% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-16-020251, filed 2016.08.16).
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.